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The Analysis of Laurel Wealth Planning LLC's Holdings & P&L

Currently, Laurel Wealth Planning LLC holds 59 types of securities in its portfolio with a total value $189.6M. In the most recent quarter, they have increased their positions in NULG (+51.6K shares, valued at $4.7M), DFSI (+94.9K shares, valued at $4.0M), DFIV (+42.9K shares, valued at $2.3M); decreased their positions in SPYV (-31.9K shares, valued at $1.8M), IFRA (-7.4K shares, valued at $425.3K), EWJ (-3.6K shares, valued at $301.9K); initiated new positions in DFSI (+94.9K shares, valued at $4.0M), AMP (+1.0K shares, valued at $452.8K), PWR (+396 shares, valued at $217.4K).

1M P&L

+6.1M+3.37%

3M P&L

-238.2K-0.13%

HY P&L

+12.5M+7.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A166.9M

97.6%

2Consumer Electronics1.3M

0.8%

3Farm Products1.2M

0.7%

Top Industries by Stock Count

1N/A49 stocks

89.1%

2Asset Management1 stocks

1.8%

3Consumer Electronics1 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS24.6K shares-0.02%2026-03-312026-04-23

IFRA ISHARES TR184.4K shares-3.88%2026-03-312026-04-23

EFIV SPDR SERIES TRUST158.1K shares-1.26%2026-03-312026-04-23

ESGU ISHARES TR70.3K shares-2.82%2026-03-312026-04-23

ESGD ISHARES TR92.6K shares0.97%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST152.6K shares39.13%2026-03-312026-04-23

NULG NUSHARES ETF TR87.1K shares145.86%2026-03-312026-04-23

SPYV SPDR SERIES TRUST131.4K shares-19.56%2026-03-312026-04-23

Sponsored

EPI WISDOMTREE TR152.3K shares5.81%2026-03-312026-04-23

MOAT VANECK ETF TRUST64.0K shares-0.05%2026-03-312026-04-23

ESGE ISHARES INC132.2K shares-4.37%2026-03-312026-04-23

FNDE SCHWAB STRATEGIC TR154.2K shares-2.03%2026-03-312026-04-23

COWG PACER FDS TR173.1K shares-2.19%2026-03-312026-04-23

IVW ISHARES TR50.6K shares-3.75%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS83.3K shares-0.25%2026-03-312026-04-23

EWJ ISHARES INC62.9K shares-5.38%2026-03-312026-04-23

Sponsored

AVDV AMERICAN CENTY ETF TR48.7K shares0.38%2026-03-312026-04-23

EMNT PIMCO ETF TR44.7K shares0.98%2026-03-312026-04-23

FSMD FIDELITY COVINGTON TRUST92.9K shares78.04%2026-03-312026-04-23

DSI ISHARES TR34.1K shares-0.94%2026-03-312026-04-23

IVV ISHARES TR6.3K shares3.13%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST94.9K sharesnew addition2026-03-312026-04-23

CGMM CAPITAL GROUP EQUITY ETF TR121.8K shares94.59%2026-03-312026-04-23

BGRN ISHARES TR69.7K shares0.08%2026-03-312026-04-23

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JMST J P MORGAN EXCHANGE TRADED F56.0K shares2.25%2026-03-312026-04-23

ESML ISHARES TR58.4K shares-1.80%2026-03-312026-04-23

MINO PIMCO ETF TR50.3K shares2.04%2026-03-312026-04-23

ESGV VANGUARD WORLD FD19.4K shares0.03%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.1K shares-8.18%2026-03-312026-04-23

FVD FIRST TR EXCHANGE-TRADED FD39.9K shares-5.33%2026-03-312026-04-23

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II21.8K shares-6.50%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS34.3K shares-2.07%2026-03-312026-04-23

Sponsored

AAPL APPLE INC5.2K shares40.47%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO16.1K shares-15.48%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-1.93%2026-03-312026-04-23

IJR ISHARES TR9.0K shares-2.35%2026-03-312026-04-23

GLTR ABRDN PRECIOUS METALS BASKET5.1K shares0.00%2026-03-312026-04-23

VB VANGUARD INDEX FDS4.1K shares-0.24%2026-03-312026-04-23

NULV NUSHARES ETF TR19.0K shares0.54%2026-03-312026-04-23

VOOG VANGUARD ADMIRAL FDS INC2.0K shares0.00%2026-03-312026-04-23

Sponsored

VXUS VANGUARD STAR FDS9.3K shares-1.74%2026-03-312026-04-23

ECL ECOLAB INC2.5K shares0.00%2026-03-312026-04-23

NUSC NUSHARES ETF TR13.6K shares-3.84%2026-03-312026-04-23

SPYM SPDR SERIES TRUST7.6K shares-5.17%2026-03-312026-04-23

SHE SPDR SERIES TRUST4.2K shares-10.40%2026-03-312026-04-23

AMP AMERIPRISE FINL INC1.0K sharesnew addition2026-03-312026-04-23

IYY ISHARES TR2.9K shares0.00%2026-03-312026-04-23

INDA ISHARES TR9.1K shares-29.28%2026-03-312026-04-23

Sponsored

VUG VANGUARD INDEX FDS811 shares-18.08%2026-03-312026-04-23

DFSU DIMENSIONAL ETF TRUST7.2K shares0.00%2026-03-312026-04-23

PWZ INVESCO EXCH TRADED FD TR II11.6K shares0.00%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.8K shares0.00%2026-03-312026-04-23

VSGX VANGUARD WORLD FD3.7K shares0.00%2026-03-312026-04-23

IEFA ISHARES TR2.8K shares23.08%2026-03-312026-04-23

VTI VANGUARD INDEX FDS797 shares0.00%2026-03-312026-04-23

MSFT MICROSOFT CORP661 shares14.96%2026-03-312026-04-23

Sponsored

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-23

NOBL PROSHARES TR2.1K shares0.00%2026-03-312026-04-23

PWR QUANTA SVCS INC396 sharesnew addition2026-03-312026-04-23

VANGUARD INDEX FDS

-0.02%

Shares24.6K

Event2026-03-31

Filed2026-04-23

IFRA

ISHARES TR

-3.88%

Shares184.4K

Event2026-03-31

Filed2026-04-23

EFIV

SPDR SERIES TRUST

-1.26%

Shares158.1K

Event2026-03-31

Filed2026-04-23

ESGU

ISHARES TR

-2.82%

Shares70.3K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

0.97%

Shares92.6K

Event2026-03-31

Filed2026-04-23

DFIV

DIMENSIONAL ETF TRUST

39.13%

Shares152.6K

Event2026-03-31

Filed2026-04-23

NULG

NUSHARES ETF TR

145.86%

Shares87.1K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

-19.56%

Shares131.4K

Event2026-03-31

Filed2026-04-23

EPI

WISDOMTREE TR

5.81%

Shares152.3K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK ETF TRUST

-0.05%

Shares64.0K

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC

-4.37%

Shares132.2K

Event2026-03-31

Filed2026-04-23

FNDE

SCHWAB STRATEGIC TR

-2.03%

Shares154.2K

Event2026-03-31

Filed2026-04-23

COWG

PACER FDS TR

-2.19%

Shares173.1K

Event2026-03-31

Filed2026-04-23

IVW

ISHARES TR

-3.75%

Shares50.6K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

-0.25%

Shares83.3K

Event2026-03-31

Filed2026-04-23

EWJ

ISHARES INC

-5.38%

Shares62.9K

Event2026-03-31

Filed2026-04-23

AVDV

AMERICAN CENTY ETF TR

0.38%

Shares48.7K

Event2026-03-31

Filed2026-04-23

EMNT

PIMCO ETF TR

0.98%

Shares44.7K

Event2026-03-31

Filed2026-04-23

FSMD

FIDELITY COVINGTON TRUST

78.04%

Shares92.9K

Event2026-03-31

Filed2026-04-23

DSI

ISHARES TR

-0.94%

Shares34.1K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

3.13%

Shares6.3K

Event2026-03-31

Filed2026-04-23

DFSI

DIMENSIONAL ETF TRUST

New

Shares94.9K

Event2026-03-31

Filed2026-04-23

CGMM

CAPITAL GROUP EQUITY ETF TR

94.59%

Shares121.8K

Event2026-03-31

Filed2026-04-23

BGRN

ISHARES TR

0.08%

Shares69.7K

Event2026-03-31

Filed2026-04-23

JMST

J P MORGAN EXCHANGE TRADED F

2.25%

Shares56.0K

Event2026-03-31

Filed2026-04-23

ESML

ISHARES TR

-1.80%

Shares58.4K

Event2026-03-31

Filed2026-04-23

MINO

PIMCO ETF TR

2.04%

Shares50.3K

Event2026-03-31

Filed2026-04-23

ESGV

VANGUARD WORLD FD

0.03%

Shares19.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-8.18%

Shares4.1K

Event2026-03-31

Filed2026-04-23

FVD

FIRST TR EXCHANGE-TRADED FD

-5.33%

Shares39.9K

Event2026-03-31

Filed2026-04-23

INVESCO EXCH TRADED FD TR II

-6.50%

Shares21.8K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

-2.07%

Shares34.3K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

40.47%

Shares5.2K

Event2026-03-31

Filed2026-04-23

ADM

ARCHER DANIELS MIDLAND CO

-15.48%

Shares16.1K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-1.93%

Shares1.8K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-2.35%

Shares9.0K

Event2026-03-31

Filed2026-04-23

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.24%

Shares4.1K

Event2026-03-31

Filed2026-04-23

NULV

NUSHARES ETF TR

0.54%

Shares19.0K

Event2026-03-31

Filed2026-04-23

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

-1.74%

Shares9.3K

Event2026-03-31

Filed2026-04-23

ECL

ECOLAB INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

NUSC

NUSHARES ETF TR

-3.84%

Shares13.6K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

-5.17%

Shares7.6K

Event2026-03-31

Filed2026-04-23

SHE

SPDR SERIES TRUST

-10.40%

Shares4.2K

Event2026-03-31

Filed2026-04-23

AMP

AMERIPRISE FINL INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-23

IYY

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-23

INDA

ISHARES TR

-29.28%

Shares9.1K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-18.08%

Shares811

Event2026-03-31

Filed2026-04-23

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-23

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-23

VSGX

VANGUARD WORLD FD

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

23.08%

Shares2.8K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

0.00%

Shares797

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

14.96%

Shares661

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

NOBL

PROSHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

PWR

QUANTA SVCS INC

New

Shares396

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available