§ 13F · FUND PROFILE
Cosner Financial Group, LLC.
AUM · $195M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$766K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IMCG | ISHARES TR | 278K | $27M | 14.0% | +2% |
| 2 | IVE | ISHARES TR | 179K | $20M | 10.4% | +106% |
| 3 | USIG | ISHARES TR | 380K | $19M | 10.0% | +4% |
| 4 | ITOT | ISHARES TR | 104K | $17M | 8.8% | −25% |
| 5 | IUSV | ISHARES TR | 141K | $16M | 8.0% | +1% |
| 6 | IWY | ISHARES TR | 53K | $16M | 8.0% | +3% |
| 7 | IUSG | ISHARES TR | 79K | $15M | 7.8% | +2% |
| 8 | AGG | ISHARES TR | 112K | $11M | 5.7% | +5% |
| 9 | IVW | ISHARES TR | 76K | $10M | 5.4% | ±0% |
| 10 | IVV | ISHARES TR | 13K | $10M | 5.1% | −38% |
§ 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 $195 million in assets. The fund runs a portfolio of 37 positions.
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