Larson Financial Group LLC

Q3 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
3,427
Total value ($000)
$2,860,059
Net value change ($000)
+361,624 (14.5%)
New positions
416
Sold out positions
265
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/8/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 44,575 37.7%
AAPL 31,995 41.4%
DGRW 26,157 49.0%
QGRO 23,125 41.0%
BMO 15,479 NEW
NVDA 15,336 16.1%
CGGE 13,413 57.2%
PLTR 11,942 61.5%
AMAT 11,072 79.8%
LRCX 10,834 262.9%
Top Reduces (Value $000, Stocks/ETFs)
VOO -12,643 -13.8%
VO -11,774 -16.5%
QQQ -7,423 -13.8%
EFV -5,148 -18.9%
IEFA -4,834 -24.0%
FIXD -4,228 -32.3%
VBK -4,108 -28.8%
AVEM -3,400 -16.4%
SPAB -3,188 -33.0%
DFAI -3,129 -18.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 14,036 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type