Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.44 Billion
  • Q2 2025

Larson Financial Group LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.44 Billion distributed in 3333 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 $118M, Nvidia Corp with a value of $95.3M, Vanguard Index Fds S&P 500 ETF with a value of $91.6M, Apple Inc. with a value of $77.2M, and Vanguard Mid Cap ETF with a value of $71.2M.

Examining the 13F form we can see an increase of $318M in the current position value, from $2.12B to 2.44B. Also it can be appreciated an additional of 468 stocks purchases and 3 closed positions.

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

Portfolio value $2.44 Billion
ETFs: $1.43 Billion
Technology: $363 Million
Financial Services: $133 Million
Consumer Cyclical: $117 Million
Industrials: $83.2 Million
Healthcare: $82.8 Million
Communication Services: $59.3 Million
Consumer Defensive: $46.2 Million
Other: $102 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$95.3 Million 3.91% of portfolio
603,287
Q2 2025 Added 1.05%
$3.69T
$77.2 Million 3.16% of portfolio
376,225
Q2 2025 Added 15.51%
$2.26T
$47.4 Million 1.94% of portfolio
216,264
Q2 2025 Added 17.1%
$3.95T
$36.1 Million 1.48% of portfolio
72,616
Q2 2025 Added 17.01%
$127B
$22.2 Million 0.91% of portfolio
80,642
Q2 2025 Added 11.45%
$621B
$19.9 Million 0.82% of portfolio
41,006
Q2 2025 Added 14.9%
$367B
$19.4 Million 0.8% of portfolio
142,478
Q2 2025 Reduced 0.32%
$162B
$13.9 Million 0.57% of portfolio
75,826
Q2 2025 Added 5.02%
$1.24T
$13.9 Million 0.57% of portfolio
78,536
Q2 2025 Added 22.51%
$608B
$12.9 Million 0.53% of portfolio
16,518
Q2 2025 Added 2.07%
$1.08T
$11 Million 0.45% of portfolio
34,539
Q2 2025 Added 10.74%
$859B
$10.9 Million 0.45% of portfolio
37,634
Q2 2025 Added 11.4%
$1.21T
$10.7 Million 0.44% of portfolio
60,941
Q2 2025 Added 35.14%
$306B
$9.92 Million 0.41% of portfolio
38,539
Q2 2025 Added 17.72%
$439B
$9.78 Million 0.4% of portfolio
9,879
Q2 2025 Added 7.93%
$1.78T
$9.19 Million 0.38% of portfolio
12,448
Q2 2025 Added 23.53%
$66.3B
$8.71 Million 0.36% of portfolio
102,625
Q2 2025 Reduced 0.05%
$15.1B
$7.35 Million 0.3% of portfolio
30,006
Q2 2025 Added 13.31%
$282B
$7.41 Million 0.3% of portfolio
52,236
Q2 2025 Added 13.14%
$39.5B
$7.16 Million 0.29% of portfolio
9,791
Q2 2025 Added 10.41%
$70.4B
$6.87 Million 0.28% of portfolio
109,320
Q2 2025 Added 3.7%
$147B
$6.8 Million 0.28% of portfolio
63,337
Q2 2025 Added 16.1%
$96.6B
$6.52 Million 0.27% of portfolio
9,329
Q2 2025 Added 14.69%
$4.33B
$6.55 Million 0.27% of portfolio
46,605
Q2 2025 Added 9.81%
$145B
$6.3 Million 0.26% of portfolio
17,659
Q2 2025 Added 13.77%
$207B
$6.29 Million 0.26% of portfolio
50,700
Q2 2025 Added 148.04%
$142B
$5.88 Million 0.24% of portfolio
14,865
Q2 2025 Added 14.93%
$545B
$5.35 Million 0.22% of portfolio
3,997
Q2 2025 Added 24.21%
$210B
$5.32 Million 0.22% of portfolio
18,047
Q2 2025 Added 8.83%
$13.3B
$5.41 Million 0.22% of portfolio
27,385
Q2 2025 Added 14.27%
$65.4B
$5.13 Million 0.21% of portfolio
48,664
Q2 2025 Added 7.06%
$127B
$5.08 Million 0.21% of portfolio
38,206
Q2 2025 Added 4.92%
$139B
$5.13 Million 0.21% of portfolio
24,480
Q2 2025 Added 17.78%
$281B
$4.86 Million 0.2% of portfolio
49,705
Q2 2025 Added 10.39%
$405B
$4.75 Million 0.19% of portfolio
12,955
Q2 2025 Added 49.3%
$203B
$4.54 Million 0.19% of portfolio
57,308
Q2 2025 Added 31.0%
$314B
$4.6 Million 0.19% of portfolio
19,287
Q2 2025 Added 21.32%
$28.1B
$4.69 Million 0.19% of portfolio
44,482
Q2 2025 Added 14.86%
$39.6B
$4.38 Million 0.18% of portfolio
64,281
Q2 2025 Added 18.79%
$351B
$4.5 Million 0.18% of portfolio
24,269
Q2 2025 Added 3.63%
$15.3B
$4.48 Million 0.18% of portfolio
51,182
Q2 2025 Added 16.84%
$152B
$4.13 Million 0.17% of portfolio
18,631
Q2 2025 Added 12.57%
$101B
$4.07 Million 0.17% of portfolio
18,598
Q2 2025 Added 19.25%
$452B
$4.07 Million 0.17% of portfolio
26,639
Q2 2025 Added 7.67%
$187B
$3.87 Million 0.16% of portfolio
9,545
Q2 2025 Added 31.53%
$23.8B
$3.79 Million 0.16% of portfolio
226,221
Q2 2025 Added 12.5%
$72.7B
$3.86 Million 0.16% of portfolio
14,511
Q2 2025 Added 11.03%
$38.8B
$3.81 Million 0.16% of portfolio
14,606
Q2 2025 Added 18.49%
$442B
$3.73 Million 0.15% of portfolio
34,645
Q2 2025 Added 35.18%

Summary

  • Portfolio
  • No. of Stocks 3,333
  • Current Value $2.44 Billion
  • Prior Value $2.12 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 468 stocks
  • Additional Purchases 1,520 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 812 stocks
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