Larson Financial Group LLC
Top Portfolio Positions
2,688 positions ·
$1,438,271,778 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
741,223 | $129,269,291 | 8.99% | |
| AAPL |
Apple Inc.
Technology
|
453,403 | $115,069,147 | 8.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
123,080 | $80,043,847 | 5.57% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
248,811 | $51,819,866 | 3.60% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
83,991 | $48,477,925 | 3.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
134,226 | $45,877,104 | 3.19% | |
| MSFT |
Microsoft Corp
Technology
|
88,625 | $32,806,316 | 2.28% | |
| AVGO |
Broadcom Inc.
Technology
|
102,344 | $31,676,491 | 2.20% | |
| LRCX |
Lam Research Corp
Technology
|
130,563 | $27,896,090 | 1.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
81,526 | $23,443,616 | 1.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JRI
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,362 | 2,875 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $36,153 | 2,675 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,853 | 2,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,861 | 2,675 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $34,373 | 2,675 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $32,222 | 2,675 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $14,443 | 1,064 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,858 | 1,064 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $12,531 | 1,064 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,310 | 800 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,436 | 800 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,072 | 800 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,829 | 500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,809 | 500 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $5,536 | 500 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,489 | 500 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,586 | 500 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,003 | 500 | Shares | Sole | 2022-02-03 | |
| No 13F history on record for this holder in this stock. | ||||||