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Laurel Wealth Planning LLC
Updated 3 days agoManaged by Laurel Wealth Planning Llc • Latest filing Q3 2026
Portfolio value
$230.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $180.5M |
| Q1 2026 | $189.6M |
| Q2 2026 | $226M |
| Q3 2026 | $230.3M |
Top holdings
70 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16.6M | 23.7K | 7.22% | — | |
| 2 | $12.1M | 72.7K | 5.26% | — | |
| 3 | $10.3M | 139.1K | 4.48% | — | |
| 4 | $10.2M | 185.2K | 4.43% | — | |
| 5 | $9.9M | 177.4K | 4.30% | — | |
| 6 | ? N/A NUSHARES ETF TR | $9.5M | 83.6K | 4.13% | — |
| 7 | $9.2M | 89.1K | 3.99% | — | |
| 8 | $7.9M | 189.1K | 3.43% | — | |
| 9 | $7.5M | 123.3K | 3.27% | — | |
| 10 | $7M | 165.3K | 3.04% | — | |
| 11 | $6.8M | 126.3K | 2.97% | — | |
| 12 | $6.8M | 48.0K | 2.96% | — | |
| 13 | $6.5M | 155.6K | 2.83% | — | |
| 14 | $6.5M | 162.6K | 2.82% | — | |
| 15 | $6.3M | 64.1K | 2.71% | — | |
| 16 | $5.8M | 81.8K | 2.51% | — | |
| 17 | ? N/A AMERICAN CENTY ETF TR | $5.4M | 49.5K | 2.35% | — |
| 18 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 112.1K | 2.20% | — |
| 19 | $4.9M | 33.4K | 2.12% | — | |
| 20 | $4.7M | 95.0K | 2.03% | — |