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CIK: 0001731061
Total reported value
$3.8B
$3.8B
3045 檔
11.1%
According to the latest 13F quarterly dataset, Larson Financial Group LLC managed an equity portfolio of $3.8B at the end of Q1 2025, spanning 3045 distinct U.S. exchange-listed positions.
In Q1 2025, Larson Financial Group LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3045 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.06% | -0.62% | +8.93% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.75% | -0.47% | -6.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.43% | -0.28% | +12.82% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.13% | -0.22% | +21.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.62% | -0.11% | -4.92% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.13% | -0.36% | -1.24% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.71% | -0.16% | +3.41% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.70% | -0.21% | -0.52% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | -0.07% | +168.65% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.50% | +26.82% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-Other | 1.26% | -0.11% | +2.26% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.22% | -0.10% | -2.72% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.22% | +24.87% | |
| 14 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.08% | -0.22% | -9.23% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.04% | -0.06% | +4.24% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.06% | +18.31% | |
| 17 | QGRO | American Century US Quality | ETF-Other | 0.86% | +0.38% | +89.29% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.86% | -0.06% | +14.39% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.86% | -0.01% | +109.54% | |
| 20 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.86% | -0.12% | -6.56% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | -0.06% | -6.92% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.85% | +0.23% | +111.07% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.83% | -0.13% | -7.68% | |
| 24 | DFAT | Dimensional US Target Value | ETF-Other | 0.79% | -0.10% | -3.84% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.77% | +0.04% | +75.30% | |
| 26 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.76% | -0.02% | +64.39% | |
| 27 | FMB | First Trust Managed Municipa | ETF-Other | 0.76% | -0.01% | +14.91% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.74% | -0.17% | -1.97% | |
| 29 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.72% | -0.07% | +80.45% | |
| 30 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.71% | -0.20% | +0.86% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.02% | +49.97% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.11% | -5.32% | |
| 33 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | -5.30% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.68% | -0.04% | -2.49% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.67% | -0.04% | -1.55% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.19% | +5.39% | |
| 37 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.62% | -0.13% | +69.92% | |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.59% | -0.10% | -8.15% | |
| 39 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.03% | +0.08% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.03% | +17.95% | |
| 41 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.57% | -0.01% | +79.25% | |
| 42 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.54% | -0.08% | -3.14% | |
| 43 | DFIS | Dimensional International Sm | ETF-Other | 0.54% | -0.07% | -5.77% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.53% | -0.03% | -3.40% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.52% | -0.07% | -6.19% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | -0.06% | -4.90% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.50% | -0.07% | -6.89% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.50% | +0.80% | +3.47% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | +0.06% | +6.34% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.08% | -9.81% |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 3045 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, AAPL) accounted for 11.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $149.0M
During Q1 2025, Larson Financial Group LLC's top holdings by market value included VOO (7.1%)、VO (3.8%)、AAPL (3.4%). The largest single position, VOO, represented 7.1% of total portfolio value.
In Q1 2025, Larson Financial Group LLC made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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