Cosner Financial Group 13F Portfolio Q4 2025

Cosner Financial Group, LLC (CIK: 0001674627) is a financial institution headquartered at 628 Main Street, , Fort Collins, Colorado 80550. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-12-31), the institution manages a portfolio valued at $195,996,100, comprising 37 distinct securities. Over its filing history, it has submitted 11 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q4 2025

1. SPMO Invesco S&P 500 Momentum ETF

+$876,910

2. ISHARES BROAD USD INVESTMENT

+$572,937.99

3. AGG iShares Core U.S. Aggregate Bond ETF

+$536,555.38

4. IVE iShares S&P 500 Value ETF

+$528,268.63

5. IVW iShares S&P 500 Growth ETF

+$493,655.97

Top Sells

Q4 2025

1. SGOV iShares 0-3 Month Treasury Bond ETF

−$899,647

2. IUSG iShares Core S&P U.S. Growth ETF

−$224,368.37

3. IJJ iShares S&P Mid-Cap 400 Value ETF

−$181,330.97

4. ISHARES 0-5 YR INV GRD CORP

−$110,475.33

5. ISHARES IBOXX INVESTMENT GRA

−$87,490.88

Stocks/ETFs

+14.01%

$196 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
iShares Core S&P Total U.S. Stock Market ETF ETF-ITOT	147,548	$21.94 M	11.19%	▲ 663	Add 0.5%
iShares Morningstar Mid-Cap Growth ETF ETF-IMCG	270,444	$21.59 M	11.02%	▲ 1,864	Add 0.7%
ISHARES BROAD USD INVESTMENT N/A	358,581	$18.56 M	9.47%	▲ 11,067	Add 3.2%
iShares S&P 500 Value ETF ETF-IVE	86,675	$18.38 M	9.38%	▲ 2,491	Add 3.0%
iShares Core S&P 500 ETF ETF-IVV	21,085	$14.44 M	7.37%	▼ 127	Reduce -0.6%
iShares Core S&P US Value ETF ETF-IUSV	139,518	$14.31 M	7.30%	▲ 865	Add 0.6%
iShares Russell Top 200 Growth ETF ETF-IWY	51,234	$14.19 M	7.24%	▲ 488	Add 1.0%
iShares Core S&P U.S. Growth ETF ETF-IUSG	76,762	$12.89 M	6.58%	▼ 1,336	Reduce -1.7%
iShares Core U.S. Aggregate Bond ETF ETF-AGG	106,970	$10.68 M	5.45%	▲ 5,372	Add 5.3%
iShares S&P 500 Growth ETF ETF-IVW	75,574	$9.32 M	4.75%	▲ 4,005	Add 5.6%

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Cosner Financial Group, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Cosner Financial Group, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 11 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Cosner Financial Group, LLC Quarterly 13F Statistics

Discover detailed insights into Cosner Financial Group, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Cosner Financial Group, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Cosner Financial Group, LLC. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Cosner Financial Group, LLC 13F Filings, Portfolio & Analysis

Cosner Financial Group, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2025)

Historical Portfolio Charts

Cosner Financial Group, LLC's Portfolio

Cosner Financial Group, LLC Quarterly 13F Statistics

Cosner Financial Group, LLC's All 13F Filings