Greenberg Financial Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2025. The report lists 137 distinct positions held by the firm, managed by Vice President/CCO/COO Todd Glick Jr.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds. Major holdings include Apple Inc., with 36,846 shares; Microsoft Corporation, holding 19,870 shares; and NVIDIA Corporation, with 39,076 shares. Other significant stock positions include Alphabet Inc. Class A (4,297 shares), Broadcom Inc. (2,109 shares), and Meta Platforms Inc. Class A (3,879 shares).
In addition to individual equities, the filing reveals substantial exposure to exchange-traded funds. The portfolio includes significant stakes in the Invesco S&P 500 High Dividend Volatility ETF (38,283 shares), the Invesco S&P 500 Equal Weight ETF (66,934 shares), and the iShares Core S&P Mid-Cap ETF (119,523 shares). The firm also holds positions in various sector-specific ETFs, including the Calamos Bitcoin 90 Series ETF (14,261 shares) and the VanEck Uranium Nuclear ETF (11,642 shares).
The filing indicates that all positions are held in a sole capacity with no shared voting or investment power.
