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Laurel Wealth Advisors - Q4 2025 13F Filings

LA

Laurel Wealth Advisors LLC

CIK: 0001757128
Address: North Carolina Charlotte 1355 Greenwood Cliff Suite 301
$756.29 M
Portfolio Value
703
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. XLK Technology Select Sector SPDR Fund
+$2.92 M
2. TFLO iShares Treasury Floating Rate Bond ETF
+$1.95 M
3. BSCT Invesco BulletShares 2029 Corporate Bond ETF
+$1.28 M
4. XLU Utilities Select Sector SPDR Fund
+$1.26 M
5. SGOV iShares 0-3 Month Treasury Bond ETF
+$1.16 M

Top Sells

Q4 2025
1. IBDQ iShares iBonds Dec 2025 Term Corporate ETF
−$4.22 M
2. NVDA NVIDIA Corporation
−$1.16 M
3. BSCP Invesco Bulletshares 2025 Corporate Bond ETF
−$1.06 M
4. IVV iShares Core S&P 500 ETF
−$1.04 M
5. LLY Eli Lilly and Company
−$700,675.08

Asset Allocation

Stocks/ETFs
+7.34%
$756.09 M 99.97%
Options
$0 0.00%
Debt
+100.00%
$56,340 0.01%
Other
-98.66%
$148,711 0.02%

Sector Allocation (Stocks)

Laurel Wealth Advisors Q4 2025 Filing Summary

Laurel Wealth Advisors LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 756.29 M reflecting a +5.71% change from the prior quarter, spanning 703 assets. The top 10 holdings comprised 35.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 536 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Laurel Wealth Advisors’s Q4 2025 Filing

Laurel Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Laurel Wealth Advisors reported a managed portfolio value of 756.29 M, consisting of 703 individual positions.

This page displays the raw filing documents. To see which stocks Laurel Wealth Advisors bought or sold during Q4 2025, please visit Laurel Wealth Advisors's Portfolio Analysis page.