account_balance

Investment manager · 13F filer · SEC CIK 1757128

Laurel Wealth Advisors LLC

Reported value$1.08Bas of Sep 30, 2026
Positions737 537 new, 0 sold out
Top 10 weight49.8%Berkshire Hathaway Inc alone is 18%
FiledOct 2727 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
Berkshire Hathaway Inc 18.2% Held
AMZN Amazon.com Inc 7.3% HeldAAPL Apple Inc. 3.9% Held
VIG Vanguard Specialized Funds 3.8% Held
TFLO iShares Tr 3.2% Held
GOOGL Alphabet Inc. 3.0% Added +3%MSFT Microsoft Corp 2.9% Held
SGOV iShares Tr 2.8% Added +3%
NVDA NVIDIA Corp 2.7% Trimmed −4%DUK Duke Energy CORP 1.9% Added +12%JPM JPMorgan Chase & Co 1.7% Held
IJR iShares Tr 1.6% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 27, 2026, compared with the Jul 17, 2026 filing
add_circleNew
arrow_upwardAdded
  • SPCX +1684%
  • IBDW +37%
  • SHY +21%
  • XONE +12%
arrow_downwardTrimmed
  • BSCQ −20%
  • IBDR −17%
  • EFA −10%
  • XLE −8%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist