Laurel Wealth Planning LLC
Filing Date
Global Rank
#8,178
/ 8,578
▲ 76
Top Industry
Insurance - Diversified
32.5%
3Y Alpha vs SPY
-0.9%
Period ended 3 months ago
Filed Apr 23, 2026 · 53d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.4%
SPY
+77.5%
Annualised alpha
-1.4%
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, 2025Top 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 |
|---|---|---|
| Financial Services | 29.1% | $2,411,333 |
| Unclassified | 27.3% | $2,264,564 |
| Technology | 18.8% | $1,563,374 |
| Consumer Defensive | 14.1% | $1,172,998 |
| Basic Materials | 8.0% | $667,710 |
| Industrials | 2.6% | $217,411 |
Last Quarter's Activity
Export CSVSold 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. | ||||
2 positions ·
$2,411,333 total
· Financial Services only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 4,087 | $1,958,490 | 81.22% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
NEW | 1,019 | $452,843 | 18.78% |