13F Insight
DOSSIER · 13F-HR · Q1 2026

Frisch Financial Group, Inc.

$478M in tracked AUM across 167 positions as of Q1 2026.

FF
CIK 0001767730 · last filed Mar 31, 2026
Total AUM
$478M
as of Q1 2026
Holdings
167
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Frisch Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$38M193K7.9%02
RSP
INVESCO EXCHANGE TRADED FD T
$31M159K6.4%03
SPTI
SPDR SERIES TRUST
$25M879K5.3%04
BINC
BLACKROCK ETF TRUST II
$25M478K5.2%05
DYNF
BLACKROCK ETF TRUST
$24M409K5.0%06
GOOGL
ALPHABET INC
$24M83K5.0%07
IUSB
ISHARES TR
$21M457K4.4%08
AAPL
APPLE INC
$17M68K3.6%09
XLF
SELECT SECTOR SPDR TR
$14M275K2.8%10
VT
VANGUARD INTL EQUITY INDEX F
$12M85K2.5%

Filing history

2026Q1Mar 31
$478M▲ 7.2%
167 positionsView →2025Q4Dec 31
$446M▲ 3.8%
163 positionsView →2025Q3Sep 30
$430M▲ 5.2%
157 positionsView →2025Q2Jun 30
$409M▲ 14.7%
144 positionsLocked2025Q1Mar 31
$356M▲ 7.9%
128 positionsLocked2024Q4Dec 31
$330M▼ 0.6%
129 positionsLocked2024Q3Sep 30
$333M▲ 0.7%
133 positionsLocked2024Q2Jun 30
$330M▲ 9.7%
136 positionsLocked2024Q1Mar 31
$301M▲ 13.5%
132 positionsLocked2023Q4Dec 31
$265M▲ 7.6%
126 positionsLocked2023Q3Sep 30
$246M▲ 18.2%
115 positionsLocked2023Q2Jun 30
$209M▼ 19.1%
113 positionsLocked
Showing 12 of 30