13F Insight
DOSSIER · 13F-HR · Q3 2025

GRIES FINANCIAL LLC

$633M in tracked AUM across 323 positions as of Q3 2025.

GF
CIK 0001049662 · last filed Sep 30, 2025
Total AUM
$633M
as of Q3 2025
Holdings
323
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

GRIES FINANCIAL LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$78M116K12.3%02
DYNF
BLACKROCK ETF TRUST
$34M577K5.4%03
GAUG
FIRST TR EXCHNG TRADED FD VI
$29M760K4.6%04
QUAL
ISHARES TR
$28M144K4.4%05
BINC
BLACKROCK ETF TRUST II
$22M416K3.5%06
SPY
SPDR S&P 500 ETF TR
$16M24K2.6%07
TBIL
RBB FD INC
$12M242K1.9%08
MSFT
MICROSOFT CORP
$12M23K1.9%09
JEPQ
J P MORGAN EXCHANGE TRADED F
$12M204K1.9%10
IYW
ISHARES TR
$11M59K1.8%

Filing history

2025Q3Sep 30
$633M▲ 15.1%
323 positionsView →2025Q2Jun 30
$550M▲ 6.5%
295 positionsLocked2025Q1Mar 31
$516M▼ 8.4%
276 positionsLocked2024Q4Dec 31
$563M▲ 5.4%
276 positionsLocked2024Q3Sep 30
$534M▲ 9.9%
273 positionsLocked2024Q2Jun 30
$486M▼ 18.7%
244 positionsLocked2024Q1Mar 31
$598M▲ 31.5%
275 positionsLocked2023Q4Dec 31
$455M▲ 22.6%
214 positionsLocked2023Q3Sep 30
$371M▲ 2.4%
179 positionsLocked2023Q2Jun 30
$362M▲ 7.1%
158 positionsLocked2023Q1Mar 31
$338M▲ 112226.7%
164 positionsLocked2022Q4Dec 31
$301K▲ 27.5%
150 positionsLocked
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