Laurel Wealth Planning LLC Portfolio Holdings

Laurel Wealth Planning LLC

  • $169 Million
  • Q2 2025

Laurel Wealth Planning LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $169 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $13M, Spdr Bloomberg Short Term Inte with a value of $11.5M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $10.4M, Ishares Trust Ishares Esg Awar with a value of $10.2M, and Ishares Tr with a value of $9.63M.

Examining the 13F form we can see an increase of $24M in the current position value, from $145M to 169M.

Laurel Wealth Planning LLC is based out at Edina, MN

Below you can find more details about Laurel Wealth Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Million
ETFs: $154 Million
Financial Services: $2.13 Million
Consumer Defensive: $1.1 Million
Technology: $754,000
Basic Materials: $676,000
Healthcare: $209,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $169 Million
  • Prior Value $145 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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