Frisch Financial Group, Inc.
CIK 1767730
13F filing for Q2 2026・No. 3,567
- Holdings
- US$582.86M
- Quarter change
- +US$104.51M
- Entries
- 187
- Net bought (estimate)
- +US$52.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 29
- Sold out 9
- Cut 82
- Added 58
- Corporate actions 0
- Unchanged 18
Largest holdings
187 stocks worth US$582.86M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSVALUE ETF | Added | 221,651 | US$48.3M | 8.29% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 535,996 | US$36.45M | 6.25% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 157,339 | US$33.48M | 5.74% |
| SPDR SERIES TRUSTST INTER ETF | Added | 1,097,338 | US$31.15M | 5.34% |
| ISHARES TRCORE UNIVRSL USD | Added | 547,658 | US$25.27M | 4.34% |
| BLACKROCK ETF TRUST IIISHA FLEX IN ETF | Cut | 445,974 | US$23.34M | 4.00% |
| GOOGLAlphabetCAP STK CL A | Cut | 55,024 | US$19.66M | 3.37% |
| AAPLAppleCOM | Cut | 66,654 | US$19.29M | 3.31% |
| XLFSELECT SECTOR SPDR TRST STR FINL ETF | Cut | 254,219 | US$13.63M | 2.34% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | Added | 343,250 | US$12.56M | 2.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.