account_balance

Investment manager · 13F filer · SEC CIK 1674627

Cosner Financial Group, LLC

Reported value$189Mas of Sep 30, 2026
Positions37 1 new, 1 sold out
Top 10 weight82.4%IVE alone is 16%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVE iShares Tr 16.0% Trimmed −50%
IMCG iShares Tr 12.7% Trimmed −5%
ITOT iShares Tr 9.2% Held
IWY iShares Tr 8.4% Held
IUSV iShares Tr 8.0% Trimmed −2%
IUSG iShares Tr 7.0% Trimmed −13%
AGG iShares Tr 6.0% Added +5%
IVW iShares Tr 5.9% Added +3%
IVV iShares Tr 5.3% Held
USIG iShares Tr 4.0% Trimmed −59%
IDEV iShares Tr 3.1% Added +5%
CVX Chevron Corp 2.2% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 10, 2026 filing
add_circleNew
arrow_upwardAdded
  • VOO +5233%
  • AGG +5%
  • IDEV +5%
  • IJH +4%
arrow_downwardTrimmed
  • USIG −59%
  • IVE −50%
  • IUSG −13%
  • SPMO −10%
remove_circleSold out
  • VUG $1.53M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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