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Laurel Wealth Planning LLC
Laurel Wealth Planning LLC is a registered investment advisory firm headquartered in Edina, Minnesota. Founded in 2014, it operates under a fee-based model and specializes in providing investment advice, financial planning, and portfolio management to individuals, families, and small businesses. The firm delivers customized solutions and serves a diverse clientele that includes high net worth individuals and business owners, helping them design strategies aligned with their financial goals. Laurel employs a team of financial advisors dedicated to transparency, personalized service, and long-term relationship building.
Investment Strategy
Laurel Wealth Planning delivers personalized investment management focused on aligning each client’s portfolio with their unique goals, values, and long-term aspirations. The firm builds customized investment strategies by closely collaborating with clients, incorporating market timing services, and rebalancing portfolios as needed. A strong emphasis is placed on ESG funds—such as SPDR S&P 500 ESG ETF and iShares ESG Aware MSCI USA ETF—diversification, and broad market exposure through index and sector ETFs. Fee structures are flexible, supporting both percentage-based and retainer models, ensuring transparency and value according to client needs.
Latest 13F Filing Activity
Laurel Wealth Planning LLC filed their most recent 13F report on Sep 30, 2025 disclosing 57 equity positions with a total 13F market value of $189M. The fund increased holdings in American Centy Etf TR, Capital Group Equity Etf TR, Vanguard Index FDS among other positions. Laurel Wealth Planning LLC reduced exposure to Wisdomtree TR, Vanguard World FD, Ishares TR among others.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 7.52% | $14.2M | 23,216 | $387.90 | $612.38 | +$1.2M |
B BWZ | SPDR SERIES TRUST | 6.22% | $11.8M | 422,830 | $28.06 | $27.82 | +$217.0K |
E EFIV | SPDR SERIES TRUST | 5.71% | $10.8M | 169,853 | $46.20 | $63.59 | +$421.3K |
E ESGU | ISHARES TR | 5.64% | $10.7M | 73,250 | $95.29 | $145.60 | +$449.5K |
I IFRA | ISHARES TR | 5.38% | $10.2M | 192,557 | $37.38 | $52.82 | +$544.5K |
Industry Allocation
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