Premier Financial Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of June 30, 2026. The filing lists a total of 243 separate positions held by the firm.
The disclosure provides a detailed breakdown of the firm's portfolio, including the names of the issuers, the number of shares held, and the specific ticker symbols. The document indicates that the firm holds shares in major technology companies, such as Microsoft, Apple, Nvidia, and Tesla, alongside traditional equities in energy, healthcare, and financial services sectors.
In addition to individual stock holdings, the filing reveals significant exposure to exchange-traded funds (ETFs). The portfolio includes various broad-market index funds, such as the iShares Core S&P 500 ETF and the Vanguard Total Bond Market Index Fund ETF Shares, as well as specific sector ETFs and funds focused on emerging markets and small-cap value strategies.
The report also notes the inclusion of alternative assets within the portfolio, including funds focused on Bitcoin, such as the Grayscale Bitcoin Mini Trust ETF and the Grayscale Bitcoin Trust ETF.
