13F Insight
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
+111 QoQ
positions
Whale Score
43
43
tracked
Activity
111
+111 new, −0 sold
changes this Q
AI Analysis · Q4 2025

GREENBERG FINANCIAL GROUP filed its latest 13F-HR for Q4 2025. 111 position changes this quarter — 111 new, 0 exited, 0 added, 0 trimmed.

Quarter at a glance — Q4 2025

111 material changes this filing.

NEW
SPYSPDR S&P 500 ETF TR
+53K sh
+$36M
14.9%
NEW
04609E107INVESCO QQQ TR
+35K sh
+$22M
8.9%
NEW
RSPINVESCO EXCHANGE TRADED FD T
+72K sh
+$14M
5.6%
NEW
DIASPDR DOW JONES INDL AVERAGE
+22K sh
+$10M
4.3%
NEW
AAPLAPPLE INC
+38K sh
+$10M
4.3%
NEW
IWMISHARES TR
+40K sh
+$10M
4.1%
NEW
IJHISHARES TR
+148K sh
+$10M
4.0%

Top 10 holdings

By portfolio weight as of Q4 2025. Source: SEC EDGAR 13F-HR filings.

#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▼ 14.9%
113 positionsView →2025Q3Sep 30
$285M▲ 5.6%
137 positionsLocked2025Q2Jun 30
$270M▲ 11.5%
126 positionsLocked2025Q1Mar 31
$242M—
118 positionsLocked