13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001842010
Total reported value
$226.0M
$226.0M
59 檔
23.9%
During the Q1 2026 filing period, Laurel Wealth Planning LLC (CIK: 0001842010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $226.0M across 59 reported positions.
In Q1 2026, Laurel Wealth Planning LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 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 | 7.77% | -0.30% | -0.02% | |
| 2 | IFRA | Ishares US Infrastructure | ETF-Other | 5.56% | -0.51% | -3.88% | |
| 3 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 5.26% | -0.25% | -1.26% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 5.24% | -0.12% | -2.82% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.67% | -0.61% | +0.97% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.25% | -0.04% | +39.13% | |
| 7 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 4.18% | +0.29% | +145.86% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.92% | -0.47% | -19.56% | |
| 9 | EPI | Wisdomtree India Earnings | ETF-Other | 3.28% | -0.40% | +5.81% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 3.27% | -1.86% | -0.05% | |
| 11 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.17% | -0.05% | -4.37% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.11% | -0.34% | -2.03% | |
| 13 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.08% | -0.11% | -2.19% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.02% | -0.01% | -3.75% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.82% | -0.18% | -0.25% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.80% | -0.10% | -5.38% | |
| 17 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.57% | -0.30% | +0.38% | |
| 18 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.33% | -0.37% | +0.98% | |
| 19 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 2.19% | +0.10% | +78.04% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.18% | -0.08% | -0.94% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.35% | +3.13% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 2.12% | +0.03% | — | |
| 23 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 1.89% | +0.17% | +94.59% | |
| 24 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.75% | -0.23% | +0.08% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.51% | -0.30% | +2.25% | |
| 26 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.45% | +0.01% | -1.80% | |
| 27 | MINO | Pimco Municipal Income Oppor | ETF-Other | 1.20% | -0.17% | +2.04% | |
| 28 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.15% | -0.08% | +0.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.15% | -8.18% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-Other | 0.99% | -0.13% | -5.33% | |
| 31 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.84% | -0.18% | -6.50% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.83% | -0.06% | -2.07% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.13% | +40.47% | |
| 34 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.62% | -0.16% | -15.48% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | +0.06% | -1.93% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | -2.35% | |
| 37 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.58% | -0.17% | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.01% | -0.24% | |
| 39 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.46% | -0.03% | +0.54% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.38% | -0.04% | -1.74% | |
| 42 | ECL | Ecolab Inc | Stock-Materials | 0.35% | -0.04% | — | |
| 43 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.32% | -0.02% | -3.84% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | -0.08% | -5.17% | |
| 45 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.28% | +0.01% | -10.40% | |
| 46 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.24% | -0.03% | — | |
| 47 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.24% | -0.01% | — | |
| 48 | INDA | Ishares Msci India ETF | ETF-Other | 0.23% | +0.17% | -29.28% | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | — | -18.08% | |
| 50 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.16% | -0.01% | — |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 59 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 VOO, IFRA, EFIV) accounted for 23.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
DFSI
市值: $4.0M
Top Position Liquidated / Trimmed
ABBV
前期市值: $235.6K
During Q1 2026, Laurel Wealth Planning LLC's top holdings by market value included VOO (7.8%)、IFRA (5.6%)、EFIV (5.3%). The largest single position, VOO, represented 7.8% of total portfolio value.
In Q1 2026, Laurel Wealth Planning LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 28 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.