Laurel Wealth Planning LLC

Est. AUM

$189.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.7M	24646	7.77%	SOLE
2	ISHARES TR	US INFRASTRUC	$10.5M	184424	5.56%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$10.0M	158051	5.26%	SOLE
4	ISHARES TR	ESG AWR MSCI USA	$9.9M	70306	5.24%	SOLE
5	ISHARES TR	ESG AW MSCI EAFE	$8.9M	92595	4.67%	SOLE
6	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$8.1M	152623	4.25%	SOLE
7	NUSHARES ETF TR	NUVEEN ESG LRGCP	$7.9M	87058	4.18%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$7.4M	131355	3.92%	SOLE
9	WISDOMTREE TR	INDIA ERNGS FD	$6.2M	152267	3.28%	SOLE
10	VANECK ETF TRUST	MRNGSTR WDE MOAT	$6.2M	64049	3.27%	SOLE
11	ISHARES INC	ESG AWR MSCI EM	$6.0M	132209	3.17%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$5.9M	154232	3.11%	SOLE
13	PACER FDS TR	US LRG CP CASH	$5.8M	173119	3.08%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$5.7M	50586	3.02%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.3M	83297	2.82%	SOLE
16	ISHARES INC	MSCI JAPAN ETF	$5.3M	62889	2.80%	SOLE
17	AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.9M	48749	2.57%	SOLE
18	PIMCO ETF TR	ENHANCD SHORT	$4.4M	44744	2.33%	SOLE
19	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$4.2M	92930	2.19%	SOLE
20	ISHARES TR	ESG MSCI KLD 400	$4.1M	34117	2.18%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$4.1M	6260	2.16%	SOLE
22	DIMENSIONAL ETF TRUST	INTERNATIONAL	$4.0M	94894	2.12%	SOLE
23	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$3.6M	121831	1.89%	SOLE
24	ISHARES TR	USD GRN BOND ETF	$3.3M	69716	1.75%	SOLE
25	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.9M	56001	1.51%	SOLE
26	ISHARES TR	ESG AWARE MSCI	$2.7M	58353	1.45%	SOLE
27	PIMCO ETF TR	MUNI INCOME OPP	$2.3M	50255	1.20%	SOLE
28	VANGUARD WORLD FD	ESG US STK ETF	$2.2M	19382	1.15%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	4087	1.03%	SOLE
30	FIRST TR EXCHANGE-TRADED FD	SHS	$1.9M	39905	0.99%	SOLE
31	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.6M	21772	0.84%	SOLE
32	SPDR INDEX SHS FDS	STATE STREET SPD	$1.6M	34296	0.83%	SOLE
33	APPLE INC	COM	$1.3M	5196	0.70%	SOLE
34	ARCHER DANIELS MIDLAND CO	COM	$1.2M	16137	0.62%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1777	0.61%	SOLE
36	ISHARES TR	CORE S&P SCP ETF	$1.1M	9027	0.59%	SOLE
37	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$1.1M	5070	0.58%	SOLE
38	VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	4085	0.56%	SOLE
39	NUSHARES ETF TR	NUVEEN ESG LRGVL	$865K	19019	0.46%	SOLE
40	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$809K	1985	0.43%	SOLE
41	VANGUARD STAR FDS	VG TL INTL STK F	$716K	9280	0.38%	SOLE
42	ECOLAB INC	COM	$668K	2510	0.35%	SOLE
43	NUSHARES ETF TR	NUVEEN ESG SMLCP	$612K	13580	0.32%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$579K	7564	0.31%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$539K	4221	0.28%	SOLE
46	AMERIPRISE FINL INC	COM	$453K	1019	0.24%	SOLE
47	ISHARES TR	DOW JONES US ETF	$452K	2854	0.24%	SOLE
48	ISHARES TR	MSCI INDIA ETF	$428K	9132	0.23%	SOLE
49	VANGUARD INDEX FDS	GROWTH ETF	$354K	811	0.19%	SOLE
50	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$298K	7247	0.16%	SOLE

1–50 of 59

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