Larson Financial Group LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$3.1B
Holdings
3,595
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 2.28M shares)
6.5%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +157.9% (1.8k → 4.6k shares)
4.1%
03
$AAPL
APPLE INC
Q1 2026: Sold 93.6% (423.4k → 27.0k shares)
3.7%
04
$DGRW
WISDOMTREE TR
Q1 2026: Exited (was 1.02M shares)
3.4%
05
$QGRO
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 774.6k shares)
3.2%
06
$VOO
VANGUARD INDEX FDS
Q1 2026: Increased +126.1% (1.0k → 2.3k shares)
2.0%
07
$AMZN
AMAZON COM INC
Q1 2026: Sold 97.4% (461.4k → 12.1k shares)
1.7%
08
$FLQM
FRANKLIN TEMPLETON ETF TR
Q1 2026: Exited (was 763.2k shares)
1.6%
09
$PRF
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 870.7k shares)
1.6%
10
$CGGE
CAPITAL GROUP GLOBAL EQUITY
Q1 2026: Exited (was 1.36M shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.