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Jody Randall

Cosner Financial Group, Llc

Assets Managed
$182.063M
Holdings
34
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-7.1%(2Q avg: -0.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cosner Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 34 positions.

Assets under management

The assets under management (AUM) of Cosner Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 182.063M in assets, with a quarterly growth rate of -7.1% and a 2-quarter average growth rate of -0.86%. The portfolio is managed by Jody Randall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 1.12%
11.84%
$21.541M
273,465 shares@ $78.78 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -5.49%
10.91%
$19.861M
139,444 shares@ $142.44 avg price
USIG
Ishares Broad Usd Investment
Recent Activity
Increased 1.84%
10.28%
$18.707M
365,167 shares@ $51.23 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Increased 0.1%
10.07%
$18.319M
86,757 shares@ $211.15 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 0.25%
7.86%
$14.301M
139,863 shares@ $102.25 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.34%
7.67%
$13.957M
21,367 shares@ $653.23 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Increased 1.59%
7.12%
$12.951M
52,046 shares@ $248.84 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 1.47%
6.64%
$12.081M
77,885 shares@ $155.11 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.35%
5.82%
$10.581M
106,589 shares@ $99.27 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 0.02%
4.7%
$8.549M
75,582 shares@ $113.11 avg price

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