Laurel Wealth Planning LLC Top Holdings and 13F Report (2025) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $189.09 million in total holdings as of September 30, 2025.Laurel Wealth Planning LLC owns shares of 57 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.29% of the portfolio was purchased this quarter.About 2.60% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 56 new stocks and bought additional shares in 16 stocks.Laurel Wealth Planning LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $14,217,015SPDR Bloomberg Short Term International Treasury Bond ETF $11,763,131SPDR S&P 500 ESG ETF $10,800,953iShares ESG Aware MSCI USA ETF $10,665,200iShares U.S. Infrastructure ETF $10,170,861 Largest New Holdings this Quarter 025072802 - Avantis International Small Cap Value ETF $3,915,629 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $1,808,273 Holding46432F842 - iShares Core MSCI EAFE ETF $202,036 Holding Largest Purchases this Quarter Avantis International Small Cap Value ETF 43,981 shares (about $3.92M)CAPITAL GROUP EQUITY ETF TR 63,694 shares (about $1.81M)PIMCO Enhanced Short Maturity Active ESG ETF 3,819 shares (about $377.60K)PIMCO Municipal Income Opportunities Active Exchange-Traded Fund 7,127 shares (about $322.92K)SPDR Bloomberg Short Term International Treasury Bond ETF 11,495 shares (about $319.79K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,157 shares (about $774.40K)Vanguard ESG U.S. Stock ETF 5,010 shares (about $593.38K)SPDR S&P 500 ESG ETF 7,426 shares (about $472.22K)SPDR Portfolio S&P 500 ETF 4,475 shares (about $350.57K)iShares ESG Aware MSCI USA ETF 2,254 shares (about $328.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLaurel Wealth Planning LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$14,217,015$234,542 ▲1.7%23,2167.5%ETFBWZSPDR Bloomberg Short Term International Treasury Bond ETF$11,763,131$319,791 ▲2.8%422,8306.2%ETFEFIVSPDR S&P 500 ESG ETF$10,800,953$472,219 ▼-4.2%169,8535.7%ETFESGUiShares ESG Aware MSCI USA ETF$10,665,200$328,182 ▼-3.0%73,2505.6%ManufacturingIFRAiShares U.S. Infrastructure ETF$10,170,861$165,908 ▼-1.6%192,5575.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$8,792,657$125,212 ▲1.4%158,9134.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$8,553,231$27,057 ▲0.3%91,9904.5%ManufacturingIVWiShares S&P 500 Growth ETF$6,938,382$54,203 ▼-0.8%57,4753.7%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$6,293,186$18,803 ▲0.3%173,3663.3%ETFEPIWisdomTree India Earnings Fund$6,288,334$108,246 ▼-1.7%142,2703.3%FinanceMOATVanEck Morningstar Wide Moat ETF$6,185,257$245,297 ▼-3.8%62,4083.3%ETFESGEiShares ESG Aware MSCI EM ETF$6,154,655$96,175 ▼-1.5%141,7473.3%ManufacturingFNDESchwab Fundamental Emerging Markets Equity ETF$5,563,542$128,549 ▼-2.3%153,8592.9%ETFEWJiShares MSCI Japan ETF$5,347,120$97,856 ▼-1.8%66,6642.8%ETFIVViShares Core S&P 500 ETF$5,266,176$774,398 ▼-12.8%7,8682.8%ETFDFIVDimensional International Value ETF$5,230,977$179,268 ▼-3.3%113,4212.8%ETFVEAVanguard FTSE Developed Markets ETF$4,702,942$215,892 ▲4.8%78,4872.5%ETFDSIiShares ESG MSCI KLD 400 ETF$4,357,367$228,599 ▼-5.0%34,5962.3%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,121,011$377,604 ▲10.1%41,6792.2%ETFAVDVAvantis International Small Cap Value ETF$3,915,629$3,915,629 ▲New Holding43,9812.1%ETFNULGNuveen ESG Large-Cap Growth ETF$3,643,749$19,791 ▼-0.5%36,6391.9%ETFBGRNiShares USD Green Bond ETF$3,125,721$73,636 ▲2.4%64,9461.7%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$2,679,141$121,628 ▲4.8%52,4911.4%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,627,173$3,742 ▲0.1%58,2781.4%ETFESGVVanguard ESG U.S. Stock ETF$2,557,120$593,384 ▼-18.8%21,5901.4%ETFBRK.BBerkshire Hathaway$2,200,9960.0%4,3781.2%FinanceFVDFirst Trust Value Line Dividend Index Fund$2,111,273$39,998 ▼-1.9%45,6591.1%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,071,392$322,924 ▲18.5%45,7161.1%ETFFSMDFidelity Small-Mid Multifactor ETF$2,054,915$136,695 ▼-6.2%46,6921.1%ETFCAPITAL GROUP EQUITY ETF TR$1,808,273$1,808,273 ▲New Holding63,6941.0%US SMALL AND MIDSPLVInvesco S&P 500 Low Volatility ETF$1,804,0080.0%24,5511.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,568,103$23,834 ▼-1.5%36,6460.8%ETFIJRiShares Core S&P Small-Cap ETF$1,231,436$3,327 ▲0.3%10,3630.7%ETFSPYSPDR S&P 500 ETF Trust$1,198,509$11,326 ▼-0.9%1,7990.6%FinanceADMArcher Daniels Midland$1,140,616$105,322 ▼-8.5%19,0930.6%Consumer StaplesVBVanguard Small-Cap ETF$1,087,047$4,577 ▲0.4%4,2750.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,072,788$350,572 ▼-24.6%13,6940.6%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$959,7760.0%5,8010.5%ETFVOOGVanguard S&P 500 Growth ETF$914,4660.0%2,1000.5%ETFNULVNuveen ESG Large-Cap Value ETF$911,690$159,399 ▼-14.9%20,8020.5%ETFVXUSVanguard Total International Stock ETF$747,970$6,171 ▼-0.8%10,1820.4%ETFECLEcolab$687,3890.0%2,5100.4%Basic MaterialsNUSCNuveen ESG Small-Cap ETF$649,108$13,539 ▼-2.0%14,7190.3%ETFAAPLApple$607,293$25,463 ▼-4.0%2,3850.3%Computer and TechnologySHESPDR MSCI USA Gender Diversity ETF$600,455$84,122 ▼-12.3%4,7110.3%ETFINDAiShares MSCI India ETF$524,089$288,101 ▲122.1%10,0670.3%ETFIYYiShares Dow Jones U.S. ETF$463,7130.0%2,8540.2%ETFVUGVanguard Growth ETF$445,5580.0%9290.2%ETFDFSUDimensional US Sustainability Core 1 ETF$307,7990.0%7,2470.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$277,520$44,324 ▲19.0%11,6020.1%ETFPRFInvesco RAFI US 1000 ETF$262,7160.0%5,8110.1%ETFVTIVanguard Total Stock Market ETF$261,5520.0%7970.1%ETFVSGXVanguard ESG International Stock ETF$259,7220.0%3,7440.1%ETFMSFTMicrosoft$256,904$1,554 ▲0.6%4960.1%Computer and TechnologyVTVVanguard Value ETF$225,6530.0%1,2100.1%ETFNOBLProShares S&P 500 Aristocrats ETF$213,1490.0%2,0680.1%ETFIEFAiShares Core MSCI EAFE ETF$202,036$202,036 ▲New Holding2,3140.1%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$0$250,073 ▼-100.0%00.0%FinanceABBVAbbVie$0$209,380 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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