Laurel Wealth Planning LLC Reduced Holdings in Q4 2025

Laurel Wealth Planning LLC

  • $169 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.8K
- 22.85%
$656.2 - $690.71 $1.18M - $1.24M
6.07K $4.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.92K
- 8.56%
$118.29 - $126.28 $582K - $621K
52.6K $6.36M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.72K
- 41.76%
$76.84 - $80.86 $439K - $462K
7.98K $630K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-9.79K
- 5.76%
$62.42 - $66.06 $611K - $647K
160K $10.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-2.21K
- 10.25%
$116.0 - $122.39 $257K - $271K
19.4K $2.3M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.23K
- 3.35%
$97.52 - $102.52 $120K - $126K
35.4K $3.46M
IFRA
Ishares Tr

ETFs
-697
- 0.36%
$52.02 - $54.04 $36.3K - $37.7K
192K $9.99M
FVD
First Tr Value Line Divid Inde

ETFs
-3.51K
- 7.69%
$45.0 - $46.25 $158K - $162K
42.2K $1.94M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.12K
- 10.8%
$114.27 - $121.15 $128K - $136K
9.24K $1.08M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.27K
- 5.15%
$70.3 - $73.05 $88.9K - $92.4K
23.3K $1.68M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-731
- 12.6%
$165.48 - $188.67 $121K - $138K
5.07K $894K
VB
Vanguard Small Cap ETF

ETFs
-180
- 4.21%
$248.1 - $260.08 $44.7K - $46.8K
4.1K $1.02M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-115
- 5.48%
$426.99 - $455.46 $49.1K - $52.4K
1.99K $866K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-738
- 7.25%
$72.17 - $75.74 $53.3K - $55.9K
9.44K $707K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-904
- 1.23%
$142.82 - $150.36 $129K - $136K
72.3K $10.6M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-596
- 4.05%
$42.98 - $45.55 $25.6K - $27.1K
14.1K $611K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.63K
- 4.44%
$42.26 - $44.28 $68.7K - $72K
35K $1.53M
Capital Group Equity ETF Tr
-1.09K
- 1.71%
N/A
62.6K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-156
- 0.45%
$123.63 - $130.75 $19.3K - $20.4K
34.4K $4.37M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.5K
- 2.47%
$42.19 - $45.31 $148K - $159K
138K $6.16M
DFIV
Dimensional ETF Tr

ETFs
-3.72K
- 3.28%
$45.13 - $48.25 $168K - $179K
110K $5.26M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-284
- 0.31%
$91.84 - $96.06 $26.1K - $27.3K
91.7K $8.69M
EWJ
Ishares Msci Japan ETF

ETFs
-200
- 0.3%
$78.36 - $84.34 $15.7K - $16.9K
66.5K $5.58M
Activity Summary
Buys All Purchases 21 New Holdings 1 Increased Positions 20 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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