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Cosner Financial Group - Q4 2025 13F Filings

CO

Cosner Financial Group, LLC

CIK: 0001674627
Address: Colorado Fort Collins 628 Main Street
$196 M
Portfolio Value
37
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 01/30/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

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

Asset Allocation

Stocks/ETFs
+14.01%
$196 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Cosner Financial Group Q4 2025 Filing Summary

Cosner Financial Group, LLC filed its 13F report for Q4 2025 on January 30, 2026. The portfolio totaled 196 M reflecting a +5.38% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 79.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Cosner Financial Group’s Q4 2025 Filing

Cosner Financial Group submitted their Form 13F-HR for the Q4 2025 period on 01/30/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Cosner Financial Group reported a managed portfolio value of 196 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Cosner Financial Group bought or sold during Q4 2025, please visit Cosner Financial Group's Portfolio Analysis page.