GR FINANCIAL GROUP, LLC - Portfolio overview

GR FINANCIAL GROUP, LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 31.70%
2. PYLD - PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND, 29.84%
3. RSP - INVESCO S&P 500 EQUAL WEIGHT ETF, 29.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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