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CIK: 0001842010
Total reported value
$226.0M
$226.0M
57 檔
24.9%
At the close of Q4 2025, Laurel Wealth Planning LLC disclosed equity holdings valued at approximately $226.0M, spread across 57 reported holdings.
Laurel Wealth Planning LLC executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 1 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.57% | -0.30% | +6.19% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 5.97% | -0.12% | -1.23% | |
| 3 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 5.87% | -0.25% | -5.76% | |
| 4 | IFRA | Ishares US Infrastructure | ETF-Other | 5.59% | -0.51% | -0.36% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.14% | -0.47% | +2.76% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.83% | -0.61% | -0.31% | |
| 7 | EPI | Wisdomtree India Earnings | ETF-Other | 3.69% | -0.40% | +1.15% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.68% | -1.86% | +2.68% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.59% | -0.01% | -8.55% | |
| 10 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.45% | -0.11% | +2.10% | |
| 11 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.38% | -0.05% | -2.47% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.15% | -0.34% | +2.32% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 3.03% | -0.04% | -3.28% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.97% | -0.10% | -0.30% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.89% | -0.18% | +6.39% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.53% | -0.30% | +10.42% | |
| 17 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.46% | -0.08% | -0.45% | |
| 18 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.42% | -0.37% | +6.31% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | -0.35% | -22.85% | |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.92% | +0.29% | -3.35% | |
| 21 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.85% | -0.23% | +7.26% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.55% | -0.30% | +4.34% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.51% | +0.01% | +1.96% | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.30% | -0.08% | -10.25% | |
| 25 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 1.28% | +0.10% | +11.79% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.15% | +1.67% | |
| 27 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.24% | -0.17% | +7.73% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 1.08% | -0.13% | -7.69% | |
| 29 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.00% | +0.17% | -1.71% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.92% | -0.18% | -5.15% | |
| 31 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.86% | -0.06% | -4.44% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.06% | +0.72% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.62% | — | -10.80% | |
| 34 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.61% | -0.16% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | -0.01% | -4.21% | |
| 36 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.58% | -0.17% | -12.60% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.56% | -0.13% | +55.09% | |
| 38 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | — | -5.48% | |
| 39 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.47% | -0.03% | -9.07% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.39% | -0.04% | -7.25% | |
| 41 | INDA | Ishares Msci India ETF | ETF-Other | 0.39% | +0.17% | +28.27% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.37% | -0.04% | — | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.08% | -41.76% | |
| 44 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.35% | -0.02% | -4.05% | |
| 45 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.34% | +0.01% | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.27% | — | +6.57% | |
| 47 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.26% | -0.01% | — | |
| 48 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.17% | -0.01% | — | |
| 49 | PWZ | Invesco California Amt-free | ETF-Other | 0.16% | -0.03% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | +15.93% |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 57 disclosed positions in Q4 2025.
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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, ESGU, EFIV) accounted for 24.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
ABBV
市值: $235.6K
Top Position Liquidated / Trimmed
BWZ
前期市值: $11.8M
During Q4 2025, Laurel Wealth Planning LLC's top holdings by market value included VOO (8.6%)、ESGU (6.0%)、EFIV (5.9%). The largest single position, VOO, represented 8.6% of total portfolio value.
In Q4 2025, Laurel Wealth Planning LLC made 45 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 23 holdings, and fully liquidating 1 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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