What does Norris Financial Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Norris Financial Group, LLC 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$27M42K8.9%

ISHARES GOLD TR

$21M237K6.8%

ISHARES TR

$20M179K6.5%

ETFS GOLD TR

$14M306K4.5%

VANGUARD INDEX FDS

$11M34K3.5%

INVESCO QQQ TR

$10M18K3.4%

SPDR SERIES TRUST

$10M111K3.3%

ISHARES TR

$9M142K2.9%

APPLE INC

$8M32K2.6%

EA SERIES TRUST

$7M64K2.4%

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