Laurel Wealth Advisors LLC

Est. AUM

$980.1M

13F long equity, this entity only

Positions

190

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL A	$188.0M	262	19.18%	SOLE
2	AMAZON COM INC	COM	$71.1M	260763	7.26%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$40.2M	176280	4.10%	SOLE
4	APPLE INC	COM	$38.4M	130782	3.91%	SOLE
5	ALPHABET INC	CAP STK CL A	$33.1M	82618	3.38%	SOLE
6	ISHARES TR	TRS FLT RT BD	$32.2M	636839	3.28%	SOLE
7	NVIDIA CORPORATION	COM	$28.6M	133079	2.92%	SOLE
8	MICROSOFT CORP	COM	$25.8M	62069	2.63%	SOLE
9	DUKE ENERGY CORP NEW	COM NEW	$20.3M	163709	2.07%	SOLE
10	ISHARES TR	CORE S&P SCP ETF	$17.8M	128712	1.82%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$17.2M	23276	1.75%	SOLE
12	JPMORGAN CHASE & CO	COM	$16.8M	55750	1.72%	SOLE
13	WALMART INC	COM	$15.1M	116111	1.55%	SOLE
14	ELI LILLY & CO	COM	$13.5M	14204	1.37%	SOLE
15	MASTERCARD INCORPORATED	CL A	$11.8M	23896	1.21%	SOLE
16	JOHNSON & JOHNSON	COM	$11.0M	49683	1.12%	SOLE
17	BANK AMERICA CORP	COM	$10.7M	208888	1.09%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$9.8M	112314	1.00%	SOLE
19	CISCO SYS INC	COM	$9.6M	99130	0.98%	SOLE
20	ISHARES TR	CORE MSCI EAFE	$9.4M	96963	0.96%	SOLE
21	ALPHABET INC	CAP STK CL C	$9.1M	22963	0.93%	SOLE
22	GCI LIBERTY INC	COM SER C	$9.0M	343750	0.92%	SOLE
23	HOME DEPOT INC	COM	$9.0M	28350	0.92%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.3M	17449	0.85%	SOLE
25	BONDBLOXX ETF TRUST	BLOOMBERG SIX MN	$8.1M	161855	0.83%	SOLE
26	AMGEN INC	COM	$7.7M	23346	0.79%	SOLE
27	WISDOMTREE TR	FLOATNG RAT TREA	$7.7M	151841	0.78%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$7.4M	42192	0.76%	SOLE
29	COCA COLA CO	COM	$7.3M	92909	0.74%	SOLE
30	META PLATFORMS INC	CL A	$6.9M	11398	0.71%	SOLE
31	PROCTER & GAMBLE CO	COM	$6.8M	46597	0.70%	SOLE
32	ABBVIE INC	COM	$6.1M	30502	0.63%	SOLE
33	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$6.1M	311024	0.62%	SOLE
34	ISHARES TR	RUSSELL 2000 ETF	$5.8M	20526	0.60%	SOLE
35	ISHARES TR	IBONDS DEC2026	$5.8M	240600	0.59%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET FIN	$5.6M	109643	0.57%	SOLE
37	TJX COS INC NEW	COM	$5.6M	36238	0.57%	SOLE
38	MCDONALDS CORP	COM	$5.5M	20044	0.56%	SOLE
39	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$5.4M	265848	0.55%	SOLE
40	ISHARES TR	U.S. TECH ETF	$5.4M	22616	0.55%	SOLE
41	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$5.3M	101223	0.54%	SOLE
42	CROWDSTRIKE HLDGS INC	CL A	$5.3M	10081	0.54%	SOLE
43	CHEVRON CORPORATION	COM	$5.2M	28833	0.53%	SOLE
44	PEPSICO INC	COM	$4.7M	30203	0.48%	SOLE
45	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$4.5M	60227	0.46%	SOLE
46	RTX CORPORATION	COM	$4.4M	25010	0.45%	SOLE
47	SPDR GOLD TR	GOLD SHS	$4.4M	10063	0.45%	SOLE
48	ISHARES TR	IBDS DEC28 ETF	$4.4M	172689	0.45%	SOLE
49	SOUTHERN CO	COM	$4.3M	46325	0.43%	SOLE
50	EXXON MOBIL CORP	COM	$4.2M	29347	0.43%	SOLE

1–50 of 190

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.