Laurel Wealth Advisors LLC
CIK 1757128
13F filing for Q2 2026・No. 2,527
- Holdings
- US$1.03B
- Quarter change
- +US$22.17M
- Entries
- 200
- Net bought (estimate)
- +US$14.26M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 4
- Cut 67
- Added 69
- Corporate actions 2
- Unchanged 52
Largest holdings
200 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 262 | US$196.2M | 18.98% |
| AMZNAmazonCOM | Added | 315,498 | US$75.2M | 7.27% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 177,445 | US$41.99M | 4.06% |
| AAPLAppleCOM | Cut | 129,713 | US$37.53M | 3.63% |
| ISHARES TRTRS FLT RT BD | Added | 659,801 | US$33.41M | 3.23% |
| GOOGLAlphabetCAP STK CL A | Added | 92,326 | US$32.99M | 3.19% |
| ISHARES TR0-3 MTH TREASURY | Added | 294,790 | US$29.68M | 2.87% |
| NVDANvidiaCOM | Cut | 131,994 | US$26.41M | 2.55% |
| MSFTMicrosoftCOM | Added | 62,158 | US$23.19M | 2.24% |
| DUKDUKE ENERGY CORP NEWCOM NEW | Cut | 163,580 | US$20.71M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.