Cosner Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, Cosner Financial Group, LLC held in its portfolio 37 assets valued at $195,996,100 (i.e. $196.00M).
The most valuable assets in the portfolio included: ISHARES TR ($21.94M), ISHARES TR ($21.59M), and ISHARES TR ($18.56M).
The chart below shows the top 10 valuable assets, and the table below shows the top 37 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cosner Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 147548 | 21938900 | CORE S&P TTL STK |
| ISHARES TR | 270444 | 21592273 | MRGSTR MD CP GRW |
| ISHARES TR | 358581 | 18563719 | USD INV GRDE ETF |
| ISHARES TR | 86675 | 18381246 | S&P 500 VAL ETF |
| ISHARES TR | 21085 | 14442197 | CORE S&P500 ETF |
| ISHARES TR | 139518 | 14306132 | CORE S&P US VLU |
| ISHARES TR | 51234 | 14188706 | RUS TP200 GR ETF |
| ISHARES TR | 76762 | 12891441 | CORE S&P US GWT |
| ISHARES TR | 106970 | 10684164 | CORE US AGGBD ET |
| ISHARES TR | 75574 | 9315245 | S&P 500 GRWT ETF |
| ISHARES TR | 149531 | 7542834 | 10+ YR INVST GRD |
| ISHARES TR | 62921 | 5189724 | CORE MSCI INTL |
| CHEVRON CORP NEW | 24943 | 3801563 | COM |
| ISHARES TR | 40039 | 2642574 | CORE S&P MCP ETF |
| ISHARES TR | 10659 | 2623844 | RUSSELL 2000 ETF |
| ISHARES TR | 15861 | 1747724 | IBOXX INV CP ETF |
| ISHARES TR | 72312 | 1664984 | US TREAS BD ETF |
| ISHARES TR | 32565 | 1651046 | 0-5YR INVT GR CP |
| VANGUARD INDEX FDS | 3326 | 1622399 | GROWTH ETF |
| ISHARES TR | 12199 | 1173095 | 7-10 YR TRSY BD |
| ISHARES TR | 9036 | 1085917 | CORE S&P SCP ETF |
| ISHARES TR | 9873 | 1053449 | SHRT NAT MUN ETF |
| FIDELITY MERRIMACK STR TR | 21281 | 979765 | TOTAL BD ETF |
| PACER FDS TR | 21916 | 903396 | GLOBL CASH ETF |
| INVESCO EXCH TRADED FD TR II | 7349 | 876910 | S&P 500 MOMNTM |
| ISHARES TR | 9230 | 744191 | IBOXX HI YD ETF |
| ISHARES INC | 9546 | 693814 | MSCI EMRG CHN |
| J P MORGAN EXCHANGE TRADED F | 6213 | 675051 | DIVERSFED RTRN |
| DANAHER CORPORATION | 2808 | 642807 | COM |
| WISDOMTREE TR | 8078 | 373947 | INDIA ERNGS FD |
| GE AEROSPACE | 1167 | 359538 | COM NEW |
| NEWMONT CORP | 3462 | 345681 | COM |
| ISHARES TR | 2112 | 277918 | S&P MC 400VL ETF |
| WALMART INC | 2484 | 276742 | COM |
| VANGUARD INDEX FDS | 428 | 268412 | S&P 500 ETF SHS |
| ISHARES TR | 2201 | 250298 | SP SMCP600VL ETF |
| VISA INC | 640 | 224454 | COM CL A |
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