Larson Financial Group LLC
Top Portfolio Positions
2,691 positions ·
$1,462,875,864 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
741,223 | $129,269,291 | 8.84% | |
| AAPL |
Apple Inc.
Technology
|
453,403 | $115,069,147 | 7.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
123,080 | $80,043,847 | 5.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
248,811 | $51,819,866 | 3.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,991 | $48,477,925 | 3.31% | |
| AMAT |
Applied Materials Inc /De
Technology
|
134,226 | $45,877,104 | 3.14% | |
| MSFT |
Microsoft Corp
Technology
|
88,625 | $32,806,316 | 2.24% | |
| AVGO |
Broadcom Inc.
Technology
|
102,344 | $31,676,491 | 2.17% | |
| LRCX |
Lam Research Corp
Technology
|
130,563 | $27,896,090 | 1.91% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
51,254 | $24,560,916 | 1.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,550 | 2,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,909 | 172 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $111 | 4 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $292 | 8 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,899 | 45 | Shares | Sole | 2025-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||