Laurel Wealth Advisors LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,011,533
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/12/2026 | 192 | 1,011,533 | 13F-HR | Laurel Wealth Advisors LLC |
| Q4 2025 | 1/30/2026 | 703 | 756,294 | 13F-HR | Laurel Wealth Advisors LLC |
| Q3 2025 | 11/12/2025 | 164 | 715,442 | 13F-HR | Laurel Wealth Advisors LLC |
| Q2 2025 | 11/24/2025 | 188 | 668,820 | 13F-HR/A - RESTATEMENT | Laurel Wealth Advisors LLC |
| Q2 2025 | 8/12/2025 | 698 | 6,973,239 | 13F-HR | Laurel Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 689 K | 70.3% | 103.9 K | 0 | 103.9 K |
| ETFs | 272.9 K | 27.9% | 149.2 K | 0 | 149.2 K |
| Debt | 17.46 K | 1.8% | 200 | 0 | 200 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
1,011,533
Holdings
192
QoQ value change ($000)
255,239
(33.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.