Laurel Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 17, 2026, Laurel Wealth Advisors Llc disclosed 195 stock positions valued at approximately $1.03B as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, AMAZON COM INC, and VANGUARD SPECIALIZED FUNDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 195
- Portfolio Value
- $1.03B
Holdings by Sector
Laurel Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 18.98% | 262 | - | - | $196,198,700 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.27% | 315,498 | +54,735 | +20.99% | $75,195,829 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.06% | 177,445 | +1,165 | +0.66% | $41,986,935 |
| APPLE INC | AAPL | Technology | 3.63% | 129,713 | -1,069 | -0.82% | $37,533,643 |
| ISHARES TR | TFLO | Other | 3.23% | 659,801 | +22,962 | +3.61% | $33,405,709 |
| ALPHABET INC | GOOGL | Communication Services | 3.19% | 92,326 | +9,708 | +11.75% | $32,994,555 |
| ISHARES TR | SGOV | Other | 2.87% | 294,790 | +7,354 | +2.56% | $29,676,462 |
| NVIDIA CORPORATION | NVDA | Technology | 2.55% | 131,994 | -1,085 | -0.82% | $26,410,653 |
| MICROSOFT CORP | MSFT | Technology | 2.24% | 62,158 | +89 | +0.14% | $23,186,350 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 2.00% | 163,580 | -129 | -0.08% | $20,705,972 |
| ISHARES TR | IJR | Other | 1.85% | 128,641 | -71 | -0.06% | $19,078,729 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.75% | 55,202 | -548 | -0.98% | $18,069,281 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.65% | 22,864 | -412 | -1.77% | $17,073,819 |
| ELI LILLY & CO | LLY | Healthcare | 1.63% | 14,057 | -147 | -1.03% | $16,860,065 |
| WALMART INC | WMT | Consumer Defensive | 1.26% | 115,206 | -905 | -0.78% | $13,048,193 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.21% | 49,266 | -417 | -0.84% | $12,511,960 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.18% | 23,754 | -142 | -0.59% | $12,200,304 |
| BANK OF AMER CORP | BAC | Financial Services | 1.15% | 208,341 | -547 | -0.26% | $11,871,251 |
| CISCO SYS INC | CSCO | Technology | 1.07% | 94,554 | -4,576 | -4.62% | $11,106,257 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.98% | 28,760 | +410 | +1.45% | $10,142,933 |
| VANGUARD INDEX FDS | VUG | Other | 0.91% | 109,273 | -3,041 | -2.71% | $9,412,763 |
| ISHARES TR | IEFA | Other | 0.91% | 97,208 | +245 | +0.25% | $9,388,349 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.85% | 17,472 | +23 | +0.13% | $8,742,815 |
| AMGEN INC | AMGN | Healthcare | 0.82% | 23,543 | +197 | +0.84% | $8,525,392 |
| BONDBLOXX ETF TRUST | XHLF | Other | 0.81% | 166,800 | +4,945 | +3.06% | $8,390,040 |
| ALPHABET INC | GOOG | Communication Services | 0.78% | 22,845 | -118 | -0.51% | $8,071,841 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.78% | 42,213 | +21 | +0.05% | $8,042,344 |
| WISDOMTREE TR | USFR | Other | 0.74% | 151,876 | +35 | +0.02% | $7,646,957 |
| ABBVIE INC | ABBV | Healthcare | 0.74% | 30,317 | -185 | -0.61% | $7,628,918 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.73% | 9,861 | -220 | -2.18% | $7,525,324 |
Showing 30 of 195 holdings in the latest reporting period.