Pensionmark Financial Group, LLC - Q12026 Holdings

Pensionmark Financial Group, LLC holds 1557 stocks with a total portfolio value of $ 6.2B as of Q12026. In Q12026, Pensionmark Financial Group, LLC added 130 new positions, increased stakes in 112 stocks, reduced 1297 holdings, and fully exited 95 positions. The largest holding is Apple Inc (AAPL), representing 3.56% of the total portfolio.