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CIK: 0001731061
Total reported value
$3.8B
$3.8B
3435 檔
15.9%
The Q4 2025 SEC filing reveals that Larson Financial Group LLC held a total portfolio value of $3.8B, covering 3435 public equity positions.
Larson Financial Group LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 6 holdings and trimming 87 positions.
Showing top 200 holdings (of 3435 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 | 6.09% | +0.50% | +9.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.28% | -0.22% | +16.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.83% | -0.28% | -1.26% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.02% | +0.23% | +13.59% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 2.95% | +0.38% | +11.47% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.42% | -0.62% | -10.18% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.80% | -0.47% | -7.87% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | -0.07% | +5.47% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | -0.11% | +6.71% | |
| 10 | CGGE | Cap Group Global Eq | ETF-Other | 1.43% | +0.29% | +13.85% | |
| 11 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.43% | — | +13.53% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.36% | +0.04% | +8.88% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.22% | -2.40% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | -0.01% | +9.71% | |
| 15 | IQLT | Ishares Msci International Q | ETF-Other | 1.12% | +0.02% | +10.01% | |
| 16 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.09% | -0.01% | +11.22% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 1.05% | +0.80% | +0.32% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.03% | +4.87% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.00% | -0.02% | +7.95% | |
| 20 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 0.98% | -1.12% | +15.75% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.06% | +4.07% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.02% | -2.73% | |
| 23 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.79% | -0.07% | +2.13% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.73% | -0.04% | +7.11% | |
| 25 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.73% | -0.27% | +43.99% | |
| 26 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.72% | -0.04% | +10.95% | |
| 27 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.71% | +0.08% | +7.75% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.68% | -0.36% | -11.79% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | -0.16% | -5.95% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.11% | +8.65% | |
| 31 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.63% | +0.09% | +6.80% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.61% | -0.01% | +17.04% | |
| 33 | INCM | Franklin Income Focus ETF | ETF-Other | 0.61% | +0.08% | +19.01% | |
| 34 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.61% | -0.01% | -0.61% | |
| 35 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.60% | -0.20% | -5.36% | |
| 36 | CGMU | Cap Group Municipal Income | ETF-Other | 0.59% | — | +16.44% | |
| 37 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.57% | — | +15.27% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.56% | +0.29% | -11.69% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.56% | -0.04% | -1.31% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.08% | -0.70% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.52% | -0.22% | -11.76% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.19% | -16.44% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.50% | -0.04% | -1.64% | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | +0.06% | +1.96% | |
| 45 | DFAT | Dimensional US Target Value | ETF-Other | 0.46% | -0.10% | -5.08% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.01% | +4.20% | |
| 47 | ISCF | Ishares International Small | ETF-Other | 0.45% | +0.06% | +15.60% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.45% | -0.13% | -6.23% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.45% | -0.21% | -14.37% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.44% | -0.08% | -1.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.4% | +16.30% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +9.82% | Add |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | +0.2% | +13.59% | Add |
| 4 | BSJR | Invesco Bulletshares 2027 Hy | +0.2% | +43.99% | Add |
| 5 | AMAT | Applied Materials Inc | +0.2% | +0.32% | Add |
| 6 | QGRO | American Century US Quality | +0.2% | +11.47% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.65% | Add |
| 8 | CGGE | Cap Group Global Eq | +0.1% | +13.85% | Add |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | +237.10% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -2.73% | Trim |
| 11 | CAT | Caterpillar Inc | +0.1% | +73.61% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.71% | Add |
| 13 | AMD | Advanced Micro Devices | +0.1% | +7.67% | Add |
| 14 | FLQM | Franklin U.s. Mid Cap Multif | +0.1% | +13.53% | Add |
| 15 | PRF | Invesco Rafi US 1000 ETF | +0.1% | +8.88% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +5.47% | Add |
| 17 | PAB | Pgim Act Aggrg Bond ETF | +0.1% | +15.75% | Add |
| 18 | SSO | Proshares Ultra S&p500 | +0.1% | +1481.41% | Add |
| 19 | IQLT | Ishares Msci International Q | +0.1% | +10.01% | Add |
| 20 | INCM | Franklin Income Focus ETF | +0.1% | +19.01% | Add |
| 21 | GLDM | Spdr Gold Minishares Trust | +0.1% | +435.03% | Add |
| 22 | MUNI | Pimco Intermediate Municipal | +0.1% | +17.04% | Add |
| 23 | GLTR | Abrdn Precious Metals Basket | +0.1% | -5.36% | Trim |
| 24 | CGMU | Cap Group Municipal Income | +0.1% | +16.44% | Add |
| 25 | XLF | Ss Financial Select Sector | +0.1% | +196.58% | Add |
| 26 | JBND | Jpmorgan Active Bond ETF | +0.1% | +11.22% | Add |
| 27 | AVGO | Broadcom Inc | +0.1% | +4.87% | Add |
| 28 | LLY | Eli Lilly & Co | +0.1% | -16.44% | Trim |
| 29 | PYLD | Pimco Multisector Bond Actv | +0.1% | +15.27% | Add |
| 30 | XOM | Exxon Mobil CORP | +0.1% | +39.27% | Add |
| 31 | STLD | Steel Dynamics Inc | +0.1% | +28.66% | Add |
| 32 | INMU | Ishares Intermediate Muni In | 0% | +10.95% | Add |
| 33 | LRCX | Lam Research CORP | 0% | -11.69% | Trim |
| 34 | ISCF | Ishares International Small | 0% | +15.60% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +1.96% | Add |
| 36 | ASX | Ase Technology Holding -adr | 0% | -2.02% | Trim |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +473.05% | Add |
| 38 | DDS | Dillards Inc-cl A | 0% | +15384.62% | Add |
| 39 | EMGF | Ishares Emerging Markets Equ | 0% | +7.75% | Add |
| 40 | COST | Costco Wholesale CORP | 0% | +22.25% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | -3.17% | Trim |
| 42 | PSLV | Sprott Physical Silver Trust | 0% | +0.95% | Add |
| 43 | MU | Micron Technology Inc | 0% | -8.16% | Trim |
| 44 | IAU | Ishares Gold Trust | 0% | +98.85% | Add |
| 45 | ISRG | Intuitive Surgical Inc | 0% | +9.21% | Add |
| 46 | LPTH | Lightpath Technologies Inc-a | 0% | +5063.96% | Add |
| 47 | FBND | Fidelity Total Bond ETF | 0% | +7.95% | Add |
| 48 | FIXD | First Trust Smith Opportunis | 0% | +13.75% | Add |
| 49 | WWD | Woodward Inc | 0% | -4.34% | Trim |
| 50 | PH | Parker Hannifin CORP | 0% | -2.98% | Trim |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 3435 disclosed positions in Q4 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 15.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
XRPZ
市值: $742.1K
Top Position Liquidated / Trimmed
UL
前期市值: $775.2K
During Q4 2025, Larson Financial Group LLC's top holdings by market value included SPYM (6.1%)、NVDA (4.3%)、AAPL (3.8%). The largest single position, SPYM, represented 6.1% of total portfolio value.
In Q4 2025, Larson Financial Group LLC made 199 total portfolio adjustments, initiating 3 new buys, adding to 103 positions, trimming 87 holdings, and fully liquidating 6 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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