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Filers›Hedge Fund›Cosner Financial Group, LLC
DOSSIER · 13F-HR · Q1 2026

Cosner Financial Group, LLC

Cosner Financial's hedge fund based in San Francisco, CA — $182M in tracked AUM across 34 positions as of Q1 2026.

CF
Cosner Financial·San Francisco, CA·Hedge Fund
CIK 0001674627 · last filed Mar 31, 2026
Total AUM
$182M
▲ 4.4%
vs prior
Holdings
34
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Cosner Financial Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IMCG
ISHARES TR
$22M273K11.8%
02
ITOT
ISHARES TR
$20M139K10.9%
03
USIG
ISHARES TR
$19M365K10.3%
04
IVE
ISHARES TR
$18M87K10.1%
05
IUSV
ISHARES TR
$14M140K7.9%
06
IVV
ISHARES TR
$14M21K7.7%
07
IWY
ISHARES TR
$13M52K7.1%
08
IUSG
ISHARES TR
$12M78K6.6%
09
AGG
ISHARES TR
$11M107K5.8%
10
IVW
ISHARES TR
$9M76K4.7%

Filing history

Filing history loading…
AI Agent · grounded in Cosner
haiku-4-5 · 34 positions indexed
Sector mix
  • Tech9%
  • Financials13%
  • Cons. Disc.24%
  • Industrials4%
  • Energy51%
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