Gr Financial Group, LLC Top Holdings and 13F Report (2026) About Gr Financial Group, LLCInvestment ActivityGr Financial Group, LLC has $301.48 million in total holdings as of March 31, 2026.Gr Financial Group, LLC owns shares of 22 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 31.53% of the portfolio was purchased this quarter.About 72.71% of the portfolio was sold this quarter.This quarter, Gr Financial Group, LLC has purchased 28 new stocks and bought additional shares in 6 stocks.Gr Financial Group, LLC sold shares of 11 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $97,023,961PIMCO Multi Sector Bond Active ETF $91,343,412Invesco S&P 500 Equal Weight ETF $90,808,782Technology Select Sector SPDR Fund $7,424,818SPDR S&P 500 ETF Trust $4,041,553 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $90,808,782 Holding81369Y506 - Energy Select Sector SPDR Fund $962,578 Holding81369Y209 - Health Care Select Sector SPDR Fund $762,666 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 473,160 shares (about $90.81M)SPDR S&P 500 ETF Trust 2,412 shares (about $1.57M)Energy Select Sector SPDR Fund 15,713 shares (about $962.58K)Health Care Select Sector SPDR Fund 5,202 shares (about $762.67K)PIMCO Multi Sector Bond Active ETF 26,997 shares (about $707.32K) Largest Sales this Quarter iShares Core S&P 500 ETF 312,092 shares (about $203.86M)Amazon.com 14,154 shares (about $2.95M)Microsoft 6,799 shares (about $2.52M)Technology Select Sector SPDR Fund 16,610 shares (about $2.21M)Meta Platforms 2,530 shares (about $1.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGr Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$97,023,961$203,861,756 â–¼-67.8%148,53432.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$91,343,412$707,321 â–²0.8%3,486,39030.3%ETFRSPInvesco S&P 500 Equal Weight ETF$90,808,782$90,808,782 â–²New Holding473,16030.1%ETFXLKTechnology Select Sector SPDR Fund$7,424,818$2,207,457 â–¼-22.9%55,8682.5%ETFSPYSPDR S&P 500 ETF Trust$4,041,553$1,568,500 â–²63.4%6,2151.3%FinanceAAPLApple$2,188,966$1,302,720 â–¼-37.3%8,6250.7%Computer and TechnologyRTXRTX$1,340,593$10,223 â–¼-0.8%6,9500.4%AerospaceXLEEnergy Select Sector SPDR Fund$962,578$962,578 â–²New Holding15,7130.3%ETFCOSTCostco Wholesale$810,219$216,258 â–¼-21.1%8130.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$762,666$762,666 â–²New Holding5,2020.3%ETFLLYEli Lilly and Company$628,069$106,671 â–²20.5%6830.2%MedicalTSLATesla$601,119$50,186 â–²9.1%1,6170.2%Auto/Tires/TrucksNVDANVIDIA$484,457$78,650 â–²19.4%2,7780.2%Computer and TechnologyISHARES BITCOIN TRUST ETF$482,091$1,107,257 â–¼-69.7%12,5480.2%Securities Issued by Registered Investment Companies or Business Development CompaniesMSFTMicrosoft$461,002$2,517,552 â–¼-84.5%1,2450.2%Computer and TechnologyMETAMeta Platforms$425,795$1,447,932 â–¼-77.3%7440.1%Computer and TechnologyAMZNAmazon.com$384,855$2,947,639 â–¼-88.5%1,8480.1%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$351,735$2,184 â–²0.6%3,5430.1%FinanceMUMicron Technology$269,716$30,419 â–¼-10.1%7980.1%Computer and TechnologyACWIiShares MSCI ACWI ETF$254,2090.0%1,8370.1%ManufacturingTXNTexas Instruments$223,007$80,546 â–¼-26.5%1,1490.1%Computer and TechnologyBRK.BBerkshire Hathaway$206,2580.0%4300.1%FinanceFIDELITY WISE ORIGIN BITCOIN$0$1,010,462 â–¼-100.0%00.0%SHSUPROProShares UltraPro S&P 500$0$377,197 â–¼-100.0%00.0%ETFGOOGAlphabet$0$373,127 â–¼-100.0%00.0%Computer and TechnologySOXLDirexion Daily Semiconductors Bull 3x Shares$0$355,636 â–¼-100.0%00.0%ETFROCKET LAB CORP$0$353,863 â–¼-100.0%00.0%COMGLDSPDR Gold Shares$0$317,023 â–¼-100.0%00.0%FinanceTSMTaiwan Semiconductor Manufacturing$0$271,662 â–¼-100.0%00.0%Computer and TechnologyHOODRobinhood Markets$0$206,825 â–¼-100.0%00.0%FinanceSMHVanEck Semiconductor ETF$0$202,236 â–¼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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