Cosner Financial Group, LLC has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $196 Billion distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $21.9B, Ishare Morningstar Mid Cap Gro with a value of $21.6B, Ishares Tr Broad Usd Inbd Etfv with a value of $18.6B, Ishares S&P 500 Value ETF with a value of $18.4B, and Ishares Core S&P 500 ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $10B in the current position value, from $186B to 196B.

Cosner Financial Group, LLC is based out at Fort Collins, CO

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

Portfolio value $196 Billion
ETFs: $190 Billion
Energy: $3.8 Billion
Healthcare: $643 Million
Industrials: $360 Million
Basic Materials: $346 Million
Consumer Defensive: $277 Million
Financial Services: $224 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $196 Billion
  • Prior Value $186 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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