GR FINANCIAL GROUP, LLC - Portfolio Stock Holdings

GR FINANCIAL GROUP, LLC disclosed 42 stock positions in a recent SEC 13F filing. $735,906,308 of stock holdings were filed, with the largest holdings including IVV, RSP, and FBCG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,052,794,192 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.