Laurel Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 27, 2026, Laurel Wealth Advisors Llc disclosed 727 stock positions valued at approximately $1.08B as of quarter-end September 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, AMAZON COM INC, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 727
- Portfolio Value
- $1.08B
Holdings by Sector
Laurel Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 18.19% | 262 | - | - | $195,715,310 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.32% | 316,062 | +564 | +0.18% | $78,746,885 |
| APPLE INC | AAPL | Technology | 3.95% | 127,592 | -2,121 | -1.64% | $42,490,588 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 3.78% | 174,445 | -3,000 | -1.69% | $40,699,722 |
| ISHARES TR | TFLO | Other | 3.17% | 672,315 | +12,514 | +1.90% | $34,066,198 |
| ALPHABET INC | GOOGL | Communication Services | 3.03% | 94,841 | +2,515 | +2.72% | $32,632,918 |
| MICROSOFT CORP | MSFT | Technology | 2.93% | 61,523 | -635 | -1.02% | $31,555,337 |
| ISHARES TR | SGOV | Other | 2.83% | 302,487 | +7,697 | +2.61% | $30,454,376 |
| NVIDIA CORPORATION | NVDA | Technology | 2.70% | 127,177 | -4,817 | -3.65% | $29,044,630 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.94% | 182,814 | +19,234 | +11.76% | $20,842,640 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.68% | 54,744 | -458 | -0.83% | $18,111,032 |
| ISHARES TR | IJR | Other | 1.58% | 124,700 | -3,941 | -3.06% | $16,964,143 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.51% | 21,312 | -1,552 | -6.79% | $16,252,974 |
| ELI LILLY & CO | LLY | Healthcare | 1.46% | 13,556 | -501 | -3.56% | $15,685,102 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.20% | 48,692 | -574 | -1.17% | $12,890,648 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.20% | 23,345 | -409 | -1.72% | $12,873,802 |
| WALMART INC | WMT | Consumer Defensive | 1.12% | 116,375 | +1,169 | +1.01% | $12,093,656 |
| BANK OF AMER CORP | BAC | Financial Services | 1.05% | 207,016 | -1,325 | -0.64% | $11,267,907 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.92% | 37,214 | +27,353 | +277.39% | $9,852,407 |
| CISCO SYS INC | CSCO | Technology | 0.91% | 91,100 | -3,454 | -3.65% | $9,805,043 |
| AMGEN INC | AMGN | Healthcare | 0.91% | 23,253 | -290 | -1.23% | $9,801,373 |
| VANGUARD INDEX FDS | VUG | Other | 0.89% | 106,491 | -2,782 | -2.55% | $9,595,892 |
| ISHARES TR | IEFA | Other | 0.87% | 96,592 | -616 | -0.63% | $9,357,825 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.84% | 18,202 | +730 | +4.18% | $9,063,686 |
| BONDBLOXX ETF TRUST | XHLF | Other | 0.84% | 179,030 | +12,230 | +7.33% | $8,996,258 |
| WISDOMTREE TR | USFR | Other | 0.78% | 165,865 | +13,989 | +9.21% | $8,357,938 |
| META PLATFORMS INC | META | Communication Services | 0.77% | 11,480 | +64 | +0.56% | $8,325,179 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.76% | 28,780 | +20 | +0.07% | $8,187,507 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.74% | 40,496 | -1,717 | -4.07% | $7,927,065 |
| ABBVIE INC | ABBV | Healthcare | 0.73% | 29,937 | -380 | -1.25% | $7,831,271 |
Showing 30 of 727 holdings in the latest reporting period.