Institutional Fund
Cosner Financial Group, LLC
Windsor, COCIK 16746275 filings on record
Portfolio Value
$182.06M
Q1 2026
Holdings
34
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-7.1%
from $196.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.8%
- Ishares Tr10.9%
- Ishares Tr10.3%
- Ishares Tr10.1%
- Ishares Tr7.9%
- Ishares Tr7.7%
- Other41.4%
Portfolio Holdings
34 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 273.5K | $21.54M | 11.8% | +3.0K | Added |
| 2 | Ishares Tr | 139.4K | $19.86M | 10.9% | −8.1K | Reduced |
| 3 | Ishares Tr | 365.2K | $18.71M | 10.3% | +6.6K | Added |
| 4 | Ishares Tr | 86.8K | $18.32M | 10.1% | +82 | Added |
| 5 | Ishares Tr | 139.9K | $14.30M | 7.9% | +345 | Added |
| 6 | Ishares Tr | 21.4K | $13.96M | 7.7% | +282 | Added |
| 7 | Ishares Tr | 52.0K | $12.95M | 7.1% | +812 | Added |
| 8 | Ishares Tr | 77.9K | $12.08M | 6.6% | +1.1K | Added |
| 9 | Ishares Tr | 106.6K | $10.58M | 5.8% | −381 | Reduced |
| 10 | Ishares Tr | 75.6K | $8.55M | 4.7% | +8 | Added |
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