13F Insight
DOSSIER · 13F-HR · Q3 2026

Frisch Financial Group, Inc.

$633M in tracked AUM across 200 positions as of Q3 2026.

FF
CIK 0001767730 · last filed Sep 30, 2026
Total AUM
$633M
as of Q3 2026
Holdings
200
+13 QoQ
positions
Whale Score
59
59
tracked
Activity
198
+27 new, −14 sold
changes this Q
AI Analysis · Q3 2026

Frisch Financial Group, Inc. filed its latest 13F-HR for Q3 2026. 198 position changes this quarter — 27 new, 14 exited, 62 added, 95 trimmed.

Quarter at a glance — Q3 2026

198 material changes this filing.

ADD
COROBLACKROCK ETF TRUST
+387K sh
+$14M
4.2%
ADD
IVWISHARES TR
+88K sh
+$13M
3.6%
ADD
IALTBLACKROCK ETF TRUST
+236K sh
+$7M
1.8%
TRIM
RSPINVESCO EXCHANGE TRADED FD T
-27K sh
$-6M
4.3%
ADD
BAIBLACKROCK ETF TRUST
+155K sh
+$6M
2.6%
TRIM
VTVANGUARD INTL EQUITY INDEX F
-38K sh
$-6M
1.0%
TRIM
QUALISHARES TR
-25K sh
$-5M
0.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$49M228K7.8%02
DYNF
BLACKROCK ETF TRUST
$40M574K6.3%03
SPTI
SPDR SERIES TRUST
$31M1.1M4.9%04
RSP
INVESCO EXCHANGE TRADED FD T
$27M131K4.3%05
CORO
BLACKROCK ETF TRUST
$27M730K4.2%06
IUSB
ISHARES TR
$25M559K3.9%07
IVW
ISHARES TR
$23M158K3.6%08
AAPL
APPLE INC
$22M65K3.4%09
GOOGL
ALPHABET INC
$19M54K2.9%10
BINC
BLACKROCK ETF TRUST II
$18M364K2.9%

Filing history

2026Q3Sep 30
$633M▲ 8.6%
200 positionsView →2026Q2Jun 30
$583M▲ 21.8%
187 positionsView →2026Q1Mar 31
$478M▲ 7.2%
167 positionsView →2025Q4Dec 31
$446M▲ 3.8%
163 positionsView →2025Q3Sep 30
$430M▲ 5.2%
157 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 32