13F Filings History of Laurel Wealth Planning LLC
- Latest 13F filing
- Q2 2026 - 30 Jul 2026
- Latest reported 13F value
- $225,999,957
- Largest 13F holdings
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VOO ESGU IFRA EFIV NULG DFIV ESGD SPYV LVHI ESGE IVW COWG
+8 more
EPI FNDE EWJ VEA FSMD AVDV DFSI SPMO - Form 13F summary
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- Laurel Wealth Planning LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Laurel Wealth Planning LLC reported 67 equity holdings with a total reported market value of $225,999,957 for Q2 2026. Top reported holdings included VOO, ESGU, IFRA, EFIV, and NULG.
- Manager signature
- Jim Cullen - Filing Agent
- Manager location
- Edina, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$225,999,957
Quarter delta
+$36,425,714
Accepted
30 Jul 2026, 12:55
Rows shown
1-23 of 23
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 67 | $225,999,957 | +$23,004,359 | -$7,011,150 | +$15,993,209 | VOO, ESGU, IFRA, EFIV, NULG | 13F-HR | 30 Jul 2026, 12:55 |
| Q1 2026 | 59 | $189,574,243 | +$16,404,673 | -$5,122,741 | +$11,281,932 | VOO, IFRA, EFIV, ESGU, ESGD | 13F-HR | 23 Apr 2026, 11:52 |
| Q4 2025 | 57 | $180,470,920 | +$4,315,629 | -$16,574,938 | -$12,259,309 | VOO, ESGU, EFIV, IFRA, SPYV | 13F-HR | 22 Jan 2026, 19:02 |
| Q3 2025 | 57 | $189,088,444 | +$8,108,652 | -$4,907,969 | +$3,200,683 | VOO, BWZ, EFIV, ESGU, IFRA | 13F-HR | 20 Oct 2025, 12:30 |
| Q2 2025 | 56 | $175,919,948 | +$23,128,599 | -$10,114,667 | +$13,013,932 | VOO, BWZ, EFIV, ESGU, IFRA | 13F-HR | 08 Aug 2025, 13:48 |
| Q1 2025 | 56 | $150,474,370 | +$13,364,328 | -$15,257,618 | -$1,893,290 | VOO, EFIV, ESGU, IFRA, ESGD | 13F-HR | 24 Apr 2025, 16:34 |
| Q4 2024 | 54 | $155,025,000 | +$9,824,720 | -$4,256,587 | +$5,568,133 | EFIV, ESGU, VOO, IFRA, MOAT | 13F-HR | 03 Feb 2025, 11:12 |
| Q3 2024 | 54 | $153,104,000 | +$7,630,859 | -$7,123,054 | +$507,805 | EFIV, ESGU, VOO, IFRA, MOAT | 13F-HR | 28 Oct 2024, 15:43 |
| Q2 2024 | 51 | $143,687,000 | +$3,164,569 | -$11,121,571 | -$7,957,002 | EFIV, ESGU, VOO, IFRA, MOAT | 13F-HR | 25 Jul 2024, 11:36 |
| Q1 2024 | 53 | $150,532,000 | +$3,325,028 | -$3,983,887 | -$658,859 | EFIV, ESGU, VOO, IFRA, ESGD | 13F-HR | 22 Apr 2024, 14:39 |
| Q4 2023 | 52 | $141,249,000 | +$23,025,257 | -$22,495,081 | +$530,176 | EFIV, ESGU, VOO, ESGD, IFRA | 13F-HR | 09 Feb 2024, 08:17 |
| Q3 2023 | 51 | $128,486,000 | +$10,383,100 | -$16,911,650 | -$6,528,550 | NULV, ESGD, ESGU, VOO, IFRA | 13F-HR | 27 Oct 2023, 10:32 |
| Q2 2023 | 54 | $140,049,000 | +$15,663,402 | -$31,021,006 | -$15,357,604 | NULV, IEF, ESGD, ESGU, MOAT | 13F-HR | 19 Jul 2023, 13:17 |
| Q1 2023 | 58 | $150,990,000 | +$10,435,812 | -$19,860,596 | -$9,424,784 | NULV, ESGD, IEF, SCHD, VOO | 13F-HR | 18 Apr 2023, 11:11 |
| Q4 2022 | 215 | $155,092,079 | +$13,858,833 | -$6,066,243 | +$7,792,590 | NULV, IEF, SCHD, ESGD, VOO | 13F-HR | 01 Feb 2023, 17:51 |
| Q3 2022 | 210 | $135,853,000 | +$14,906,791 | -$12,068,663 | +$2,838,128 | NULV, IEF, SCHD, VOO, ESGD | 13F-HR | 02 Nov 2022, 11:31 |
| Q2 2022 | 235 | $142,106,000 | +$22,654,798 | -$10,290,085 | +$12,364,713 | NULV, USFR, SCHD, ESGD, VOO | 13F-HR | 09 Aug 2022, 09:06 |
| Q1 2022 | 260 | $148,141,000 | +$46,056,453 | -$23,694,070 | +$22,362,383 | NULV, USFR, ESGD, VOO, DSI | 13F-HR | 28 Apr 2022, 13:48 |
| Q4 2021 | 200 | $131,970,000 | +$21,074,049 | -$19,672,045 | +$1,402,004 | DSI, TIP, VOO, IVW, NULV | 13F-HR | 01 Feb 2022, 10:06 |
| Q3 2021 | 209 | $123,856,000 | +$13,522,806 | -$2,884,297 | +$10,638,509 | DSI, TIP, VOO, NUSC, IVW | 13F-HR | 12 Nov 2021, 10:21 |
| Q2 2021 | 126 | $114,720,000 | +$5,239,733 | -$5,624,125 | -$384,392 | DSI, TIP, VOO, NUSC, IVW | 13F-HR | 09 Aug 2021, 13:58 |
| Q1 2021 | 118 | $109,327,000 | +$6,211,875 | -$4,290,252 | +$1,921,623 | DSI, TIP, VOO, IVW, NUSC | 13F-HR | 06 May 2021, 15:31 |
| Q4 2020 | 116 | $102,517,000 | $0 | $0 | $0 | DSI, TIP, VOO, IVV, IVW | 13F-HR | 08 Feb 2021, 10:22 |