Long-term investor

Larson Financial Group LLC @larsonfinancialgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731061).

Record

  • Tracked since 2025-06-30 (448 days), 69 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +16.2% · all +16.2%
  • Max drawdown n/a · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A854 · 6.9% · long · since 2025-06-30
  • NVDA · 3.9% · long · since 2025-06-30
  • 97717X669 · 3.6% · long · since 2025-06-30
  • 025072307 · 3.6% · long · since 2025-06-30
  • AAPL · 3.4% · long · since 2025-06-30
  • AMAT · 2.1% · long · since 2025-06-30
  • 14020R107 · 1.8% · long · since 2025-06-30
  • 46137V613 · 1.6% · long · since 2025-06-30
  • 35473P884 · 1.6% · long · since 2025-06-30
  • AMZN · 1.6% · long · since 2025-06-30
  • 922908363 · 1.3% · long · since 2025-06-30
  • 46434V456 · 1.2% · long · since 2025-06-30

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