Laurel Wealth Planning LLC ETF holdings
Edina, MN
Reported $219.5M in 58 ETFs in its Form 13F for June 30, 2026.
ETF value
$219.5M
ETFs held
58
Change from prior quarter
+19.6%
With price moves
ETFs as a share of its 13F
97.1%
of $226.0M
Top 10 of 58 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $16.9M | 24,575 | −71 shares |
| ESGU | iShares ESG Aware MSCI USA ETF | $11.6M | 70,642 | +336 shares |
| IFRA | iShares U.S. Infrastructure ETF | $11.4M | 181,129 | −3,295 shares |
| EFIV | State Street SPDR S&P 500 Scored and Screened ETF | $11.3M | 155,404 | −2,647 shares |
| NULG | Nuveen ESG Large-Cap Growth ETF | $10.1M | 86,349 | −709 shares |
| DFIV | Dimensional International Value ETF | $9.5M | 176,000 | +23,377 shares |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $9.2M | 89,199 | −3,396 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $7.8M | 128,282 | −3,073 shares |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | $7.7M | 188,664 | New position |
| ESGE | iShares ESG Aware MSCI EM ETF | $7.0M | 128,745 | −3,464 shares |
48 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001842010. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Laurel Wealth Planning LLC own?
Laurel Wealth Planning LLC reported 58 ETF positions worth $219.5M in its Form 13F for June 30, 2026. The largest was VOO, at $16.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.