Cosner Financial Group, LLC
All 13F Filings
- Location
- Windsor, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 195,996
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 37 | 195,996 | 13F-HR | Cosner Financial Group, LLC |
| Q3 2025 | 11/7/2025 | 37 | 185,984 | 13F-HR | Cosner Financial Group, LLC |
| Q2 2025 | 7/31/2025 | 35 | 179,593 | 13F-HR | Cosner Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.2 K | 53.7% | 2.015 K | 0 | 2.015 K |
| ETFs | 90.76 K | 46.3% | 8 K | 0 | 8 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
195,996
Holdings
37
QoQ value change ($000)
10,012
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.