Larson Financial Group LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001731061
Type: FundHoldings: 3,045Value: $1.9BLatest: 2025Q1

Larson Financial Group LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 3045 holdings worth $1.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
3,045
Total Value
1933572437
Accession Number
0001104659-25-043932
Form Type
13F-HR
Manager Name
Larson-Financial-Group
Data Enrichment
77% identified
2,341 identified704 unidentified

Holdings

3,045 positions • $1.9B total value
Manager:
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Page 1 of 153
922908363
Shares:290.0K
Value:$149.0M
% of Portfolio:7.7% ($149.0M/$1.9B)
922908629
Shares:305.8K
Value:$79.1M
% of Portfolio:4.1% ($79.1M/$1.9B)
INVESCO QQQ TRUST, SERIES 1
Shares:117.9K
Value:$55.3M
% of Portfolio:2.9% ($55.3M/$1.9B)
464288877
Shares:762.4K
Value:$44.9M
% of Portfolio:2.3% ($44.9M/$1.9B)
922042858
Shares:798.6K
Value:$36.1M
% of Portfolio:1.9% ($36.1M/$1.9B)
46432F842
Shares:473.2K
Value:$35.8M
% of Portfolio:1.9% ($35.8M/$1.9B)
AMAZON COM INC
Shares:184.7K
Value:$35.1M
% of Portfolio:1.8% ($35.1M/$1.9B)
78464A854
Shares:469.6K
Value:$30.9M
% of Portfolio:1.6% ($30.9M/$1.9B)
33734H106
Shares:597.9K
Value:$26.7M
% of Portfolio:1.4% ($26.7M/$1.9B)
33740F805
Shares:585.5K
Value:$25.7M
% of Portfolio:1.3% ($25.7M/$1.9B)
MICROSOFT CORP
Shares:62.1K
Value:$23.3M
% of Portfolio:1.2% ($23.3M/$1.9B)
025072604
Shares:378.5K
Value:$22.8M
% of Portfolio:1.2% ($22.8M/$1.9B)
464287655
Shares:109.0K
Value:$21.7M
% of Portfolio:1.1% ($21.7M/$1.9B)
BERKSHIRE HATHAWAY INC
Shares:35.7K
Value:$19.0M
% of Portfolio:1.0% ($19.0M/$1.9B)
025072307
Shares:194.7K
Value:$18.2M
% of Portfolio:0.9% ($18.2M/$1.9B)
464288158
Shares:172.7K
Value:$18.2M
% of Portfolio:0.9% ($18.2M/$1.9B)
33740F888
Shares:733.5K
Value:$18.2M
% of Portfolio:0.9% ($18.2M/$1.9B)
922908595
Shares:72.1K
Value:$18.1M
% of Portfolio:0.9% ($18.1M/$1.9B)
97717X669
Shares:223.9K
Value:$17.9M
% of Portfolio:0.9% ($17.9M/$1.9B)
25434V203
Shares:561.6K
Value:$17.5M
% of Portfolio:0.9% ($17.5M/$1.9B)