Laurel Wealth Planning LLC - Portfolio Stock Holdings
Laurel Wealth Planning LLC disclosed 60 stock positions in a recent SEC 13F filing. $187,651,469 of stock holdings were filed, with the largest holdings including VOO, IFRA, and EFIV. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.We estimate the fund has a total AUM of $453,642,492 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
60Est. Stock Holding Value:
$187,651,469Top Stock Holdings By Sector
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Portfolio Stock Holdings - Laurel Wealth Planning LLC
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% of Portfolio
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