GRIES FINANCIAL LLC — 13F holdings

GRIES FINANCIAL LLC reported 323 holdings worth $633M in its 13F filing for Q3 2025, filed October 22, 2025.

Largest positions

  1. IVV ISHARES TR — $77.7M (12.3%)
  2. DYNF BLACKROCK ETF TRUST — $34.1M (5.4%)
  3. GAUG FIRST TR EXCHNG TRADED FD VI — $29.4M (4.6%)
  4. QUAL ISHARES TR — $28.1M (4.4%)
  5. BINC BLACKROCK ETF TRUST II — $22.2M (3.5%)
  6. SPY SPDR S&P 500 ETF TR — $16.3M (2.6%)
  7. TBIL RBB FD INC — $12.1M (1.9%)
  8. MSFT MICROSOFT CORP — $11.9M (1.9%)
  9. JEPQ J P MORGAN EXCHANGE TRADED F — $11.7M (1.9%)
  10. IYW ISHARES TR — $11.5M (1.8%)