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CIK: 0001731061
Total reported value
$3.8B
$3.8B
3600 檔
17.1%
In Q1 2026, Larson Financial Group LLC's U.S. equity holdings reached a combined market value of $3.8B, distributed across 3600 disclosed stock positions.
In Q1 2026, Larson Financial Group LLC displayed an active expansion posture, initiating 2 new positions and adding to 126 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3600 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 | 6.45% | +0.50% | +15.66% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | -0.22% | +7.38% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.28% | +7.09% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.41% | +0.23% | +19.64% | |
| 5 | QGRO | American Century US Quality | ETF-Other | 3.17% | +0.38% | +22.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.96% | -0.62% | -11.58% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | -0.07% | +7.62% | |
| 8 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.58% | — | +17.79% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.55% | +0.04% | +17.42% | |
| 10 | CGGE | Cap Group Global Eq | ETF-Other | 1.54% | +0.29% | +15.74% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | -0.47% | -20.33% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 1.28% | +0.80% | +9.78% | |
| 13 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.24% | -0.01% | +19.06% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 1.21% | +0.02% | +10.28% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | -0.11% | -17.95% | |
| 16 | PAB | Pgim Act Aggrg Bond ETF | ETF-Other | 1.12% | -1.12% | +19.95% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.11% | -0.02% | +16.27% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.08% | -0.01% | -0.72% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.22% | +11.42% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | +0.03% | +14.21% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.80% | +0.14% | +57604.19% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.02% | +13.18% | |
| 23 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.79% | -0.07% | +4.38% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.06% | +6.65% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.76% | -0.04% | +10.07% | |
| 26 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.76% | +0.08% | +7.44% | |
| 27 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.76% | -0.04% | +10.45% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.11% | +32.99% | |
| 29 | INCM | Franklin Income Focus ETF | ETF-Other | 0.73% | +0.08% | +21.36% | |
| 30 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.69% | +0.09% | +20.03% | |
| 31 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.69% | -0.27% | -0.57% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.68% | -0.01% | +16.44% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.66% | +0.29% | +32.37% | |
| 34 | CGMU | Cap Group Municipal Income | ETF-Other | 0.66% | — | +17.04% | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.63% | — | +18.03% | |
| 36 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.58% | -0.20% | -5.49% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.36% | -21.62% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.16% | -14.67% | |
| 39 | ISCF | Ishares International Small | ETF-Other | 0.51% | +0.06% | +17.55% | |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | -5.13% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.19% | +25.05% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.50% | -0.04% | -2.72% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | -0.04% | -0.46% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.08% | +8.50% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | -0.03% | +11.88% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.44% | -0.06% | +8.66% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.01% | +10.86% | |
| 48 | DFAT | Dimensional US Target Value | ETF-Other | 0.43% | -0.10% | -6.49% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.07% | +55.67% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.43% | -0.08% | -4.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +57604.19% | Add |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.4% | +3286.67% | Add |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | +0.4% | +19.64% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +15.66% | Add |
| 5 | AMAT | Applied Materials Inc | +0.2% | +9.78% | Add |
| 6 | QGRO | American Century US Quality | +0.2% | +22.18% | Add |
| 7 | PRF | Invesco Rafi US 1000 ETF | +0.2% | +17.42% | Add |
| 8 | FLQM | Franklin U.s. Mid Cap Multif | +0.2% | +17.79% | Add |
| 9 | JBND | Jpmorgan Active Bond ETF | +0.2% | +19.06% | Add |
| 10 | PAB | Pgim Act Aggrg Bond ETF | +0.1% | +19.95% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | +97.19% | Add |
| 12 | INCM | Franklin Income Focus ETF | +0.1% | +21.36% | Add |
| 13 | XLI | Ss Industrial Select Sector | +0.1% | +273.28% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +22.74% | Add |
| 15 | CGGE | Cap Group Global Eq | +0.1% | +15.74% | Add |
| 16 | FBND | Fidelity Total Bond ETF | +0.1% | +16.27% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +32.99% | Add |
| 18 | LRCX | Lam Research CORP | +0.1% | +32.37% | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +55.67% | Add |
| 20 | IQLT | Ishares Msci International Q | +0.1% | +10.28% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +11.88% | Add |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +92.57% | Add |
| 23 | XLE | Ss Energy Select Sector | +0.1% | +225.06% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | +15.38% | Add |
| 25 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +1416.53% | Add |
| 26 | MUNI | Pimco Intermediate Municipal | +0.1% | +16.44% | Add |
| 27 | CGMU | Cap Group Municipal Income | +0.1% | +17.04% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +23.30% | Add |
| 29 | PR | Permian Resources Corp-cl A | +0.1% | +3.12% | Add |
| 30 | BP | Bp Plc-spons Adr | +0.1% | +12.06% | Add |
| 31 | PYLD | Pimco Multisector Bond Actv | +0.1% | +18.03% | Add |
| 32 | PCEF | Invesco Cef Income Composite | +0.1% | +20.03% | Add |
| 33 | ISCF | Ishares International Small | +0.1% | +17.55% | Add |
| 34 | COP | Conocophillips | +0.1% | +17.94% | Add |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +122.78% | Add |
| 36 | ASX | Ase Technology Holding -adr | +0.1% | +5.38% | Add |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +55.01% | Add |
| 38 | EMGF | Ishares Emerging Markets Equ | +0.1% | +7.44% | Add |
| 39 | GEV | GE Vernova Inc | +0.1% | +6.27% | Add |
| 40 | WWD | Woodward Inc | +0.1% | +1.90% | Add |
| 41 | PNC | Pnc Financial Services Group | +0.1% | +39.86% | Add |
| 42 | INMU | Ishares Intermediate Muni In | 0% | +10.45% | Add |
| 43 | WMB | Williams Cos Inc | 0% | +2.35% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | +7.58% | Add |
| 45 | CVX | Chevron CORP | 0% | +0.49% | Add |
| 46 | FANG | Diamondback Energy Inc | 0% | +3.68% | Add |
| 47 | TPL | Texas Pacific Land CORP | 0% | +375.68% | Add |
| 48 | HAL | Halliburton Co | 0% | +3.11% | Add |
| 49 | VZ | Verizon Communications Inc | 0% | +38.68% | Add |
| 50 | JMUB | Jpmorgan Municipal ETF | 0% | +10.07% | 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 3600 disclosed positions in Q1 2026.
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 17.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DMLP
市值: $643.1K
Top Position Liquidated / Trimmed
VOO
前期市值: $72.6M
During Q1 2026, Larson Financial Group LLC's top holdings by market value included SPYM (6.5%)、NVDA (4.1%)、AAPL (3.7%). The largest single position, SPYM, represented 6.5% of total portfolio value.
In Q1 2026, Larson Financial Group LLC made 199 total portfolio adjustments, initiating 2 new buys, adding to 126 positions, trimming 71 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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