Laurel Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
737
Total value ($000)
$1,075,794
Net value change ($000)
+42,089 (4.1%)
New positions
536
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 8,369 36.1%
SPACE EXPLORATION TECHN CORP 5,227 1476.6%
AAPL 4,957 13.2%
EXXONMOBIL HOLDINGS CORP 4,660 NEW
AMZN 3,551 4.7%
NVDA 2,634 10.0%
CRWD 2,327 30.9%
META 1,894 29.5%
IBDX 1,377 NEW
AMGN 1,276 15.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,982 -100.0%
IJR -2,115 -11.1%
HD -1,955 -19.3%
NKE -1,364 -67.7%
CSCO -1,301 -11.7%
VIG -1,287 -3.1%
LLY -1,175 -7.0%
IBDR -993 -17.4%
WMT -954 -7.3%
TJX -879 -16.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type