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, IUSV, and represent 50.93% of Cosner Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: USIG, GEV, IMCG, IWY, IVV, IUSG, IUSV, IVE, WMT, GE.
  • Started 1 new stock position in GEV.
  • Reduced shares in these 10 stocks: IGLB (-$7.5M), ITOT, CVX, VOO, IJS, , IWM, NEM, IDEV, SPMO.
  • Sold out of its positions in IJS, IGLB, VOO, V.
  • Cosner Financial Group was a net seller of stock by $-9.9M.
  • Cosner Financial Group has $182M in assets under management (AUM), dropping by -7.11%.
  • 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 34 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr MRGSTR MD CP GRW (IMCG) 11.8 $22M 274k 78.77
 View chart
Ishares Tr Core S&p Ttl Stk (ITOT) 10.9 $20M -5% 139k 142.43
 View chart
Ishares Tr Usd Inv Grde Etf (USIG) 10.3 $19M 365k 51.23
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 10.1 $18M 87k 211.15
 View chart
Ishares Tr Core S&p Us Vlu (IUSV) 7.9 $14M 140k 102.25
 View chart
Ishares Tr Core S&p500 Etf (IVV) 7.7 $14M 21k 653.22
 View chart
Ishares Tr Rus Tp200 Gr Etf (IWY) 7.1 $13M 52k 248.84
 View chart
Ishares Tr Core S&p Us Gwt (IUSG) 6.6 $12M 78k 155.11
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 5.8 $11M 107k 99.27
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 4.7 $8.5M 76k 113.11
 View chart
Ishares Tr Core Msci Intl (IDEV) 2.8 $5.1M -2% 61k 83.57
 View chart
Chevron Corporation (CVX) 2.4 $4.3M -15% 21k 206.90
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $2.6M -3% 39k 67.53
 View chart
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.5M -6% 10k 248.00
 View chart
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.9 $1.7M 16k 108.99
 View chart
Ishares Tr Us Treas Bd Etf (GOVT) 0.9 $1.7M 72k 22.91
 View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.9 $1.6M 33k 50.49
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.4M 3.3k 420.87
 View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.6 $1.1M -3% 12k 95.44
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M -3% 8.7k 124.31
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.1M 9.9k 106.50
 View chart
Pacer Fds Tr Globl Cash Etf (GCOW) 0.5 $964k -4% 21k 46.24
 View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $928k -4% 20k 45.62
 View chart
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $704k -4% 8.9k 79.56
 View chart
Ishares Msci Emrg Chn (EMXC) 0.4 $693k -7% 8.8k 78.66
 View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.4 $688k -3% 6.0k 114.53
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $684k -16% 6.1k 112.12
 View chart
Danaher Corporation (DHR) 0.3 $532k 2.8k 189.60
 View chart
Newmont Mining Corporation (NEM) 0.2 $375k -28% 2.5k 152.22
 View chart
Ge Aerospace Com New (GE) 0.2 $334k 1.2k 283.82
 View chart
Wisdomtree Tr India Erngs Fd (EPI) 0.2 $332k 8.1k 40.80
 View chart
Wal-Mart Stores (WMT) 0.2 $315k +2% 2.5k 124.28
 View chart
Ge Vernova (GEV) 0.1 $255k NEW 292.00 872.90
 View chart
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $209k -25% 1.6k 132.50
 View chart

Past Filings by Cosner Financial Group

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