Laurel Wealth Planning LLC
Q3 2025 13F Holdings
- Locationedina, MN
- Num holdings
57
- Value ($000)
$189,088
- Date Filed10/20/2025
- Form type13F-HR
- CIK0001842010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.22M | 8 % | 23,216 | ||
SPDR SERIES TRUST | BLOOMBERG SHORT | 78464A334 | $11.76M | 6 % | 422,830 | ||
SPDR SERIES TRUST | S&P 500 ESG ETF | 78468R531 | $10.8M | 6 % | 169,853 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $10.67M | 6 % | 73,250 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $10.17M | 5 % | 192,557 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $8.79M | 5 % | 158,913 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $8.55M | 5 % | 91,990 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.94M | 4 % | 57,475 | ||
PACER FDS TR | US LRG CP CASH | 69374H360 | $6.29M | 3 % | 173,366 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $6.29M | 3 % | 142,270 |
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