Larson Financial Group LLC

Est. AUM

$3.13B

13F long equity, this entity only

Positions

3,700

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$202.1M	2640303	6.45%	SOLE
2	NVIDIA CORPORATION	COM	$129.1M	740323	4.12%	SOLE
3	APPLE INC	COM	$115.1M	453403	3.67%	SOLE
4	WISDOMTREE TR	US QTLY DIV GRT	$106.8M	1215864	3.41%	SOLE
5	AMERICAN CENTY ETF TR	US QUALITY GROW	$99.4M	946484	3.17%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$61.4M	102817	1.96%	SOLE
7	AMAZON COM INC	COM	$51.7M	248311	1.65%	SOLE
8	FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$49.4M	899001	1.58%	SOLE
9	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$48.6M	1022402	1.55%	SOLE
10	CAPITAL GROUP GLOBAL EQUITY	SHS	$48.1M	1577926	1.54%	SOLE
11	VANGUARD INDEX FDS	MID CAP ETF	$42.6M	148480	1.36%	SOLE
12	APPLIED MATLS INC	COM	$39.6M	115726	1.26%	SOLE
13	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$39.0M	724578	1.24%	SOLE
14	ISHARES TR	MSCI INTL QUALTY	$37.8M	816596	1.21%	SOLE
15	PGIM ETF TR	ACTIVE AGGREGATE	$35.0M	826698	1.12%	SOLE
16	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$34.6M	758834	1.11%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$32.8M	56891	1.05%	SOLE
18	MICROSOFT CORP	COM	$32.8M	88625	1.05%	SOLE
19	BROADCOM INC	COM	$31.5M	101844	1.01%	SOLE
20	ISHARES TR	0-3 MNTH TREASRY	$25.0M	248128	0.80%	SOLE
21	STATE STR SPDR S&P 500 ETF T	TR UNIT	$24.9M	38280	0.79%	SOLE
22	ALPHABET INC	CAP STK CL C	$24.9M	86728	0.79%	SOLE
23	INVESCO EXCH TRADED FD TR II	S&P SMLCAP QTY	$24.8M	588608	0.79%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.6M	51254	0.78%	SOLE
25	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$24.0M	479135	0.76%	SOLE
26	ISHARES INC	EMNG MKTS EQT	$23.9M	395533	0.76%	SOLE
27	BLACKROCK ETF TRUST II	ISHARES INTERMED	$23.8M	994752	0.76%	SOLE
28	ALPHABET INC	CAP STK CL A	$23.2M	80526	0.74%	SOLE
29	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$22.9M	795484	0.73%	SOLE
30	INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$21.5M	1144037	0.69%	SOLE
31	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$21.5M	959603	0.69%	SOLE
32	PIMCO ETF TR	INTER MUN BD ACT	$21.4M	410236	0.68%	SOLE
33	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$20.6M	760381	0.66%	SOLE
34	LAM RESEARCH CORP	COM NEW	$20.5M	95963	0.65%	SOLE
35	PIMCO ETF TR	MULTISECTOR BD	$19.8M	756847	0.63%	SOLE
36	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$18.2M	82993	0.58%	SOLE
37	ISHARES TR	EAFE VALUE ETF	$16.8M	225781	0.54%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$16.5M	305366	0.53%	SOLE
39	ISHARES TR	INTERNATIONAL SL	$16.0M	383573	0.51%	SOLE
40	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$16.0M	39154	0.51%	SOLE
41	ELI LILLY & CO	COM	$15.6M	17014	0.50%	SOLE
42	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$15.6M	220416	0.50%	SOLE
43	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$15.5M	319918	0.49%	SOLE
44	TESLA INC	COM	$14.8M	39816	0.47%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$14.7M	14766	0.47%	SOLE
46	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.8M	243931	0.44%	SOLE
47	JPMORGAN CHASE & CO	COM	$13.7M	46619	0.44%	SOLE
48	DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.4M	214991	0.43%	SOLE
49	META PLATFORMS INC	CL A	$13.4M	23403	0.43%	SOLE
50	AMERICAN CENTY ETF TR	INTL SMCP VLU	$13.3M	133419	0.43%	SOLE

1–50 of 3,631

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.