account_balance
Investment manager · 13F filer · SEC CIK 2129318
Norris Financial Group, LLC
Reported value$80.8Mas of Sep 30, 2026
Positions39 19 new, 62 sold out
Top 10 weight68.5%SPY alone is 24%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
24.2%Added +9%
VCITVanguard Scottsdale FDS
14.0%New
AAPLApple Inc.
6.4%Trimmed −6%
GLDSPDR Gold Trust
4.8%Added +59%
BILSPDR Series Trust
4.0%Trimmed −68%
AUPHAurinia Pharmaceuticals Inc.
3.4%Added +5%
AMZNAmazon.com Inc
3.1%Added +14%
FTGCFirst Tr Exchange Trad Fd Vi
3.0%New
SPGPInvesco Exchange Traded Fd T
2.9%New
JXNJackson Financial Inc.
2.6%
SCCOSouthern Copper Corp
2.6%
SGOLabrdn Gold ETF Trust
2.6%−64%
SPYSPDR S&P 500 ETF Trust
24.2%Added +9%
VCITVanguard Scottsdale FDS
14.0%New
AAPLApple Inc.
6.4%
GLDSPDR Gold Trust
4.8%
BIL4.0%
AUPH3.4%AMZN3.1%FTGC
SPGP
JXN2.6%SCCO2.6%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
SPY SPDR S&P 500 ETF Trust 24.2% Added +9%
VCIT Vanguard Scottsdale FDS 14.0% New
AAPL Apple Inc. 6.4% Trimmed −6%GLD SPDR Gold Trust 4.8% Added +59%BIL SPDR Series Trust 4.0% Trimmed −68%
AUPH Aurinia Pharmaceuticals Inc. 3.4% Added +5%AMZN Amazon.com Inc 3.1% Added +14%FTGC First Tr Exchange Trad Fd Vi 3.0% New
SPGP Invesco Exchange Traded Fd T 2.9% New
JXN Jackson Financial Inc. 2.6% NewSCCO Southern Copper Corp 2.6% NewSGOL abrdn Gold ETF Trust 2.6% Trimmed −64%What changed
Biggest moves since Jun 30, 2026
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