Larson Financial Group LLC Reduced Holdings in Q3 2025

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-32.3K
- 20.04%
$567.77 - $614.76 $18.4M - $19.9M
129K $79M
VO
Vanguard Mid Cap ETF

ETFs
-52.1K
- 20.49%
$279.83 - $293.74 $14.6M - $15.3M
202K $59.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20.3K
- 20.78%
$546.99 - $602.2 $11.1M - $12.2M
77.3K $46.4M
EFV
Msci Eafe Value ETF

ETFs
-103K
- 24.06%
$62.79 - $68.42 $6.5M - $7.08M
327K $22.1M
IEFA
Ishares Tr

ETFs
-65.9K
- 27.38%
$81.7 - $87.53 $5.39M - $5.77M
175K $15.3M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-98.8K
- 33.15%
$43.36 - $44.8 $4.28M - $4.42M
199K $8.85M
VBK
Vanguard Small Cap Growth ETF

ETFs
-17.4K
- 33.77%
$276.51 - $305.12 $4.81M - $5.3M
34.1K $10.1M
AVEM
American Centy ETF Tr Avantis

ETFs
-71.8K
- 23.68%
$68.33 - $75.41 $4.91M - $5.41M
231K $17.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-127K
- 33.61%
$25.21 - $25.99 $3.2M - $3.3M
251K $6.48M
DFAI
Dimensional ETF Tr

ETFs
-110K
- 22.54%
$34.05 - $36.55 $3.74M - $4.02M
378K $13.7M
DFIP
Dimensional ETF Tr Inflation P

ETFs
-54.4K
- 29.73%
$41.6 - $42.66 $2.26M - $2.32M
129K $5.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-25.7K
- 34.56%
$82.38 - $83.0 $2.12M - $2.13M
48.7K $4.04M
FVD
First Tr Value Line Divid Inde

ETFs
-53.6K
- 21.8%
$44.73 - $46.86 $2.4M - $2.51M
192K $8.9M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-22K
- 22.0%
$78.96 - $80.04 $1.74M - $1.76M
78.1K $6.24M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-67.4K
- 15.04%
$49.43 - $54.52 $3.33M - $3.67M
381K $20.6M
SUB
Ishares Short Term National Mu

ETFs
-14.3K
- 16.62%
$106.17 - $107.3 $1.52M - $1.53M
71.7K $7.65M
NOW
Service Now, Inc.

Technology
-1.12K
- 56.61%
$850.86 - $1044.69 $951K - $1.17M
857 $788K
JHMM
John Hancock Multifactor Mid C

ETFs
-22.1K
- 29.94%
$61.22 - $65.26 $1.35M - $1.44M
51.6K $3.34M
IWM
Ishares Russell 2000 ETF

ETFs
-8.66K
- 24.2%
$214.92 - $244.84 $1.86M - $2.12M
27.1K $6.56M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-34.8K
- 13.44%
$52.12 - $55.33 $1.82M - $1.93M
224K $12.4M
VGT
Vanguard Information Technolog

ETFs
-1.9K
- 43.64%
$656.44 - $753.15 $1.25M - $1.43M
2.45K $1.83M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-14K
- 28.55%
$76.16 - $78.59 $1.06M - $1.1M
35K $2.73M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-24.3K
- 16.91%
$63.41 - $69.69 $1.54M - $1.7M
120K $8.19M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-43.3K
- 10.97%
$22.9 - $23.58 $991K - $1.02M
351K $8.24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-19K
- 17.98%
$74.93 - $80.73 $1.42M - $1.53M
86.7K $6.99M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
-12K
- 43.2%
$62.34 - $67.58 $748K - $811K
15.8K $1.02M
DFAE
Dimensional ETF Tr

ETFs
-38.1K
- 23.01%
$28.84 - $31.84 $1.1M - $1.21M
127K $4.02M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2.14K
- 82.57%
$362.31 - $405.74 $774K - $867K
451 $181K
EFX
Equifax Inc

Industrials
-2.69K
- 81.99%
$234.03 - $265.73 $629K - $714K
590 $151K
DFAT
Dimensional ETF Tr U S Target

ETFs
-31.2K
- 11.42%
$53.36 - $59.69 $1.67M - $1.86M
242K $14.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-12.7K
- 6.48%
$52.39 - $53.11 $667K - $676K
184K $9.75M
VB
Vanguard Small Cap ETF

ETFs
-3.84K
- 18.53%
$237.58 - $259.17 $912K - $994K
16.9K $4.29M
PHYS
Sprott Physical Gold Trust

Financial Services
-32.6K
- 37.24%
$25.02 - $29.62 $816K - $965K
54.9K $1.63M
GILD
Gilead Sciences, Inc.

Healthcare
-4.86K
- 36.89%
$108.22 - $120.47 $526K - $585K
8.31K $922K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-2.11K
- 98.83%
$241.95 - $303.82 $511K - $642K
25 $7K
PM
Philip Morris International Inc.

Consumer Defensive
-1.47K
- 11.82%
$157.77 - $183.27 $232K - $269K
11K $1.78M
PSLV
Sprott Physical Silver Trust

Financial Services
-68.7K
- 38.93%
$12.24 - $15.73 $841K - $1.08M
108K $1.69M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-21.3K
- 3.75%
$23.27 - $23.51 $497K - $502K
547K $12.8M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-6.94K
- 86.1%
$63.74 - $68.36 $442K - $474K
1.12K $76K
MCHP
Microchip Technology Inc

Technology
-5.56K
- 41.42%
$60.95 - $75.26 $339K - $418K
7.86K $504K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.65K
- 34.33%
$60.9 - $70.75 $344K - $399K
10.8K $674K
MGV
Vanguard Mega Cap Value

ETFs
-3.32K
- 87.65%
$129.46 - $137.85 $430K - $458K
468 $64K
OKE
Oneok Inc

Energy
-783
- 1.81%
$71.36 - $83.47 $55.9K - $65.4K
42.6K $3.11M
VEEV
Veeva Systems Inc

Healthcare
-1.54K
- 45.92%
$269.2 - $297.91 $413K - $458K
1.81K $538K
MO
Altria Group, Inc.

Consumer Defensive
-12.1K
- 23.45%
$57.75 - $67.68 $702K - $822K
39.7K $2.62M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.38K
- 30.32%
$65.64 - $78.22 $287K - $342K
10.1K $674K
AVUV
American Centy ETF Tr Avantis

ETFs
-8.1K
- 16.72%
$90.37 - $102.12 $732K - $827K
40.4K $4.02M
GS
Goldman Sachs Group Inc

Financial Services
-842
- 26.32%
$696.56 - $806.32 $587K - $679K
2.36K $1.88M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-4.2K
- 90.22%
$86.72 - $111.84 $364K - $469K
455 $50K
Activity Summary
Buys All Purchases 1938 New Holdings 421 Increased Positions 1517 Sells All Sells 981 Reductions 970 Sold out 11 Options Calls 7 Puts 6
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