R. Scott Miller
Larson Financial Group Llc
Assets Managed
$3.132B
Holdings
3600
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
4.22%(2Q avg: 4.66%)
Sustained Growth
15 quarters
Portfolio positions
This chart displays the top 10 holdings in Larson Financial Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3600 positions.
Assets under management
The assets under management (AUM) of Larson Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.132B in assets, with a quarterly growth rate of 4.22% and a 2-quarter average growth rate of 4.66%. The portfolio is managed by R. Scott Miller, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPLG Spdr Portfolio S&p 500 Etf
| 6.46% | $202.089M 2.64M shares@ $76.55 avg price | Increased 15.67% |
NVDA Nvidia Corp
| 4.13% | $129.134M↑ Call 741,223 shares@ $174.22 avg price | Increased 7.39% |
AAPL Apple Inc
| 3.68% | $115.069M 453,403 shares@ $253.79 avg price | Increased 7.1% |
DGRW Wisdomtree U.s. Quality Divi
| 3.41% | $106.802M 1.216M shares@ $87.85 avg price | Increased 19.64% |
QGRO American Century Us Quality
| 3.18% | $99.409M 946,484 shares@ $105.03 avg price | Increased 22.19% |
VOO Vanguard S&p 500 Etf
| 1.97% | $61.438M 102,817 shares@ $597.56 avg price | Decreased -11.58% |
AMZN Amazon.com Inc
| 1.66% | $51.717M↑ Call 248,811 shares@ $207.86 avg price | Increased 7.62% |
FLQM Franklin U.s. Mid Cap Multif
| 1.58% | $49.382M 899,001 shares@ $54.94 avg price | Increased 17.79% |
PRF Invesco Ftse Rafi Us 1000 Et
| 1.56% | $48.595M 1.022M shares@ $47.54 avg price | Increased 17.43% |
CGGE Cap Group Global Eq
| 1.54% | $48.127M 1.578M shares@ $30.51 avg price | Increased 15.75% |
1-10 of 3600