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CIK: 0001731061
Total reported value
$3.8B
$3.8B
3250 檔
11.9%
At the close of Q2 2025, Larson Financial Group LLC disclosed equity holdings valued at approximately $3.8B, spread across 3250 reported holdings.
In Q2 2025, Larson Financial Group LLC displayed an active expansion posture, initiating 1 new positions and adding to 137 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.73% | +0.50% | +246.46% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.82% | -0.22% | +2.63% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | -0.62% | -44.38% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.28% | +15.41% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.85% | -0.47% | -16.80% | |
| 6 | QGRO | American Century US Quality | ETF-Other | 2.26% | +0.38% | +165.33% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.16% | -0.11% | -15.68% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.14% | +0.23% | +184.93% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | -0.07% | +5.55% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.22% | +15.52% | |
| 11 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.09% | — | +1603.47% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.09% | -0.36% | -43.59% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.04% | -0.01% | +15.88% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.03% | +0.04% | +50.13% | |
| 15 | CGGE | Cap Group Global Eq | ETF-Other | 0.94% | +0.29% | +932.20% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 0.92% | +0.02% | +1351.61% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.03% | +11.59% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.89% | -0.16% | -43.92% | |
| 19 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.86% | -0.07% | +36.45% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.85% | -0.02% | +43.73% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.83% | -0.22% | -19.92% | |
| 22 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.81% | -0.01% | +69.37% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.80% | -0.21% | -49.11% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.06% | +14.90% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.78% | -0.03% | -38.24% | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.76% | -0.04% | +240.38% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.13% | -13.14% | |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.01% | -2.70% | |
| 29 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 0.65% | -1.12% | +954.46% | |
| 30 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.64% | -0.12% | -12.49% | |
| 31 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.63% | -0.04% | -1.69% | |
| 32 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.62% | -0.20% | -3.28% | |
| 33 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.62% | -0.04% | +2787.25% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.59% | -0.10% | -15.72% | |
| 35 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.58% | +0.08% | +1516.13% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.57% | -0.06% | -28.59% | |
| 37 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.56% | -0.04% | -3.08% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.02% | +20.62% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.56% | +0.80% | +5.02% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.11% | -10.42% | |
| 41 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.53% | -0.13% | +0.32% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.52% | -0.10% | -49.13% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.19% | +2.07% | |
| 44 | DFIS | Dimensional International Sm | ETF-Other | 0.47% | -0.07% | -9.60% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.11% | -3.46% | |
| 46 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.47% | -0.08% | -9.35% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.45% | -0.01% | +94.17% | |
| 48 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.45% | +0.09% | +886.63% | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | +0.06% | +0.96% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.44% | -0.11% | -58.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.3% | +246.46% | Add |
| 2 | QGRO | American Century US Quality | +1.4% | +165.33% | Add |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | +1.3% | +184.93% | Add |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | +1% | +1603.47% | Add |
| 5 | IQLT | Ishares Msci International Q | +0.9% | +1351.61% | Add |
| 6 | CGGE | Cap Group Global Eq | +0.8% | +932.20% | Add |
| 7 | NVDA | Nvidia CORP | +0.7% | +2.63% | Add |
| 8 | INMU | Ishares Intermediate Muni In | +0.6% | +2787.25% | Add |
| 9 | PAB | Pgim Act Aggrg Bond ETF | +0.6% | +954.46% | Add |
| 10 | EMGF | Ishares Emerging Markets Equ | +0.5% | +1516.13% | Add |
| 11 | JMUB | Jpmorgan Municipal ETF | +0.5% | +240.38% | Add |
| 12 | PCEF | Invesco Cef Income Composite | +0.4% | +886.63% | Add |
| 13 | CGMU | Cap Group Municipal Income | +0.4% | +1759.56% | Add |
| 14 | MSFT | Microsoft CORP | +0.4% | +15.52% | Add |
| 15 | AVGO | Broadcom Inc | +0.3% | +11.59% | Add |
| 16 | INCM | Franklin Income Focus ETF | +0.3% | +876.68% | Add |
| 17 | PYLD | Pimco Multisector Bond Actv | +0.3% | +357.25% | Add |
| 18 | PRF | Invesco Rafi US 1000 ETF | +0.3% | +50.13% | Add |
| 19 | ISCF | Ishares International Small | +0.3% | +961.25% | Add |
| 20 | JBND | Jpmorgan Active Bond ETF | +0.2% | +69.37% | Add |
| 21 | AMZN | Amazon.com Inc | +0.2% | +5.55% | Add |
| 22 | PLTR | Palantir Technologies Inc-a | +0.2% | -38.24% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +15.88% | Add |
| 24 | MUNI | Pimco Intermediate Municipal | +0.2% | +94.17% | Add |
| 25 | FBND | Fidelity Total Bond ETF | +0.2% | +43.73% | Add |
| 26 | DIS | Walt Disney Co/the | +0.2% | +148.04% | Add |
| 27 | XSHQ | Invesco S&p Smallcap Quality | +0.1% | +36.45% | Add |
| 28 | BSJR | Invesco Bulletshares 2027 Hy | +0.1% | +82.80% | Add |
| 29 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +81.35% | Add |
| 30 | TFC | Truist Financial CORP | +0.1% | +3105.04% | Add |
| 31 | XLY | Ss Consumer Disc Select Sect | +0.1% | +77.66% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +35.14% | Add |
| 33 | DGRO | Ishares Core Dividend Growth | +0.1% | +109.02% | Add |
| 34 | CMI | Cummins Inc | +0.1% | +286.96% | Add |
| 35 | TJX | Tjx Companies Inc | +0.1% | +370.85% | Add |
| 36 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +420.23% | Add |
| 37 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +609.68% | Add |
| 38 | GOOG | Alphabet Inc-cl C | +0.1% | +20.62% | Add |
| 39 | GE | General Electric | +0.1% | +17.72% | Add |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +20.88% | Add |
| 41 | SHAK | Shake Shack Inc - Class A | +0.1% | +9.81% | Add |
| 42 | AMD | Advanced Micro Devices | +0.1% | +13.14% | Add |
| 43 | NFLX | Netflix Inc | +0.1% | +24.21% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +5.02% | Add |
| 45 | TSLA | Tesla Inc | +0.1% | +10.74% | Add |
| 46 | WWD | Woodward Inc | +0.1% | +13.31% | Add |
| 47 | LMT | Lockheed Martin CORP | +0.1% | +204.95% | Add |
| 48 | VGT | Vanguard Info Tech ETF | +0.1% | +80.58% | Add |
| 49 | JPM | Jpmorgan Chase & Co | +0.1% | +11.40% | Add |
| 50 | ETN | Eaton Corporation plc | +0.1% | +13.77% | Add |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 3250 disclosed positions in Q2 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 SPYM, NVDA, VOO) accounted for 11.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
GHI
市值: $473.1K
Top Position Liquidated / Trimmed
VOO
前期市值: $149.0M
During Q2 2025, Larson Financial Group LLC's top holdings by market value included SPYM (4.7%)、NVDA (3.8%)、VOO (3.7%). The largest single position, SPYM, represented 4.7% of total portfolio value.
In Q2 2025, Larson Financial Group LLC made 200 total portfolio adjustments, initiating 1 new buys, adding to 137 positions, trimming 62 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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