LF

Larson Financial Group LLC

13F
Larson Financial Group LLC
Last update 2026-05-15 3627 Stocks (369 new)
Value $3.13 Bil Turnover 10 %
Countries:
Top Holdings: SPYM(6.45%)NVDA(4.12%)AAPL(3.67%)DGRW(3.41%)QGRO(3.17%)
Summary Stock Picks Current Portfolio News
Larson Financial Group LLC Top Holdings of 2026-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYM
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
2,640,303
202,088.8
+15.66%
6.450
+0.87%
0.160
+12.96%
+6.91%
135,406.5
 
NVDA
NVIDIA Corp
740,323
129,112.4
+7.39%
4.120
+0.28%
0.000
+12.56%
+3.36%
4,663,269.1
Semiconductors
AAPL
Apple Inc
453,403
115,069.1
+7.09%
3.670
+0.24%
0.000
+12.32%
+4.58%
4,167,977.9
Hardware
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
1,215,864
106,801.5
+19.64%
3.410
+0.56%
0.700
+8.92%
+5.86%
16,373.2
 
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
946,484
99,409.2
+22.18%
3.170
+0.58%
4.900
+9.93%
+0.14%
2,044.2
 
VOO
Vanguard S&P 500 ETF
102,817
61,438.4
-11.20%
1.960
-0.27%
0.010
+12.66%
+6.88%
968,886.7
 
AMZN
Amazon.com Inc
248,311
51,715.8
+7.63%
1.650
+0.12%
0.000
+12.12%
+0.81%
2,503,071.8
Retail - Cyclical
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
Franklin U.S. Mid Cap Multifactor Index ETF
899,001
49,382.2
+17.79%
1.580
+0.24%
3.240
+6.07%
+3.23%
1,559.3
 
PRF
Invesco RAFI US 1000 ETF
1,022,402
48,594.8
+17.42%
1.550
+0.23%
0.560
+13.72%
+14.49%
9,627.2
 
CGGE
Capital Group Global Equity ETF
1,577,926
48,126.8
+15.74%
1.540
+0.21%
2.020
+14.24%
+8.54%
2,775.4
 

Larson Financial Group LLC's Historical Top Holdings Breakdowns

Larson Financial Group LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPYM
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
2026-03-31
Add
Add
+0.87%
●
74.38 ($79.99) 81.85
$85.76
7.21%
Add 15.66%
2,640,303
357,516
SGOV
iShares 0-3 Month Treasury Bond ETF
2026-03-31
Add
Add
+0.80%
●
100.37 ($100.52) 100.67
$100.65
0.13%
Add 57604.19%
248,128
247,698
QGRO
American Century U.S. Quality Growth ETF
American Century U.S. Quality Growth ETF
2026-03-31
Add
Add
+0.58%
●
101.49 ($110.73) 117.41
$114.68
3.57%
Add 22.18%
946,484
171,852
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2026-03-31
Add
Add
+0.56%
●
85.65 ($90.93) 93.64
$94.67
4.11%
Add 19.64%
1,215,864
199,582
JPST
JPMorgan Ultra-Short Income ETF
2026-03-31
Add
Add
+0.41%
●
50.52 ($50.64) 50.78
$50.57
-0.14%
Add 3286.67%
258,132
250,510
QQQ
INVESCO QQQ Trust
2026-03-31
Reduce
Reduce
-0.37%
●
558.28 ($607.5) 633.22
$706.52
16.30%
Reduce -24.11%
56,891
-18,071
FNGU
Bank of Montreal ZC SP ETN PERPETUAL USD
Bank of Montreal ZC SP ETN PERPETUAL USD
2026-03-31
Reduce
Reduce
-0.37%
●
13.73 ($20.29) 25.4
$23.97
18.14%
Reduce -99.85%
635
-435,600
VO
Vanguard Mid-Cap ETF
2026-03-31
Reduce
Reduce
-0.37%
●
70.23 ($74.3) 76.76
$79.99
7.66%
Reduce -20.33%
148,480
-37,888
NVDA
NVIDIA Corp
2026-03-31
Add
Add
+0.28%
●
165.17 ($183.46) 195.56
$192.53
4.94%
Add 7.39%
740,323
50,956
VOO
Vanguard S&P 500 ETF
2026-03-31
Reduce
Reduce
-0.27%
●
580.93 ($625.4) 639.7
$670.26
7.17%
Reduce -11.2%
102,817
-12,966

Larson Financial Group LLC Total Holding History ($B)

To

Larson Financial Group LLC's Asset Allocation

To

Larson Financial Group LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Larson Financial Group LLC's Hypothetical Growth since 2026-03-31

Larson Financial Group LLC's Yearly Returns

This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.

Year Portfolio % % Excess Gain %

Larson Financial Group LLC's Holdings Heat Map

Size field:

Larson Financial Group LLC's Holdings Bubble Chart

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