Laurel Wealth Planning LLC: 13F holdings
CIK 18420102026Q2
| Positions | 67 |
|---|
| Reported value | $226.0m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 67 (+8 vs prior quarter) |
|---|
| Reported value | $226.0m (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 24,575 | $16.9m | 7.5% |
| ESGU ISHARES TR | 70,642 | $11.6m | 5.1% |
| EEM ISHARES TR | 181,129 | $11.4m | 5.1% |
| EFIV SPDR SERIES TRUST | 155,404 | $11.3m | 5.0% |
| NULG NUSHARES ETF TR | 86,349 | $10.1m | 4.5% |
| DFIV DIMENSIONAL ETF TRUST | 176,000 | $9.5m | 4.2% |
| EFA ISHARES TR | 89,199 | $9.2m | 4.1% |
| SPYV SPDR SERIES TRUST | 128,282 | $7.8m | 3.5% |
| LVHI LEGG MASON ETF INVT | 188,664 | $7.7m | 3.4% |
| ESGE ISHARES INC | 128,745 | $7.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842010")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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