Pensionmark Financial Group, LLC Portfolio Holdings

Pensionmark Financial Group, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.23 Billion distributed in 2131 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $145M, Vanguard Index Fds S&P 500 ETF with a value of $127M, Microsoft Corp with a value of $111M, Spdr Portfolio S&P 500 ETF (Ma with a value of $91.4M, and Ishares S&P 500 Growth ETF with a value of $81.9M.

Examining the 13F form we can see an increase of $514M in the current position value, from $3.72B to 4.23B.

Pensionmark Financial Group, LLC is based out at Santa Barbara, CA

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