Cosner Financial Group

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

  • Top 5 stock holdings are IMCG, IVE, USIG, ITOT, IUSV, and represent 51.20% of Cosner Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: IVE (+$10M), VUG, USIG, AGG, IWY, IMCG, SGOV, IUSG, VOO, V.
  • Started 3 new stock positions in VOO, SGOV, V.
  • Reduced shares in these 10 stocks: IVV (-$6.1M), ITOT (-$5.8M), IJR, SPMO, GE, EMXC, GEV, GCOW, JPME, FBND.
  • Cosner Financial Group was a net buyer of stock by $2.7M.
  • Cosner Financial Group has $195M in assets under management (AUM), dropping by 6.95%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 14.0 $27M 278k 98.33
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Ishares Tr S&p 500 Val Etf (IVE) 10.4 $20M +105% 179k 113.70
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Ishares Tr Usd Inv Grde Etf (USIG) 10.0 $20M +3% 380k 51.29
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Ishares Tr Core S&p Ttl Stk (ITOT) 8.8 $17M -25% 104k 164.27
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Ishares Tr Core S&p Us Vlu (IUSV) 8.0 $16M 141k 110.15
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Ishares Tr Rus Tp200 Gr Etf (IWY) 8.0 $16M +2% 54k 290.62
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Ishares Tr Core S&p Us Gwt (IUSG) 7.8 $15M 79k 191.13
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Ishares Tr Core Us Aggbd Et (AGG) 5.7 $11M +4% 112k 98.98
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Ishares Tr S&p 500 Grwt Etf (IVW) 5.4 $10M 76k 137.53
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Ishares Tr Core S&p500 Etf (IVV) 5.1 $9.9M -37% 13k 749.44
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Ishares Tr Core Msci Intl (IDEV) 2.9 $5.6M +2% 62k 89.01
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Chevron Corporation (CVX) 1.8 $3.5M 21k 165.76
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Ishares Tr Russell 2000 Etf (IWM) 1.6 $3.0M 10k 300.45
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Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $3.0M 38k 77.11
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.7M 16k 109.07
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Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $1.6M 72k 22.78
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Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.8 $1.6M 33k 50.37
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Vanguard Index Fds Growth Etf (VUG) 0.8 $1.5M +442% 18k 86.14
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Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M -12% 7.7k 148.31
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.1M 12k 94.57
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.1M 9.9k 106.47
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $907k 20k 45.49
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $866k -12% 5.4k 161.56
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Pacer Fds Tr Globl Cash Etf (GCOW) 0.4 $860k -4% 20k 43.30
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Ishares Msci Emrg Chn (EMXC) 0.4 $839k -6% 8.2k 102.30
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $721k -3% 5.8k 124.09
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $696k 8.7k 79.97
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Danaher Corporation (DHR) 0.3 $535k 2.8k 190.48
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Ge Aerospace Com New (GE) 0.2 $376k -14% 1.0k 373.81
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Wisdomtree Tr India Erngs Fd (EPI) 0.2 $342k 8.0k 42.78
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Newmont Mining Corporation (NEM) 0.2 $323k +40% 3.5k 93.40
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Ishares Tr 0-3 Mth Treasury (SGOV) 0.2 $320k NEW 3.2k 100.68
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Ge Vernova (GEV) 0.2 $296k -13% 252.00 1174.86
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Wal-Mart Stores (WMT) 0.1 $282k 2.5k 113.26
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $233k 1.6k 147.73
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $227k NEW 330.00 686.81
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Visa Com Cl A (V) 0.1 $220k NEW 640.00 343.09
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Past Filings by Cosner Financial Group

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