Funds › Larson Financial Group LLC
Larson Financial Group LLC
13F for Q3 2026, filed Nov 5, 2026. 3,811 positions worth $4.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 5, 2026
Reported value
$4.1B
+$301.5M (7.9%) vs Q2 2026
Positions
3,811
3,710 in Q2 2026
Top 10 share
30.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust St Str P500ETF | 3.20M | $287.6M | 7.0% | +6.4% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 787,217 | $179.8M | 4.4% | +6.1% | 13F ↗ |
| 3 | AAPL Apple Inc. | 495,237 | $164.9M | 4.0% | +10.8% | 13F ↗ |
| 4 | Wisdomtree Tr Us Qtly Div Grt | 1.52M | $147.9M | 3.6% | +4.8% | 13F ↗ |
| 5 | American Centy ETF Tr Us Quality Grow | 1.21M | $142.3M | 3.5% | +5.9% | 13F ↗ |
| 6 | Capital Group Global Equity | 2.15M | $74.8M | 1.8% | +8.3% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 276,541 | $68.9M | 1.7% | +9.8% | 13F ↗ |
| 8 | Franklin Templeton ETF Tr Us Mid Cp Mltfct | 1.09M | $62.4M | 1.5% | +4.4% | 13F ↗ |
| 9 | Invesco Exchange Traded Fd T Rafi Us 1000 Etf | 1.14M | $62.3M | 1.5% | +1.8% | 13F ↗ |
| 10 | AMAT Applied Materials, Inc. | 113,616 | $58.1M | 1.4% | +3.5% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 99,890 | $51.2M | 1.2% | +18.2% | 13F ↗ |
| 12 | iShares Tr Msci Intl Qualty | 995,656 | $49.3M | 1.2% | +5.3% | 13F ↗ |
| 13 | J P Morgan Exchange Traded F Active Bond Etf | 937,881 | $47.9M | 1.2% | +7.5% | 13F ↗ |
| 14 | Vanguard Index Fds S&P 500 Etf Shs | 67,612 | $47.4M | 1.2% | -9.0% | 13F ↗ |
| 15 | Capital Grp Fixed Incm ETF T Core Bond Etf | 1.82M | $45.6M | 1.1% | +9.5% | 13F ↗ |
| 16 | AMD Advanced Micro Devices, Inc. | 74,276 | $45.4M | 1.1% | +35.9% | 13F ↗ |
| 17 | AVGO Broadcom Inc. | 123,759 | $43.5M | 1.1% | +18.4% | 13F ↗ |
| 18 | Fidelity Merrimack Str Tr Total Bd Etf | 953,256 | $41.3M | 1.0% | +4.5% | 13F ↗ |
| 19 | iShares Tr 0-3 Mth Treasury | 391,291 | $39.4M | 1.0% | +10.0% | 13F ↗ |
| 20 | Invesco Qqq Tr | 49,555 | $36.7M | 0.9% | +5.7% | 13F ↗ |
| 21 | GOOGL Alphabet Inc. Class A | 106,187 | $36.5M | 0.9% | +17.9% | 13F ↗ |
| 22 | Franklin Templeton ETF Tr Income Focus Etf | 1.19M | $33.8M | 0.8% | +10.6% | 13F ↗ |
| 23 | LLY Eli Lilly and Company | 28,851 | $33.4M | 0.8% | +32.2% | 13F ↗ |
| 24 | GOOG Alphabet Inc. Class C | 96,298 | $32.8M | 0.8% | +9.9% | 13F ↗ |
| 25 | iShares Inc Emng Mkts Eqt | 458,030 | $32.8M | 0.8% | +4.7% | 13F ↗ |
| 26 | BRK-B Berkshire Hathaway Inc. Class B | 62,101 | $30.9M | 0.8% | +12.9% | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Mid Cap | 384,356 | $30.1M | 0.7% | -8.8% | 13F ↗ |
| 28 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 39,511 | $30.1M | 0.7% | +2.5% | 13F ↗ |
| 29 | Invesco Exch Traded Fd Tr II Cef Inm Compsi | 1.55M | $30.0M | 0.7% | +6.0% | 13F ↗ |
| 30 | BlackRock ETF Trust II Ishar Inter Etf | 1.26M | $28.8M | 0.7% | +11.1% | 13F ↗ |
| 31 | J P Morgan Exchange Traded F Municipal Etf | 586,124 | $27.9M | 0.7% | +9.0% | 13F ↗ |
| 32 | LRCX Lam Research Corporation | 84,069 | $27.6M | 0.7% | +0.5% | 13F ↗ |
| 33 | Pimco ETF Tr Etf | 548,718 | $27.3M | 0.7% | +12.4% | 13F ↗ |
| 34 | Capital Grp Fixed Incm ETF T Mun Inm Etf | 1.04M | $26.9M | 0.7% | +13.1% | 13F ↗ |
| 35 | Invesco Exch Traded Fd Tr II Exchange Traded Fund | 561,954 | $25.2M | 0.6% | -1.5% | 13F ↗ |
| 36 | Pimco ETF Tr Multisector Bd | 977,934 | $24.8M | 0.6% | +7.5% | 13F ↗ |
| 37 | iShares Tr International Sl | 548,116 | $24.5M | 0.6% | +9.6% | 13F ↗ |
| 38 | META Meta Platforms, Inc. | 33,554 | $24.3M | 0.6% | +38.5% | 13F ↗ |
| 39 | Proshares Tr Ultrapro Qqq | 273,826 | $21.4M | 0.5% | +364% | 13F ↗ |
| 40 | Select Sector Spdr Tr St Str Techn Etf | 102,335 | $20.0M | 0.5% | -2.9% | 13F ↗ |
| 41 | Vanguard Admiral Fds Inc 500 Grth Idx F | 230,616 | $19.7M | 0.5% | +0.3% | 13F ↗ |
| 42 | PLTR Palantir Technologies Inc. | 99,422 | $18.6M | 0.5% | +12.2% | 13F ↗ |
| 43 | TSLA Tesla, Inc. | 52,146 | $18.5M | 0.5% | +5.2% | 13F ↗ |
| 44 | Dimensional ETF Trust Us Equi Mark Etf | 212,565 | $17.6M | 0.4% | -0.6% | 13F ↗ |
| 45 | JPM JPMorgan Chase & Co. | 53,157 | $17.6M | 0.4% | +7.0% | 13F ↗ |
| 46 | Dimensional ETF Trust Us Mktwide Value | 310,039 | $17.1M | 0.4% | -1.2% | 13F ↗ |
| 47 | GSAT Globalstar, Inc. | 199,689 | $16.6M | 0.4% | +221777% | 13F ↗ |
| 48 | GLD SPDR Gold Shares · Gold Shs | 43,153 | $16.4M | 0.4% | +2.2% | 13F ↗ |
| 49 | COST Costco Wholesale Corporation | 17,554 | $16.0M | 0.4% | -1.4% | 13F ↗ |
| 50 | Schwab Strategic Tr Govt Mone Ma Etf | 150,466 | $15.2M | 0.4% | +55423% | 13F ↗ |
Showing the top 50 of 3,811 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
290 new, 1,919 added to, 885 trimmed, 189 exited, 727 unchanged. By estimated dollars.
New positions (290)
| XOM ExxonMobil Holdings Corporation | 57,972 | New | $9.4M |
| J P Morgan Exchange Traded F Jpmorgan Intl Vl | 51,673 | New | $4.9M |
| Fidelity Merrimack Str Tr | 87,938 | New | $4.4M |
| OKE ONEOK, Inc. | 48,209 | New | $4.1M |
| DGII Digi International Inc. | 13,500 | New | $1.0M |
| J P Morgan Exchange Traded F Equity Prem Yeld | 13,888 | New | $764.3K |
| Kraneshares Trust Sse Star Mrkt 50 | 34,226 | New | $759.8K |
| GCTS GCT Semiconductor Holding, Inc. | 330,000 | New | $699.6K |
| Victory Portfolios II Etf | 9,196 | New | $470.8K |
| Im Global Partner Funds Imgp Dbi Man Etf | 13,015 | New | $423.4K |
Added to (1,919)
| Spdr Series Trust St Str P500ETF | 3.20M | +6.4% | $17.4M |
| Proshares Tr Ultrapro Qqq | 273,826 | +364% | $16.8M |
| GSAT Globalstar, Inc. | 199,689 | +221777% | $16.5M |
| AAPL Apple Inc. | 495,237 | +10.8% | $16.1M |
| Schwab Strategic Tr Govt Mone Ma Etf | 150,466 | +55423% | $15.1M |
| AMD Advanced Micro Devices, Inc. | 74,276 | +35.9% | $12.0M |
| NVDA NVIDIA Corporation | 787,217 | +6.1% | $10.3M |
| LLY Eli Lilly and Company | 28,851 | +32.2% | $8.1M |
| MSFT Microsoft Corporation | 99,890 | +18.2% | $7.9M |
| American Centy ETF Tr Us Quality Grow | 1.21M | +5.9% | $7.9M |
Trimmed (885)
| Vanguard Index Fds S&P 500 Etf Shs | 67,612 | -9.0% | -$4.7M |
| Ssga Active ETF Tr St Str Real Etf | 25,408 | -82.7% | -$4.4M |
| TMUS T-Mobile US, Inc. | 5,183 | -79.1% | -$3.2M |
| Select Sector Spdr Tr St Str Finl Etf | 28,094 | -67.0% | -$3.0M |
| BULZ Bank of Montreal · Nt Lkd 41 | 2,000 | -97.1% | -$2.9M |
| Vanguard Index Fds Mrngstr Mid Cap | 384,356 | -8.8% | -$2.9M |
| LOW Lowe's Companies, Inc. | 7,888 | -65.1% | -$2.7M |
| SHAK Shake Shack, Inc. | 2,684 | -94.3% | -$2.6M |
| AON Aon plc | 948 | -90.3% | -$2.4M |
| iShares Tr Eafe Value Etf | 62,599 | -31.7% | -$2.3M |
Exited (189)
| Exxon Mobil Corp | 57,736 | Exited | -$7.9M |
| Oneok Inc | 45,413 | Exited | -$3.9M |
| Whitestone REIT | 64,440 | Exited | -$1.2M |
| Sila Realty Trust Inc | 15,298 | Exited | -$464.4K |
| Select Med Holdings Corp | 21,608 | Exited | -$356.8K |
| Marex Group plc | 5,409 | Exited | -$329.7K |
| Electronic Arts Inc | 1,529 | Exited | -$313.4K |
| WYFI WhiteFiber, Inc. | 7,790 | Exited | -$302.6K |
| Liberty Broadband Corp | 6,761 | Exited | -$224.9K |
| Invesco Actively Managed Exc Ultra Shrt Dur | 3,000 | Exited | -$150.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 5, 2026 | 13F-HR | 3,865 | $4.1B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 3,772 | $3.8B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 3,631 | $3.1B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 3,453 | $3.0B | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 3,427 | $2.9B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 3,278 | $2.5B | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 3,066 | $2.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer