Frisch Financial Group, Inc. - Portfolio overview
Frisch Financial Group, Inc. has 188 reported holdings in this dataset, with the latest filing dated 2026-05-05.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VTV - VANGUARD INDEX FDS, 7.62%
- RSP - INVESCO EXCHANGE TRADED FD T, 6.16%
- SPTI - SPDR SERIES TRUST, 5.08%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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