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Portfolio (Quarterly) Guide ↗

GR FINANCIAL GROUP, LLC

· CIK 0002011751
13F Portfolio $736M AUM 37 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 10 Added 6 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES CORE S&P 500 ETF 538,536.0 $403.3M 54.80% +390K +262.6% $748.89 +2.7%
2 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 477,448.0 $101.6M 13.80% +4K +0.9% $212.77 +4.2%
3 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 3,540,053.0 $93.9M 12.76% +54K +1.5% $26.52 -1.3%
4 MU MICRON TECHNOLOGY INC COM Technology 1,015.0 $1.2M 0.16% +217.0 +27.2% $1155.00 -16.3%
5 IBIT ISHARES BITCOIN TRUST ETF Financial Services 34,791.0 $1.2M 0.16% +22K +177.3% $33.29 +31.1%
6 NVDA NVIDIA CORPORATION COM Technology 3,201.0 $641K 0.09% +423.0 +15.2% $200.13 +7.3%
7 MSFT MICROSOFT CORP COM Technology 1,695.0 $632K 0.09% +450.0 +36.1% $373.07 +29.5%
8 AMZN AMAZON COM INC COM Consumer Cyclical 2,133.0 $508K 0.07% +285.0 +15.4% $238.35 +8.5%
9 META META PLATFORMS INC CL A Communication Services 812.0 $458K 0.06% +68.0 +9.1% $563.64 -2.4%
10 ACWI ISHARES MSCI ACWI ETF 1,848.0 $290K 0.04% +11.0 +0.6% $157.05 +2.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.2%
Financial Services 24.4%
Industrials 11.5%
Consumer Cyclical 6.5%
Healthcare 5.7%
Consumer Defensive 4.8%
Communication Services 2.9%