Cosner Financial Group, LLC - Portfolio overview

Cosner Financial Group, LLC has 39 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Industrials.

Largest reported holdings by portfolio allocation

1. IMCG - ISHARES TR, 11.27%
2. ITOT - ISHARES TR, 10.39%
3. USIG - ISHARES TR, 9.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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