Laurel Wealth Advisors LLC
Follow13F filer, CIK 1757128, CHARLOTTE, NC
Laurel Wealth Advisors LLC reported $1,011,532,718 across 192 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 50.08% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001757128-26-000002
- Period
- 2026-03-31
- Reported value
- $1.01B
- Holdings
- 192
- Top 10 weight
- 50.08%
- New
- 2
- Sold out
- 513
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Aadded | +232 | $166M |
| AMZNadded | +203,518 | $55.5M |
| GLIBKnew | +343,750 | $9.03M |
| VUGadded | +92,552 | $8.04M |
| SGOVadded | +25,949 | $2.61M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTIreduced | -1,413 | -$513K |
| USFRreduced | -9,370 | -$472K |
| GOOGLreduced | -1,150 | -$461K |
| VTexited | -2,850 | -$402K |
| VXUSexited | -3,836 | -$289K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 192 share positions
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SCHWCHARLES SCHWAB CORP (THE) | 1 | $100 | shares |
| IONQIONQ INC | 2 | $90 | shares |
| RNGRINGCENTRAL INC | 3 | $87 | shares |
| BEPBROOKFIELD RENEWABLE ENERGY | 3 | $81 | shares |
| WWWW INTL INC | 2 | $59 | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 3 | $54 | shares |
| UNITUNITI GROUP LLC | 7 | $50 | shares |
| NIONIO INC | 9 | $46 | shares |
| FLNAFILANA THERAPEUTICS INC | 17 | $34 | shares |
| PTONPELOTON INTERACTIVE INC | 5 | $31 | shares |
| DVLTDATAVAULT AI INC | 20 | $14 | shares |
| MSOSADVISORSHARES TR | 2 | $5 | shares |
| HCWCHEALTHY CHOICE WELLNESS CORP | 1 | $1 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001757128-26-000002 | base | 2026-05-13 | acceptance time not in the bulk data set |