Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Frisch Financial Group, Inc. (CIK 1767730) reported $478.3M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($37.8M, 7.91%), RSP ($30.6M, 6.40%), SPTI ($25.2M, 5.27%), BINC ($24.8M, 5.19%), DYNF ($23.8M, 4.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $37.8M | 7.91% | 192,733 | Added |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $30.6M | 6.40% | 159,496 | Added |
| 3 | SPTI | SPDR SERIES TRUST | $25.2M | 5.27% | 879,342 | Added |
| 4 | BINC | BLACKROCK ETF TRUST II | $24.8M | 5.19% | 477,623 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $23.8M | 4.98% | 409,211 | Added |
| 6 | GOOGL | ALPHABET INC | $23.7M | 4.96% | 82,537 | Trimmed |
| 7 | IUSB | ISHARES TR | $21.1M | 4.42% | 457,422 | Added |
| 8 | AAPL | APPLE INC | $17.2M | 3.59% | 67,716 | Trimmed |
| 9 | XLF | SELECT SECTOR SPDR TR | $13.6M | 2.84% | 275,253 | Added |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $11.8M | 2.47% | 85,270 | Trimmed |
| 11 | QUAL | ISHARES TR | $11.4M | 2.38% | 59,395 | Added |
| 12 | FMB | FIRST TR EXCH TRADED FD III | $11.2M | 2.33% | 220,140 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.0M | 2.30% | 22,963 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $10.8M | 2.25% | 36,575 | Trimmed |
| 15 | THRO | BLACKROCK ETF TRUST | $10.5M | 2.20% | 290,215 | Added |
| 16 | JPST | J P MORGAN EXCHANGE TRADED F | $10.5M | 2.19% | 206,827 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $10.4M | 2.17% | 42,505 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $9.5M | 1.99% | 25,727 | Added |
| 19 | QQQE | DIREXION SHARES ETF TRUST | $7.3M | 1.53% | 74,429 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $6.7M | 1.40% | 38,489 | Added |
| 21 | QQEW | FIRST TR EXCHANGE-TRADED FD | $6.2M | 1.30% | 49,073 | Trimmed |
| 22 | CIBR | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.24% | 94,855 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $5.6M | 1.17% | 9,348 | Trimmed |
| 24 | VO | VANGUARD INDEX FDS | $5.3M | 1.11% | 18,431 | Trimmed |
| 25 | AMZN | AMAZON COM INC | $5.0M | 1.06% | 24,247 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31