GR FINANCIAL GROUP, LLC

CIK 0002011751 • 6 13F filings • Apr 28, 2025 – Aug 3, 2026

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Filer information

$735.9M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Portfolio value: $409.0M25 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL C	$2.2M	0.5%	12,321 SH	New
AMAZON COM INC	COM	$2.3M	0.6%	10,641 SH	New
APPLE INC	COM	$3.8M	0.9%	18,536 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$245K	0.1%	504 SH	New
BROADCOM INC	COM	$2.1M	0.5%	7,493 SH	New
COSTCO WHSL CORP NEW	COM	$1.1M	0.3%	1,101 SH	New
DIREXION SHS ETF TR	DLY SCOND 3XBU	$212K	0.1%	8,436 SH	New
ELI LILLY & CO	COM	$440K	0.1%	565 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.2M	0.3%	13,157 SH	New
INVESCO QQQ TR	UNIT SER 1	$218K	0.1%	394 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	0.4%	26,360 SH	New
ISHARES TR	CORE S&P500 ETF	$287.4M	70.3%	462,829 SH	New
ISHARES TR	CORE US AGGBD ET	$341K	0.1%	3,441 SH	New
ISHARES TR	MSCI ACWI ETF	$245K	0.1%	1,907 SH	New
META PLATFORMS INC	CL A	$2.7M	0.7%	3,638 SH	New
MICROSOFT CORP	COM	$2.5M	0.6%	5,111 SH	New
NVIDIA CORPORATION	COM	$2.5M	0.6%	15,594 SH	New
PIMCO ETF TR	MULTISECTOR BD	$84.6M	20.7%	3,187,223 SH	New
PROSHARES TR	ULTRPRO S&P500	$280K	0.1%	3,059 SH	New
RTX CORPORATION	COM	$1.1M	0.3%	7,815 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$8.5M	2.1%	33,437 SH	New
SPDR GOLD TR	GOLD SHS	$383K	0.1%	1,256 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.6%	3,784 SH	New
TESLA INC	COM	$404K	0.1%	1,272 SH	New
TEXAS INSTRS INC	COM	$319K	0.1%	1,539 SH	New

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0002011751-26-000003	$445.1M	View
Nov 5, 2025	Q3 2025	13F-HR	0002011751-25-000012	$432.6M	View
Aug 3, 2026	Q2 2026