Cosner Financial Group

Latest statistics and disclosures from Cosner Financial Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITOT, IMCG, USIG, IVE, IVV, and represent 48.43% of Cosner Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: SPMO, USIG, AGG, IVE, IVW, IDEV, IJH, IWM, IGLB, IMCG.
  • Started 1 new stock position in SPMO.
  • Reduced shares in these 10 stocks: SGOV, IUSG, IJJ, SLQD, LQD, IVV, GOVT, SUB, DHR, VUG.
  • Sold out of its position in SGOV.
  • Cosner Financial Group was a net buyer of stock by $3.1M.
  • Cosner Financial Group has $196M in assets under management (AUM), dropping by 5.38%.
  • Central Index Key (CIK): 0001674627

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Portfolio Holdings for Cosner Financial Group

Cosner Financial Group holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 11.2 $22M 148k 148.69
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Ishares Tr MRGSTR MD CP GRW (IMCG) 11.0 $22M 270k 79.84
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Ishares Tr Usd Inv Grde Etf (USIG) 9.5 $19M +3% 359k 51.77
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Ishares Tr S&p 500 Val Etf (IVE) 9.4 $18M +2% 87k 212.07
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Ishares Tr Core S&p500 Etf (IVV) 7.4 $14M 21k 684.95
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Ishares Tr Core S&p Us Vlu (IUSV) 7.3 $14M 140k 102.54
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Ishares Tr Rus Tp200 Gr Etf (IWY) 7.2 $14M 51k 276.94
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Ishares Tr Core S&p Us Gwt (IUSG) 6.6 $13M 77k 167.94
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Ishares Tr Core Us Aggbd Et (AGG) 5.5 $11M +5% 107k 99.88
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Ishares Tr S&p 500 Grwt Etf (IVW) 4.8 $9.3M +5% 76k 123.26
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Ishares Tr 10+ Yr Invst Grd (IGLB) 3.8 $7.5M +2% 150k 50.44
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Ishares Tr Core Msci Intl (IDEV) 2.6 $5.2M +10% 63k 82.48
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Chevron Corporation (CVX) 1.9 $3.8M 25k 152.41
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Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $2.6M +16% 40k 66.00
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Ishares Tr Russell 2000 Etf (IWM) 1.3 $2.6M +12% 11k 246.16
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.7M -4% 16k 110.19
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Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.7M -3% 72k 23.02
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.8 $1.7M -6% 33k 50.70
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Vanguard Index Fds Growth Etf (VUG) 0.8 $1.6M 3.3k 487.79
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.2M 12k 96.16
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 9.0k 120.18
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.1M 9.9k 106.70
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $980k +2% 21k 46.04
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $903k 22k 41.22
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $877k NEW 7.3k 119.32
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $744k 9.2k 80.63
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Ishares Msci Emrg Chn (EMXC) 0.4 $694k 9.5k 72.68
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.3 $675k 6.2k 108.65
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Danaher Corporation (DHR) 0.3 $643k 2.8k 228.92
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Wisdomtree Tr India Erngs Fd (EPI) 0.2 $374k 8.1k 46.29
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Ge Aerospace Com New (GE) 0.2 $360k 1.2k 308.09
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Newmont Mining Corporation (NEM) 0.2 $346k 3.5k 99.85
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $278k -39% 2.1k 131.59
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Wal-Mart Stores (WMT) 0.1 $277k 2.5k 111.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $268k 428.00 627.13
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $250k 2.2k 113.72
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Visa Com Cl A (V) 0.1 $225k 640.00 350.71
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Past Filings by Cosner Financial Group

SEC 13F filings are viewable for Cosner Financial Group going back to 2023