Frisch Financial Group, Inc.: 13F holdings

CIK 17677302026Q2

Positions187
Reported value$582.9m
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
VTV VANGUARD INDEX FDS221,651$48.3m8.3%
DYNF BLACKROCK ETF TRUST535,996$36.5m6.3%
RSP INVESCO EXCHANGE TRADED FD T157,339$33.5m5.7%
SPTI SPDR SERIES TRUST1,097,338$31.2m5.3%
IUSB ISHARES TR547,658$25.3m4.3%
BINC BLACKROCK ETF TRUST II445,974$23.3m4.0%
GOOGL ALPHABET INC55,024$19.7m3.4%
AAPL APPLE INC66,654$19.3m3.3%
XLF SELECT SECTOR SPDR TR254,219$13.6m2.3%
BLACKROCK ETF TRUST343,250$12.6m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1767730")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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