Cosner Financial Group, LLC: 13F holdings

CIK 16746272026Q2

Positions37
Reported value$194.7m
Filed2026-08-10

Change since last quarter

Positions37 (+3 vs prior quarter)
Reported value$194.7m (+7.0%)

Top 10 holdings

SecuritySharesValueWeight
IMCG ISHARES TR277,581$27.3m14.0%
IVE ISHARES TR178,510$20.3m10.4%
USIG ISHARES TR379,687$19.5m10.0%
ITOT ISHARES TR104,050$17.1m8.8%
QQQE ISHARES TR141,107$15.5m8.0%
IWY ISHARES TR53,468$15.5m8.0%
IUSG ISHARES TR79,293$15.2m7.8%
AGG ISHARES TR111,674$11.1m5.7%
IWF ISHARES TR75,772$10.4m5.4%
IVV ISHARES TR13,270$9.9m5.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1674627")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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