Institutions / Greenberg Financial Group
Greenberg Financial Group
CIK 946626 · Institution · as of Dec 31, 2025
Portfolio value
$242.85M
Positions
111
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 111 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $36.16M | 14.9% |
| Invesco Qqq Tr | $21.71M | 8.9% |
| Invesco Exchange Traded Fd T | $13.72M | 5.6% |
| SPDR Dow Jones Indl Average | $10.44M | 4.3% |
| Apple Inc. | $10.37M | 4.3% |
| iShares Tr | $9.85M | 4.1% |
| iShares Tr | $9.74M | 4.0% |
| Microsoft Corp | $9.56M | 3.9% |
| iShares Tr | $9.05M | 3.7% |
| Vanguard Whitehall Fds | $7.94M | 3.3% |
| iShares Tr | $7.42M | 3.1% |
| iShares MSCI UAE ETF | $6.62M | 2.7% |
| NVIDIA Corp | $6.26M | 2.6% |
| Roper Technologies Inc | $5.97M | 2.5% |
| Vanguard Index Fds | $5.88M | 2.4% |
| SPDR Series Trust | $3.15M | 1.3% |
| SPDR Series Trust | $2.58M | 1.1% |
| Vanguard Index Fds | $2.35M | 1.0% |
| RTX Corp | $2.31M | 1.0% |
| Calamos Conv & High Income F | $2.28M | 0.9% |
| Vanguard Scottsdale Fds | $2.26M | 0.9% |
| SPDR Series Trust | $2.25M | 0.9% |
| Starbucks Corp | $2.25M | 0.9% |
| iShares Tr | $2.24M | 0.9% |
| Meta Platforms Inc | $2.19M | 0.9% |
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.