account_balance
Investment manager · 13F filer · SEC CIK 2011751
Gr Financial Group, LLC
Reported value$755Mas of Sep 30, 2026
Positions45 13 new, 5 sold out
Top 10 weight98.2%IVV alone is 55%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
55.0%
FBCGFidelity Covington Trust
13.5%
RSPInvesco Exchange Traded Fd T
13.2%
PYLDPimco ETF Tr
12.2%Added +2%
QQQMInvesco Exch Traded Fd Tr II
2.6%+8%
IVViShares Tr
55.0%
FBCGFidelity Covington Trust
13.5%
RSPInvesco Exchange Traded Fd T
13.2%
PYLDPimco ETF Tr
12.2%+2%
QQQM2.6%
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
IVV iShares Tr 55.0% Held
FBCG Fidelity Covington Trust 13.5% Held
RSP Invesco Exchange Traded Fd T 13.2% Held
PYLD Pimco ETF Tr 12.2% Added +2%
QQQM Invesco Exch Traded Fd Tr II 2.6% Added +8%
IBIT iShares Bitcoin Trust ETF 0.5% Added +141%AAPL Apple Inc. 0.4% Trimmed −4%SPY SPDR S&P 500 ETF Trust 0.4% HeldVT Vanguard Intl Equity Index F 0.3% Trimmed −4%
RTX RTX Corp 0.2% Added +10%XLK Select Sector SPDR Tr 0.2% New
MU Micron Technology Inc 0.1% Trimmed −2%What changed
Biggest moves since Jun 30, 2026
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