GR FINANCIAL GROUP, LLC

CIK: 0002011751SEC EDGAR →

Portfolio Value

$445.1B

Holdings

28

As of

Q4 2025

New Positions

28

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

460,626$315.5B
70.89%
2

PIMCO ETF TR

3,459,393$92.3B
20.74%
3

SELECT SECTOR SPDR TR

72,478$10.4B
2.34%
4

MICROSOFT CORP

8,044$3.9B
0.87%
5

APPLE INC

13,758$3.7B
0.84%
6

AMAZON COM INC

16,002$3.7B
0.83%
7

SPDR S&P 500 ETF TR

3,803$2.6B
0.58%
8

META PLATFORMS INC

3,274$2.2B
0.49%
9

ISHARES BITCOIN TRUST ETF

41,368$2.1B
0.46%
10

RTX CORPORATION

7,003$1.3B
0.29%

Quarterly Changes

Top Buys

IVVNEW
$315.5B
PYLDNEW
$92.3B
XLKNEW
$10.4B
MSFTNEW
$3.9B
AAPLNEW
$3.7B

Top Sells

No sells this quarter

New Positions (28)

$315.5B · 461K shares
$92.3B · 3.5M shares
$10.4B · 72K shares
$3.9B · 8K shares
$3.7B · 14K shares
$3.7B · 16K shares
$2.6B · 4K shares
$2.2B · 3K shares
$2.1B · 41K shares
$1.3B · 7K shares
$1.0B · 13K shares
$888.0M · 1K shares
$666.0M · 1K shares
$608.0M · 567 shares
$433.0M · 2K shares
$377.0M · 3K shares
$373.0M · 1K shares
$355.0M · 8K shares
$353.0M · 5K shares
$351.0M · 4K shares
$317.0M · 800 shares
$271.0M · 2K shares
$271.0M · 894 shares
$259.0M · 2K shares
$253.0M · 888 shares
$216.0M · 430 shares
$206.0M · 2K shares
$202.0M · 562 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services12$425.6B95.6%
Technology6$8.9B2.0%
Consumer Cyclical2$4.4B1.0%
Communication Services2$2.5B0.6%
Industrials1$1.3B0.3%
Consumer Defensive1$888.0M0.2%
Unknown3$886.0M0.2%
Healthcare1$608.0M0.1%