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CIK: 0001757128
Total reported value
$1.0B
$1.0B
192 檔
35.9%
As reported in its official Q1 2026 Form 13F filing, Laurel Wealth Advisors LLC's tracked investment portfolio stood at $1.0B with 192 total positions.
In Q1 2026, Laurel Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 78 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 18.58% | +0.40% | +773.33% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.03% | +0.24% | +355.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.97% | +0.09% | +0.88% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.79% | -0.16% | +0.38% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | -0.08% | -1.37% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.18% | +0.05% | +6.06% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.86% | +0.01% | +9.92% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.83% | -0.27% | +1.76% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.31% | +4.34% | |
| 10 | DUK | Duke Energy CORP | Stock-Utilities | 2.01% | -0.01% | +6.80% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.76% | +0.09% | +2.50% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.70% | -0.05% | +3.22% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | +0.09% | +0.06% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.50% | -0.24% | -1.28% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.33% | +0.30% | -1.09% | |
| 16 | MA | Mastercard Inc - A | Stock-Financials | 1.17% | +0.01% | +1.73% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | +0.12% | -0.16% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | +0.09% | -0.01% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | -0.05% | +468.33% | |
| 20 | CSCO | Cisco Systems Inc | Stock-Tech | 0.95% | +0.12% | +2.43% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.93% | -0.02% | +5.68% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | -0.12% | +0.12% | |
| 23 | GLIBK | Liberty Capital Corp-cl C | Stock-Other | 0.89% | -0.89% | EXIT | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | +0.09% | +2.93% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | +0.03% | +0.61% | |
| 26 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.80% | +0.01% | +10.56% | |
| 27 | AMGN | Amgen Inc | Stock-Healthcare | 0.77% | +0.05% | +0.45% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.76% | -0.02% | -5.81% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | +0.05% | +5.88% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.72% | +0.01% | +2.88% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.07% | +1.23% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.01% | +3.08% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.13% | +0.35% | |
| 34 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.60% | -0.01% | +1.11% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | +0.03% | +23.38% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.58% | -0.03% | -4.71% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.56% | +0.01% | +0.60% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | -0.02% | +2.41% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.03% | +1.56% | |
| 40 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.54% | — | +7.92% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.53% | +0.02% | +1.09% | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.53% | — | +1.02% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.53% | +0.20% | +7.98% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.06% | +5.70% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.46% | -0.06% | +2.93% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.45% | +0.07% | +1.49% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.44% | +0.02% | +1.97% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.08% | +3.34% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.43% | +0.01% | +5.63% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.42% | — | -1.01% |
According to official SEC Form 13F filings, Laurel Wealth Advisors LLC reported a total U.S. public equity portfolio value of $1.0B across 192 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AMZN, VIG) accounted for 35.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLIBK
市值: $9.0M
Top Position Liquidated / Trimmed
VT
前期市值: $402.0K
During Q1 2026, Laurel Wealth Advisors LLC's top holdings by market value included BRK-A (18.6%)、AMZN (7.0%)、VIG (4.0%). The largest single position, BRK-A, represented 18.6% of total portfolio value.
In Q1 2026, Laurel Wealth Advisors LLC made 194 total portfolio adjustments, initiating 2 new buys, adding to 81 positions, trimming 33 holdings, and fully liquidating 78 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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