Laurel Wealth Planning LLC

Institutional manager (13F) · CIK 1842010

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $187M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$15M	24,646
2	ISHARES TR	$11M	184,424
3	SPDR SERIES TRUST	$10M	158,051
4	ISHARES TR	$10M	70,306
5	ISHARES TR	$9M	92,595
6	DIMENSIONAL ETF TRUST	$8M	152,623
7	NUSHARES ETF TR	$8M	87,058
8	SPDR SERIES TRUST	$7M	131,355
9	WISDOMTREE TR	$6M	152,267
10	VANECK ETF TRUST	$6M	64,049
11	ISHARES INC	$6M	132,209
12	SCHWAB STRATEGIC TR	$6M	154,232
13	PACER FDS TR	$6M	173,119
14	ISHARES TR	$6M	50,586
15	VANGUARD TAX-MANAGED FDS	$5M	83,297
16	ISHARES INC	$5M	62,889
17	AMERICAN CENTY ETF TR	$5M	48,749
18	PIMCO ETF TR	$4M	44,744
19	FIDELITY COVINGTON TRUST	$4M	92,930
20	ISHARES TR	$4M	34,117
21	ISHARES TR	$4M	6,260
22	DIMENSIONAL ETF TRUST	$4M	94,894
23	CAPITAL GROUP EQUITY ETF TR	$4M	121,831
24	ISHARES TR	$3M	69,716
25	J P MORGAN EXCHANGE TRADED F	$3M	56,001
26	ISHARES TR	$3M	58,353
27	PIMCO ETF TR	$2M	50,255
28	VANGUARD WORLD FD	$2M	19,382
29	BERKSHIRE HATHAWAY INC DEL	$2M	4,087
30	FIRST TR EXCHANGE-TRADED FD	$2M	39,905
31	INVESCO EXCH TRADED FD TR II	$2M	21,772
32	SPDR INDEX SHS FDS	$2M	34,296
33	APPLE INC	$1M	5,196
34	ARCHER DANIELS MIDLAND CO	$1M	16,137
35	STATE STR SPDR S&P 500 ETF T	$1M	1,777
36	ISHARES TR	$1M	9,027
37	ABRDN PRECIOUS METALS BASKET	$1M	5,070
38	VANGUARD INDEX FDS	$1M	4,085
39	NUSHARES ETF TR	$865k	19,019
40	VANGUARD ADMIRAL FDS INC	$809k	1,985
41	VANGUARD STAR FDS	$716k	9,280
42	ECOLAB INC	$668k	2,510
43	NUSHARES ETF TR	$612k	13,580
44	SPDR SERIES TRUST	$579k	7,564
45	SPDR SERIES TRUST	$539k	4,221
46	AMERIPRISE FINL INC	$453k	1,019
47	ISHARES TR	$452k	2,854
48	ISHARES TR	$428k	9,132
49	VANGUARD INDEX FDS	$354k	811
50	DIMENSIONAL ETF TRUST	$298k	7,247

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.