Laurel Wealth Planning LLC

CIK

1842010

Location

EDINA, MN

Portfolio Value

Micro $8,925,658

Diversification

Diversified

Filing Date

Global Rank

#8,144 / 8,517 ▲ 120

Top Industry

Insurance - Diversified 30.7%

3Y Alpha vs SPY

-3.8%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.2%

SPY

+75.3%

Annualised alpha

-3.8%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.4%

−12.3 pts

Top 5

75.5%

+4.5 pts

Top 10

97.7%

+0.7 pts

HHI

1,355

Diversified−345

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	27.6%	$2,462,530	2
Unclassified	27.2%	$2,430,683	2
Technology	17.4%	$1,556,149	2
Consumer Defensive	11.5%	$1,029,184	1
Basic Materials	7.8%	$699,311	1
Healthcare	5.2%	$462,666	2
Industrials	3.2%	$285,135	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+250	2,027	$1,513,702
MSFT	Microsoft Corp	+65	726	$270,812
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
ADM	Archer-Daniels-Midland Co	−2,666	13,471	$1,029,184
AAPL	Apple Inc.	−754	4,442	$1,285,337
BRK-B	Berkshire Hathaway Inc	−100	3,987	$1,995,054
GLTR	abrdn Precious Metals Basket ETF Trust	−8	5,062	$916,981
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	627	$260,600
ABBV	AbbVie Inc.	803	$202,066
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	83,297	$5,337,671
VB	Vanguard Morningstar Small-Cap ETF	4,085	$1,069,943
VXUS	Vanguard Total International Stock ETF	9,280	$715,580
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $8,925,658 total · filing declares 67 positions · $225,999,957 · as of Jun 30, 2026

All sectors Basic Materials Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,987	-100	$1,995,054	+1.9%	22.35%
SPY	Spdr S&P 500 ETF Trust	Added	2,027	+250	$1,513,702	+31.0%	16.96%
AAPL	Apple Inc. Technology	Reduced	4,442	-754	$1,285,337	−2.5%	14.40%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Reduced	13,471	-2,666	$1,029,184	−12.3%	11.53%
GLTR	abrdn Precious Metals Basket ETF Trust	Reduced	5,062	-8	$916,981	−17.3%	10.27%
ECL	Ecolab Inc. Basic Materials	Held	2,510	0	$699,311	+4.7%	7.83%
AMP	Ameriprise Financial Inc Financial Services	Held	1,019	0	$467,476	+3.2%	5.24%
PWR	Quanta Services, Inc. Industrials	Held	396	0	$285,135	+31.2%	3.19%
MSFT	Microsoft Corp Technology	Added	726	+65	$270,812	+10.7%	3.03%
UNH	Unitedhealth Group Inc Healthcare	NEW	627	NEW	$260,600	NEW	2.92%
ABBV	AbbVie Inc. Healthcare	NEW	803	NEW	$202,066	NEW	2.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.