Laurel Wealth Planning LLC
RIA/Wealth
Laurel Wealth Planning LLC is a RIA/Wealth based in Cincinnati, OH led by Laura Ann Kuntz, reporting $395.6M in AUM as of Q3 2025 with 97% ETF concentration and 50% concentrated in top 10 holdings.
CEOLaura Ann Kuntz
- Portfolio Value
- $187.3M
- Positions
- 56
- Top Holding
- VOO at 7.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Laurel Wealth Planning LLC's portfolio (50.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $14.2M | 7.59% | +$234.5K Bought | — 23.2K shares | |
ETF ETF | $11.8M | 6.28% | +$319.8K Bought | — 422.8K shares | |
ETF ETF | $10.8M | 5.77% | -$472.2K Sold | — 169.9K shares | |
ETF ETF | $10.7M | 5.69% | -$328.2K Sold | — 73.3K shares | |
ETF ETF | $10.2M | 5.43% | -$165.9K Sold | — 192.6K shares | |
ETF ETF | $8.8M | 4.69% | +$125.2K Bought | — 158.9K shares | |
ETF ETF | $8.6M | 4.57% | +$27.1K Bought | — 92.0K shares | |
ETF ETF | $6.9M | 3.70% | -$54.2K Sold | — 57.5K shares | |
ETF ETF | $6.3M | 3.36% | +$18.8K Bought | — 173.4K shares | |
ETF ETF | $6.3M | 3.36% | -$108.2K Sold | — 142.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Laurel Wealth Planning LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+122.08% | |
+19.01% | |
+18.47% | |
+10.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-24.63% | |
-18.83% | |
-14.88% |
Analytics
Portfolio insights and performance metrics for Laurel Wealth Planning LLC
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