Laurel Wealth Planning LLC
Net buyer this quarter
$226M
14
+$213K
4.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $2M | 0.88% | Not reported | -2.5% | Q4 2020 |
 FVD | $1.94M | 0.86% | Not reported | +0.7% | Q4 2020 |
 SPY | $1.51M | 0.67% | Not reported | +14.1% | Q4 2020 |
 AAPL | $1.29M | 0.57% | 0.00% | -14.5% | Q4 2020 |
 ADM | $1.03M | 0.46% | 0.00% | -16.5% | Q3 2024 |
 GLTR | $917K | 0.41% | 0.04% | -0.2% | Q4 2020 |
 ECL | $699K | 0.31% | 0.00% | Not reported | Q1 2021 |
| SHE | $652K | 0.29% | Not reported | Not reported | Q2 2021 |
 AMP | $467K | 0.21% | 0.00% | Not reported | Q1 2026 |
 PWR | $285K | 0.13% | 0.00% | Not reported | Q2 2022 |
 MSFT | $271K | 0.12% | 0.00% | +9.8% | Q4 2020 |
 UNH | $261K | 0.12% | 0.00% | Not reported | Q4 2020 |
 NOBL | $232K | 0.10% | Not reported | Not reported | Q4 2021 |
 ABBV | $202K | 0.09% | 0.00% | Not reported | Q4 2020 |
| Q1 2026 | |||||
| BRK.B | $1.96M | 1.03% | Not reported | -8.2% | Q4 2020 |
| FVD | $1.88M | 0.99% | Not reported | -5.3% | Q4 2020 |
| AAPL | $1.32M | 0.70% | 0.00% | +40.5% | Q4 2020 |
| ADM | $1.17M | 0.62% | 0.00% | -15.5% | Q3 2024 |
| SPY | $1.16M | 0.61% | Not reported | -1.9% | Q4 2020 |
| GLTR | $1.11M | 0.58% | 0.04% | Not reported | Q4 2020 |
| ECL | $668K | 0.35% | 0.00% | Not reported | Q1 2021 |
| SHE | $539K | 0.28% | Not reported | -10.4% | Q2 2021 |
| AMP | $453K | 0.24% | 0.00% | New | Q1 2026 |
| MSFT | $245K | 0.13% | 0.00% | +15.0% | Q4 2020 |
| NOBL | $219K | 0.12% | Not reported | Not reported | Q4 2021 |
| PWR | $217K | 0.11% | 0.00% | Not reported | Q2 2022 |
| Q4 2025 | |||||
| BRK.B | $2.24M | 1.24% | Not reported | +1.7% | Q4 2020 |
| FVD | $1.94M | 1.08% | Not reported | -7.7% | Q4 2020 |
| SPY | $1.24M | 0.68% | Not reported | +0.7% | Q4 2020 |
| ADM | $1.1M | 0.61% | 0.00% | Not reported | Q3 2024 |
| GLTR | $1.04M | 0.58% | 0.04% | -12.6% | Q4 2020 |
| AAPL | $1.01M | 0.56% | 0.00% | +55.1% | Q4 2020 |
| ECL | $659K | 0.37% | 0.00% | Not reported | Q1 2021 |
| SHE | $622K | 0.34% | Not reported | Not reported | Q2 2021 |
| MSFT | $278K | 0.15% | 0.00% | +15.9% | Q4 2020 |
| ABBV | $236K | 0.13% | 0.00% | Not reported | Q4 2020 |
| NOBL | $215K | 0.12% | Not reported | Not reported | Q4 2021 |
| Q3 2025 | |||||
| BRK.B | $2.2M | 1.16% | Not reported | Not reported | Q4 2020 |
| FVD | $2.11M | 1.12% | Not reported | -1.9% | Q4 2020 |
| SPY | $1.2M | 0.63% | Not reported | -0.9% | Q4 2020 |
| ADM | $1.14M | 0.60% | 0.00% | -8.5% | Q3 2024 |
| GLTR | $960K | 0.51% | 0.05% | Not reported | Q4 2020 |
| ECL | $687K | 0.36% | 0.00% | Not reported | Q1 2021 |
| AAPL | $607K | 0.32% | 0.00% | -4.0% | Q4 2020 |
| SHE | $600K | 0.32% | Not reported | -12.3% | Q2 2021 |
| MSFT | $257K | 0.14% | 0.00% | +0.6% | Q4 2020 |
| NOBL | $213K | 0.11% | Not reported | Not reported | Q4 2021 |