Laurel Wealth Planning LLC has released its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategy and portfolio management approach.

The report, filed on November 2, 2026, indicates a total value of $230,254,751 in assets under management. This substantial figure reflects the firm's commitment to a diverse range of investments, which may influence its competitors in the wealth management sector.

Background

Laurel Wealth Planning LLC is a financial advisory firm based in Edina, Minnesota. The company specializes in providing wealth management services, focusing on investment strategies that align with clients' financial goals. According to its filings, Laurel Wealth Planning operates under the SEC Act of 1934 and is registered with the SEC.

What the Filing Says

The filing provides a comprehensive overview of the company's investment holdings, noting a total of 70 positions. The report emphasizes that all investments are managed with sole discretion, indicating a focused and strategic approach to asset management.

Impact

This filing may have implications for various stakeholders, including clients, competitors, and industry analysts. Clients may gain confidence from the firm's robust asset management, while competitors may reassess their own strategies in light of Laurel's holdings and overall performance.

What's Next

The filing does not say what happens next.