Norris Financial Group, LLC Q1 2026 Filing

Filed May 20, 2026

Portfolio Value

$142.3B

Holdings

97

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (97 positions)

StockValue
IAU*ISHARES GOLD TR
$20.9B
SGOLETFS GOLD TR
$13.7B
BILSPDR SERIES TRUST
$10.2B
IGEISHARES TR
$8.9B
DOCNDIGITALOCEAN HLDGS INC
$7.2B
GSYINVESCO ACTIVELY MANAGED EXC
$7.1B
USAIPACER FDS TR
$6.7B
SHYGISHARES TR
$5.2B
AUPHAURINIA PHARMACEUTICALS INC
$5.1B
ULSTSSGA ACTIVE ETF TR
$4.3B
TTMITTM TECHNOLOGIES INC
$4.3B
XLRESELECT SECTOR SPDR TR
$4.2B
TPBTURNING PT BRANDS INC
$4.2B
GDXVANECK ETF TRUST
$3.5B
EMXCISHARES INC
$3.1B
OKEONEOK INC NEW
$2.7B
SILGLOBAL X FDS
$2.6B
UPSUNITED PARCEL SVCS INC
$2.6B
PFEPFIZER INC
$2.5B
PULSPGIM ETF TR
$2.3B
STAGSTAG INDUSTRIAL INC
$1.9B
BCCCGLOBAL X FDS
$1.9B
TFCTRUIST FINL CORP
$1.7B
NANRSPDR INDEX SHS FDS
$1.5B
VTSVITESSE ENERGY INC
$1.4B
BACVERIZON COMMUNICATIONS INC
$1.1B
SOFISOFI TECHNOLOGIES INC
$828.0M
FSMBFIRST TR EXCH TRADED FD III
$645.8M
RIORIO TINTO PLC
$635.7M
VCSHVANGUARD SCOTTSDALE FDS
$580.7M
FUMBFIRST TR EXCH TRADED FD III
$544.7M
FEZSPDR INDEX SHS FDS
$541.0M
RFREGIONS FINANCIAL CORP NEW
$500.5M
MAGSLISTED FDS TR
$440.3M
SLVISHARES SILVER TR
$409.5M
FLRFLUOR CORP
$393.9M
SHYISHARES TR
$370.1M
ENBENBRIDGE INC
$354.1M
CRSPCRISPR THERAPEUTICS AG
$345.2M
PFFISHARES TR
$333.5M
ILFISHARES TR
$332.8M
SPYDSPDR SERIES TRUST
$324.0M
HPIHANCOCK JOHN PFD INCOME FD
$323.2M
DHTDHT HOLDINGS INC
$316.1M
KVUEKENVUE INC
$301.7M
HBANHUNTINGTON BANCSHARES INC
$298.2M
DEMWISDOMTREE TR
$283.3M
DDOMINION ENERGY INC
$280.0M
STWDSTARWOOD PPTY TR INC
$279.9M
AQLTISHARES TR
$251.3M
MTDRMATADOR RES CO
$249.6M
FTLSFIRST TR EXCH TRADED FD III
$217.0M
SSRMSSR MINING IN
$215.9M
JEPIJ P MORGAN EXCHANGE TRADED F
$214.0M
CSQCALAMOS STRATEGIC TOTAL RETU
$205.4M
HYLSFIRST TR EXCHANGE-TRADED FD
$204.5M
RCATRED CAT HLDGS INC
$194.4M
JELDJELD-WEN HLDG INC
$131.6M
IBRXIMMUNITYBIO INC
$108.3M
SPYSTATE STR SPDR S&P 500 ETF T
$27.3M
SHVISHARES TR
$19.8M
VTIVANGUARD INDEX FDS
$10.8M
NDQINVESCO QQQ TR
$10.4M
AAPLAPPLE INC
$8.0M
BOXXEA SERIES TRUST
$7.4M
GQ9SPDR GOLD TR
$6.5M
XLISELECT SECTOR SPDR TR
$6.4M
XMESPDR SERIES TRUST
$5.4M
AGXARGAN INC
$4.8M
XARSPDR SERIES TRUST
$4.2M
MUMICRON TECHNOLOGY INC
$4.1M
GOOGLALPHABET INC
$3.8M
GRIDFIRST TR EXCHANGE-TRADED FD
$3.7M
NVDANVIDIA CORPORATION
$3.6M
AMZNAMAZON COM INC
$3.6M
MINTPIMCO ETF TR
$3.5M
SGOVISHARES TR
$3.3M
QQQMINVESCO EXCH TRADED FD TR II
$3.3M
CBOECBOE GLOBAL MKTS INC
$2.7M
NEMNEWMONT CORP
$2.7M
COINCOINBASE GLOBAL INC
$2.5M
CLSCELESTICA INC
$2.5M
IWFISHARES TR
$2.4M
LMTLOCKHEED MARTIN CORP
$2.3M
GILDGILEAD SCIENCES INC
$2.3M
SHOPSHOPIFY INC
$1.6M
MSFTMICROSOFT CORP
$1.6M
LHXL3HARRIS TECHNOLOGIES INC
$716K
TSLATESLA INC
$545K
XOMEXXON MOBIL CORP
$540K
PLTRPALANTIR TECHNOLOGIES INC
$316K
HONHONEYWELL INTL INC
$308K
AVGOBROADCOM INC
$304K
STRLSTERLING INFRASTRUCTURE INC
$262K
RSPINVESCO EXCHANGE TRADED FD T
$233K
TRGPTARGA RES CORP
$215K
GOOGALPHABET INC
$205K