Larson Financial Group LLC
CIK 1731061
13F filing for Q2 2026・No. 1,099
- Holdings
- US$3.81B
- Quarter change
- +US$676.41M
- Entries
- 3,846
- Net bought (estimate)
- +US$278.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 328
- Sold out 205
- Cut 951
- Added 1,756
- Corporate actions 6
- Unchanged 675
Largest holdings
3,710 stocks worth US$3.79B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 3,010,487 | US$264.56M | 6.98% |
| NVDANvidiaCOM | Added | 742,117 | US$148.49M | 3.92% |
| WISDOMTREE TRUS QTLY DIV GRT | Added | 1,451,061 | US$138.75M | 3.66% |
| AMERICAN CENTY ETF TRUS QUALITY GROW | Added | 1,146,521 | US$135.35M | 3.57% |
| AAPLAppleCOM | Cut | 446,809 | US$129.29M | 3.41% |
| AMATAPPLIED MATLS INCCOM | Cut | 109,748 | US$79.35M | 2.09% |
| CAPITAL GROUP GLOBAL EQUITYSHS | Added | 1,983,117 | US$69.89M | 1.84% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Added | 1,123,915 | US$60.73M | 1.60% |
| FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT | Added | 1,040,102 | US$60.21M | 1.59% |
| AMZNAmazonCOM | Added | 251,842 | US$60.02M | 1.58% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.