Gr Financial Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $409 Billion distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $287B, Pimco ETF Tr with a value of $84.6B, Technology Sector Spdr with a value of $8.47B, Apple Inc. with a value of $3.8B, and Meta Platforms, Inc. with a value of $2.69B.

Examining the 13F form we can see an decrease of $240B in the current position value, from $649B to 409B.

Gr Financial Group, LLC is based out at Tucson, AZ

Below you can find more details about Gr Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $409 Billion
ETFs: $300 Billion
Technology: $11.2 Billion
Communication Services: $4.87 Billion
Consumer Cyclical: $2.74 Billion
Industrials: $1.14 Billion
Consumer Defensive: $1.09 Billion
Healthcare: $440 Million
Financial Services: $245 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $409 Billion
  • Prior Value $649 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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