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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.44T
$10.7 Million 0.44% of portfolio
60,941
Q2 2025 Added 35.14%
$0
$10.4 Million 0.43% of portfolio
196,581
Q2 2025 Reduced 6.59%
$308B
$9.92 Million 0.41% of portfolio
38,539
Q2 2025 Added 17.72%
$0
$9.96 Million 0.41% of portfolio
355,046
Q2 2025 Reduced 17.15%
$428B
$9.78 Million 0.4% of portfolio
9,879
Q2 2025 Added 7.93%
$0
$9.67 Million 0.4% of portfolio
377,793
Q2 2025 Reduced 22.28%
$0
$9.17 Million 0.38% of portfolio
143,984
Q2 2025 Reduced 19.99%
$1.69T
$9.19 Million 0.38% of portfolio
12,448
Q2 2025 Added 23.53%
$0
$9.17 Million 0.38% of portfolio
394,466
Q2 2025 Reduced 13.02%
$0
$9.33 Million 0.38% of portfolio
182,426
Q2 2025 Added 3.39%
$555B
$9 Million 0.37% of portfolio
25,336
Q2 2025 Added 20.04%
$0
$9.14 Million 0.37% of portfolio
85,945
Q2 2025 Reduced 50.22%
$63.5B
$8.71 Million 0.36% of portfolio
102,625
Q2 2025 Reduced 0.05%
$0
$8.8 Million 0.36% of portfolio
387,566
Q2 2025 Added 82.8%
$0
$7.96 Million 0.33% of portfolio
100,102
Q2 2025 Reduced 21.59%
$0
$7.84 Million 0.32% of portfolio
144,043
Q2 2025 Added 81.35%
$0
$7.72 Million 0.32% of portfolio
35,782
Q2 2025 Reduced 67.17%
$0
$7.65 Million 0.31% of portfolio
183,032
Q2 2025 Reduced 21.94%
$14.3B
$7.35 Million 0.3% of portfolio
30,006
Q2 2025 Added 13.31%
$0
$7.38 Million 0.3% of portfolio
99,690
Q2 2025 Reduced 8.5%
$0
$7.23 Million 0.3% of portfolio
11,640
Q2 2025 Added 5.04%
$256B
$7.41 Million 0.3% of portfolio
52,236
Q2 2025 Added 13.14%
$0
$7.09 Million 0.29% of portfolio
182,907
Q2 2025 Added 961.25%
$39.2B
$7.16 Million 0.29% of portfolio
9,791
Q2 2025 Added 10.41%
$0
$6.87 Million 0.28% of portfolio
31,627
Q2 2025 Added 77.66%
$71.7B
$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%
$97.5B
$6.52 Million 0.27% of portfolio
9,329
Q2 2025 Added 14.69%
$3.96B
$6.55 Million 0.27% of portfolio
46,605
Q2 2025 Added 9.81%
$146B
$6.3 Million 0.26% of portfolio
17,659
Q2 2025 Added 13.77%
$0
$6.22 Million 0.26% of portfolio
97,311
Q2 2025 Added 0.83%
$211B
$6.29 Million 0.26% of portfolio
50,700
Q2 2025 Added 148.04%
$0
$6.16 Million 0.25% of portfolio
74,342
Q2 2025 Reduced 60.5%
$145B
$5.88 Million 0.24% of portfolio
14,865
Q2 2025 Added 14.93%
$0
$5.78 Million 0.24% of portfolio
135,028
Q2 2025 Reduced 1.43%
$0
$5.58 Million 0.23% of portfolio
87,268
Q2 2025 Added 109.02%
$529B
$5.35 Million 0.22% of portfolio
3,997
Q2 2025 Added 24.21%
$227B
$5.32 Million 0.22% of portfolio
18,047
Q2 2025 Added 8.83%
$0
$5.4 Million 0.22% of portfolio
126,845
Q2 2025 Reduced 14.48%
$13.5B
$5.41 Million 0.22% of portfolio
27,385
Q2 2025 Added 14.27%
$0
$5.28 Million 0.22% of portfolio
77,347
Q2 2025 Reduced 5.51%
$69B
$5.13 Million 0.21% of portfolio
48,664
Q2 2025 Added 7.06%
$123B
$5.08 Million 0.21% of portfolio
38,206
Q2 2025 Added 4.92%
$129B
$5.13 Million 0.21% of portfolio
24,480
Q2 2025 Added 17.78%
$0
$4.83 Million 0.2% of portfolio
66,481
Q2 2025 Reduced 34.95%
$0
$4.79 Million 0.2% of portfolio
165,556
Q2 2025 Reduced 18.04%
$281B
$4.86 Million 0.2% of portfolio
49,705
Q2 2025 Added 10.39%
$0
$4.91 Million 0.2% of portfolio
20,707
Q2 2025 Reduced 7.02%
$433B
$4.75 Million 0.19% of portfolio
12,955
Q2 2025 Added 49.3%

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
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email