StockDriftsStockDriftsTop 37 Cosner Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IMCG | ISHARES TR | 14.02% | 277.6K | $27.3M | +1.51%(+4.12K) | $62.30(+59.17%) | 2026-06-30 | |
| IVE | ISHARES TR | 10.42% | 178.5K | $20.3M | +105.76%(+91.75K) | $193.20(+22.52%) | 2026-06-30 | |
| USIG | ISHARES TR | 10% | 379.7K | $19.5M | +3.98%(+14.52K) | $50.05(+0.46%) | 2026-06-30 | |
| ITOT | ISHARES TR | 8.78% | 104.0K | $17.1M | -25.38%(-35.39K) | $95.54(+77.49%) | 2026-06-30 | |
| IUSV | ISHARES TR | 7.98% | 141.1K | $15.5M | +0.89%(+1.24K) | $76.91(+49.18%) | 2026-06-30 | |
| IWY | ISHARES TR | 7.98% | 53.5K | $15.5M | +2.73%(+1.42K) | $213.70(+35.85%) | 2026-06-30 | |
| IUSG | ISHARES TR | 7.78% | 79.3K | $15.2M | +1.81%(+1.41K) | $101.34(+91.18%) | 2026-06-30 | |
| AGG | ISHARES TR | 5.68% | 111.7K | $11.1M | +4.77%(+5.08K) | $98.61(-1.21%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.35% | 75.8K | $10.4M | +0.25%(+190) | $78.37(+80.89%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.11% | 13.3K | $9.9M | -37.89%(-8.10K) | $468.44(+65.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.87% | +47.63% | — | — | +47.63% |
| Top 20 Holdings Unweighted | +12.34% | +41.77% | — | — | +41.77% |
Cosner Financial Group, LLC reports $194.72M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are IMCG (14.0%), IVE (10.4%) and USIG (10.0%). The top 20 holdings account for 95.33% of reported assets. Its disclosed equity book has returned +47.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cosner Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1674627). View Cosner Financial Group, LLC’s 13F filings on SEC