Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025

Larson Financial Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 3478 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $163M, Nvidia Corp with a value of $111M, Apple Inc. with a value of $109M, Wisdomtree Tr Us Quality Divid with a value of $79.6M, and American Centy ETF Tr Stoxx Us with a value of $79.5M.

Examining the 13F form we can see an increase of $259M in the current position value, from $2.44B to 2.7B. Also it can be appreciated an additional of 421 stocks purchases and 11 closed positions.

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

Portfolio value $2.7 Billion
ETFs: $1.54 Billion
Technology: $439 Million
Financial Services: $148 Million
Consumer Cyclical: $127 Million
Industrials: $94.8 Million
Healthcare: $88.6 Million
Communication Services: $69.6 Million
Energy: $48.5 Million
Other: $112 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$163 Million 6.03% of portfolio
2,078,730
Q3 2025 Added 27.76%
$465B
$111 Million 4.1% of portfolio
593,036
Q3 2025 Reduced 1.7%
$4.3T
$109 Million 4.05% of portfolio
428,800
Q3 2025 Added 13.97%
$0
$79.6 Million 2.95% of portfolio
894,688
Q3 2025 Added 40.21%
$0
$79.5 Million 2.95% of portfolio
694,924
Q3 2025 Added 34.51%
$0
$79 Million 2.93% of portfolio
128,967
Q3 2025 Reduced 20.04%
$0
$59.4 Million 2.2% of portfolio
202,289
Q3 2025 Reduced 20.49%
$2.39T
$48 Million 1.78% of portfolio
218,601
Q3 2025 Added 1.08%
$0
$46.4 Million 1.72% of portfolio
77,329
Q3 2025 Reduced 20.78%
$3.78T
$42.2 Million 1.56% of portfolio
81,499
Q3 2025 Added 12.23%
$0
$38 Million 1.41% of portfolio
672,283
Q3 2025 Added 33.73%
$0
$36.2 Million 1.34% of portfolio
799,726
Q3 2025 Added 31.71%
$342B
$31.4 Million 1.16% of portfolio
171,940
Q3 2025 Added 20.68%
$0
$29.7 Million 1.1% of portfolio
673,091
Q3 2025 Added 26.38%
$139B
$28.1 Million 1.04% of portfolio
85,247
Q3 2025 Added 5.71%
$0
$28 Million 1.04% of portfolio
604,585
Q3 2025 Added 29.71%
$0
$23.8 Million 0.88% of portfolio
552,120
Q3 2025 Added 4.68%
$662B
$23.2 Million 0.86% of portfolio
46,180
Q3 2025 Added 12.62%
$0
$22.1 Million 0.82% of portfolio
326,535
Q3 2025 Reduced 24.06%
$0
$20.4 Million 0.76% of portfolio
30,604
Q3 2025 Added 3.93%
$0
$20.5 Million 0.76% of portfolio
406,410
Q3 2025 Added 6.82%
$0
$20.6 Million 0.76% of portfolio
380,514
Q3 2025 Reduced 15.04%
$0
$19.4 Million 0.72% of portfolio
811,812
Q3 2025 Added 23.15%
$0
$19.3 Million 0.72% of portfolio
341,649
Q3 2025 Added 21.96%
$1.74T
$19.1 Million 0.71% of portfolio
78,478
Q3 2025 Reduced 0.07%
$0
$18.1 Million 0.67% of portfolio
41,525
Q3 2025 Reduced 1.01%
$0
$17.8 Million 0.66% of portfolio
892,450
Q3 2025 Added 55.92%
$0
$17.4 Million 0.64% of portfolio
231,368
Q3 2025 Reduced 23.68%
$0
$16.6 Million 0.62% of portfolio
229,578
Q3 2025 Reduced 1.84%
$1.29T
$16.4 Million 0.61% of portfolio
36,956
Q3 2025 Added 7.0%
$0
$15.7 Million 0.58% of portfolio
301,024
Q3 2025 Added 37.17%
$2.1B
$15.4 Million 0.57% of portfolio
92,781
Q3 2025 Reduced 17.67%
$0
$15.3 Million 0.57% of portfolio
174,856
Q3 2025 Reduced 27.38%
$0
$15.2 Million 0.56% of portfolio
670,294
Q3 2025 Added 72.95%
$0
$14.6 Million 0.54% of portfolio
326,739
Q3 2025 Reduced 1.89%
$0
$14.1 Million 0.52% of portfolio
242,212
Q3 2025 Reduced 11.42%
$0
$13.7 Million 0.51% of portfolio
377,809
Q3 2025 Reduced 22.54%
$1.65T
$13.7 Million 0.51% of portfolio
56,419
Q3 2025 Reduced 7.42%
$0
$13.6 Million 0.5% of portfolio
540,751
Q3 2025 Reduced 15.76%
$130B
$12.6 Million 0.47% of portfolio
35,358
Q3 2025 Reduced 3.12%
$0
$12.8 Million 0.47% of portfolio
547,414
Q3 2025 Reduced 3.75%
$971B
$12.8 Million 0.47% of portfolio
16,761
Q3 2025 Added 1.47%
$0
$12.6 Million 0.47% of portfolio
141,669
Q3 2025 Reduced 3.66%
$881B
$12.7 Million 0.47% of portfolio
40,356
Q3 2025 Added 7.23%
$0
$12.4 Million 0.46% of portfolio
224,300
Q3 2025 Reduced 13.44%
$0
$12.4 Million 0.46% of portfolio
43,936
Q3 2025 Reduced 4.75%
$0
$12 Million 0.44% of portfolio
209,376
Q3 2025 Added 10.4%
$328B
$11.9 Million 0.44% of portfolio
39,661
Q3 2025 Added 2.91%
$0
$11.7 Million 0.44% of portfolio
371,195
Q3 2025 Reduced 6.19%

Summary

  • Portfolio
  • No. of Stocks 3,478
  • Current Value $2.7 Billion
  • Prior Value $2.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 421 stocks
  • Additional Purchases 1,517 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 970 stocks
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