StockDriftsStockDriftsTop 50 Larson Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.98% | 3.01M | $264.6M | +14.02%(+370.18K) | $58.86(+55.04%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.92% | 742.1K | $148.5M | +0.24%(+1.79K) | $116.29(+94.40%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 3.66% | 1.45M | $138.8M | +19.34%(+235.20K) | $85.22(+16.89%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 3.57% | 1.15M | $135.3M | +21.13%(+200.04K) | $81.17(+48.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.41% | 446.8K | $129.3M | -1.45%(-6.59K) | $203.41(+50.13%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.09% | 109.7K | $79.3M | -5.17%(-5.98K) | $164.72(+222.85%) | 2026-06-30 | |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 1.84% | 1.98M | $69.9M | +25.68%(+405.19K) | $29.63(+21.15%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.6% | 1.12M | $60.7M | +9.93%(+101.51K) | $42.82(+31.91%) | 2026-06-30 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 1.59% | 1.04M | $60.2M | +15.70%(+141.10K) | $54.64(+12.23%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.58% | 251.8K | $60.0M | +1.42%(+3.53K) | $187.34(+40.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.19% | +7.39% | +42.82% |
| Top 20 Holdings Unweighted | +15.81% | +55.30% | +7.09% | +40.83% |
Larson Financial Group LLC reports $3.81B in US-listed equity holdings across 3,722 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (7.0%), NVDA (3.9%) and DGRW (3.7%). The top 20 holdings account for 41.05% of reported assets. Its disclosed equity book has returned +56.19% 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 Larson Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731061). View Larson Financial Group LLC’s 13F filings on SEC