Greenberg Financial Group
All holdings · as of Dec 31, 2025
| 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% |
| Amazon.com Inc | $2.12M | 0.9% |
| Alphabet Inc. | $1.75M | 0.7% |
| CHEVRON CORP | $1.74M | 0.7% |
| INVESCO EXCH TRADED FD TR II | $1.70M | 0.7% |
| CATERPILLAR INC | $1.64M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.54M | 0.6% |
| EXXON MOBIL CORP | $1.42M | 0.6% |
| VANGUARD WORLD FD | $1.34M | 0.6% |
| PACER FDS TR | $1.31M | 0.5% |
| Alphabet Inc. | $1.20M | 0.5% |
| VANECK ETF TRUST | $1.17M | 0.5% |
| ORACLE CORP | $1.04M | 0.4% |
| SIMPLIFY EXCHANGE TRADED FUN | $984.8K | 0.4% |
| JPMORGAN CHASE & CO | $980.7K | 0.4% |
| JOHNSON & JOHNSON | $954.3K | 0.4% |
| Vertiv Holdings Co | $893.5K | 0.4% |
| ISHARES TR | $842.6K | 0.3% |
| FERRARI N V | $786.1K | 0.3% |
| PayPal Holdings, Inc. | $760.0K | 0.3% |
| Walt Disney Co | $744.2K | 0.3% |
| INVESCO EXCH TRADED FD TR II | $718.7K | 0.3% |
| VANGUARD INDEX FDS | $712.2K | 0.3% |
| SPDR SERIES TRUST | $675.0K | 0.3% |
| The Boeing Company | $668.3K | 0.3% |
| Axon Enterprise Inc | $636.1K | 0.3% |