Larson Financial Group LLC

Q2 2026 13F-HR Holdings

Location
St Louis, MO
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
3,772
Total value ($000)
$3,808,900
Net value change ($000)
+676,415 (21.6%)
New positions
325
Sold out positions
204
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 62,473 30.9%
AMAT 39,794 100.6%
QGRO 35,938 36.2%
DGRW 31,948 29.9%
CGGE 21,758 45.2%
NVDA 19,378 15.0%
AMD 19,370 156.5%
EQPT 17,025 NEW
LRCX 15,734 76.7%
AAPL 14,220 12.4%
Top Reduces (Value $000, Stocks/ETFs)
PAB -34,883 -99.7%
JPST -12,751 -97.6%
VOO -10,396 -16.9%
EFV -9,775 -58.2%
VO -8,675 -20.3%
IEFA -5,822 -62.0%
AVEM -5,759 -44.6%
BSJR -5,524 -25.7%
SHY -5,342 -84.7%
GLTR -3,705 -20.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 17,564 (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