account_balance
Investment manager · 13F filer · SEC CIK 1767730
Frisch Financial Group, Inc.
Reported value$633Mas of Sep 30, 2026
Positions200 26 new, 13 sold out
Top 10 weight44.2%VTV alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
7.8%Added +3%
DYNFBlackRock ETF Trust
6.3%Added +7%
SPTISPDR Series Trust
4.9%Added +5%
RSPInvesco Exchange Traded Fd T
4.3%Trimmed −17%
COROBlackRock ETF Trust
4.2%Added +113%
IUSBiShares Tr
3.9%Added +2%
IVWiShares Tr
3.6%Added +125%
AAPLApple Inc.
3.4%Trimmed −3%
GOOGLAlphabet Inc.
2.9%
BINCBlackRock ETF Trust II
2.9%Trimmed −18%
BAIBlackRock ETF Trust
2.6%+82%
XLFSelect Sector SPDR Tr
2.0%
VTVVanguard Index FDS
7.8%Added +3%
DYNFBlackRock ETF Trust
6.3%Added +7%
SPTISPDR Series Trust
4.9%+5%
RSPInvesco Exchange Traded Fd T
4.3%−17%
COROBlackRock ETF Trust
4.2%+113%
IUSBiShares Tr
3.9%
IVWiShares Tr
3.6%
AAPLApple Inc.
3.4%
GOOGLAlphabet Inc.
2.9%
BINC2.9%
BAI2.6%
XLF
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTV Vanguard Index FDS 7.8% Added +3%
DYNF BlackRock ETF Trust 6.3% Added +7%
SPTI SPDR Series Trust 4.9% Added +5%
RSP Invesco Exchange Traded Fd T 4.3% Trimmed −17%
CORO BlackRock ETF Trust 4.2% Added +113%
IUSB iShares Tr 3.9% Added +2%
IVW iShares Tr 3.6% Added +125%
AAPL Apple Inc. 3.4% Trimmed −3%GOOGL Alphabet Inc. 2.9% HeldBINC BlackRock ETF Trust II 2.9% Trimmed −18%
BAI BlackRock ETF Trust 2.6% Added +82%
XLF Select Sector SPDR Tr 2.0% Trimmed −7%
What changed
Biggest moves since Jun 30, 2026
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