Cosner Financial Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001674627 · WINDSOR, CO

As of Sep 30, 2025, Cosner Financial Group, LLC reported 37 positions worth 86.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES MORNINGSTAR MID-CAP GROWTH ETF	IMCG	—	268,580	$22.2M	11.95%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	146,885	$21.4M	11.50%
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	USIG	—	347,514	8.1M	9.76%
ISHARES S&P 500 VALUE ETF	IVE	—	84,184	7.4M	9.35%
ISHARES S&P 500 GROWTH ETF	IVW	—	71,569	7.2M	9.22%
ISHARES CORE S&P 500 ETF	IVV	—	21,212	4.2M	7.63%
ISHARES CORE S&P US VALUE ETF	IUSV	—	138,653	3.9M	7.45%
ISHARES CORE S&P US GROWTH ETF	IUSG	—	78,098	2.9M	6.91%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	101,598	0.2M	5.48%
ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF	IGLB	—	145,684	$7.5M	4.04%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	IDEV	—	57,118	$4.6M	2.46%
CHEVRON CORP	CHV	Energy	24,943	$3.9M	2.08%
ISHARES RUSSELL 2000 ETF	IWM	—	9,514	$2.3M	1.24%
ISHARES CORE S&P MID-CAP ETF	IJH	—	34,384	$2.2M	1.21%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	LQD	—	16,655	.9M	1.00%
Ishares Tr	—	—	34,744	.8M	0.95%
ISHARES US TREASURY BOND ETF	GOVT	—	74,842	.7M	0.93%
VANGUARD GROWTH INDEX FUND	VUG	—	3,346	.6M	0.86%
ISHARES 7-10 YEAR TREASURY BOND ETF	IEF	—	12,295	.2M	0.64%
ISHARES RUSSELL TOP 200 GROWTH ETF	IWY	—	50,746	.2M	0.63%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	9,117	.1M	0.58%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SUB	—	9,977	.1M	0.57%
ISHARES 0-3 MONTH TREASURY BOND ETF	SGOV	—	8,934	$899.6K	0.48%
PACER GLOBAL CASH COWS DIVIDEND ETF	GCOW	—	21,908	$868.0K	0.47%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	HYG	—	9,081	$737.3K	0.40%