Larson Financial Group LLC

All 13F Filings

Location
St Louis, MO
Most recent 13F
Q2 2026
Holdings value ($000)
3,808,900
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/14/2026 3,772 3,808,900 13F-HR Larson Financial Group LLC
Q1 2026 5/15/2026 3,631 3,132,485 13F-HR Larson Financial Group LLC
Q4 2025 2/6/2026 3,453 3,005,825 13F-HR Larson Financial Group LLC
Q3 2025 11/14/2025 3,427 2,860,059 13F-HR Larson Financial Group LLC
Q2 2025 8/8/2025 3,278 2,498,435 13F-HR Larson Financial Group LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 17.56 K (0.5% of total reported value) · QoQ Δ: +4.538 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.959 M 51.7% 415.8 K 0 415.8 K
ETFs 1.737 M 45.8% 201.8 K 0 201.8 K
Debt 94.46 K 2.5% 54.15 K 0 54.15 K
Other 337 0.0% 101 0 101
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
3,808,900
Holdings
3772
QoQ value change ($000)
676,415 (21.6%)
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.