Laurel Wealth Planning LLC — 13F holdings

Laurel Wealth Planning LLC reported 67 holdings worth $226M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $16.9M (7.5%)
  2. ESGU ISHARES TR — $11.6M (5.1%)
  3. IFRA ISHARES TR — $11.4M (5.1%)
  4. EFIV SPDR SERIES TRUST — $11.3M (5.0%)
  5. NULG NUSHARES ETF TR — $10.1M (4.5%)
  6. DFIV DIMENSIONAL ETF TRUST — $9.51M (4.2%)
  7. ESGD ISHARES TR — $9.17M (4.1%)
  8. SPYV SPDR SERIES TRUST — $7.80M (3.5%)
  9. LVHI LEGG MASON ETF INVT — $7.66M (3.4%)
  10. ESGE ISHARES INC — $7.04M (3.1%)