Laurel Wealth Planning LLC
Q4 2025 13F Holdings
- Locationedina, MN
- Num holdings
57
- Value ($000)
$180,471
- Date Filed01/23/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.46M | 9 % | 24,652 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $10.78M | 6 % | 72,346 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78468R531 | $10.59M | 6 % | 160,066 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | $10.1M | 6 % | 191,860 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $9.28M | 5 % | 163,295 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $8.72M | 5 % | 91,706 | ||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $6.66M | 4 % | 143,905 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.64M | 4 % | 64,078 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | $6.48M | 4 % | 52,558 | ||
PACER FDS TR | US LRG CP CASH | 69374H360 | $6.23M | 4 % | 177,000 |
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