Cosner Financial Group, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists a total of 37 positions held by the firm, managed from its office in Windsor, Colorado.
The largest holding in the portfolio is Chevron Corporation, which the firm owns 4,167,435 shares. The firm also holds significant positions in Danaher Corp, with 280,812 shares, and Fidelity Merrimack Strategic Total Bond ETF, with 20,684 shares. Other notable individual stock positions include GE Aerospace (1,005 shares) and GE Vernova (252 shares).
The majority of the portfolio is allocated to exchange-traded funds (ETFs). The firm holds 16 different iShares ETFs, including the iShares Core S&P 500 ETF with 104,437 shares, the iShares Core S&P US Value ETF with 137,669 shares, and the iShares Core S&P US Growth ETF with 68,735 shares. Other major ETF holdings include the iShares Core MSCI International ETF (65,694 shares) and the iShares Core S&P 500 ETF (131,118 shares). The filing also lists positions in the Pacer Global Cash ETF (19,606 shares), the WisdomTree India Earnings Fund (7,973 shares), and the UnitedHealth Group Inc. (705 shares).
