Larson Financial Group LLC Portfolio Holdings

Larson Financial Group LLC

  • $2.7 Billion
  • Q3 2025

Larson Financial Group LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.7 Billion distributed in 3478 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 $163M, Nvidia Corp with a value of $111M, Apple Inc. with a value of $109M, Wisdomtree Tr Us Quality Divid with a value of $79.6M, and American Centy ETF Tr Stoxx Us with a value of $79.5M.

Examining the 13F form we can see an increase of $259M in the current position value, from $2.44B to 2.7B. Also it can be appreciated an additional of 421 stocks purchases and 11 closed positions.

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

Portfolio value $2.7 Billion
ETFs: $1.54 Billion
Technology: $439 Million
Financial Services: $148 Million
Consumer Cyclical: $127 Million
Industrials: $94.8 Million
Healthcare: $88.6 Million
Communication Services: $69.6 Million
Energy: $48.5 Million
Other: $112 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$700M
$5.11 Million 0.19% of portfolio
171,252
Q3 2025 Reduced 0.91%
$0
$5.08 Million 0.19% of portfolio
109,686
Q3 2025 Reduced 13.53%
$269B
$5.21 Million 0.19% of portfolio
21,785
Q3 2025 Added 12.95%
$140B
$4.85 Million 0.18% of portfolio
19,306
Q3 2025 Added 3.62%
$65.2B
$4.83 Million 0.18% of portfolio
11,445
Q3 2025 Added 4.55%
$0
$4.76 Million 0.18% of portfolio
62,072
Q3 2025 Reduced 6.63%
$235B
$4.92 Million 0.18% of portfolio
58,598
Q3 2025 Added 2.25%
$15.3B
$4.94 Million 0.18% of portfolio
50,290
Q3 2025 Reduced 1.74%
$37.3B
$4.87 Million 0.18% of portfolio
15,828
Q3 2025 Added 8.37%
$0
$4.67 Million 0.17% of portfolio
14,324
Q3 2025 Reduced 2.42%
$204B
$4.62 Million 0.17% of portfolio
32,924
Q3 2025 Added 18.19%
$18.4B
$4.72 Million 0.17% of portfolio
9,172
Q3 2025 Reduced 15.56%
$89.7B
$4.29 Million 0.16% of portfolio
21,297
Q3 2025 Added 14.51%
$3.56B
$4.43 Million 0.16% of portfolio
47,307
Q3 2025 Added 1.51%
$0
$4.39 Million 0.16% of portfolio
48,253
Q3 2025 Reduced 2.08%
$22.7B
$4.26 Million 0.16% of portfolio
246,566
Q3 2025 Added 8.99%
$91.4B
$4.26 Million 0.16% of portfolio
27,478
Q3 2025 Added 28.29%
$0
$4.02 Million 0.15% of portfolio
40,365
Q3 2025 Reduced 16.72%
$0
$4 Million 0.15% of portfolio
12,507
Q3 2025 Reduced 3.41%
$112B
$4.03 Million 0.15% of portfolio
116,848
Q3 2025 Added 8.52%
$0
$4.04 Million 0.15% of portfolio
48,651
Q3 2025 Reduced 34.56%
$0
$4.02 Million 0.15% of portfolio
127,466
Q3 2025 Reduced 23.01%
$0
$4.06 Million 0.15% of portfolio
131,429
Q3 2025 Added 2.78%
$74.3B
$4.08 Million 0.15% of portfolio
20,310
Q3 2025 Added 10.02%
$0
$4.17 Million 0.15% of portfolio
97,538
Q3 2025 Reduced 11.99%
$128B
$3.77 Million 0.14% of portfolio
39,594
Q3 2025 Added 4.1%
$0
$3.75 Million 0.14% of portfolio
26,786
Q3 2025 Reduced 0.67%
$3.93B
$3.66 Million 0.14% of portfolio
285,776
Q3 2025 Added 4.7%
$7.32B
$3.74 Million 0.14% of portfolio
66,274
Q3 2025 Added 3.64%
$170B
$3.88 Million 0.14% of portfolio
26,828
Q3 2025 Added 0.42%
$4.4B
$3.77 Million 0.14% of portfolio
59,343
Q3 2025 Added 0.6%
$8.56B
$3.81 Million 0.14% of portfolio
134,440
Q3 2025 Added 3.21%
$0
$3.72 Million 0.14% of portfolio
71,121
Q3 2025 Added 37.95%
$72.9B
$3.84 Million 0.14% of portfolio
14,797
Q3 2025 Added 1.97%
$490B
$3.62 Million 0.13% of portfolio
32,086
Q3 2025 Reduced 7.39%
$113B
$3.47 Million 0.13% of portfolio
36,708
Q3 2025 Added 9.45%
$0
$3.51 Million 0.13% of portfolio
33,617
Q3 2025 Reduced 5.65%
$26.5B
$3.51 Million 0.13% of portfolio
24,497
Q3 2025 Added 9.67%
$0
$3.61 Million 0.13% of portfolio
51,129
Q3 2025 Added 14.13%
$72.4B
$3.41 Million 0.13% of portfolio
9,550
Q3 2025 Added 10.76%
$0
$3.42 Million 0.13% of portfolio
107,296
Q3 2025 Added 2.07%
$291B
$3.55 Million 0.13% of portfolio
7,439
Q3 2025 Added 28.3%
$659M
$3.24 Million 0.12% of portfolio
263,489
Q3 2025 Added 5.44%
$303B
$3.29 Million 0.12% of portfolio
21,154
Q3 2025 Reduced 2.11%
$413B
$3.33 Million 0.12% of portfolio
64,457
Q3 2025 Added 8.66%
$0
$3.19 Million 0.12% of portfolio
116,908
Q3 2025 Added 3.67%
$0
$3.35 Million 0.12% of portfolio
139,970
Q3 2025 Added 3.91%
$0
$3.3 Million 0.12% of portfolio
43,444
Q3 2025 Added 18.71%
$31.3B
$3.19 Million 0.12% of portfolio
287,938
Q3 2025 Added 3.98%

Summary

  • Portfolio
  • No. of Stocks 3,478
  • Current Value $2.7 Billion
  • Prior Value $2.44 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 421 stocks
  • Additional Purchases 1,517 stocks
  • Sold out of 11 stocks
  • Reduced holdings in 970 stocks
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