account_balance
Investment manager · 13F filer · SEC CIK 1842010
Laurel Wealth Planning LLC
Reported value$230Mas of Sep 30, 2026
Positions70 5 new, 2 sold out
Top 10 weight43.5%VOO alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
7.2%Trimmed −4%
ESGUiShares Tr
5.3%Added +3%
EFIVSPDR Series Trust
4.5%Trimmed −10%
IFRAiShares Tr
4.4%Added +2%
DFIVDimensional ETF Trust
4.3%
NULGNushares ETF Tr
4.1%Trimmed −3%
ESGDiShares Tr
4.0%
LVHILegg Mason ETF Invt
3.4%
SPYVSPDR Series Trust
3.3%Trimmed −4%
DFEVDimensional ETF Trust
3.0%New
ESGEiShares Inc
3.0%
IVWiShares Tr
3.0%Trimmed −3%
VOOVanguard Index FDS
7.2%Trimmed −4%
ESGUiShares Tr
5.3%Added +3%
EFIVSPDR Series Trust
4.5%−10%
IFRAiShares Tr
4.4%+2%
DFIVDimensional ETF Trust
4.3%
NULGNushares ETF Tr
4.1%
ESGDiShares Tr
4.0%
LVHILegg Mason ETF Invt
3.4%
SPYVSPDR Series Trust
3.3%
DFEV3.0%
ESGE3.0%
IVW3.0%
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
VOO Vanguard Index FDS 7.2% Trimmed −4%
ESGU iShares Tr 5.3% Added +3%
EFIV SPDR Series Trust 4.5% Trimmed −10%
IFRA iShares Tr 4.4% Added +2%
DFIV Dimensional ETF Trust 4.3% Held
NULG Nushares ETF Tr 4.1% Trimmed −3%
ESGD iShares Tr 4.0% Held
LVHI Legg Mason ETF Invt 3.4% Held
SPYV SPDR Series Trust 3.3% Trimmed −4%
DFEV Dimensional ETF Trust 3.0% New
ESGE iShares Inc 3.0% Held
IVW iShares Tr 3.0% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFEV $7.01M
- JPIB $3.62M
- USTB $2.3M
- VFLO $1.77M
arrow_upwardAdded
- CGMM +7%
- EMNT +5%
- DFSI +4%
- BGRN +3%
arrow_downwardTrimmed
- ADM −50%
- NULV −15%
- EFIV −10%
- ESGV −10%
remove_circleSold out
- EPI $6.52M
- NOBL $232K
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