Laurel Wealth Planning LLC reported 10 positions worth $7.15M for the quarter ended Sep 30, 2026, down 3.5% on the prior quarter. It opened 0 new positions, added to 0, trimmed 3 and exited 0. Its largest holding is Berkshire Hathaway Inc at 27.8% 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.
No positions were added to this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,987 | $1.99M | 27.76% | 0 | 0.0% | Unchanged | 0% |
| 2 | AAPL Apple Inc. | Technology | 4,386 | $1.46M | 20.42% | -56 | -1.3% | Reduced | 0% |
| 3 | GLTR abrdn Precious Metals Basket ETF Trust | Others | 5,062 | $943.05K | 13.18% | 0 | 0.0% | Unchanged | 0.04% |
| 4 | ECL Ecolab Inc. | Industrials | 2,510 | $689.20K | 9.64% | 0 | 0.0% | Unchanged | 0% |
| 5 | ADM Archer-Daniels-Midland Co | Consumer Staples | 6,691 | $531.13K | 7.43% | -6,780 | -50.3% | Reduced | 0% |
| 6 | AMP Ameriprise Financial Inc | Financial Services | 1,019 | $501.71K | 7.01% | 0 | 0.0% | Unchanged | 0% |
| 7 | MSFT Microsoft Corp | Technology | 677 | $347.23K | 4.85% | -49 | -6.7% | Reduced | 0% |
| 8 | PWR Quanta Services, Inc. | Industrials | 396 | $254.43K | 3.56% | 0 | 0.0% | Unchanged | 0% |
| 9 | UNH Unitedhealth Group Inc | Healthcare | 627 | $230.16K | 3.22% | 0 | 0.0% | Unchanged | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 803 | $210.06K | 2.94% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Laurel Wealth Planning.
As of its Q3 2026 13F filing, Laurel Wealth Planning LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 27.8%, Apple Inc. (AAPL) at 20.4%, abrdn Precious Metals Basket ETF Trust (GLTR) at 13.2%, Ecolab Inc. (ECL) at 9.6%, Archer-Daniels-Midland Co (ADM) at 7.4% of the reported portfolio.
Laurel Wealth Planning LLC reported a 13F portfolio worth $7.15M across 10 positions for Q3 2026. That is down 3.5% from the previous quarter.
Its largest sales by value were Archer-Daniels-Midland Co ($538.20K), Microsoft Corp ($25.13K), Apple Inc. ($18.65K). It exited 0 positions entirely.
From the Form 13F-HR reports Laurel Wealth Planning 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.