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
$210B
$4.54 Million 0.19% of portfolio
57,308
Q2 2025 Added 31.0%
$301B
$4.6 Million 0.19% of portfolio
19,287
Q2 2025 Added 21.32%
$31.2B
$4.69 Million 0.19% of portfolio
44,482
Q2 2025 Added 14.86%
$40.1B
$4.38 Million 0.18% of portfolio
64,281
Q2 2025 Added 18.79%
$0
$4.5 Million 0.18% of portfolio
14,791
Q2 2025 Added 14.56%
$0
$4.42 Million 0.18% of portfolio
48,467
Q2 2025 Added 1.48%
$0
$4.33 Million 0.18% of portfolio
49,279
Q2 2025 Reduced 0.58%
$386B
$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%
$0
$4.51 Million 0.18% of portfolio
73,708
Q2 2025 Reduced 73.74%
$0
$4.49 Million 0.18% of portfolio
110,830
Q2 2025 Added 6.49%
$169B
$4.13 Million 0.17% of portfolio
18,631
Q2 2025 Added 12.57%
$0
$4.09 Million 0.17% of portfolio
14,679
Q2 2025 Added 15.9%
$101B
$4.07 Million 0.17% of portfolio
18,598
Q2 2025 Added 19.25%
$466B
$4.07 Million 0.17% of portfolio
26,639
Q2 2025 Added 7.67%
$188B
$3.87 Million 0.16% of portfolio
9,545
Q2 2025 Added 31.53%
$74.3B
$3.86 Million 0.16% of portfolio
14,511
Q2 2025 Added 11.03%
$0
$3.78 Million 0.16% of portfolio
48,937
Q2 2025 Reduced 22.31%
$39.2B
$3.81 Million 0.16% of portfolio
14,606
Q2 2025 Added 18.49%
$467B
$3.73 Million 0.15% of portfolio
34,645
Q2 2025 Added 35.18%
$0
$3.7 Million 0.15% of portfolio
178,422
Q2 2025 Added 21.25%
$57.8B
$3.59 Million 0.15% of portfolio
10,947
Q2 2025 Added 286.96%
$0
$3.7 Million 0.15% of portfolio
12,948
Q2 2025 Reduced 10.99%
$0
$3.66 Million 0.15% of portfolio
26,968
Q2 2025 Added 1.82%
$198B
$3.68 Million 0.15% of portfolio
27,857
Q2 2025 Added 72.68%
$3.95B
$3.72 Million 0.15% of portfolio
272,946
Q2 2025 Added 11.21%
$7.49B
$3.65 Million 0.15% of portfolio
63,949
Q2 2025 Added 12.33%
$0
$3.72 Million 0.15% of portfolio
127,870
Q2 2025 Reduced 37.83%
$32.6B
$3.54 Million 0.15% of portfolio
43,377
Q2 2025 Added 20.0%
$8.63B
$3.63 Million 0.15% of portfolio
130,258
Q2 2025 Added 6.4%
$125B
$3.32 Million 0.14% of portfolio
38,035
Q2 2025 Added 9.98%
$0
$3.4 Million 0.14% of portfolio
35,631
Q2 2025 Reduced 3.44%
$756M
$3.32 Million 0.14% of portfolio
172,826
Q2 2025 Reduced 0.11%
$15.3B
$3.41 Million 0.14% of portfolio
10,862
Q2 2025 Added 8.07%
$81.6B
$3.44 Million 0.14% of portfolio
18,460
Q2 2025 Added 13.96%
$162B
$3.3 Million 0.14% of portfolio
26,716
Q2 2025 Added 370.85%
$5.04B
$3.49 Million 0.14% of portfolio
58,991
Q2 2025 Added 5.83%
$643M
$3.12 Million 0.13% of portfolio
249,905
Q2 2025 Added 14.53%
$308B
$3.09 Million 0.13% of portfolio
21,610
Q2 2025 Reduced 4.9%
$24.3B
$3.07 Million 0.13% of portfolio
22,336
Q2 2025 Added 15.7%
$0
$3.26 Million 0.13% of portfolio
134,709
Q2 2025 Added 6.55%
$19.7B
$3.26 Million 0.13% of portfolio
76,000
Q2 2025 Added 29.85%
$104B
$3.22 Million 0.13% of portfolio
107,674
Q2 2025 Added 26.21%
$76.9B
$3.08 Million 0.13% of portfolio
8,622
Q2 2025 Added 20.39%
$0
$3.05 Million 0.13% of portfolio
136,146
Q2 2025 Added 32.21%
$0
$3.07 Million 0.13% of portfolio
105,121
Q2 2025 Added 11.53%
$87.3B
$3.26 Million 0.13% of portfolio
21,419
Q2 2025 Added 0.62%
$554B
$2.9 Million 0.12% of portfolio
5,157
Q2 2025 Added 26.21%
$0
$2.94 Million 0.12% of portfolio
35,459
Q2 2025 Added 427.98%

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