Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GR FINANCIAL GROUP, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

GR FINANCIAL GROUP, LLC (CIK 2011751) reported $735.9M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($403.3M, 54.80%), RSP ($101.6M, 13.80%), FBCG ($99.3M, 13.49%), PYLD ($93.9M, 12.76%), QQQM ($18.2M, 2.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$403.3M54.80%538,536Added
2RSPINVESCO S&P 500 EQUAL WEIGHT ETF$101.6M13.80%477,448Added
3FBCGFIDELITY BLUE CHIP GROWTH ETF$99.3M13.49%1.6MNew
4PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$93.9M12.76%3.5MAdded
5QQQMINVESCO NASDAQ 100 ETF$18.2M2.47%59,946New
6SPYSTATE STREET SPDR S&P 500 ETF$2.7M0.36%3,573Trimmed
7AAPLAPPLE INC COM$2.5M0.34%8,621Trimmed
8VTVANGUARD TOTAL WORLD STOCK ETF$2.2M0.30%13,875New
9RTXRTX CORPORATION COM$1.3M0.18%6,832Trimmed
10MUMICRON TECHNOLOGY INC COM$1.2M0.16%1,015Added
11IBITISHARES BITCOIN TRUST ETF$1.2M0.16%34,791Added
12COSTCOSTCO WHOLESALE CORPORATION COM$749,5720.10%801Trimmed
13NVDANVIDIA CORPORATION COM$640,6250.09%3,201Added
14MSFTMICROSOFT CORP COM$632,3590.09%1,695Added
15LLYELI LILLY & CO COM$681,7720.09%568Trimmed
16TSLATESLA INC COM$505,7790.07%1,202Trimmed
17AMZNAMAZON COM INC COM$508,4010.07%2,133Added
18METAMETA PLATFORMS INC CL A$457,6790.06%812Added
19AMDADVANCED MICRO DEVICES INC COM$287,5500.04%495New
20IJHISHARES CORE S&P MID-CAP ETF$305,7000.04%3,964New
21ACWIISHARES MSCI ACWI ETF$290,2280.04%1,848Added
22MRVLMARVELL TECHNOLOGY INC COM$271,1420.04%910New
23COHRCOHERENT CORP COM$291,1190.04%738New
24CATCATERPILLAR INC COM$303,0520.04%284New
25INTCINTEL CORP COM$213,6340.03%1,530New

Source: SEC Form 13F filings · as of 2026-06-30