13F filer
Laurel Wealth Advisors
13F Value
$1.08B
Positions
737
Top Position
BRK.A18.2%
Top 5
36.4%
Latest filing changes
vs Jun 30, 2026No exited positions
Holdings737
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | BRK.A | 18.2% | $195.7M | — | 262 | 19.0% | Common Stock | |
| 2 | AMZN | 7.3% | $78.7M | +0.2% | 316.1K | 7.3% | Common Stock | |
| 3 | AAPL | 3.9% | $42.5M | -1.6% | 127.6K | 3.6% | Common Stock | |
| 4 | VIG | 3.8% | $40.7M | -1.7% | 174.4K | 4.1% | ETF | |
| 5 | TFLO | 3.2% | $34.1M | +1.9% | 672.3K | 3.2% | ETF | |
| 6 | GOOGLFiling details
|
3.0% | $32.6M | +2.7% | 94.8K | 3.2% | Common Stock | |
| 7 | MSFT | 2.9% | $31.6M | -1.0% | 61.5K | 2.2% | Common Stock | |
| 8 | SGOV | 2.8% | $30.5M | +2.6% | 302.5K | 2.9% | ETF | |
| 9 | NVDA | 2.7% | $29.0M | -3.6% | 127.2K | 2.6% | Common Stock | |
| 10 | DUK | 1.9% | $20.8M | +11.8% | 182.8K | 2.0% | Common Stock | |
| 11 | JPM | 1.7% | $18.1M | -0.8% | 54.7K | 1.7% | Common Stock | |
| 12 | IJR | 1.6% | $17.0M | -3.1% | 124.7K | 1.8% | ETF | |
| 13 | SPY | 1.5% | $16.3M | -6.8% | 21.3K | 1.7% | ETF | |
| 14 | LLY | 1.5% | $15.7M | -3.6% | 13.6K | 1.6% | Common Stock | |
| 15 | JNJ | 1.2% | $12.9M | -1.2% | 48.7K | 1.2% | Common Stock | |
| 16 | MA | 1.2% | $12.9M | -1.7% | 23.3K | 1.2% | Common Stock | |
| 17 | WMT | 1.1% | $12.1M | +1.0% | 116.4K | 1.3% | Common Stock | |
| 18 | BAC | 1.0% | $11.3M | -0.6% | 207.0K | 1.1% | Common Stock | |
| 19 | CRWD | 0.9% | $9.9M | -5.7% | 37.2K | 0.7% | Common Stock | |
| 20 | CSCO | 0.9% | $9.8M | -3.7% | 91.1K | 1.1% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing0
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.