Larson Financial Group LLC
Larson Financial Group LLC is a registered investment adviser headquartered in St Louis, Missouri, specializing in serving individuals and high net worth clients with wealth management, financial planning, and investment advisory services. Founded in 2010, the firm manages assets primarily for United States persons and has grown to over 115 employees. Their client base includes over 24,000 accounts, with a focus on both individual and high net worth investors, making it one of the prominent advisory firms in the Midwest region.
Investment Strategy
Larson Financial Group LLC applies a comprehensive wealth management approach, prioritizing financial planning tailored to individual and high net worth clients. Their investment strategy is built on asset allocation, diversification, and portfolio management across public markets, including equities such as Nvidia, Apple, Amazon, and Microsoft. The firm provides discretionary and non-discretionary investment management, focusing on long-term growth, risk-adjusted returns, and alignment with clients’ financial goals, primarily through separately managed accounts.
Latest 13F Filing Activity
Larson Financial Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3,185 equity positions and 29 options positions with a total 13F market value of $2B. The fund increased holdings in SPDR Series Trust, American Centy Etf TR, Wisdomtree TR among other positions. Larson Financial Group LLC reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (3,185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 4.73% | $118.3M | 1,627,089 | $67.54 | $72.69 | +$87.4M |
N NVDA | NVIDIA CORPORATION | 3.81% | $95.3M | 603,287 | $102.35 | $157.99 | +$30.6M |
V VOO | VANGUARD INDEX FDS | 3.67% | $91.6M | 161,294 | $439.11 | $568.03 | -$57.4M |
A AAPL | APPLE INC | 3.09% | $77.2M | 376,225 | $204.22 | $205.17 | +$4.8M |
V VO | VANGUARD INDEX FDS | 2.85% | $71.2M | 254,419 | $194.88 | $279.83 | -$7.9M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Call | $7.7M | 743 | $617.85 | $571.87 | +138 | +$3.9M |
I IWM | ISHARES TR | — | Call | $312.1K | 98 | $215.79 | $201.19 | 0 | +$86.5K |
Q QQQ | INVESCO QQQ TR | New | Call | $202.3K | 18 | $551.64 | $551.64 | +18 | +$202.3K |
N NVDA | NVIDIA CORPORATION | Bought | Put | $173.8K | 1,640 | $157.99 | $123.08 | +134 | -$1.1M |
A AAPL | APPLE INC | — | Put | $47.4K | 22 | $205.17 | $222.13 | 0 | +$9.5K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Alex Davis | Partner | Indianapolis, IN , United States | |
 | Investment Analyst | Houston, TX , United States |
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