§ 13F · FUND PROFILE
Cosner Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186M (13F)Positions · 37Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$255K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IMCG | ISHARES TR | 273K | $22M | 11.8% | +1% |
| 2 | ITOT | ISHARES TR | 139K | $20M | 10.9% | −5% |
| 3 | USIG | ISHARES TR | 365K | $19M | 10.3% | +2% |
| 4 | IVE | ISHARES TR | 87K | $18M | 10.1% | ±0% |
| 5 | IUSV | ISHARES TR | 140K | $14M | 7.9% | ±0% |
| 6 | IVV | ISHARES TR | 21K | $14M | 7.7% | +1% |
| 7 | IWY | ISHARES TR | 52K | $13M | 7.1% | +2% |
| 8 | IUSG | ISHARES TR | 78K | $12M | 6.6% | +1% |
| 9 | AGG | ISHARES TR | 107K | $11M | 5.8% | ±0% |
| 10 | IVW | ISHARES TR | 76K | $9M | 4.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COSNER SIGNAL
AC read
Cosner Financial Group, LLC is a Other fund managing $186 million in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed