Laurel Wealth Advisors
Laurel Wealth Advisors reported 737 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BRK.A (18.2%), AMZN (7.3%) and AAPL (4.0%). Compared with Q2 2026, the fund opened new positions in XOM and IBDX, added to AMZN, TFLO and GOOGL, trimmed AAPL, VIG and MSFT and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.A Berkshire Hathaway Inc Dclass A | $196M | 18.2% | 262 | No change | 8 of 8 | |
| 2 |  AMZN Amazon Com Inc | $78.7M | 7.3% | 316K | +564 (+0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $42.5M | 4.0% | 128K | −2,121 (−2%) | 8 of 8 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $40.7M | 3.8% | 174K | −3,000 (−2%) | 8 of 8 | |
| 5 |  TFLO Ishares TR | $34.1M | 3.2% | 672K | +13K (+2%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $32.6M | 3.0% | 95K | +2,515 (+3%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $31.6M | 2.9% | 62K | −635 (−1%) | 8 of 8 | |
| 8 |  SGOV Ishares TR | $30.5M | 2.8% | 302K | +7,697 (+3%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $29M | 2.7% | 127K | −4,817 (−4%) | 8 of 8 | |
| 10 |  DUK Duke Energy Corp New | $20.8M | 1.9% | 183K | +19K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4M | 29K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Laurel Wealth Advisors 13F FAQ
What does Laurel Wealth Advisors own?
Laurel Wealth Advisors reported 737 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are BRK.A (18.2%), AMZN (7.3%) and AAPL (4.0%). The table above lists every position in the filing (the top 10 without an account).
What did Laurel Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 538 new positions, 74 added to, 77 trimmed and 1 sold out. New positions include XOM and IBDX. It sold all of XOM.
When will Laurel Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Laurel Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.