Laurel Wealth Planning LLC
All 13F Filings
- Location
- Edina, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 226,000
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 67 | 226,000 | 13F-HR | Laurel Wealth Planning LLC |
| Q1 2026 | 4/23/2026 | 59 | 189,574 | 13F-HR | Laurel Wealth Planning LLC |
| Q4 2025 | 1/23/2026 | 57 | 180,471 | 13F-HR | Laurel Wealth Planning LLC |
| Q3 2025 | 10/20/2025 | 57 | 189,088 | 13F-HR | Laurel Wealth Planning LLC |
| Q2 2025 | 8/8/2025 | 56 | 175,920 | 13F-HR | Laurel Wealth Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.75 K | 12.3% | 2.522 K | 0 | 2.522 K |
| ETFs | 194.8 K | 86.2% | 33.78 K | 0 | 33.78 K |
| Debt | 3.436 K | 1.5% | 126 | 0 | 126 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
226,000
Holdings
67
QoQ value change ($000)
36,426
(19.2%)
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.