Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1IMCGISHARES TR$21.5M11.83%273,465Added
2ITOTISHARES TR$19.9M10.91%139,444Trimmed
3USIGISHARES TR$18.7M10.28%365,167Added
4IVEISHARES TR$18.3M10.06%86,757Added
5IUSVISHARES TR$14.3M7.85%139,863Added
6IVVISHARES TR$14.0M7.67%21,367Added
7IWYISHARES TR$13.0M7.11%52,046Added
8IUSGISHARES TR$12.1M6.64%77,885Added
9AGGISHARES TR$10.6M5.81%106,589Trimmed
10IVWISHARES TR$8.5M4.70%75,582Added
11IDEVISHARES TR$5.1M2.81%61,138Trimmed
12CVXCHEVRON CORPORATION$4.3M2.38%20,977Trimmed
13IJHISHARES TR$2.6M1.43%38,501Trimmed
14IWMISHARES TR$2.5M1.36%10,019Trimmed
15LQDISHARES TR$1.7M0.95%15,861Hold
16GOVTISHARES TR$1.7M0.91%72,312Hold
17SLQDISHARES TR$1.6M0.90%32,565Hold
18VUGVANGUARD INDEX FDS$1.4M0.76%3,275Trimmed
19IEFISHARES TR$1.1M0.62%11,772Trimmed
20IJRISHARES TR$1.1M0.59%8,713Trimmed
21SUBISHARES TR$1.1M0.58%9,873Hold
22GCOWPACER FDS TR$964,3080.53%20,854Trimmed
23FBNDFIDELITY MERRIMACK STR TR$927,7370.51%20,336Trimmed
24HYGISHARES TR$704,2030.39%8,851Trimmed
25SPMOINVESCO EXCH TRADED FD TR II$684,3560.38%6,104Trimmed

Source: SEC Form 13F filings · as of 2026-03-31