§ 13F · FUND PROFILE
GREENBERG FINANCIAL GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 113Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$242.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 53K | $36.2T | 14.9% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 35K | $21.7T | 8.9% | NEW |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 72K | $13.7T | 5.6% | NEW |
| 4 | DIA | SPDR DOW JONES INDL AVERAGE | 22K | $10.4T | 4.3% | NEW |
| 5 | AAPL | APPLE INC | 38K | $10.4T | 4.3% | NEW |
| 6 | IWM | ISHARES TR | 40K | $9.9T | 4.1% | NEW |
| 7 | IJH | ISHARES TR | 148K | $9.7T | 4.0% | NEW |
| 8 | MSFT | MICROSOFT CORP | 20K | $9.6T | 3.9% | NEW |
| 9 | DVY | ISHARES TR | 64K | $9.0T | 3.7% | NEW |
| 10 | VYM | VANGUARD WHITEHALL FDS | 55K | $7.9T | 3.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENBERG SIGNAL
AC read
GREENBERG FINANCIAL GROUP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed