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Jim Cullen

Laurel Wealth Planning Llc

Assets Managed
$189.574M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
5.05%(2Q avg: 0.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Laurel Wealth Planning Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Laurel Wealth Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.574M in assets, with a quarterly growth rate of 5.05% and a 2-quarter average growth rate of 0.25%. The portfolio is managed by Jim Cullen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.02%
7.77%
$14.727M
24,646 shares@ $597.56 avg price
IFRA
Ishares Us Infrastructure
Recent Activity
Decreased -3.87%
5.57%
$10.549M
184,424 shares@ $57.21 avg price
EFIV
Spdr S&p 500 Esg Etf
Recent Activity
Decreased -1.25%
5.26%
$9.97M
158,051 shares@ $63.09 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -2.81%
5.25%
$9.943M
70,306 shares@ $141.43 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 0.97%
4.68%
$8.854M
92,595 shares@ $95.63 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 39.13%
4.25%
$8.055M
152,623 shares@ $52.79 avg price
NULG
Nuveen Esg Lrg-cap Grw Etf
Recent Activity
Increased 145.86%
4.18%
$7.917M
87,058 shares@ $90.95 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -19.55%
3.93%
$7.432M
131,355 shares@ $56.59 avg price
EPI
Wisdomtree India Earnings
Recent Activity
Increased 5.82%
3.28%
$6.212M
152,267 shares@ $40.81 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -0.04%
3.27%
$6.194M
64,049 shares@ $96.71 avg price

1-10 of 59