Laurel Wealth Planning LLC has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity portfolio as of September 30, 2026. The filing, submitted on November 2, 2026, lists a total of 70 holdings within the report.
The portfolio is managed from an office located at 3300 Edinborough Way, Suite 790, in Edina, Minnesota. The filing agent listed for the firm is Jim Cullen, with contact details provided for East Providence, Rhode Island.
The holdings are primarily composed of exchange-traded funds (ETFs) and index funds, with a mix of domestic and international exposure. The largest positions by share count include Dimensional ETF Trust Emerging Markets Value (165,338 shares), Vanguard Specialized Funds Dividend Appreciation ETF (147,000 shares), and Vanguard Tax-Managed Funds FTSE Developed Markets (81,762 shares).
Other notable positions include the Invesco Exchange Traded Fund Trust II S&P 500 Momentum (28,535 shares), the iShares Core S&P 500 ETF (5,122 shares), and the iShares USD Green Bond ETF (74,638 shares). The filing also lists positions in individual equities, including Apple Inc. (4,386 shares), Microsoft Corp. (677 shares), and AbbVie Inc. (803 shares).
