Laurel Wealth Planning LLC

CIK

1842010

Location

EDINA, MN

Portfolio Value

Micro $8,297,390

Diversification

Diversified

Filing Date

Global Rank

#7,833 / 8,232 ▲ 234

Top Industry

Insurance - Diversified 32.5%

3Y Alpha vs SPY

-0.9%

Period ended 2 months ago

Filed Apr 23, 2026 · 52d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.6%

SPY

+76.3%

Annualised alpha

-0.9%

Max drawdown

−10.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.6%

−5.1 pts

Top 5

80.9%

−4.0 pts

Top 10

100.0%

0.0 pts

HHI

1,492

Diversified−221

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.1%	$2,411,333	2
Unclassified	27.3%	$2,264,564	2
Technology	18.8%	$1,563,374	2
Consumer Defensive	14.1%	$1,172,998	1
Basic Materials	8.0%	$667,710	1
Industrials	2.6%	$217,411	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+1,497	5,196	$1,318,692
MSFT	Microsoft Corp	+86	661	$244,682
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
ADM	Archer-Daniels-Midland Co	−2,956	16,137	$1,172,998
BRK-B	Berkshire Hathaway Inc	−364	4,087	$1,958,490
SPY	Spdr S&P 500 ETF Trust	−35	1,777	$1,155,654
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMP	Ameriprise Financial Inc	1,019	$452,843
PWR	Quanta Services, Inc.	396	$217,411
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ABBV	AbbVie Inc.	1,031	$235,573
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $8,297,390 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Defensive Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,087	-364	$1,958,490	−12.5%	23.60%
AAPL	Apple Inc. Technology	Added	5,196	+1,497	$1,318,692	+31.1%	15.89%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	16,137	-2,956	$1,172,998	+6.9%	14.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,777	-35	$1,155,654	−6.5%	13.93%
GLTR	abrdn Precious Metals Basket ETF Trust	Held	5,070	0	$1,108,910	+6.4%	13.36%
ECL	Ecolab Inc. Basic Materials	Held	2,510	0	$667,710	+1.3%	8.05%
AMP	Ameriprise Financial Inc Financial Services	NEW	1,019	NEW	$452,843	NEW	5.46%
MSFT	Microsoft Corp Technology	Added	661	+86	$244,682	−12.0%	2.95%
PWR	Quanta Services, Inc. Industrials	NEW	396	NEW	$217,411	NEW	2.62%