Institutions / Frisch Financial Group, Inc.
Frisch Financial Group, Inc.
CIK 1767730 · Institution · as of Dec 31, 2025
Portfolio value
$446.12M
Positions
163
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 163 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $30.30M | 6.8% |
| Vanguard Index Fds | $28.06M | 6.3% |
| Alphabet Inc. | $26.23M | 5.9% |
| BlackRock ETF Trust II | $24.73M | 5.5% |
| Apple Inc. | $18.66M | 4.2% |
| Direxion Shs ETF Tr | $18.38M | 4.1% |
| J P Morgan Exchange Traded F | $16.84M | 3.8% |
| First Tr Exch Traded Fd III | $15.16M | 3.4% |
| Select Sector SPDR Tr | $14.93M | 3.3% |
| JPMorgan Chase & Co | $12.28M | 2.8% |
| Microsoft Corp | $12.28M | 2.8% |
| Vanguard Intl Equity Index F | $12.09M | 2.7% |
| Warren E. Buffett | $11.57M | 2.6% |
| iShares Tr | $11.02M | 2.5% |
| Select Sector SPDR Tr | $10.84M | 2.4% |
| Vanguard Index Fds | $10.58M | 2.4% |
| Johnson & Johnson | $9.12M | 2.0% |
| SPDR Series Trust | $7.55M | 1.7% |
| First Tr Exchange-Traded Fd | $7.39M | 1.7% |
| First Tr Exchange Traded Fd | $6.59M | 1.5% |
| NVIDIA Corp | $6.06M | 1.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $5.94M | 1.3% |
| Vanguard Index Fds | $5.88M | 1.3% |
| Amazon.com Inc | $5.62M | 1.3% |
| iShares Tr | $4.55M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.