Laurel Wealth Planning LLC Portfolio Holdings
Laurel Wealth Planning LLC
- $169 Million
- Q4 2025
Laurel Wealth Planning LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $169 Million distributed in 57 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 $15.2M, Ishares Trust Ishares Esg Awar with a value of $10.6M, Spdr Ser Tr Spdr S&P 500 Esg E with a value of $10.4M, Ishares Tr with a value of $9.99M, and Spdr Portfolio S&P 500 Value E with a value of $9.17M.
Examining the 13F form we can see an decrease of $10.4M in the current position value, from $180M 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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|