Pensionmark Financial Group, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.67 Billion distributed in 2340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $187M, Vanguard Index Fds S&P 500 ETF with a value of $149M, Microsoft Corp with a value of $116M, Spdr Portfolio S&P 500 ETF (Ma with a value of $97M, and Ishares S&P 500 Growth ETF with a value of $88.1M.
Examining the 13F form we can see an increase of $446M in the current position value, from $4.23B to 4.67B.
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.
Portfolio value
$4.67 Billion
ETFs: $2.33 Billion
Technology: $710 Million
Financial Services: $412 Million
Healthcare: $245 Million
Consumer Cyclical: $222 Million
Communication Services: $215 Million
Industrials: $175 Million
Consumer Defensive: $169 Million
Other: $178 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
