Laurel Wealth Planning LLC
Q2 2026 13F Holdings
- Locationedina, MN
- Num holdings
67
- Value ($000)
$226,000
- Date Filed 07/30/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.88M | 8 % | 24,575 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $11.56M | 5 % | 70,642 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $11.42M | 5 % | 181,129 | ||
SPDR SERIES TRUST | SPDR S&P 500 ESG | 78468R531 | $11.33M | 5 % | 155,404 | ||
NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $10.11M | 5 % | 86,349 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $9.51M | 4 % | 176,000 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $9.17M | 4 % | 89,199 | ||
SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | $7.8M | 4 % | 128,282 | ||
LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $7.66M | 3 % | 188,664 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | $7.04M | 3 % | 128,745 |
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