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CIK: 0001731061
Total reported value
$3.8B
$3.8B
3402 檔
14.2%
As reported in its official Q3 2025 Form 13F filing, Larson Financial Group LLC's tracked investment portfolio stood at $3.8B with 3402 total positions.
In Q3 2025, Larson Financial Group LLC displayed an active expansion posture, initiating 1 new positions and adding to 143 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3402 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 | 5.69% | +0.50% | +27.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.87% | -0.22% | -22.66% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.82% | -0.28% | +13.31% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.78% | +0.23% | +40.21% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 2.78% | +0.38% | +34.51% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.76% | -0.62% | -19.73% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.08% | -0.47% | -20.49% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.70% | -0.11% | -3.51% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.07% | -4.64% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.22% | +12.23% | |
| 11 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.33% | — | +33.73% | |
| 12 | CGGE | Cap Group Global Eq | ETF-Other | 1.29% | +0.29% | +49.01% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.26% | +0.04% | +31.71% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | -0.01% | -3.21% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.10% | -0.03% | +19.81% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 1.04% | +0.02% | +26.38% | |
| 17 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.04% | -0.01% | +44.22% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.03% | +5.83% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.98% | -0.02% | +29.71% | |
| 20 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 0.89% | -1.12% | +56.15% | |
| 21 | AMAT | Applied Materials Inc | Stock-Tech | 0.87% | +0.80% | +60.74% | |
| 22 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.83% | -0.07% | +4.68% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.06% | +12.62% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.77% | -0.36% | -24.06% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.16% | -15.04% | |
| 26 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.72% | -0.04% | +6.82% | |
| 27 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.68% | -0.04% | +23.15% | |
| 28 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.68% | +0.08% | +21.96% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.02% | +0.31% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | -0.01% | -1.01% | |
| 31 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.62% | +0.09% | +55.92% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | -0.22% | -23.68% | |
| 33 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.58% | -0.04% | -1.84% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.08% | +7.00% | |
| 35 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.55% | -0.01% | +37.17% | |
| 36 | FNGU | Ms Fang+ 3x Leveraged Etn | ETF-Other | 0.54% | +0.09% | — | |
| 37 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.54% | -0.20% | -17.67% | |
| 38 | INCM | Franklin Income Focus ETF | ETF-Other | 0.53% | +0.08% | +65.34% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.53% | -0.21% | -27.38% | |
| 40 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.53% | -0.27% | +72.95% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.53% | — | +47.76% | |
| 42 | LRCX | Lam Research CORP | Stock-Tech | 0.52% | +0.29% | +163.84% | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.52% | — | +44.97% | |
| 44 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.51% | -0.04% | -1.89% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | -0.10% | -11.42% | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.48% | -0.13% | -22.54% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.11% | -7.42% | |
| 48 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.48% | -0.12% | -15.76% | |
| 49 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 0.45% | -0.13% | -3.75% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.19% | +1.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +4.2% | +27.76% | Add |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | +1.9% | +40.21% | Add |
| 3 | QGRO | American Century US Quality | +1.9% | +34.51% | Add |
| 4 | FLQM | Franklin U.s. Mid Cap Multif | +1.3% | +33.73% | Add |
| 5 | CGGE | Cap Group Global Eq | +1.2% | +49.01% | Add |
| 6 | IQLT | Ishares Msci International Q | +1% | +26.38% | Add |
| 7 | PAB | Pgim Act Aggrg Bond ETF | +0.8% | +56.15% | Add |
| 8 | NVDA | Nvidia CORP | +0.7% | -22.66% | Trim |
| 9 | INMU | Ishares Intermediate Muni In | +0.7% | +23.15% | Add |
| 10 | EMGF | Ishares Emerging Markets Equ | +0.6% | +21.96% | Add |
| 11 | PCEF | Invesco Cef Income Composite | +0.6% | +55.92% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.5% | +19.81% | Trim |
| 13 | CGMU | Cap Group Municipal Income | +0.5% | +47.76% | Add |
| 14 | PRF | Invesco Rafi US 1000 ETF | +0.5% | +31.71% | Add |
| 15 | INCM | Franklin Income Focus ETF | +0.5% | +65.34% | Add |
| 16 | JBND | Jpmorgan Active Bond ETF | +0.5% | +44.22% | Add |
| 17 | JMUB | Jpmorgan Municipal ETF | +0.5% | +6.82% | Add |
| 18 | PYLD | Pimco Multisector Bond Actv | +0.4% | +44.97% | Add |
| 19 | AVGO | Broadcom Inc | +0.4% | +5.83% | Add |
| 20 | AAPL | Apple Inc | +0.4% | +13.31% | Add |
| 21 | MSFT | Microsoft CORP | +0.4% | +12.23% | Add |
| 22 | ISCF | Ishares International Small | +0.4% | +54.32% | Add |
| 23 | AMAT | Applied Materials Inc | +0.4% | +60.74% | Add |
| 24 | LRCX | Lam Research CORP | +0.4% | +163.84% | Add |
| 25 | BSJR | Invesco Bulletshares 2027 Hy | +0.3% | +72.95% | Add |
| 26 | FBND | Fidelity Total Bond ETF | +0.3% | +29.71% | Add |
| 27 | MUNI | Pimco Intermediate Municipal | +0.3% | +37.17% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -3.21% | Add |
| 29 | GOOG | Alphabet Inc-cl C | +0.2% | +0.31% | Add |
| 30 | TSLA | Tesla Inc | +0.2% | +7.00% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.42% | Add |
| 32 | XLY | Ss Consumer Disc Select Sect | +0.1% | +17.18% | Add |
| 33 | CMI | Cummins Inc | +0.1% | +4.55% | Add |
| 34 | XSHQ | Invesco S&p Smallcap Quality | +0.1% | +4.68% | Add |
| 35 | GE | General Electric | +0.1% | +2.91% | Add |
| 36 | DIS | Walt Disney Co/the | +0.1% | +1.51% | Add |
| 37 | TJX | Tjx Companies Inc | +0.1% | +0.42% | Add |
| 38 | CINF | Cincinnati Financial CORP | +0.1% | +4028.60% | Add |
| 39 | META | Meta Platforms Inc-class A | +0.1% | +13.90% | Add |
| 40 | AMD | Advanced Micro Devices | +0.1% | +6.59% | Add |
| 41 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +18.71% | Add |
| 42 | TFC | Truist Financial CORP | +0.1% | -6.61% | Add |
| 43 | DGRO | Ishares Core Dividend Growth | +0.1% | +0.21% | Add |
| 44 | MPWR | Monolithic Power Systems Inc | +0.1% | +0.64% | Add |
| 45 | TQQQ | Proshares Ultrapro Qqq | +0.1% | -18.63% | Add |
| 46 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | -9.35% | Add |
| 47 | ORCL | Oracle CORP | +0.1% | +68.28% | Add |
| 48 | JPM | Jpmorgan Chase & Co | +0.1% | +7.23% | Add |
| 49 | HD | Home Depot Inc | +0.1% | +11.78% | Add |
| 50 | UBER | Uber Technologies Inc | +0.1% | +116.42% | 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 3402 disclosed positions in Q3 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, AAPL) accounted for 14.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
FNGU
市值: $15.5M
Top Position Liquidated / Trimmed
VOO
前期市值: $149.0M
During Q3 2025, Larson Financial Group LLC's top holdings by market value included SPYM (5.7%)、NVDA (3.9%)、AAPL (3.8%). The largest single position, SPYM, represented 5.7% of total portfolio value.
In Q3 2025, Larson Financial Group LLC made 200 total portfolio adjustments, initiating 1 new buys, adding to 143 positions, trimming 56 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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