Pensionmark Financial Group, LLC Portfolio Holdings
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,340
- Current Value $4.67 Billion
- Prior Value $4.23 Billion
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 153 stocks
- Additional Purchases 587 stocks
- Sold out of 0 stocks
- Reduced holdings in 420 stocks