Cosner Financial Group, LLC has filed its latest 13F report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and portfolio composition, reflecting its approach in the financial services sector.

Background

Cosner Financial Group, LLC is a financial services company incorporated in Colorado. The firm operates under the SEC file number 028-23330 and has a fiscal year ending on December 31. The company is based in Windsor, Colorado, and has been active in filing various reports with the SEC, including multiple 13F forms throughout 2026.

What the Filing Says

The 13F filing, dated November 3, 2026, indicates that Cosner Financial Group reported a total of 37 holdings valued at approximately $189.3 million. The filing includes notable investments in companies such as Chevron Corporation and Walmart Inc., among others. The firm has indicated that it holds these investments with sole discretion.

Impact

This report could influence various stakeholders, including investors and analysts, who are keen to understand the investment patterns of financial firms. The diverse holdings may reflect broader trends in the financial services industry, particularly in how firms are positioning themselves amidst changing market conditions.

What's Next

The filing does not specify what actions will follow this report, leaving stakeholders to speculate on future investment strategies or potential adjustments in portfolio allocations.