Laurel Wealth Planning LLC
Q1 2026 13F Holdings
- Locationedina, MN
- Num holdings
59
- Value ($000)
$189,574
- Date Filed 04/23/2026
- Form type13F-HR
- CIK 0001842010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.73M | 8 % | 24,646 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $10.55M | 6 % | 184,424 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R531 | $9.97M | 5 % | 158,051 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $9.94M | 5 % | 70,306 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $8.85M | 5 % | 92,595 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $8.06M | 4 % | 152,623 | ||
NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $7.92M | 4 % | 87,058 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $7.43M | 4 % | 131,355 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $6.21M | 3 % | 152,267 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.19M | 3 % | 64,049 |
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