Institutional Fund
Laurel Wealth Advisors LLC
Charlotte, NCCIK 17571286 filings on record
Portfolio Value
$1.01B
Q1 2026
Holdings
192
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+33.7%
from $756.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del18.6%
- Amazon Com Inc7.0%
- Vanguard Specialized Funds4.0%
- Apple Inc3.8%
- Alphabet Inc3.3%
- Ishares Tr3.2%
- Other60.2%
Portfolio Holdings
192 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 262 | $187.96M | 18.6% | +232 | Added |
| 2 | Amazon Com Inc | 260.8K | $71.10M | 7.0% | +203.5K | Added |
| 3 | Vanguard Specialized Funds | 176.3K | $40.20M | 4.0% | +1.5K | Added |
| 4 | Apple Inc | 130.8K | $38.36M | 3.8% | +497 | Added |
| 5 | Alphabet Inc | 82.6K | $33.11M | 3.3% | −1.1K | Reduced |
| 6 | Ishares Tr | 636.8K | $32.19M | 3.2% | +36.4K | Added |
| 7 | Ishares Tr | 287.4K | $28.88M | 2.9% | +25.9K | Added |
| 8 | Nvidia Corporation | 133.1K | $28.64M | 2.8% | +2.3K | Added |
| 9 | Microsoft Corp | 62.1K | $25.77M | 2.5% | +2.6K | Added |
| 10 | Duke Energy Corp New | 163.7K | $20.33M | 2.0% | +10.4K | Added |
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