Pensionmark Financial Group, LLC - Q42025 Holdings

Pensionmark Financial Group, LLC holds 1426 stocks with a total portfolio value of $ 5.23B as of Q42025. In Q42025, Pensionmark Financial Group, LLC added 306 new positions, increased stakes in 871 stocks, reduced 218 holdings, and fully exited 106 positions. The largest holding is Apple Inc (AAPL), representing 3.87% of the total portfolio.