Laurel Wealth Planning LLC Top Holdings and 13F Report (2026) About Laurel Wealth Planning LLCInvestment ActivityLaurel Wealth Planning LLC has $189.57 million in total holdings as of March 31, 2026.Laurel Wealth Planning LLC owns shares of 59 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.65% of the portfolio was purchased this quarter.About 2.70% of the portfolio was sold this quarter.This quarter, Laurel Wealth Planning LLC has purchased 57 new stocks and bought additional shares in 17 stocks.Laurel Wealth Planning LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $14,727,218iShares U.S. Infrastructure ETF $10,549,053SPDR S&P 500 ESG ETF $9,969,921iShares ESG Aware MSCI USA ETF $9,942,675iShares ESG Aware MSCI EAFE ETF $8,853,934 Largest New Holdings this Quarter 25434V690 - Dimensional International Sustainability Core 1 ETF $4,023,506 Holding03076C106 - Ameriprise Financial $452,844 Holding74762E102 - Quanta Services $217,412 Holding Largest Purchases this Quarter Nuveen ESG Large-Cap Growth ETF 51,648 shares (about $4.70M)Dimensional International Sustainability Core 1 ETF 94,894 shares (about $4.02M)Dimensional International Value ETF 42,921 shares (about $2.27M)Fidelity Small-Mid Multifactor ETF 40,735 shares (about $1.82M)CAPITAL GROUP EQUITY ETF TR 59,223 shares (about $1.74M) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 31,940 shares (about $1.81M)iShares U.S. Infrastructure ETF 7,436 shares (about $425.34K)iShares MSCI Japan ETF 3,575 shares (about $301.87K)iShares ESG Aware MSCI USA ETF 2,040 shares (about $288.50K)iShares ESG Aware MSCI EM ETF 6,035 shares (about $274.41K) 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$14,727,218$3,585 ▼0.0%24,6467.8%ETFIFRAiShares U.S. Infrastructure ETF$10,549,053$425,339 ▼-3.9%184,4245.6%ETFEFIVSPDR S&P 500 ESG ETF$9,969,921$127,107 ▼-1.3%158,0515.3%ETFESGUiShares ESG Aware MSCI USA ETF$9,942,675$288,497 ▼-2.8%70,3065.2%ManufacturingESGDiShares ESG Aware MSCI EAFE ETF$8,853,934$85,006 ▲1.0%92,5954.7%ManufacturingDFIVDimensional International Value ETF$8,055,442$2,265,370 ▲39.1%152,6234.2%ETFNULGNuveen ESG Large-Cap Growth ETF$7,917,055$4,696,869 ▲145.9%87,0584.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$7,432,066$1,807,165 ▼-19.6%131,3553.9%ETFEPIWisdomTree India Earnings Fund$6,212,494$341,170 ▲5.8%152,2673.3%FinanceMOATVanEck Morningstar Wide Moat ETF$6,193,539$2,804 ▼0.0%64,0493.3%ETFESGEiShares ESG Aware MSCI EM ETF$6,011,544$274,411 ▼-4.4%132,2093.2%ManufacturingFNDESchwab Fundamental Emerging Markets Equity ETF$5,900,917$122,126 ▼-2.0%154,2323.1%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$5,840,845$130,941 ▼-2.2%173,1193.1%ETFIVWiShares S&P 500 Growth ETF$5,721,783$223,053 ▼-3.8%50,5863.0%ETFVEAVanguard FTSE Developed Markets ETF$5,337,672$13,265 ▼-0.2%83,2972.8%ETFEWJiShares MSCI Japan ETF$5,310,348$301,873 ▼-5.4%62,8892.8%ETFAVDVAvantis International Small Cap Value ETF$4,868,076$18,374 ▲0.4%48,7492.6%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$4,426,301$43,131 ▲1.0%44,7442.3%ETFFSMDFidelity Small-Mid Multifactor ETF$4,155,830$1,821,669 ▲78.0%92,9302.2%ETFDSIiShares ESG MSCI KLD 400 ETF$4,134,640$39,144 ▼-0.9%34,1172.2%ETFIVViShares Core S&P 500 ETF$4,089,215$124,114 ▲3.1%6,2602.2%ETFDFSIDimensional International Sustainability Core 1 ETF$4,023,506$4,023,506 ▲New Holding94,8942.1%ETFCAPITAL GROUP EQUITY ETF TR$3,576,959$1,738,788 ▲94.6%121,8311.9%US SMALL AND MIDBGRNiShares USD Green Bond ETF$3,309,531$2,658 ▲0.1%69,7161.7%ManufacturingJMSTJPMorgan Ultra-Short Municipal ETF$2,854,931$62,858 ▲2.3%56,0011.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$2,743,759$50,264 ▼-1.8%58,3531.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$2,270,019$45,441 ▲2.0%50,2551.2%ETFESGVVanguard ESG U.S. Stock ETF$2,176,018$674 ▲0.0%19,3821.1%ETFBRK.BBerkshire Hathaway$1,958,491$174,429 ▼-8.2%4,0871.0%FinanceFVDFirst Trust Value Line Dividend Index Fund$1,876,733$105,582 ▼-5.3%39,9051.0%ETFSPLVInvesco S&P 500 Low Volatility ETF$1,592,405$110,734 ▼-6.5%21,7720.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,565,635$33,051 ▼-2.1%34,2960.8%ETFAAPLApple$1,318,693$379,924 ▲40.5%5,1960.7%Computer and TechnologyADMArcher Daniels Midland$1,172,999$214,872 ▼-15.5%16,1370.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$1,155,966$22,768 ▼-1.9%1,7770.6%FinanceIJRiShares Core S&P Small-Cap ETF$1,122,147$26,975 ▼-2.3%9,0270.6%ETFGLTRabrdn Physical Precious Metals Basket Shares ETF$1,108,9110.0%5,0700.6%ETFVBVanguard Small-Cap ETF$1,069,944$2,619 ▼-0.2%4,0850.6%ETFNULVNuveen ESG Large-Cap Value ETF$865,365$4,687 ▲0.5%19,0190.5%ETFVOOGVanguard S&P 500 Growth ETF$809,2650.0%1,9850.4%ETFVXUSVanguard Total International Stock ETF$715,581$12,646 ▼-1.7%9,2800.4%ETFECLEcolab$667,7110.0%2,5100.4%Basic MaterialsNUSCNuveen ESG Small-Cap ETF$611,915$24,468 ▼-3.8%13,5800.3%ETFSPLGSPDR Portfolio S&P 500 ETF$578,949$31,535 ▼-5.2%7,5640.3%ETFSHESPDR MSCI USA Gender Diversity ETF$539,484$62,627 ▼-10.4%4,2210.3%ETFAMPAmeriprise Financial$452,844$452,844 ▲New Holding1,0190.2%FinanceIYYiShares Dow Jones U.S. ETF$452,2170.0%2,8540.2%ETFINDAiShares MSCI India ETF$427,743$177,102 ▼-29.3%9,1320.2%ETFVUGVanguard Growth ETF$354,237$78,185 ▼-18.1%8110.2%ETFDFSUDimensional US Sustainability Core 1 ETF$297,7800.0%7,2470.2%ETFPWZInvesco California AMT-Free Municipal Bond ETF$276,9400.0%11,6020.1%ETFPRFInvesco RAFI US 1000 ETF$276,1970.0%5,8110.1%ETFVSGXVanguard ESG International Stock ETF$268,5580.0%3,7440.1%ETFIEFAiShares Core MSCI EAFE ETF$257,830$48,343 ▲23.1%2,8480.1%ETFVTIVanguard Total Stock Market ETF$255,6860.0%7970.1%ETFMSFTMicrosoft$244,683$31,835 ▲15.0%6610.1%Computer and TechnologyVTVVanguard Value ETF$237,4020.0%1,2100.1%ETFNOBLProShares S&P 500 Aristocrats ETF$219,2290.0%2,0680.1%ETFPWRQuanta Services$217,412$217,412 ▲New Holding3960.1%ConstructionABBVAbbVie$0$235,574 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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