Laurel Wealth Planning LLC
Q2 2025 13F Holdings
- Locationedina, MN
- Num holdings
56
- Value ($000)
$175,920
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001842010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $12.97M | 7 % | 22,833 | ||
BWZ SPDR SERIES TRUST | BLOOMBERG SHORT | 78464A334 | $11.55M | 7 % | 411,335 | ||
KRE SPDR SERIES TRUST | S&P 500 ESG ETF | 78468R531 | $10.38M | 6 % | 177,279 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $10.22M | 6 % | 75,504 | ||
IFRA ISHARES TR | US INFRASTRUC | 46435U713 | $9.63M | 6 % | 195,698 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $8.20M | 5 % | 156,650 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $8.18M | 5 % | 91,699 | ||
EPI WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $6.87M | 4 % | 144,719 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.38M | 4 % | 57,924 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.09M | 4 % | 64,883 |
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