Greenberg Financial Group ETF holdings
Tucson, AZ
Reported $191.7M in 45 ETFs in its Form 13F for June 30, 2025.
ETF value
$191.7M
ETFs held
45
Change from prior quarter
+14.0%
With price moves
ETFs as a share of its 13F
71.9%
of $266.7M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $40.2M | 53,837 | +361 shares |
| QQQ | Invesco QQQ Trust | $25.3M | 34,419 | −1,244 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $15.4M | 72,370 | +228 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $11.3M | 21,687 | −149 shares |
| IWM | iShares Russell 2000 ETF | $11.3M | 37,677 | −2,436 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $11.0M | 142,120 | −5,875 shares |
| DVY | iShares Select Dividend ETF | $10.1M | 64,327 | −455 shares |
| VYM | Vanguard High Dividend Yield ETF | $8.6M | 54,387 | −1,177 shares |
| PFF | iShares Preferred and Income Securities ETF | $7.6M | 248,249 | −11,373 shares |
| VTV | Vanguard Morningstar Value ETF | $7.0M | 31,902 | −583 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2025 with March 31, 2026. SEC filer ID (CIK) 0000946626. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Greenberg Financial Group own?
Greenberg Financial Group reported 45 ETF positions worth $191.7M in its Form 13F for June 30, 2025. The largest was SPY, at $40.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.