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Asset Manager ← All Institutions

Larson Financial Group LLC

Q4 2025 · Filed 2026-02-06
Market Value
$3.0B
+5.0%
Holdings
3,544
+14
New Purchases
255
Added To
1,497
Closed
248
Reduced
974
Top 10 Concentration
29.4%
Turnover
14.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.31% 3.90% +0.42% $129M
SPLG 6.14% 5.73% +0.41% $183M
DGRW 3.05% 2.80% +0.25% $91M
BSJR 0.73% 0.54% +0.20% $22M
QGRO 2.97% 2.80% +0.18% $89M
AMAT 1.05% 0.88% +0.18% $31M
GOOGL 0.64% 0.48% +0.16% $19M
CGGE 1.45% 1.30% +0.15% $43M
XLV 0.20% 0.05% +0.14% $6M
GOOG 0.81% 0.67% +0.13% $24M
CAT 0.25% 0.12% +0.12% $7M
SPY 0.84% 0.72% +0.12% $25M
AMD 0.43% 0.32% +0.11% $13M
FLQM 1.44% 1.34% +0.10% $43M
PRF 1.37% 1.27% +0.10% $41M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PLTR 0.35% 1.10% -0.76% $10M
VOO 2.43% 2.78% -0.35% $73M
VO 1.81% 2.09% -0.28% $54M
MSFT 1.29% 1.49% -0.20% $38M
FNGU 0.37% 0.54% -0.18% $11M
GBTC 0.21% 0.31% -0.10% $6M
XLP 0.02% 0.12% -0.10% $542K
RLY 0.05% 0.14% -0.09% $1M
QQQ 1.54% 1.63% -0.09% $46M
EFV 0.69% 0.78% -0.09% $21M
IEFA 0.45% 0.54% -0.09% $13M
AVEM 0.53% 0.61% -0.08% $16M
VWO 0.65% 0.73% -0.08% $19M
XLY 0.24% 0.31% -0.07% $7M
META 0.33% 0.38% -0.05% $10M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $934M 31.3%
Large Cap 1,045 $1.3B 42.5%
Mid Cap 1,165 $425M 14.2%
Small Cap 979 $272M 9.1%
Micro Cap 275 $84M 2.8%

Portfolio Analytics

Avg Market Cap
$32.0B
Median Market Cap
$4.0B
Avg P/E
32.1
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,594
# ETFs / Funds
950

Top Holdings (3,544 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 6.14% 2,282,787 $183M $80.22 $20M +204,057 +9.8%
2 NVDA 4.31% 689,367 $129M $186.50 $18M +96,331 +16.2%
3 AAPL 3.86% 423,382 $115M $271.86 $6M -5,418 -1.3%
4 DGRW 3.05% 1,016,282 $91M $89.43 $11M +121,594 +13.6%
5 QGRO 2.97% 774,632 $89M $114.52 $9M +79,708 +11.5%
6 VOO 2.43% 115,783 $73M $627.13 -$6M -13,184 -10.2%
7 VO 1.81% 186,368 $54M $290.22 -$5M -15,921 -7.9%
8 AMZN 1.79% 230,702 $53M $230.82 $5M +12,101 +5.5%
9 QQQ 1.54% 74,962 $46M $614.31 -$376K -2,367 -3.1%
10 CGGE 1.45% 1,363,320 $43M $31.63 $6M +165,853 +13.8%
11 FLQM 1.44% 763,243 $43M $56.26 $5M +90,960 +13.5%
12 PRF 1.37% 870,722 $41M $46.92 $5M +70,996 +8.9%
13 MSFT 1.29% 79,542 $38M $483.62 -$4M -1,957 -2.4%
14 IQLT 1.13% 740,494 $34M $45.45 $4M +67,403 +10.0%
15 JBND 1.10% 608,573 $33M $54.07 $3M +61,408 +11.2%
16 AMAT 1.05% 122,269 $31M $256.99 $6M +388 +0.3%
17 AVGO 1.03% 89,110 $31M $346.10 $3M +3,863 +4.5%
18 FBND 1.01% 652,668 $30M $46.04 $2M +48,083 +8.0%
19 PAB 0.99% 689,207 $29M $42.75 $4M +93,805 +15.8%
20 SPY 0.84% 36,674 $25M $681.92 $5M +6,070 +19.8%
21 BRK-B 0.81% 48,058 $24M $502.65 $940K +1,878 +4.1%
22 GOOG 0.81% 76,627 $24M $313.80 $5M -1,851 -2.4%
23 XSHQ 0.80% 563,884 $24M $42.09 -$21K +11,764 +2.1%
24 JMUB 0.74% 435,288 $22M $50.50 $1M +28,878 +7.1%
25 BSJR 0.73% 965,131 $22M $22.61 $7M +294,837 +44.0%
26 INMU 0.73% 900,674 $22M $24.04 $2M +88,862 +10.9%
27 EMGF 0.71% 368,134 $21M $57.85 $2M +26,485 +7.8%
28 EFV 0.69% 288,048 $21M $71.41 -$2M -38,487 -11.8%
29 VWO 0.65% 357,866 $19M $53.76 -$1M -22,648 -6.0%
30 GOOGL 0.64% 61,301 $19M $313.00 $5M +4,882 +8.7%
31 PCEF 0.64% 953,156 $19M $19.88 $1M +60,706 +6.8%
32 MUNI 0.62% 352,308 $18M $52.41 $3M +51,284 +17.0%
33 INCM 0.62% 655,490 $18M $28.04 $3M +104,695 +19.0%
34 VOOG 0.62% 41,271 $18M $444.59 $266K -254 -0.6%
35 GLTR 0.61% 87,812 $18M $205.60 $3M -4,969 -5.4%
36 CGMU 0.60% 649,681 $18M $27.38 $3M +91,749 +16.4%
37 PYLD 0.57% 641,247 $17M $26.68 $2M +84,962 +15.3%
38 LRCX 0.57% 98,633 $17M $171.18 $2M -13,056 -11.7%
39 DFUS 0.56% 226,576 $17M $74.17 $175K -3,002 -1.3%
40 TSLA 0.55% 36,698 $17M $449.72 $68K -258 -0.7%
41 AVEM 0.53% 204,163 $16M $77.02 -$2M -27,205 -11.8%
42 LLY 0.50% 14,006 $15M $1,074.66 $2M -2,755 -16.4%
43 DFUV 0.50% 321,383 $15M $46.59 $371K -5,356 -1.6%
44 GLD 0.48% 36,051 $14M $396.31 $2M +693 +2.0%
45 DFAT 0.46% 229,914 $14M $59.54 -$410K -12,298 -5.1%
46 JPM 0.45% 42,051 $14M $322.22 $820K +1,695 +4.2%
47 ISCF 0.45% 326,298 $14M $41.48 $2M +44,029 +15.6%
48 DFAI 0.45% 354,263 $14M $38.11 -$232K -23,546 -6.2%
49 IEFA 0.45% 149,733 $13M $89.46 -$2M -25,123 -14.4%
50 AVDV 0.44% 140,194 $13M $93.97 $561K -1,475 -1.0%
51 XLK 0.44% 91,125 $13M $143.97 $735K +47,189 +107.4%
52 UCON 0.43% 513,565 $13M $25.17 -$694K -27,186 -5.0%
53 JEPI 0.43% 224,486 $13M $57.24 $894K +15,110 +7.2%
54 AMD 0.43% 59,949 $13M $214.16 $4M +4,269 +7.7%
55 SPYV 0.41% 216,610 $12M $56.81 -$105K -7,690 -3.4%
56 GE 0.41% 39,282 $12M $308.03 $169K -379 -1.0%
57 BSJQ 0.41% 517,592 $12M $23.34 -$732K -29,822 -5.5%
58 DFIS 0.40% 365,207 $12M $32.94 $289K -5,988 -1.6%
59 COST 0.38% 13,198 $11M $862.33 $1M +2,402 +22.2%
60 FNGU 0.37% 436,235 $11M $25.26 -$4M -94,580 -17.8%
61 SCHM 0.35% 346,685 $10M $30.07 $381K +7,828 +2.3%
62 PLTR 0.35% 58,458 $10M $177.75 -$21M -113,482 -66.0%
63 FIXD 0.34% 226,523 $10M $44.32 $1M +27,387 +13.8%
64 META 0.33% 15,034 $10M $660.10 -$1000K +159 +1.1%
65 IGSB 0.32% 181,287 $10M $52.88 -$163K -2,558 -1.4%
66 V 0.32% 26,906 $9M $350.71 $195K -163 -0.6%
67 FSTA 0.31% 188,161 $9M $49.19 $16K +2,772 +1.5%
68 VBK 0.31% 30,261 $9M $302.11 -$1M -3,819 -11.2%
69 MPWR 0.30% 9,985 $9M $906.40 -$22K +131 +1.3%
70 WWD 0.29% 29,025 $9M $302.32 $1M -1,317 -4.3%
71 IVV 0.27% 11,908 $8M $684.91 $289K +154 +1.3%
72 PH 0.27% 9,186 $8M $878.98 $896K -282 -3.0%
73 JEPQ 0.27% 137,415 $8M $58.12 $476K +6,839 +5.2%
74 FVD 0.27% 172,682 $8M $46.08 -$938K -19,688 -10.2%
75 SCHZ 0.26% 332,361 $8M $23.37 -$475K -18,815 -5.4%
76 DFAS 0.26% 110,869 $8M $69.67 -$466K -8,769 -7.3%
77 AVDE 0.25% 92,181 $8M $82.32 $210K -1,333 -1.4%
78 CAT 0.25% 12,915 $7M $572.86 $4M +5,476 +73.6%
79 XLY 0.24% 60,531 $7M $119.41 -$2M +23,471 +63.3%
80 FHLC 0.24% 94,829 $7M $74.28 $681K -323 -0.3%
81 SUB 0.23% 64,861 $7M $106.70 -$731K -6,801 -9.5%
82 WMB 0.23% 112,695 $7M $60.11 -$423K -916 -0.8%
83 SPTM 0.22% 80,704 $7M $82.50 -$336K -6,023 -6.9%
84 ABBV 0.22% 29,114 $7M $228.49 $573K +2,858 +10.9%
85 DFIV 0.22% 131,782 $7M $49.90 $448K -1,093 -0.8%
86 GBTC 0.21% 92,156 $6M $68.36 -$3M -7,359 -7.4%
87 WMT 0.21% 55,229 $6M $111.41 $153K -2,994 -5.1%
88 MRK 0.20% 56,740 $6M $105.26 $1M -1,858 -3.2%
89 BA 0.20% 27,283 $6M $217.12 $408K +1,728 +6.8%
90 SPAB 0.20% 228,835 $6M $25.75 -$591K -21,967 -8.8%
91 BSX 0.20% 61,716 $6M $95.35 -$427K -2,929 -4.5%
92 DGRO 0.20% 84,467 $6M $69.42 -$90K -2,983 -3.4%
93 DIS 0.20% 51,400 $6M $113.77 -$45K -66 -0.1%
94 XLV 0.20% 37,762 $6M $154.80 $4M +26,560 +237.1%
95 PHM 0.19% 49,465 $6M $117.26 -$148K +4,449 +9.9%
96 AVLV 0.19% 76,520 $6M $75.77 $255K -189 -0.2%
97 DFLV 0.19% 169,446 $6M $34.21 $16K -6,265 -3.6%
98 TMO 0.19% 9,965 $6M $579.43 $728K -440 -4.2%
99 IWM 0.19% 22,977 $6M $246.15 -$906K -4,144 -15.3%
100 VCSH 0.19% 70,725 $6M $79.73 -$602K -7,357 -9.4%

Options Breakdown

20 Calls $16M Call Value 8 Puts $10K Put Value 0.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 87,300 $12M
QQQ 27,400 $3M
IWM 11,800 $575K
NVDA 700 $26K
AVGO 400 $20K
SHOP 200 $20K
C 200 $12K
AMZN 500 $6K
INTC 200 $2K
CMCSA 400 $1K NEW

Top Puts

SymbolSharesValueStatus
AVGO 100 $3K
NVDA 200 $3K
PLTR 100 $3K
FDX 200 $307 NEW
CMCSA 400 $54 NEW
SPY $0 SOLD
VOO $0 SOLD
AMZN $0 SOLD

New Positions

SymbolValue% Port
KBA $266K 0.01%
BULZ $260K 0.01%
AKRE $246K 0.01%
Q $230K 0.01%
FDLO $205K 0.01%
BOW $156K 0.01%
ONEV $132K —%
FDD $119K —%
FLQL $115K —%
NWFL $114K —%
DFSI $109K —%
EUAD $107K —%
USPX $106K —%
TOTB.DE $77K —%
RPV $76K —%

Sold Out Positions

SymbolValue% Port
AHRT —%
UAMY —%
AAP —%
ARW —%
VOC —%
CODI —%
AMN —%
WD —%
XYF —%
TROX —%
NOAH —%
HY —%
ACEL —%
WMK —%
SMWB —%
View SEC EDGAR Filings for Larson Financial Group LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms