Laurel Wealth Advisors LLC 13F Holdings · Q2 2026
Laurel Wealth Advisors LLC reported 200 securities worth $1.03B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BRK/A (18.98%), AMZN (7.27%), VIG (4.06%). Among its top 25 positions this quarter: 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $196.2M | 18.98% | 262 | Hold |
| 2 | AMZN | AMAZON COM INC | $75.2M | 7.27% | 315,498 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $42.0M | 4.06% | 177,445 | Added |
| 4 | AAPL | APPLE INC | $37.5M | 3.63% | 129,713 | Trimmed |
| 5 | TFLO | ISHARES TR | $33.4M | 3.23% | 659,801 | Added |
| 6 | GOOGL | ALPHABET INC | $33.0M | 3.19% | 92,326 | Added |
| 7 | SGOV | ISHARES TR | $29.7M | 2.87% | 294,790 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $26.4M | 2.55% | 131,994 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $23.2M | 2.24% | 62,158 | Added |
| 10 | DUK | DUKE ENERGY CORP NEW | $20.7M | 2.00% | 163,580 | Trimmed |
| 11 | IJR | ISHARES TR | $19.1M | 1.85% | 128,641 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $18.1M | 1.75% | 55,202 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $17.1M | 1.65% | 22,864 | Trimmed |
| 14 | LLY | ELI LILLY & CO | $16.9M | 1.63% | 14,057 | Trimmed |
| 15 | WMT | WALMART INC | $13.0M | 1.26% | 115,206 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $12.5M | 1.21% | 49,266 | Trimmed |
| 17 | MA | MASTERCARD INCORPORATED | $12.2M | 1.18% | 23,754 | Trimmed |
| 18 | BAC | BANK OF AMER CORP | $11.9M | 1.15% | 208,341 | Trimmed |
| 19 | CSCO | CISCO SYS INC | $11.1M | 1.07% | 94,554 | Trimmed |
| 20 | HD | HOME DEPOT INC | $10.1M | 0.98% | 28,760 | Added |
| 21 | IEFA | ISHARES TR | $9.4M | 0.91% | 97,208 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $9.4M | 0.91% | 109,273 | Trimmed |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.7M | 0.85% | 17,472 | Added |
| 24 | AMGN | AMGEN INC | $8.5M | 0.82% | 23,543 | Added |
| 25 | XHLF | BONDBLOXX ETF TRUST | $8.4M | 0.81% | 166,800 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR