Arkolith/Funds/Norris Financial Group, LLC

Norris Financial Group, LLC

CIK 2129318
Holdings as of Jun 30, 2026·disclosed Aug 5, 2026·~36-day 13F lag·13F-HR
Active Filer

Norris Financial Group, LLC holds a focused book of 82 stocks worth $251.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Credo Technology Group Holdi and trimmed Invesco QQQ Trust Series 1. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 13% of the equity book.

Opened
23
bought for the first time
Added to
34
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
27
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
47%
Top 20 holdings
69%

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

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
18%
Financials
11%
Industrials
3%
Health Care
3%
Consumer Discretionary
2%
Consumer Staples
2%
Real Estate
1%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Norris Financial Group, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 80$11.1B
ROYAL BANK OF CANADA78 / 80$99.3B
WELLS FARGO & COMPANY/MN78 / 80$79.3B
LPL Financial LLC78 / 80$53.6B
Integrated Wealth Concepts LLC78 / 80$2.4B
IFP Advisors, Inc78 / 80$912.7M
MORGAN STANLEY77 / 80$347.0B
JPMORGAN CHASE & CO77 / 80$322.3B

Ranked by how many of Norris Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

82 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$31.4M42.1K
12.5%
+0.4%
Added · +173 sh
2Invesco QQQ TR
UNIT SER 1
$13.0M17.6K
5.2%
−2.5%
Reduced · −455 sh
3Etfs Gold TR
PHYSCL GOLD SHS
$12.5M326.9K
5.0%
+6.7%
Added · +20K sh
4Digitalocean Hldgs Inc
COM
$10.1M64.3K
4.0%
−24%
Reduced · −20K sh
5SPDR Series Trust
ST STR BLO 1 ETF
$10.0M109.0K
4.0%
−1.9%
Reduced · −2K sh
6Select Sector SPDR TR
ST STR INDL ETF
$9.4M50.7K
3.7%
+27%
Added · +11K sh
7Apple Inc
COM
$9.3M32.0K
3.7%
+1.2%
Added · +368 sh
8Ea Series Trust
ALPHA ARCH 1-3
$8.0M68.6K
3.2%
+7.9%
Added · +5K sh
9Invesco Actively Managed Exc
ULTRA SHRT DUR
$7.9M157.2K
3.1%
+11%
Added · +16K sh
10Pacer FDS TR
AMERICAN ENERGY
$7.4M163.0K
3.0%
+14%
Added · +19K sh
11TTM Technologies Inc
COM
$7.2M38.4K
2.9%
−12%
Reduced · −5K sh
12Argan Inc
COM
$6.4M8.0K
2.5%
−11%
Reduced · −938 sh
13Aurinia Pharmaceuticals Inc
COM
$5.8M342.3K
2.3%
~0%
Reduced · −146 sh
14Ishares TR
0-5YR HI YL CP
$5.4M128.0K
2.2%
+5.1%
Added · +6K sh
15First TR Exchange-Traded FD
NASDQ CLN EDGE
$5.4M28.2K
2.2%
+24%
Added · +5K sh
16SPDR Gold TR
GOLD SHS
$5.3M14.3K
2.1%
−4.8%
Reduced · −723 sh
17Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$5.1M16.7K
2.0%
+20%
Added · +3K sh
18SPDR Series Trust
ST STR SP AERO
$5.0M17.6K
2.0%
+7.3%
Added · +1K sh
19SPDR Series Trust
ST STR SP METAL
$5.0M46.6K
2.0%
−7.1%
Reduced · −4K sh
20Ssga Active ETF TR
ST STR UL BD ETF
$5.0M123.1K
2.0%
+16%
Added · +17K sh
21Alphabet Inc
CAP STK CL A
$4.9M13.8K
2.0%
+4.6%
Added · +609 sh
22Select Sector SPDR TR
ST STR REAL ETF
$4.7M105.8K
1.9%
+3.8%
Added · +4K sh
23Nvidia Corporation
COM
$4.2M21.2K
1.7%
+3.0%
Added · +628 sh
24Amazon Com Inc
COM
$4.1M17.4K
1.6%
+1.6%
Added · +282 sh
25Turning PT Brands Inc
COM
$4.0M47.5K
1.6%
−0.7%
Reduced · −342 sh
26Ishares Inc
MSCI EMRG CHN
$4.0M39.3K
1.6%
−0.4%
Reduced · −163 sh
27Ishares TR
0-3 MTH TREASURY
$3.8M38.2K
1.5%
+15%
Added · +5K sh
28Celestica Inc
COM
$3.2M8.8K
1.3%
−0.5%
Reduced · −45 sh
29Pgim ETF TR
PGIM ULTRA SH BD
$3.0M60.4K
1.2%
+31%
Added · +14K sh
30Pimco ETF TR
ENHAN SHRT MA AC
$3.0M29.6K
1.2%
−15%
Reduced · −5K sh
31Global X FDS
US INFR DEV ETF
$2.8M47.5K
1.1%
+30%
Added · +11K sh
32Vaneck ETF Trust
GOLD MINERS ETF
$2.8M36.8K
1.1%
−4.1%
Reduced · −2K sh
33Cboe Global MKTS Inc
COM
$2.5M10.4K
1.0%
+7.0%
Added · +677 sh
34Global X FDS
GLOBAL X SILVER
$2.5M32.0K
1.0%
+10%
Added · +3K sh
35Coinbase Global Inc
COM CL A
$2.3M15.5K
0.9%
+7.4%
Added · +1K sh
36Shopify Inc
CL A SUB VTG SHS
$2.2M18.9K
0.9%
+41%
Added · +6K sh
37Stag Industrial Inc
COM
$2.0M53.7K
0.8%
−0.1%
Reduced · −41 sh
38Truist Finl Corp
COM
$1.8M35.6K
0.7%
−1.7%
Reduced · −616 sh
39Credo Technology Group Holdi
ORDINARY SHARES
$1.8M6.5K
0.7%
New
New position
40SPDR Index SHS FDS
ST STR SP N AM
$1.4M19.0K
0.6%
+9.6%
Added · +2K sh
41Vitesse Energy Inc
COMMON STOCK
$1.2M75.3K
0.5%
−1.9%
Reduced · −1K sh
42Sofi Technologies Inc
COM
$1.1M63.6K
0.5%
+22%
Added · +11K sh
43Verizon Communications Inc
COM
$1.1M26.5K
0.4%
+20%
Added · +4K sh
44Tesla Inc
COM
$710K1.7K
0.3%
+15%
Added · +222 sh
45SPDR Index SHS FDS
ST STR EU 50 ETF
$695K10.1K
0.3%
+16%
Added · +1K sh
46First TR Exch Traded FD III
SHRT DUR MNG MUN
$647K32.4K
0.3%
Held
47Regions Financial Corp New
COM
$579K19.2K
0.2%
+0.1%
Added · +25 sh
48Vanguard Scottsdale FDS
SHRT TRM CORP BD
$579K7.3K
0.2%
Held
49First TR Exch Traded FD III
ULTRA SHT DUR MU
$496K24.7K
0.2%
−9.0%
Reduced · −2K sh
50Crispr Therapeutics AG
NAMEN AKT
$494K9.1K
0.2%
+25%
Added · +2K sh
Showing 50 of 82 positions
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Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 5, 202682$251.3M13F-HR
Q1 2026Mar 31, 2026May 20, 202697$306.4M13F-HR
Q4 2025Dec 31, 2025May 20, 202697$294.2M13F-HR
Q3 2025Sep 30, 2025May 20, 202698$273.9M13F-HR
Q2 2025Jun 30, 2025May 20, 202682$244.1M13F-HR
Q1 2025Mar 31, 2025May 20, 202685$214.3M13F-HR
Q4 2024Dec 31, 2024May 20, 202682$212.8M13F-HR
Q3 2024Sep 30, 2024May 20, 202676$203.2M13F-HR
Q2 2024Jun 30, 2024May 20, 202678$192.0M13F-HR
Q1 2024Mar 31, 2024May 20, 202674$182.3M13F-HR
Q4 2023Dec 31, 2023May 20, 202667$164.6M13F-HR
Q3 2023Sep 30, 2023May 20, 202663$144.2M13F-HR
Q2 2023Jun 30, 2023May 20, 202663$144.4M13F-HR
Q1 2023Mar 31, 2023May 20, 202666$136.4M13F-HR
Q4 2022Dec 31, 2022May 20, 202668$118.3M13F-HR
Q3 2022Sep 30, 2022May 20, 202667$109.2M13F-HR
Q2 2022Jun 30, 2022May 20, 202666$124.3M13F-HR
Q1 2022Mar 31, 2022May 20, 202684$165.7M13F-HR
Q4 2021Dec 31, 2021May 20, 202686$165.8M13F-HR
Q3 2021Sep 30, 2021May 20, 202683$151.2M13F-HR
Q2 2021Jun 30, 2021May 20, 202682$148.3M13F-HR
Q1 2021Mar 31, 2021May 20, 202679$136.2M13F-HR
Q4 2020Dec 31, 2020Jun 2, 202668$126.9M13F-HR
Q3 2020Sep 30, 2020Jun 2, 202669$118.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.