Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cosner Financial Group, LLC (CIK 1674627) reported $182.1M across 34 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IMCG ($21.5M, 11.83%), ITOT ($19.9M, 10.91%), USIG ($18.7M, 10.28%), IVE ($18.3M, 10.06%), IUSV ($14.3M, 7.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IMCG | ISHARES TR | $21.5M | 11.83% | 273,465 | Added |
| 2 | ITOT | ISHARES TR | $19.9M | 10.91% | 139,444 | Trimmed |
| 3 | USIG | ISHARES TR | $18.7M | 10.28% | 365,167 | Added |
| 4 | IVE | ISHARES TR | $18.3M | 10.06% | 86,757 | Added |
| 5 | IUSV | ISHARES TR | $14.3M | 7.85% | 139,863 | Added |
| 6 | IVV | ISHARES TR | $14.0M | 7.67% | 21,367 | Added |
| 7 | IWY | ISHARES TR | $13.0M | 7.11% | 52,046 | Added |
| 8 | IUSG | ISHARES TR | $12.1M | 6.64% | 77,885 | Added |
| 9 | AGG | ISHARES TR | $10.6M | 5.81% | 106,589 | Trimmed |
| 10 | IVW | ISHARES TR | $8.5M | 4.70% | 75,582 | Added |
| 11 | IDEV | ISHARES TR | $5.1M | 2.81% | 61,138 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION | $4.3M | 2.38% | 20,977 | Trimmed |
| 13 | IJH | ISHARES TR | $2.6M | 1.43% | 38,501 | Trimmed |
| 14 | IWM | ISHARES TR | $2.5M | 1.36% | 10,019 | Trimmed |
| 15 | LQD | ISHARES TR | $1.7M | 0.95% | 15,861 | Hold |
| 16 | GOVT | ISHARES TR | $1.7M | 0.91% | 72,312 | Hold |
| 17 | SLQD | ISHARES TR | $1.6M | 0.90% | 32,565 | Hold |
| 18 | VUG | VANGUARD INDEX FDS | $1.4M | 0.76% | 3,275 | Trimmed |
| 19 | IEF | ISHARES TR | $1.1M | 0.62% | 11,772 | Trimmed |
| 20 | IJR | ISHARES TR | $1.1M | 0.59% | 8,713 | Trimmed |
| 21 | SUB | ISHARES TR | $1.1M | 0.58% | 9,873 | Hold |
| 22 | GCOW | PACER FDS TR | $964,308 | 0.53% | 20,854 | Trimmed |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $927,737 | 0.51% | 20,336 | Trimmed |
| 24 | HYG | ISHARES TR | $704,203 | 0.39% | 8,851 | Trimmed |
| 25 | SPMO | INVESCO EXCH TRADED FD TR II | $684,356 | 0.38% | 6,104 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31