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Home > Institutional Investor > Larson Financial Group Llc > Profile

Instuitional Investor - Larson Financial Group Llc

Fund Profile
Filing Period:
Fund Name: Larson Financial Group Llc
Portfolio Value $3,808,899,549
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 3,010,487 $264,561,573 6.95%
2.
Nvidia Corp
 NVDA 742,117 $148,490,115 3.9%
3.
Wisdomtree Tr
 1,451,061 $138,750,459 3.64%
4.
American Centy Etf Tr
 1,146,521 $135,346,821 3.55%
5.
Apple Inc.
 AAPL 446,809 $129,288,577 3.39%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.