Laurel Wealth Planning LLC Top Holdings and 13F Report (2026) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $226.00 million in total holdings as of June 30, 2026.Laurel Wealth Planning LLC owns shares of 67 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.18% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 59 new stocks and bought additional shares in 24 stocks.Laurel Wealth Planning LLC sold shares of 25 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $16,878,356iShares ESG Aware MSCI USA ETF $11,561,977iShares U.S. Infrastructure ETF $11,418,373SPDR S&P 500 ESG ETF $11,333,614Nuveen ESG Large-Cap Growth ETF $10,108,014 Largest New Holdings this Quarter 52468L505 - Franklin International Low Volatility High Dividend Index ETF $7,656,929 Holding46138E339 - Invesco S&P 500 Momentum ETF $4,764,623 Holding746729300 - Putnam Focused Large Cap Value ETF $3,904,605 Holding921908844 - Vanguard Dividend Appreciation ETF $336,091 Holding91324P102 - UnitedHealth Group $260,601 Holding Largest Purchases this Quarter Franklin International Low Volatility High Dividend Index ETF 188,664 shares (about $7.66M)Invesco S&P 500 Momentum ETF 29,495 shares (about $4.76M)Putnam Focused Large Cap Value ETF 76,636 shares (about $3.90M)Dimensional International Value ETF 23,377 shares (about $1.26M)Vanguard S&P 500 Growth ETF 9,767 shares (about $806.95K) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 33,427 shares (about $3.48M)iShares Core S&P 500 ETF 794 shares (about $594.64K)iShares ESG Aware MSCI EAFE ETF 3,396 shares (about $349.14K)Pacer US Large Cap Cash Cows Growth Leaders ETF 6,100 shares (about $244.89K)Apple 754 shares (about $218.18K) 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$16,878,356$48,764 â–¼-0.3%24,5757.5%ETFESGUiShares ESG Aware MSCI USA ETF$11,561,977$54,993 â–²0.5%70,6425.1%ETFIFRAiShares U.S. Infrastructure ETF$11,418,373$207,717 â–¼-1.8%181,1295.1%ETFEFIVSPDR S&P 500 ESG ETF$11,333,614$193,046 â–¼-1.7%155,4045.0%ETFNULGNuveen ESG Large-Cap Growth ETF$10,108,014$82,996 â–¼-0.8%86,3494.5%ETFDFIVDimensional International Value ETF$9,507,520$1,262,826 â–²15.3%176,0004.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$9,170,550$349,143 â–¼-3.7%89,1994.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,798,263$186,808 â–¼-2.3%128,2823.5%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$7,656,929$7,656,929 â–²New Holding188,6643.4%ETFESGEiShares ESG Aware MSCI EM ETF$7,041,065$189,446 â–¼-2.6%128,7453.1%ETFIVWiShares S&P 500 Growth ETF$6,796,183$160,910 â–¼-2.3%49,4163.0%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$6,705,212$244,893 â–¼-3.5%167,0193.0%ETFEPIWisdomTree India Earnings Fund$6,518,475$4,492 â–²0.1%152,3722.9%ETFFNDESchwab Fundamental Emerging Markets Equity ETF$6,262,338$142,412 â–²2.3%157,8212.8%ETFEWJiShares MSCI Japan ETF$6,093,796$228,138 â–²3.9%65,3352.7%ETFVEAVanguard FTSE Developed Markets ETF$5,960,063$25,151 â–²0.4%83,6502.6%ETFFSMDFidelity Small-Mid Multifactor ETF$5,180,093$268,742 â–²5.5%98,0152.3%ETFAVDVAvantis International Small Cap Value ETF$5,122,101$98,516 â–²2.0%49,7052.3%ETFDFSIDimensional International Sustainability Core 1 ETF$4,869,132$589,412 â–²13.8%107,9632.2%ETFSPMOInvesco S&P 500 Momentum ETF$4,764,623$4,764,623 â–²New Holding29,4952.1%ETFDSIiShares ESG MSCI KLD 400 ETF$4,754,403$103,518 â–¼-2.1%33,3902.1%ETFCAPITAL GROUP EQUITY ETF TR$4,646,265$629,496 â–²15.7%140,9242.1%US SM MI CA ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,428,285$1,385 â–²0.0%44,7582.0%ETFIVViShares Core S&P 500 ETF$4,093,571$594,639 â–¼-12.7%5,4661.8%ETFPVALPutnam Focused Large Cap Value ETF$3,904,605$3,904,605 â–²New Holding76,6361.7%ETFBGRNiShares USD Green Bond ETF$3,435,965$126,372 â–²3.8%72,3781.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,298,528$34,844 â–²1.1%58,9761.5%ETFMOATVanEck Morningstar Wide Moat ETF$3,183,464$3,475,072 â–¼-52.2%30,6221.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,728,755$127,296 â–¼-4.5%53,5051.2%ETFESGVVanguard ESG U.S. Stock ETF$2,411,529$151,547 â–¼-5.9%18,2361.1%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,325,432$25,763 â–²1.1%50,8181.0%ETFBRK.BBerkshire Hathaway$1,995,055$50,039 â–¼-2.4%3,9870.9%FinanceFVDFirst Trust Value Line Dividend Index Fund$1,935,569$12,960 â–²0.7%40,1740.9%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,729,309$1,109 â–²0.1%34,3180.8%ETFSPYSPDR S&P 500 ETF Trust$1,513,924$186,720 â–²14.1%2,0270.7%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,502,794$127,929 â–¼-7.8%20,0640.7%ETFIJRiShares Core S&P Small-Cap ETF$1,329,303$9,492 â–¼-0.7%8,9630.6%ETFAAPLApple$1,285,338$218,178 â–¼-14.5%4,4420.6%TechnologyVBVanguard Small-Cap ETF$1,238,2460.0%4,0850.5%ETFADMArcher Daniels Midland$1,029,185$203,683 â–¼-16.5%13,4710.5%Consumer StaplesVOOGVanguard S&P 500 Growth ETF$970,951$806,950 â–²492.0%11,7520.4%ETFNULVNuveen ESG Large-Cap Value ETF$966,857$16,097 â–²1.7%19,3410.4%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$916,982$1,449 â–¼-0.2%5,0620.4%ETFINDAiShares MSCI India ETF$897,960$446,930 â–²99.1%18,1810.4%ETFVXUSVanguard Total International Stock ETF$760,776$32,572 â–¼-4.1%8,8990.3%ETFECLEcolab$699,3120.0%2,5100.3%MaterialsNUSCNuveen ESG Small-Cap ETF$681,209$26,581 â–¼-3.8%13,0700.3%ETFSHESPDR MSCI USA Gender Diversity ETF$651,8920.0%4,2210.3%ETFSPLGSPDR Portfolio S&P 500 ETF$522,096$142,629 â–¼-21.5%5,9410.2%ETFIYYiShares Dow Jones U.S. ETF$520,2280.0%2,8540.2%ETFAMPAmeriprise Financial$467,4770.0%1,0190.2%FinanceVUGVanguard Growth ETF$419,158$349,298 â–²500.0%4,8660.2%ETFDFSUDimensional US Sustainability Core 1 ETF$337,9280.0%7,2470.1%ETFVIGVanguard Dividend Appreciation ETF$336,091$336,091 â–²New Holding1,4200.1%ETFPRFInvesco RAFI US 1000 ETF$313,9690.0%5,8110.1%ETFVSGXVanguard ESG International Stock ETF$308,2810.0%3,7440.1%ETFVTIVanguard Total Stock Market ETF$296,032$1,110 â–²0.4%8000.1%ETFPWRQuanta Services$285,1360.0%3960.1%IndustrialsPWZInvesco California AMT-Free Municipal Bond ETF$275,640$8,726 â–¼-3.1%11,2460.1%ETFMSFTMicrosoft$270,813$24,246 â–²9.8%7260.1%TechnologyVTVVanguard Value ETF$263,6960.0%1,2100.1%ETFUNHUnitedHealth Group$260,601$260,601 â–²New Holding6270.1%HealthcareNOBLProShares S&P 500 Aristocrats ETF$232,278$116,139 â–²100.0%4,1360.1%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$217,675$217,675 â–²New Holding4,1740.1%ETFXLKTechnology Select Sector SPDR Fund$207,667$207,667 â–²New Holding1,0900.1%ETFABBVAbbVie$202,067$202,067 â–²New Holding8030.1%HealthcareIEFAiShares Core MSCI EAFE ETF$200,983$74,077 â–¼-26.9%2,0810.1%ETFShowing largest 100 holdings. 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