# EDGAR Filing Document

**Accession Number:** 0001842010
**File Stem:** 0002063364-26-000114
**Filing Date:** 2026-4
**Character Count:** 9884
**Document Hash:** 90752b60db31f1f8890c41241a340b6c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-26-000114.hdr.sgml**: 20260423

**ACCESSION NUMBER**: 0002063364-26-000114

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260423

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260423

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Laurel Wealth Planning LLC
- **CENTRAL INDEX KEY:** 0001842010

**ORGANIZATION NAME:**
- **EIN:** 453971980
- **STATE OF INCORPORATION:** MN

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20598
- **FILM NUMBER:** 26886860

**BUSINESS ADDRESS:**
- **STREET 1:** 3300 EDINBOROUGH WAY, SUITE 790
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55435
- **BUSINESS PHONE:** 9528546250

**MAIL ADDRESS:**
- **STREET 1:** 3300 EDINBOROUGH WAY, SUITE 790
- **CITY:** EDINA
- **STATE:** MN
- **ZIP:** 55435

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Laurel Wealth Planning LLC<br>**Address:** 3300 EDINBOROUGH WAY SUITE 790<br>EDINA, MN 55435

**Form 13F File Number:** 028-20598

**CRD Number (if applicable):** 000122035

**SEC File Number (if applicable):** 801-79116

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jim Cullen<br>**Title:** Filing Agent<br>**Phone:** 401-466-6010

**Signature, Place, and Date of Signing:**

Jim Cullen  East Providence, RI  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 59

**Form 13F Information Table Value Total:** $189574243

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN PRECIOUS METALS BASKET | PHYSCL PRECS MET | 003263100 |  | 1108911 | 5070 | SH |  | SOLE | 0 | 0 | 0 | 5070 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 4868076 | 48749 | SH |  | SOLE | 0 | 0 | 0 | 48749 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 452844 | 1019 | SH |  | SOLE | 0 | 0 | 0 | 1019 |
| APPLE INC | COM | 037833100 |  | 1318693 | 5196 | SH |  | SOLE | 0 | 0 | 0 | 5196 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 1172999 | 16137 | SH |  | SOLE | 0 | 0 | 0 | 16137 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1958491 | 4087 | SH |  | SOLE | 0 | 0 | 0 | 4087 |
| CAPITAL GROUP EQUITY ETF TR | US SMALL AND MID | 14022A102 |  | 3576959 | 121831 | SH |  | SOLE | 0 | 0 | 0 | 121831 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 297780 | 7247 | SH |  | SOLE | 0 | 0 | 0 | 7247 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 4023506 | 94894 | SH |  | SOLE | 0 | 0 | 0 | 94894 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 8055442 | 152623 | SH |  | SOLE | 0 | 0 | 0 | 152623 |
| ECOLAB INC | COM | 278865100 |  | 667711 | 2510 | SH |  | SOLE | 0 | 0 | 0 | 2510 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 316092527 |  | 4155830 | 92930 | SH |  | SOLE | 0 | 0 | 0 | 92930 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 1876733 | 39905 | SH |  | SOLE | 0 | 0 | 0 | 39905 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 |  | 276940 | 11602 | SH |  | SOLE | 0 | 0 | 0 | 11602 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 1592405 | 21772 | SH |  | SOLE | 0 | 0 | 0 | 21772 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 276197 | 5811 | SH |  | SOLE | 0 | 0 | 0 | 5811 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 |  | 5310348 | 62889 | SH |  | SOLE | 0 | 0 | 0 | 62889 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 6011544 | 132209 | SH |  | SOLE | 0 | 0 | 0 | 132209 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 257830 | 2848 | SH |  | SOLE | 0 | 0 | 0 | 2848 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 427743 | 9132 | SH |  | SOLE | 0 | 0 | 0 | 9132 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 452217 | 2854 | SH |  | SOLE | 0 | 0 | 0 | 2854 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1122147 | 9027 | SH |  | SOLE | 0 | 0 | 0 | 9027 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 2743759 | 58353 | SH |  | SOLE | 0 | 0 | 0 | 58353 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 3309531 | 69716 | SH |  | SOLE | 0 | 0 | 0 | 69716 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4089215 | 6260 | SH |  | SOLE | 0 | 0 | 0 | 6260 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 |  | 4134640 | 34117 | SH |  | SOLE | 0 | 0 | 0 | 34117 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 5721783 | 50586 | SH |  | SOLE | 0 | 0 | 0 | 50586 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 8853934 | 92595 | SH |  | SOLE | 0 | 0 | 0 | 92595 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 9942675 | 70306 | SH |  | SOLE | 0 | 0 | 0 | 70306 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 10549053 | 184424 | SH |  | SOLE | 0 | 0 | 0 | 184424 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 2854931 | 56001 | SH |  | SOLE | 0 | 0 | 0 | 56001 |
| MICROSOFT CORP | COM | 594918104 |  | 244683 | 661 | SH |  | SOLE | 0 | 0 | 0 | 661 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 611915 | 13580 | SH |  | SOLE | 0 | 0 | 0 | 13580 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 |  | 865365 | 19019 | SH |  | SOLE | 0 | 0 | 0 | 19019 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 |  | 7917055 | 87058 | SH |  | SOLE | 0 | 0 | 0 | 87058 |
| PACER FDS TR | US LRG CP CASH | 69374H360 |  | 5840845 | 173119 | SH |  | SOLE | 0 | 0 | 0 | 173119 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 2270019 | 50255 | SH |  | SOLE | 0 | 0 | 0 | 50255 |
| PIMCO ETF TR | ENHANCD SHORT | 72201R643 |  | 4426301 | 44744 | SH |  | SOLE | 0 | 0 | 0 | 44744 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 219229 | 2068 | SH |  | SOLE | 0 | 0 | 0 | 2068 |
| QUANTA SVCS INC | COM | 74762E102 |  | 217412 | 396 | SH |  | SOLE | 0 | 0 | 0 | 396 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 5900917 | 154232 | SH |  | SOLE | 0 | 0 | 0 | 154232 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 1565635 | 34296 | SH |  | SOLE | 0 | 0 | 0 | 34296 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R747 |  | 539484 | 4221 | SH |  | SOLE | 0 | 0 | 0 | 4221 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 578949 | 7564 | SH |  | SOLE | 0 | 0 | 0 | 7564 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 7432066 | 131355 | SH |  | SOLE | 0 | 0 | 0 | 131355 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R531 |  | 9969921 | 158051 | SH |  | SOLE | 0 | 0 | 0 | 158051 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 1155966 | 1777 | SH |  | SOLE | 0 | 0 | 0 | 1777 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 6193539 | 64049 | SH |  | SOLE | 0 | 0 | 0 | 64049 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 809265 | 1985 | SH |  | SOLE | 0 | 0 | 0 | 1985 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 237402 | 1210 | SH |  | SOLE | 0 | 0 | 0 | 1210 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 255686 | 797 | SH |  | SOLE | 0 | 0 | 0 | 797 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 354237 | 811 | SH |  | SOLE | 0 | 0 | 0 | 811 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1069944 | 4085 | SH |  | SOLE | 0 | 0 | 0 | 4085 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 14727218 | 24646 | SH |  | SOLE | 0 | 0 | 0 | 24646 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 715581 | 9280 | SH |  | SOLE | 0 | 0 | 0 | 9280 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5337672 | 83297 | SH |  | SOLE | 0 | 0 | 0 | 83297 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 |  | 268558 | 3744 | SH |  | SOLE | 0 | 0 | 0 | 3744 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 2176018 | 19382 | SH |  | SOLE | 0 | 0 | 0 | 19382 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 6212494 | 152267 | SH |  | SOLE | 0 | 0 | 0 | 152267 |

---