LW

Laurel Wealth Advisors LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.0B

Reporting period: 2026-03-31 · Number of holdings: 192

Laurel Wealth Advisors LLC disclosed 192 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.0B and a quarterly turnover rate of 38.3%.

Personality snowflake

Concentration
20.28
Portfolio Stability
38.33
Momentum/Contrarian
100
Sector conviction
46.01
Diversification
100
Sizing Uniformity
70.37

Recent moves

  • Add BRK-A

    +773.3%　$165.3M

  • Add AMZN

    +355.5%　$57.9M

  • Trim MSFT

    +4.3%　-$3.0M

  • Trim VIG

    +0.9%　$1.8M

  • Trim AAPL

    +0.4%　$2.9M

  • Trim TFLO

    +6.1%　$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-ABerkshire Hathaway Inc-cl AStock-Other18.58%+15.59%+773.33%
2AMZNAmazon.com INCStock-Consumer Disc7.03%+5.28%+355.52%
3VIGVanguard Dividend Apprec ETFETF-Other3.97%-1.11%+0.88%
4AAPLApple INCStock-Tech3.79%-0.89%+0.38%
5GOOGLAlphabet Inc-cl AStock-Comm Services3.27%-0.20%-1.37%
6TFLOIshares Treasury Floating RaETF-Gov Bonds3.18%-0.83%+6.06%
7SGOVIshares 0-3 Month Treasury BETF-Gov Bonds2.86%-0.61%+9.92%
8NVDANvidia CORPStock-Tech2.83%-0.39%+1.76%
9MSFTMicrosoft CORPStock-Tech2.55%-1.25%+4.34%
10DUKDuke Energy CORPStock-Utilities2.01%-0.37%+6.80%
11IJRIshares Core S&p Small-cap EETF-Small Cap1.76%-0.24%+2.50%
12SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.70%-0.33%+3.22%
13JPMJpmorgan Chase & CoStock-Financials1.66%-0.71%+0.06%
14WMTWalmart INCStock-Consumer Staples1.50%-0.23%-1.28%
15LLYEli Lilly & CoStock-Healthcare1.33%-0.71%-1.09%
16MAMastercard INC - AStock-Financials1.17%-0.60%+1.73%
17JNJJohnson & JohnsonStock-Healthcare1.09%-0.27%-0.16%
18BACBank Of America CORPStock-Financials1.06%-0.46%-0.01%
19VUGVanguard Growth ETFETF-Other0.96%—+468.33%
20CSCOCisco Systems INCStock-Tech0.95%-0.04%+2.43%
21IEFAIshares Core Msci Eafe ETFETF-Other0.93%-0.16%+5.68%
22GOOGAlphabet Inc-cl CStock-Comm Services0.90%-0.05%+0.12%
23GLIBKLiberty Capital Corp-cl CStock-Other0.89%+0.89%NEW
24HDHome Depot INCStock-Consumer Disc0.89%-0.36%+2.93%
25BRK-BBerkshire Hathaway Inc-cl BStock-Other0.82%—+0.61%
26XHLFBondbloxx Bbg 6 Mth US TreasETF-Other0.80%-0.17%+10.56%
27AMGNAmgen INCStock-Healthcare0.77%—+0.45%
28USFRWisdomtree Floating Rate TreETF-Other0.76%—-5.81%
29XLKSs Technology Select SectorETF-Tech0.73%-0.03%+5.88%
30KOCoca-cola Co/theStock-Consumer Staples0.72%-0.11%+2.88%
31METAMeta Platforms Inc-class AStock-Comm Services0.69%-0.29%+1.23%
32PGProcter & Gamble Co/theStock-Consumer Staples0.67%—+3.08%
33ABBVAbbvie INCStock-Healthcare0.61%-0.31%+0.35%
34BSCRInvesco Bulletshares 2027 CbETF-Other0.60%—+1.11%
35IWMIshares Russell 2000 ETFETF-Small Cap0.58%+0.04%+23.38%
36IBDRIshares Ibonds Dec 2026 TermETF-Other0.58%—-4.71%
37XLFSs Financial Select SectorETF-Other0.56%—+0.60%
38TJXTjx Companies INCStock-Consumer Disc0.55%—+2.41%
39MCDMcdonald's CORPStock-Consumer Disc0.55%-0.25%+1.56%
40BSCSInvesco Bulletshares 2028 CbETF-Other0.54%—+7.92%
41IYWIshares Ustechnology ETFETF-Tech0.53%-0.06%+1.09%
42PRFInvesco Rafi US 1000 ETFETF-Other0.53%-0.09%+1.02%
43CRWDCrowdstrike Holdings INC - AStock-Tech0.53%-0.05%+7.98%
44CVXChevron CORPStock-Energy0.52%-0.03%+5.70%
45PEPPepsico INCStock-Consumer Staples0.46%—+2.93%
46CIBRFirst Trust Nasdaq CybersecuETF-Tech0.45%—+1.49%
47RTXRtx CORPStock-Industrials0.44%—+1.97%
48GLDSpdr Gold SharesETF-Commodities0.43%-0.08%+3.34%
49IBDTIshares Ibonds Dec 2028 ETFETF-Other0.43%—+5.63%
50SOSouthern Co/theStock-Utilities0.42%—-1.01%
1–50 of 192

Holding changes this quarter

Laurel Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Liberty Capital Corp-cl C (GLIBK); Add: Berkshire Hathaway Inc-cl A (BRK-A) — shares +773.33%; Add: Amazon.com INC (AMZN) — shares +355.52%; Add: Microsoft CORP (MSFT) — shares +4.34%; Add: Vanguard Dividend Apprec ETF (VIG) — shares +0.88%.

Position changes disclosed by Laurel Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BRK-ABerkshire Hathaway Inc-cl A+15.6%+773.33%Add
2AMZNAmazon.com INC+5.3%+355.52%Add
3TOWNTowne Bank+0.1%+5915.80%Add
4BSCUInvesco Bulletshares 2030 Cb+0.1%+201.80%Add
5IWMIshares Russell 2000 ETF0%+23.38%Add
6BSCTInvesco Bulletshares 2029 Cb—+36.43%Add
7XONEBondbloxx Bbg 1 Dur US Treas—+34.24%Add
8XLESs Energy Select Sector—+9.63%Add
9UPSUnited Parcel Service-cl B0%+26.74%Add
10SYLDCambria Shareholder Yield Et0%+9.60%Add
11XLKSs Technology Select Sector0%+5.88%Add
12CVXChevron CORP0%+5.70%Add
13UNPUnion Pacific CORP0%+6.96%Add
14SHYIshares 1-3 Year Treasury Bo0%+21.06%Add
15CSCOCisco Systems INC0%+2.43%Add
16XOMExxon Mobil CORP0%+1.35%Add
17GOOGAlphabet Inc-cl C-0.1%+0.12%Add
18CRWDCrowdstrike Holdings INC - A-0.1%+7.98%Add
19PAVEGlobal X US Infrastructure-0.1%-0.14%Trim
20IYWIshares Ustechnology ETF-0.1%+1.09%Add
21GLDSpdr Gold Shares-0.1%+3.34%Add
22PRFInvesco Rafi US 1000 ETF-0.1%+1.02%Add
23KOCoca-cola Co/the-0.1%+2.88%Add
24IEFAIshares Core Msci Eafe ETF-0.2%+5.68%Add
25VGTVanguard Info Tech ETF-0.2%+108.37%Add
26XHLFBondbloxx Bbg 6 Mth US Treas-0.2%+10.56%Add
27GOOGLAlphabet Inc-cl A-0.2%-1.37%Trim
28ADPAutomatic Data Processing-0.2%-1.93%Trim
29WMTWalmart INC-0.2%-1.28%Trim
30IJRIshares Core S&p Small-cap E-0.2%+2.50%Add
31CRMSalesforce INC-0.3%-3.14%Trim
32MCDMcdonald's CORP-0.3%+1.56%Add
33JNJJohnson & Johnson-0.3%-0.16%Trim
34METAMeta Platforms Inc-class A-0.3%+1.23%Add
35ABBVAbbvie INC-0.3%+0.35%Add
36SPYSs Spdr S&p 500 ETF Trust-us-0.3%+3.22%Add
37HDHome Depot INC-0.4%+2.93%Add
38DUKDuke Energy CORP-0.4%+6.80%Add
39ABTAbbott Laboratories-0.4%-0.28%Trim
40NVDANvidia CORP-0.4%+1.76%Add
41BACBank Of America CORP-0.5%-0.01%Trim
42MAMastercard INC - A-0.6%+1.73%Add
43SGOVIshares 0-3 Month Treasury B-0.6%+9.92%Add
44LLYEli Lilly & Co-0.7%-1.09%Trim
45JPMJpmorgan Chase & Co-0.7%+0.06%Add
46TFLOIshares Treasury Floating Ra-0.8%+6.06%Add
47AAPLApple INC-0.9%+0.38%Add
48VIGVanguard Dividend Apprec ETF-1.1%+0.88%Add
49MSFTMicrosoft CORP-1.3%+4.34%Add
50GLIBKLiberty Capital Corp-cl C—NEWNew buy

FAQ

What is Laurel Wealth Advisors LLC and what type of investor is it?
Laurel Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.0B, spread across 192 disclosed positions.
What are Laurel Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Laurel Wealth Advisors LLC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl A (BRK-A) — $188.0M (18.6%) 2. Amazon.com INC (AMZN) — $71.1M (7.0%) 3. Vanguard Dividend Apprec ETF (VIG) — $40.2M (4.0%) 4. Apple INC (AAPL) — $38.4M (3.8%) 5. Alphabet Inc-cl A (GOOGL) — $33.1M (3.3%)
What changes did Laurel Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Laurel Wealth Advisors LLC made 50 notable position adjustments: 1 new positions were initiated, 40 existing holdings were added to, 9 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Liberty Capital Corp-cl C (GLIBK); Add: Berkshire Hathaway Inc-cl A (BRK-A) — shares +773.33%; Add: Amazon.com INC (AMZN) — shares +355.52%; Add: Microsoft CORP (MSFT) — shares +4.34%; Add: Vanguard Dividend Apprec ETF (VIG) — shares +0.88%
What sectors does Laurel Wealth Advisors LLC focus on?
Laurel Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 24.8% • Consumer Discretionary: 20.0% • Financials: 12.7% • Communication Services: 11.9% • Health Care: 9.9% • Consumer Staples: 8.1%