GREENBERG FINANCIAL GROUP — 13F holdings

GREENBERG FINANCIAL GROUP reported 113 holdings worth $243M in its 13F filing for Q4 2025, filed January 22, 2026.

Largest positions

  1. SPY SPDR S&P 500 ETF TR — $36.2M (14.9%)
  2. QQQ INVESCO QQQ TR — $21.7M (8.9%)
  3. RSP INVESCO EXCHANGE TRADED FD T — $13.7M (5.6%)
  4. DIA SPDR DOW JONES INDL AVERAGE — $10.4M (4.3%)
  5. AAPL APPLE INC — $10.4M (4.3%)
  6. IWM ISHARES TR — $9.85M (4.1%)
  7. IJH ISHARES TR — $9.74M (4.0%)
  8. MSFT MICROSOFT CORP — $9.56M (3.9%)
  9. DVY ISHARES TR — $9.05M (3.7%)
  10. VYM VANGUARD WHITEHALL FDS — $7.94M (3.3%)