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Larson Financial Group Llc

Portfolio Manager
Larson Financial Group LLC
Performance
-4.17% (2026 Q1)
AUM (13F)
$3.13B
# of Holdings
3600
Performance Rank
Allocation (Top 20)
40.47%

Larson Financial Group Llc Holdings Map

Top 50 Larson Financial Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
6.48%2.64M$202.1M
+15.66%(+357.52K)
2025-Q1: 469.6K shares2025-Q2: 1.63M shares2025-Q3: 2.08M shares2025-Q4: 2.28M shares2026-Q1: 2.64M shares
$57.69(+50.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.14%740.3K$129.1M
+7.39%(+50.96K)
2025-Q1: 597.0K shares2025-Q2: 603.3K shares2025-Q3: 593.0K shares2025-Q4: 689.4K shares2026-Q1: 740.3K shares
$116.13(+94.03%)
2026-03-31
AAPL
APPLE INC
3.69%453.4K$115.1M
+7.09%(+30.02K)
2025-Q1: 325.7K shares2025-Q2: 376.2K shares2025-Q3: 428.8K shares2025-Q4: 423.4K shares2026-Q1: 453.4K shares
$203.41(+47.60%)
2026-03-31
DGRW
WISDOMTREE TR
3.42%1.22M$106.8M
+19.64%(+199.58K)
2025-Q1: 223.9K shares2025-Q2: 638.1K shares2025-Q3: 894.7K shares2025-Q4: 1.02M shares2026-Q1: 1.22M shares
$84.19(+13.78%)
2026-03-31
QGRO
AMERICAN CENTY ETF TR
3.19%946.5K$99.4M
+22.18%(+171.85K)
2025-Q1: 194.7K shares2025-Q2: 516.6K shares2025-Q3: 694.9K shares2025-Q4: 774.6K shares2026-Q1: 946.5K shares
$104.45(+7.03%)
2026-03-31
VOO
VANGUARD INDEX FDS
1.97%102.8K$61.4M
-11.20%(-12.97K)
2025-Q1: 290.0K shares2025-Q2: 161.3K shares2025-Q3: 129.0K shares2025-Q4: 115.8K shares2026-Q1: 102.8K shares
$428.68(+58.50%)
2026-03-31
AMZN
AMAZON COM INC
1.66%248.3K$51.7M
+7.63%(+17.61K)
2025-Q1: 184.7K shares2025-Q2: 216.3K shares2025-Q3: 218.6K shares2025-Q4: 230.7K shares2026-Q1: 248.3K shares
$186.88(+41.35%)
2026-03-31
FLQM
FRANKLIN TEMPLETON ETF TR
1.58%899.0K$49.4M
+17.79%(+135.76K)
2025-Q1: 29.5K shares2025-Q2: 502.7K shares2025-Q3: 672.3K shares2025-Q4: 763.2K shares2026-Q1: 899.0K shares
$54.43(+1.48%)
2026-03-31
PRF
INVESCO EXCHANGE TRADED FD T
1.56%1.02M$48.6M
+17.42%(+151.68K)
2025-Q1: 404.4K shares2025-Q2: 607.2K shares2025-Q3: 799.7K shares2025-Q4: 870.7K shares2026-Q1: 1.02M shares
$42.06(+24.18%)
2026-03-31
CGGE
CAPITAL GROUP GLOBAL EQUITY
1.54%1.58M$48.1M
+15.74%(+214.61K)
2025-Q1: 77.9K shares2025-Q2: 803.6K shares2025-Q3: 1.20M shares2025-Q4: 1.36M shares2026-Q1: 1.58M shares
$28.93(+15.45%)
2026-03-31

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