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.
GR FINANCIAL GROUP, LLC (CIK 2011751) reported $301.5M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($97.0M, 32.18%), PYLD ($91.3M, 30.30%), RSP ($90.8M, 30.12%), XLK ($7.4M, 2.46%), SPY ($4.0M, 1.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $97.0M | 32.18% | 148,534 | Trimmed |
| 2 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $91.3M | 30.30% | 3.5M | Added |
| 3 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $90.8M | 30.12% | 473,160 | New |
| 4 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $7.4M | 2.46% | 55,868 | Trimmed |
| 5 | SPY | STATE STREET SPDR S&P 500 ETF | $4.0M | 1.34% | 6,215 | Added |
| 6 | AAPL | APPLE INC COM | $2.2M | 0.73% | 8,625 | Trimmed |
| 7 | RTX | RTX CORPORATION COM | $1.3M | 0.44% | 6,950 | Trimmed |
| 8 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $962,578 | 0.32% | 15,713 | New |
| 9 | COST | COSTCO WHOLESALE CORPORATION COM | $810,219 | 0.27% | 813 | Trimmed |
| 10 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $762,666 | 0.25% | 5,202 | New |
| 11 | LLY | ELI LILLY & CO COM | $628,069 | 0.21% | 683 | Added |
| 12 | TSLA | TESLA INC COM | $601,119 | 0.20% | 1,617 | Added |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | $482,091 | 0.16% | 12,548 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION COM | $484,457 | 0.16% | 2,778 | Added |
| 15 | MSFT | MICROSOFT CORP COM | $461,002 | 0.15% | 1,245 | Trimmed |
| 16 | META | META PLATFORMS INC CL A | $425,795 | 0.14% | 744 | Trimmed |
| 17 | AMZN | AMAZON COM INC COM | $384,855 | 0.13% | 1,848 | Trimmed |
| 18 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $351,735 | 0.12% | 3,543 | Added |
| 19 | MU | MICRON TECHNOLOGY INC COM | $269,716 | 0.09% | 798 | Trimmed |
| 20 | ACWI | ISHARES MSCI ACWI ETF | $254,209 | 0.08% | 1,837 | Hold |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $206,258 | 0.07% | 430 | Hold |
| 22 | TXN | TEXAS INSTRS INC COM | $223,007 | 0.07% | 1,149 | Trimmed |
| 23 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 24 | SOXL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | Exited |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31