Norris Financial Group, LLC - Portfolio Stock Holdings

Norris Financial Group, LLC disclosed 3 stock positions in a recent SEC 13F filing. $0 of stock holdings were filed, with the largest holdings including VGT, SCCO, and IWF. This filing represented positions held on Dec. 31, 2019, and was filed on June 2, 2026.

We estimate the fund has a total AUM of $353,003,756 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.