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Laurel Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    charlotte, NC
  • Num holdings

    192

  • Value ($000)

    $1,011,533

  • Date Filed
    05/12/2026
  • Form type
    13F-HR
  • CIK
    0001757128
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$187.96M
19 %

262

A
AMZN

AMAZON COM INC

COM
023135106
$71.1M
7 %

260,763

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$40.2M
4 %

176,280

A
AAPL

APPLE INC

COM
037833100
$38.36M
4 %

130,782

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$33.11M
3 %

82,618

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$32.19M
3 %

636,839

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$28.88M
3 %

287,436

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$28.64M
3 %

133,079

M
MSFT

MICROSOFT CORP

COM
594918104
$25.77M
3 %

62,069

D
DUK

DUKE ENERGY CORP NEW

COM NEW
26441C204
$20.33M
2 %

163,709

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