Pensionmark Financial Group, LLC - Q42025 Holdings

Pensionmark Financial Group, LLC holds 1522 stocks with a total portfolio value of $ 11.39B as of Q42025. In Q42025, Pensionmark Financial Group, LLC added 389 new positions, increased stakes in 1115 stocks, reduced 18 holdings, and fully exited 91 positions. The largest holding is Apple Inc (AAPL), representing 3.87% of the total portfolio.