Cosner Financial Group, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishare Morningstar Mid Cap Gro with a value of $22B, Ishares Core S&P Total U.S. St with a value of $20.3B, Ishares Tr Broad Usd Inbd Etfv with a value of $16.1B, Ishares S&P 500 Value ETF with a value of $15.6B, and Ishares Tr Russell 200 Growth with a value of $15.2B.

Examining the 13F form we can see an increase of $16.1B in the current position value, from $164B to 180B.

Cosner Financial Group, LLC is based out at Fort Collins, CO

Below you can find more details about Cosner Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Billion
ETFs: $174 Billion
Energy: $3.57 Billion
Industrials: $300 Million
Financial Services: $227 Million
Basic Materials: $202 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $180 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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