Laurel Wealth Planning LLC reported 67 holdings worth US$226M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Laurel Wealth Planning LLC reported 67 holdings worth US$226M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Archer-daniels-midland Company. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 67
- Value as reported
- US$226M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 3,987 | US$2M | 0.88% |
| Apple Inc | 4,442 | US$1.29M | 0.57% |
| Archer-daniels-midland Company | 13,471 | US$1.03M | 0.46% |
| Ecolab Inc. | 2,510 | US$699K | 0.31% |
| Ameriprise Financial, Inc. | 1,019 | US$467K | 0.21% |
| Quanta Services, Inc. | 396 | US$285K | 0.13% |
| Microsoft Corp. | 726 | US$271K | 0.12% |
| Unitedhealth Group Incorporated | 627 | US$261K | 0.12% |
| Abbvie Inc. | 803 | US$202K | 0.09% |