Cosner Financial Group, LLC

CIK 0001674627 · WINDSOR, CO · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Cosner Financial Group, LLC reported 37 positions worth $194.7M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IMCG (14.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$194.7M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.1%
Est. Net Flow (Q)
2026 Q2
10 / 37 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IMCGISHARES TRSH$27.3M14.02%277,581
2IVEISHARES TRSH$20.3M10.42%178,510
3USIGISHARES TRSH$19.5M10.00%379,687
4ITOTISHARES TRSH$17.1M8.78%104,050
5IUSVISHARES TRSH$15.5M7.98%141,107
6IWYISHARES TRSH$15.5M7.98%53,468
7IUSGISHARES TRSH$15.2M7.78%79,293
8AGGISHARES TRSH$11.1M5.68%111,674
9IVWISHARES TRSH$10.4M5.35%75,772
10IVVISHARES TRSH$9.9M5.11%13,270

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Cosner Financial Group, LLC hold as of Q2 2026?

Cosner Financial Group, LLC reported 37 positions worth $194.7M in its Q2 2026 13F filing. Largest positions: IMCG (14.0%), IVE (10.4%), USIG (10.0%), ITOT (8.8%) and IUSV (8.0%).

What did Cosner Financial Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Cosner Financial Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.