Cosner Financial Group

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

  • Top 5 stock holdings are IMCG, ITOT, USIG, IVE, IVW, and represent 51.78% of Cosner Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: USIG, AGG, IVW, IGLB, IVE, DHR, IDEV, VOO, WMT, IJH.
  • Started 3 new stock positions in DHR, WMT, VOO.
  • Reduced shares in these 10 stocks: AHR, ITOT, IMCG, IVV, IWY, IUSV, IUSG, LQD, IEF, SGOV.
  • Sold out of its position in AHR.
  • Cosner Financial Group was a net buyer of stock by $4.7M.
  • Cosner Financial Group has $186M in assets under management (AUM), dropping by 3.56%.
  • Central Index Key (CIK): 0001674627

Tip: Access up to 7 years of quarterly data

Positions held by Cosner Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Cosner Financial Group

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 11.9 $22M 269k 82.73
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 11.5 $21M -2% 147k 145.65
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 9.8 $18M +10% 348k 52.22
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 9.3 $17M +5% 84k 206.51
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 9.2 $17M +7% 72k 239.63
 View chart
Ishares Tr Core S&p500 Etf (IVV) 7.6 $14M -2% 21k 669.30
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 7.5 $14M 139k 99.95
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 6.9 $13M 78k 164.54
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $10M +14% 102k 100.25
 View chart
Ishares Tr 10+ Yr Invst Grd (IGLB) 4.0 $7.5M +16% 146k 51.54
 View chart
Ishares Tr Core Msci Intl (IDEV) 2.5 $4.6M +11% 57k 80.17
 View chart
Chevron Corporation (CVX) 2.1 $3.9M 25k 155.41
 View chart
Ishares Tr Russell 2000 Etf (IWM) 1.2 $2.3M +6% 9.5k 241.96
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 1.2 $2.2M +10% 34k 65.26
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.0 $1.9M 17k 111.47
 View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.9 $1.8M 35k 50.83
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.7M 75k 23.12
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.6M 3.3k 479.63
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.2M 12k 96.46
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $1.2M -17% 51k 23.22
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 9.1k 118.82
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 10k 106.78
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $900k 8.9k 100.70
 View chart
Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $868k 22k 39.62
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $737k 9.1k 81.19
 View chart
Ishares Msci Emrg Chn (EMXC) 0.3 $645k 9.6k 67.51
 View chart
Danaher Corporation (DHR) 0.3 $566k NEW 2.9k 198.26
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $428k 21k 20.52
 View chart
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $357k 8.1k 44.20
 View chart
Ge Aerospace Com New (GE) 0.2 $351k 1.2k 300.88
 View chart
Newmont Mining Corporation (NEM) 0.2 $291k 3.5k 84.31
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $274k +65% 3.5k 78.50
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $262k NEW 428.00 612.38
 View chart
Wal-Mart Stores (WMT) 0.1 $256k NEW 2.5k 103.06
 View chart
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $243k 2.2k 110.59
 View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.1 $219k 6.2k 35.22
 View chart
Visa Com Cl A (V) 0.1 $219k 640.00 341.38
 View chart

Past Filings by Cosner Financial Group

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