Larson Financial Group LLC

Q4 2025 13F-HR Holdings

Location
St Louis, MO
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
3,453
Total value ($000)
$3,005,825
Net value change ($000)
+145,766 (5.1%)
New positions
294
Sold out positions
266
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 20,277 12.5%
NVDA 17,918 16.2%
DGRW 11,295 14.2%
QGRO 9,212 11.6%
BSJR 6,584 43.2%
AMAT 6,468 25.9%
CGGE 6,252 17.0%
AAPL 5,916 5.4%
GOOGL 5,472 39.9%
AMZN 5,253 10.9%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -20,974 -66.9%
VOO -6,366 -8.1%
VO -5,332 -9.0%
BMO -4,460 -28.8%
MSFT -3,745 -8.9%
XLP -2,863 -84.1%
GBTC -2,633 -29.5%
RLY -2,617 -64.5%
IEFA -1,872 -12.3%
AVEM -1,653 -9.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 15,633 (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