Larson Financial Group LLC

Q1 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
3,631
Total value ($000)
$3,132,485
Net value change ($000)
+126,660 (4.2%)
New positions
369
Sold out positions
206
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SGOV 24,934 57986.0%
SPYM 18,964 10.4%
DGRW 15,916 17.5%
JPST 12,678 3284.5%
QGRO 10,698 12.1%
AMAT 8,132 25.9%
PRF 7,741 18.9%
FLQM 6,442 15.0%
PAB 5,531 18.8%
CGGE 5,005 11.6%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -13,214 -28.7%
VO -11,448 -21.2%
VOO -11,173 -15.4%
BMO -11,009 -99.9%
XLY -6,049 -83.7%
MSFT -5,662 -14.7%
FIXD -4,688 -46.7%
XLV -4,661 -79.7%
DIS -4,432 -75.8%
IEFA -4,004 -29.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 13,025 (0.4% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type