Frisch Financial Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026.
The filing, signed by Counsel N. Ashleigh Swayze, lists a total of 265 individual holdings. The portfolio is dominated by large-cap technology and exchange-traded fund (ETF) positions. Apple Inc. is the largest individual holding, with 21,537,646 shares. Alphabet Inc. Class A shares follow with 18,616,131 shares, while Microsoft Corporation holds 11,473,547 shares.
Significant exposure to the financial sector is also present, with JPMorgan Chase & Co. holding 11,295,347 shares and Berkshire Hathaway Inc. Class B shares holding 11,350,731 shares.
A substantial portion of the portfolio is allocated to ETFs. The iShares Core S&P Total U.S. Stock Market ETF holds 24,666,403 shares, and the iShares Core S&P 500 ETF holds 10,281,999 shares. Other major ETF positions include the iShares Core U.S. Aggregate Bond ETF (23,940,499 shares) and the iShares Core MSCI EAFE ETF (2,255,270 shares).
Other notable individual stock holdings include NVIDIA Corporation (8,522,025 shares), Eli Lilly & Co. (1,738,625 shares), and Visa Inc. (3,687,29 shares).
