DOSSIER · 13F-HR · Q4 2025

GREENBERG FINANCIAL GROUP

$243M in tracked AUM across 113 positions as of Q4 2025.

GF
CIK 0000946626 · last filed Dec 31, 2025
Total AUM
$243M
as of Q4 2025
Holdings
113
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

GREENBERG FINANCIAL GROUP filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$36M53K14.9%
02
04609E107
INVESCO QQQ TR
$22M35K8.9%
03
RSP
INVESCO EXCHANGE TRADED FD T
$14M72K5.6%
04
DIA
SPDR DOW JONES INDL AVERAGE
$10M22K4.3%
05
AAPL
APPLE INC
$10M38K4.3%
06
IWM
ISHARES TR
$10M40K4.1%
07
IJH
ISHARES TR
$10M148K4.0%
08
MSFT
MICROSOFT CORP
$10M20K3.9%
09
DVY
ISHARES TR
$9M64K3.7%
10
VYM
VANGUARD WHITEHALL FDS
$8M55K3.3%

Filing history

2025Q4Dec 31
$243M 10.1%
113 positionsView →
2025Q2Jun 30
$270M 11.5%
126 positionsLocked
2025Q1Mar 31
$242M
118 positionsLocked