Frisch Financial Group, Inc. - Portfolio Stock Holdings
Frisch Financial Group, Inc. disclosed 212 stock positions in a recent SEC 13F filing. $629,469,897 of stock holdings were filed, with the largest holdings including VTV, DYNF, and SPTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $931,564,656 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
212Est. Stock Holding Value:
$629,469,897Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Frisch Financial Group, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...