Laurel Wealth Planning LLC
CIK 1842010 · Holdings on Mar 31, 2026 · First reported Apr 23, 2026
Top ten holdings
Q1 2026- VOO7.77%
- IFRA5.56%
- EFIV5.26%
- ESGU5.24%
- ESGD4.67%
- DFIV4.25%
- NULG4.18%
- SPYV3.92%
- EPI3.28%
- MOAT3.27%
Share classes counted separately47.40%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NULGWeight increased · +2.26 pp1.92% → 4.18%Shares +51.65K (+145.86%)
- DFIVWeight increased · +1.22 pp3.03% → 4.25%Shares +42.92K (+39.13%)
- SPYVWeight decreased · -1.22 pp5.14% → 3.92%Shares -31.94K (-19.56%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $14.73M | 7.77% | 24.65K shares | 8.57% → 7.77%-0.80 pp -6 (-0.02%) | Reduced | ↗▾ |
| 02 | IFRAISHARES US INFRASTRUCTUREUS INFRASTRUC View history and evidence | $10.55M | 5.56% | 184.42K shares | 5.59% → 5.56%-0.03 pp -7.44K (-3.88%) | Reduced | ↗▾ |
| 03 | EFIVSS SPDR S&P 500 ESG ETFSTATE STREET SPD View history and evidence | $9.97M | 5.26% | 158.05K shares | 5.87% → 5.26%-0.61 pp -2.02K (-1.26%) | Reduced | ↗▾ |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $9.94M | 5.24% | 70.31K shares | 5.97% → 5.24%-0.73 pp -2.04K (-2.82%) | Reduced | ↗▾ |
| 05 | ESGDISHARES TRUST ISHARES ESG AWESG AW MSCI EAFE View history and evidence | $8.85M | 4.67% | 92.59K shares | 4.83% → 4.67%-0.16 pp +889 (+0.97%) | Added | ↗▾ |
| 06 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $8.06M | 4.25% | 152.62K shares | 3.03% → 4.25%+1.22 pp +42.92K (+39.13%) | Added | ↗▾ |
| 07 | NULGNUVEEN ESG LRG-CAP GRW ETFNUVEEN ESG LRGCP View history and evidence | $7.92M | 4.18% | 87.06K shares | 1.92% → 4.18%+2.26 pp +51.65K (+145.86%) | Added | ↗▾ |
| 08 | SPYVSS SPDR P S&P 500 VALUE ETFSTATE STREET SPD View history and evidence | $7.43M | 3.92% | 131.35K shares | 5.14% → 3.92%-1.22 pp -31.94K (-19.56%) | Reduced | ↗▾ |
| 09 | EPIWISDOMTREE INDIA EARNINGSINDIA ERNGS FD View history and evidence | $6.21M | 3.28% | 152.27K shares | 3.69% → 3.28%-0.41 pp +8.36K (+5.81%) | Added | ↗▾ |
| 10 | MOATVANECK MORNINGSTAR WIDE MOATMRNGSTR WDE MOAT View history and evidence | $6.19M | 3.27% | 64.05K shares | 3.68% → 3.27%-0.41 pp -29 (-0.05%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ABBV ABBVIE INC | Non-derivative | -1,031 | -$235.57K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842010 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 189574243
}Research all 59 reported holdings.
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