GR Financial Group, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, submitted on October 27, 2026, lists the firm's total holdings as 45 positions, with a total value of approximately $75.5 million.
The portfolio is heavily weighted toward large-cap exchange-traded funds (ETFs). The top holding is the iShares Core S&P 500 ETF, which comprises 542,049 shares. Other significant ETF positions include the Fidelity Covington Trust Blue Chip Growth fund, holding 1,609,617 shares, and the Invesco Exchange Traded Fund Trust II Nasdaq 100 ETF, with 478,122 shares.
Among individual equities, the firm holds shares in major technology and industrial companies. Apple Inc. is the largest individual stock holding with 8,276 shares, followed by RTX Corporation with 7,535 shares and Micron Technology Inc. with 990 shares. The portfolio also includes exposure to cryptocurrency through various funds, including the Fidelity Solana Fund Beneficial Interest and the Fidelity Ethereum Fund Shares.
- Top Holdings: iShares Core S&P 500 ETF (542,049 shares), Fidelity Covington Trust Blue Chip Growth (1,609,617 shares), Invesco ETF Trust II Nasdaq 100 ETF (478,122 shares).
- Major Individual Stocks: Apple Inc. (8,276 shares), RTX Corporation (7,535 shares), Micron Technology Inc. (990 shares).
- Cryptocurrency Exposure: Fidelity Solana Fund Beneficial Interest (21,118 shares), Fidelity Ethereum Fund Shares (9,684 shares).
The filing lists Lynsey Richter as the President of GR Financial Group, LLC.
