CIK 946626
GREENBERG FINANCIAL GROUP
Institutional 13F holdings & portfolio
Holdings
111
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 111
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 35K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 72K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 22K | $1M+ | SH |
| AAPL | APPLE INC | 38K | $1M+ | SH |
| IWM | ISHARES TR | 40K | $1M+ | SH |
| IJH | ISHARES TR | 148K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 20K | $1M+ | SH |
| DVY | ISHARES TR | 64K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 55K | $1M+ | SH |
| PFF | ISHARES TR | 240K | $1M+ | SH |
| TLT | ISHARES TR | 76K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 34K | $1M+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 13K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 31K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 23K | $1M+ | SH |
| SPYD | SPDR SERIES TRUST | 60K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| RTX | RTX CORPORATION | 13K | $1M+ | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 201K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 28K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 75K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 27K | $1M+ | SH |
| ISTB | ISHARES TR | 46K | $1M+ | SH |
| META | META PLATFORMS INC | 3K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 35K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| EDV | VANGUARD WORLD FD | 21K | $1M+ | SH |
| QDPL | PACER FDS TR | 31K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 9K | $1M+ | SH |
| ORCL | ORACLE CORP | 5K | $1M+ | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 56K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 6K | $500K+ | SH |
| SOXX | ISHARES TR | 3K | $500K+ | SH |
| RACE | FERRARI N V | 2K | $500K+ | SH |
| PYPL | PAYPAL HLDGS INC | 13K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| PGHY | INVESCO EXCH TRADED FD TR II | 36K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| PSK | SPDR SERIES TRUST | 21K | $500K+ | SH |
| BA | BOEING CO | 3K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 1K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |