Norris Financial Group, LLC — 13F holdings

Norris Financial Group, LLC reported 82 holdings worth $251M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $31.4M (12.5%)
2. QQQ Invesco Qqq Tr — $13.0M (5.2%)
3. SGOL ETFS GOLD TR — $12.5M (5.0%)
4. DOCN DIGITALOCEAN HLDGS INC — $10.1M (4.0%)
5. BIL SPDR SERIES TRUST — $9.99M (4.0%)
6. XLI SELECT SECTOR SPDR TR — $9.39M (3.7%)
7. AAPL APPLE INC — $9.26M (3.7%)
8. BOXX EA SERIES TRUST — $8.03M (3.2%)
9. GSY INVESCO ACTIVELY MANAGED EXC — $7.88M (3.1%)
10. USAI PACER FDS TR — $7.41M (3.0%)