Laurel Wealth Advisors LLC reported 483 positions worth $729.53M for the quarter ended Sep 30, 2026. Its largest holding is Berkshire Hathaway Inc at 26.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A Berkshire Hathaway Inc | Financial Services | 262 | $195.72M | 26.83% | – | – | – | 0.05% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 316.1K | $78.75M | 10.79% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 127.6K | $42.49M | 5.82% | – | – | – | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 94.8K | $32.63M | 4.47% | – | – | – | 0% |
| 5 | MSFT Microsoft Corp | Technology | 61.5K | $31.56M | 4.33% | – | – | – | 0% |
| 6 | NVDA Nvidia Corp | Technology | 127.2K | $29.04M | 3.98% | – | – | – | 0% |
| 7 | DUK Duke Energy CORP | Utilities | 182.8K | $20.84M | 2.86% | – | – | – | 0.02% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 54.7K | $18.11M | 2.48% | – | – | – | 0% |
| 9 | LLY ELI LILLY & Co | Healthcare | 13.6K | $15.69M | 2.15% | – | – | – | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 48.7K | $12.89M | 1.77% | – | – | – | 0% |
| 11 | MA Mastercard Inc | Financial Services | 23.3K | $12.87M | 1.76% | – | – | – | 0% |
| 12 | WMT Walmart Inc. | Consumer Staples | 116.4K | $12.09M | 1.66% | – | – | – | 0% |
| 13 | BAC Bank Of America Corp | Financial Services | 207.0K | $11.27M | 1.54% | – | – | – | 0% |
| 14 | CRWD CrowdStrike Holdings, Inc. | Technology | 37.2K | $9.85M | 1.35% | – | – | – | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 91.1K | $9.81M | 1.34% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Laurel Wealth Advisors.
As of its Q3 2026 13F filing, Laurel Wealth Advisors LLC’s five largest positions were Berkshire Hathaway Inc (BRK-A) at 26.8%, Amazon Com Inc (AMZN) at 10.8%, Apple Inc. (AAPL) at 5.8%, Alphabet Inc. (GOOGL) at 4.5%, Microsoft Corp (MSFT) at 4.3% of the reported portfolio.
Laurel Wealth Advisors LLC reported a 13F portfolio worth $729.53M across 483 positions for Q3 2026.
From the Form 13F-HR reports Laurel Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.