Home › Cosner Financial Group, LLC

Cosner Financial Group, LLC 13F holdings

Filed 2026-08-10 · Cosner Financial Group, LLC · 37 positions · $194.7M

View QoQ Changes Export CSV

Ticker	Company	Shares	Value	% of portfolio
IMCG	ISHARES TR	277.6K	$27.3M	14.0%
IVE	ISHARES TR	178.5K	$20.3M	10.4%
USIG	ISHARES TR	379.7K	$19.5M	10.0%
ITOT	ISHARES TR	104.0K	$17.1M	8.8%
IUSV	ISHARES TR	141.1K	$15.5M	8.0%
IWY	ISHARES TR	53.5K	$15.5M	8.0%
IUSG	ISHARES TR	79.3K	$15.2M	7.8%
AGG	ISHARES TR	111.7K	$11.1M	5.7%
IVW	ISHARES TR	75.8K	$10.4M	5.4%
IVV	ISHARES TR	13.3K	$9.9M	5.1%
IDEV	ISHARES TR	62.4K	$5.6M	2.9%
CVX	CHEVRON CORPORATION	20.9K	$3.5M	1.8%
IWM	ISHARES TR	10.1K	$3.0M	1.6%
IJH	ISHARES TR	38.4K	$3.0M	1.5%
LQD	ISHARES TR	15.9K	$1.7M	0.9%
GOVT	ISHARES TR	72.3K	$1.6M	0.8%
SLQD	ISHARES TR	32.6K	$1.6M	0.8%
VUG	VANGUARD INDEX FDS	17.8K	$1.5M	0.8%
IJR	ISHARES TR	7.7K	$1.1M	0.6%
IEF	ISHARES TR	11.8K	$1.1M	0.6%
SUB	ISHARES TR	9.9K	$1.1M	0.5%
FBND	FIDELITY MERRIMACK STR TR	19.9K	$906,723	0.5%
SPMO	INVESCO EXCH TRADED FD TR II	5.4K	$865,630	0.4%
GCOW	PACER FDS TR	19.9K	$860,328	0.4%
EMXC	ISHARES INC	8.2K	$839,182	0.4%
JPME	J P MORGAN EXCHANGE TRADED F	5.8K	$720,605	0.4%
HYG	ISHARES TR	8.7K	$695,671	0.4%
DHR	DANAHER CORP DEL	2.8K	$534,868	0.3%
GE	GE AEROSPACE	1.0K	$375,679	0.2%
EPI	WISDOMTREE TR	8.0K	$341,997	0.2%
NEM	NEWMONT CORP	3.5K	$322,604	0.2%
SGOV	ISHARES TR	3.2K	$319,654	0.2%
GEV	GE VERNOVA INC	252	$296,065	0.2%
WMT	WALMART INC	2.5K	$281,791	0.1%
IJJ	ISHARES TR	1.6K	$233,118	0.1%
VOO	VANGUARD INDEX FDS	330	$226,647	0.1%
V	VISA INC	640	$219,578	0.1%

Top Fund Holdings

13F

Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched

Person / Company

Value

{{ f.person }}{{ f.name }}

{{ f.value }}

Most widely held

Ticker

Company

Funds

{{ s.ticker }}

{{ s.name }}

{{ s.holders }}

› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}

Portfolio Value{{ activeFund.value }}

Positions{{ activeFund.positions }}

{{ activeFund.errorMsg }}

{{ activeFund.holdingsNoteText }}

{{ activeFund.holdingsViewNote }}

Holdings

Ticker

Company

{{ sortSharesLabel }}

{{ sortShareChgLabel }}

{{ sortValueLabel }}

{{ sortPctLabel }}

{{ sortPriorLabel }}

{{ sortFirstLabel }}

{{ sortPaidLabel }}

{{ sortNowLabel }}

{{ sortEstLabel }}

{{ h.ticker }}

{{ h.company }}

{{ h.shares }}

{{ h.shareChg }}

{{ h.value }}

{{ h.pct }}

{{ h.priorPct }}

{{ h.firstHeld }}

{{ h.estPaid }}

{{ h.priceNow }}

{{ h.estReturn }}

› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}

{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart

{{ stockSharesNote }}

{{ stockPageProgressText }}

{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund

{{ sortHoldersSharesLabel }}

{{ sortHoldersValueLabel }}

{{ sortHoldersPctLabel }}

{{ sortHoldersOwnLabel }}

{{ sr.fundName }}

{{ sr.shares }}

{{ sr.value }}

{{ sr.pct }}

{{ sr.ownership }}

No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.

› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

This quarter
Versus

{{ g.label }}

Ticker

Company

Shares

Value

{{ compareFromPctLabel }}

{{ compareToPctLabel }}

Change

{{ h.ticker }}

{{ h.company }}

{{ h.detail1 }}

{{ h.detail2 }}

{{ h.pct }}

{{ h.priorPct }}

{{ h.change }}

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Loading {{ quote.name }}