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Filers›Asset Manager›Frisch Financial Group, Inc.
DOSSIER · 13F-HR · Q1 2026

Frisch Financial Group, Inc.

Frisch Financial's asset manager based in Boston, MA — $478M in tracked AUM across 167 positions as of Q1 2026.

FF
Frisch Financial·Boston, MA·Asset Manager
CIK 0001767730 · last filed Mar 31, 2026
Total AUM
$478M
▲ 1.8%
vs prior
Holdings
167
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Frisch
haiku-4-5 · 167 positions indexed
Sector mix
  • Tech4%
  • Health Care8%
  • Cons. Disc.12%
  • Communications23%
  • Energy19%
  • Other34%
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