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CIK: 0001842010
Total reported value
$226.0M
$226.0M
56 檔
24.2%
The Q2 2025 SEC filing reveals that Laurel Wealth Planning LLC held a total portfolio value of $226.0M, covering 56 public equity positions.
In Q2 2025, Laurel Wealth Planning LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.37% | -0.30% | +1.95% | |
| 2 | BWZ | State Street Spdr Bloomberg | ETF-Other | 6.56% | — | — | |
| 3 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 5.90% | -0.25% | -10.25% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 5.81% | -0.12% | -6.28% | |
| 5 | IFRA | Ishares US Infrastructure | ETF-Other | 5.47% | -0.51% | -1.21% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.66% | -0.47% | +3.57% | |
| 7 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.65% | -0.61% | -4.06% | |
| 8 | EPI | Wisdomtree India Earnings | ETF-Other | 3.91% | -0.40% | +6.84% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.63% | -0.01% | +0.66% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.46% | -1.86% | -8.35% | |
| 11 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.45% | -0.11% | +6.14% | |
| 12 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.21% | -0.05% | -5.27% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.19% | -0.35% | +89.24% | |
| 14 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.95% | -0.34% | +3.03% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.89% | -0.10% | -0.42% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 2.86% | -0.04% | -2.03% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.43% | -0.18% | — | |
| 18 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.40% | -0.08% | -2.09% | |
| 19 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.13% | -0.37% | -10.79% | |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.97% | +0.29% | +1.76% | |
| 21 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.72% | -0.23% | +6.94% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.66% | -0.08% | +162.56% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.45% | -0.30% | +2.44% | |
| 24 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.37% | +0.01% | +11.72% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.15% | -0.14% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-Other | 1.18% | -0.13% | -3.24% | |
| 27 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.17% | +0.10% | +11.69% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.02% | -0.18% | -2.66% | |
| 29 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.97% | -0.17% | +0.30% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | -0.06% | -3.68% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.08% | -33.08% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | — | -11.56% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.06% | -6.05% | |
| 34 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.63% | -0.16% | -16.59% | |
| 35 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.58% | -0.03% | +105.54% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.01% | -1.23% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | — | |
| 38 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.46% | -0.17% | -1.02% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.40% | -0.04% | -1.34% | |
| 40 | ECL | Ecolab Inc | Stock-Materials | 0.38% | -0.04% | — | |
| 41 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.38% | +0.01% | +2.27% | |
| 42 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | -0.02% | -12.27% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.29% | -0.13% | -1.11% | |
| 44 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.24% | -0.01% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | — | -1.80% | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.16% | -0.01% | — | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.14% | +0.17% | +7.54% | |
| 48 | IHDG | Wisdomtree International Hed | ETF-Other | 0.14% | — | -94.43% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.14% | -0.01% | — | |
| 50 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.14% | — | -4.12% |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 56 disclosed positions in Q2 2025.
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 VOO, BWZ, EFIV) accounted for 24.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BWZ
市值: $11.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $285.4K
During Q2 2025, Laurel Wealth Planning LLC's top holdings by market value included VOO (7.4%)、BWZ (6.6%)、EFIV (5.9%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q2 2025, Laurel Wealth Planning LLC made 46 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 26 holdings, and fully liquidating 2 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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