Arkolith/Funds/Greenberg Financial Group

Greenberg Financial Group

CIK 946626
Holdings as of Dec 31, 2025·disclosed Jan 22, 2026·~22-day 13F lag·Historical data · 2 quarters behind·13F-HR
Active Filer

Greenberg Financial Group holds a focused book of 111 reported positions worth $242.8M as of Q4 2025 (disclosed Jan 22, 2026, a ~22-day 13F lag). This quarter they opened PayPal Holdings Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the reported non-option book. They also disclosed $25K in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2026 would be +9% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.7%
+14.0%/yr · since Jan '26
Their reported book
+34.2%
held from quarter-end
S&P 500
+11.5%
same window
$9K$10K$10K$11K$11KJan '26Mar '26Apr '26Jun '26Jul '26Sep '26
Greenberg Financial Group (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +34.2%, a 25.5-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Greenberg Financial Group's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
38%
Top 10 holdings
57%
Top 20 holdings
76%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

30% mapped to company sectors

ETFs / funds
70%
Information Technology
18%
Consumer Discretionary
3%
Industrials
2%
Financials
2%
Energy
1%
Materials
1%
No sector on file yet
1%

+4 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Greenberg Financial Group

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.4B
Uhlmann Price Securities, LLC40 / 80$2.5B
Noked Israel Ltd8 / 80$889.3M
Hoffman, Alan N Investment Management10 / 80$154.8M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 80$415.2M
Ketron Financial18 / 80$286.8M
9823 Capital, L.P.8 / 80$128.0M

Ranked by the share of each fund's own book sitting in the names it shares with Greenberg Financial Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

111 positions
#SecurityValueShares% PortLast moveHistory
1SPDR S&P 500 ETF TR
TR UNIT
$36.2M53.0K
14.9%
−1.5%
Reduced · −813 sh
2Invesco QQQ TR
UNIT SER 1
$21.7M35.3K
8.9%
+2.7%
Added · +923 sh
3Invesco Exchange Traded FD T
S&P500 EQL WGT
$13.7M71.6K
5.6%
−1.0%
Reduced · −752 sh
4SPDR Dow Jones Indl Average
UT SER 1
$10.4M21.7K
4.3%
+0.2%
Added · +45 sh
5Apple Inc
COM
$10.4M38.1K
4.3%
−0.3%
Reduced · −112 sh
6Ishares TR
RUSSELL 2000 ETF
$9.9M40.0K
4.1%
+6.2%
Added · +2K sh
7Ishares TR
CORE S&P MCP ETF
$9.7M147.6K
4.0%
+3.9%
Added · +5K sh
8Microsoft Corp
COM
$9.6M19.8K
3.9%
+0.4%
Added · +87 sh
9Ishares TR
SELECT DIVID ETF
$9.0M64.1K
3.7%
−0.3%
Reduced · −215 sh
10Vanguard Whitehall FDS
HIGH DIV YLD
$7.9M55.3K
3.3%
+1.7%
Added · +942 sh
11Ishares TR
PFD AND INCM SEC
$7.4M239.8K
3.1%
−3.4%
Reduced · −8K sh
12Ishares TR
20 YR TR BD ETF
$6.6M76.0K
2.7%
+10%
Added · +7K sh
13Nvidia Corporation
COM
$6.3M33.6K
2.6%
−12%
Reduced · −5K sh
14Roper Technologies Inc
COM
$6.0M13.4K
2.5%
+102%
Added · +7K sh
15Vanguard Index FDS
VALUE ETF
$5.9M30.8K
2.4%
−3.5%
Reduced · −1K sh
16SPDR Series Trust
STATE STREET SPD
$3.1M22.6K
1.3%
−5.6%
Reduced · −1K sh
17SPDR Series Trust
STATE STREET SPD
$2.6M59.8K
1.1%
−4.8%
Reduced · −3K sh
18Vanguard Index FDS
TOTAL STK MKT
$2.4M7.0K
1.0%
+9.9%
Added · +635 sh
19RTX Corporation
COM
$2.3M12.6K
1.0%
+11%
Added · +1K sh
20Calamos Conv & High Income F
COM SHS
$2.3M201.2K
0.9%
+94%
Added · +98K sh
21Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.3M28.4K
0.9%
−5.8%
Reduced · −2K sh
22SPDR Series Trust
STATE STREET SPD
$2.3M74.5K
0.9%
−5.6%
Reduced · −4K sh
23Starbucks Corp
COM
$2.2M26.7K
0.9%
+41%
Added · +8K sh
24Ishares TR
CORE 1 5 YR USD
$2.2M46.0K
0.9%
−6.3%
Reduced · −3K sh
25Meta Platforms Inc
CL A
$2.2M3.3K
0.9%
−15%
Reduced · −602 sh
26Amazon Com Inc
COM
$2.1M9.2K
0.9%
−30%
Reduced · −4K sh
27Alphabet Inc
CAP STK CL C
$1.7M5.6K
0.7%
−16%
Reduced · −1K sh
28Chevron Corp New
COM
$1.7M11.4K
0.7%
+6.2%
Added · +666 sh
29Invesco Exch Traded FD TR II
S&P500 HDL VOL
$1.7M35.5K
0.7%
+1.4%
Added · +485 sh
30Caterpillar Inc
COM
$1.6M2.9K
0.7%
+25%
Added · +575 sh
31J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.5M30.5K
0.6%
−2.7%
Reduced · −852 sh
32Exxon Mobil Corp
COM
$1.4M11.8K
0.6%
+61%
Added · +4K sh
33Vanguard World FD
EXTENDED DUR
$1.3M20.6K
0.6%
+1.3%
Added · +261 sh
34Pacer FDS TR
METAURUS CAP 400
$1.3M30.8K
0.5%
−20%
Reduced · −7K sh
35Alphabet Inc
CAP STK CL A
$1.2M3.8K
0.5%
−3.9%
Reduced · −155 sh
36Vaneck ETF Trust
URANIUM AND NUCL
$1.2M9.4K
0.5%
−14%
Reduced · −2K sh
37Oracle Corp
COM
$1.0M5.3K
0.4%
+4.7%
Added · +241 sh
38Simplify Exchange Traded Fun
VOLATILITY PREM
$985K56.1K
0.4%
+48%
Added · +18K sh
39JPMorgan Chase & Co.
COM
$981K3.0K
0.4%
+7.2%
Added · +204 sh
40Johnson & Johnson
COM
$954K4.6K
0.4%
−0.1%
Reduced · −4 sh
41Vertiv Holdings Co
COM CL A
$893K5.5K
0.4%
+85%
Added · +3K sh
42Ishares TR
ISHARES SEMICDTR
$843K2.8K
0.3%
+4.1%
Added · +110 sh
43Ferrari N V
COM
$786K2.1K
0.3%
+5.8%
Added · +117 sh
44PayPal Hldgs Inc
COM
$760K13.0K
0.3%
New
New position
45Disney Walt Co
COM
$744K6.5K
0.3%
+39%
Added · +2K sh
46Invesco Exch Traded FD TR II
GLOBAL EX US HGH
$719K36.1K
0.3%
+8.4%
Added · +3K sh
47Vanguard Index FDS
S&P 500 ETF SHS
$712K1.1K
0.3%
−12%
Reduced · −156 sh
48SPDR Series Trust
STATE STREET SPD
$675K21.3K
0.3%
New
New position
49Boeing Co
COM
$668K3.1K
0.3%
−0.7%
Reduced · −22 sh
50Axon Enterprise Inc
COM
$636K1.1K
0.3%
New
New position
Showing 50 of 111 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$25K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$16K4
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$9K2

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$270.2M · Q2 2025Q1 2025 · $242.3MQ4 2025 · $242.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q4 2025Dec 31, 2025Jan 22, 202622d113$242.9M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2026380d126$270.2M13F-HR
Q1 2025Mar 31, 2025Apr 16, 2026381d118$242.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.