Laurel Wealth Advisors LLC: 13F holdings

CIK 17571282026Q2

Positions200
Reported value$1.0bn
Filed2026-07-17

Change since last quarter

Positions200 (+8 vs prior quarter)
Reported value$1.0bn (+2.2%)

Top 10 holdings

SecuritySharesValueWeight
BRK.A BERKSHIRE HATHAWAY INC DEL262$196.2m19.0%
AMZN AMAZON COM INC315,498$75.2m7.3%
VIG VANGUARD SPECIALIZED FUNDS177,445$42.0m4.1%
AAPL APPLE INC129,713$37.5m3.6%
TFLO ISHARES TR659,801$33.4m3.2%
GOOGL ALPHABET INC92,326$33.0m3.2%
SGOV ISHARES TR294,790$29.7m2.9%
NVDA NVIDIA CORPORATION131,994$26.4m2.6%
MSFT MICROSOFT CORP62,158$23.2m2.2%
DUK DUKE ENERGY CORP NEW163,580$20.7m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1757128")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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