Frisch Financial Group, Inc. Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$429.8B

Holdings

157

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (157 positions)

#StockSharesValue% PortfolioType
1
JPSTJ P MORGAN EXCHANGE TRADED F
590,925$30.0B6.97%
2
RSPINVESCO EXCHANGE TRADED FD T
156,916$29.8B6.93%
3
VTVVANGUARD INDEX FDS
142,585$26.7B6.22%
4
BINCBLACKROCK ETF TRUST II
462,886$24.6B5.73%
5
GOOGLALPHABET INC
85,232$20.7B4.82%
6
AAPLAPPLE INC
72,445$18.4B4.29%
7
QQQEDIREXION SHS ETF TR
180,506$18.3B4.27%
8
FMBFIRST TR EXCH TRADED FD III
288,013$14.6B3.40%
9
XLFSELECT SECTOR SPDR TR
269,731$14.5B3.38%
10
MSFTMICROSOFT CORP
23,516$12.2B2.83%
11
JPMJPMORGAN CHASE & CO.
38,230$12.1B2.81%
12
VTVANGUARD INTL EQUITY INDEX F
86,285$11.9B2.77%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
23,176$11.7B2.71%
14
VOVANGUARD INDEX FDS
36,792$10.8B2.52%
15
XLVSELECT SECTOR SPDR TR
71,466$9.9B2.31%
16
PFFISHARES TR
290,605$9.2B2.14%
17
JNJJOHNSON & JOHNSON
44,586$8.3B1.92%
18
QQEWFIRST TR EXCHANGE-TRADED FD
53,297$7.5B1.75%
19
CIBRFIRST TR EXCHANGE TRADED FD
90,203$6.9B1.60%
20
NVDANVIDIA CORPORATION
32,500$6.1B1.41%
21
VOOVANGUARD INDEX FDS
9,345$5.7B1.34%
22
AMZNAMAZON COM INC
24,661$5.4B1.26%
23
METAMETA PLATFORMS INC
6,186$4.5B1.06%
24
NDQINVESCO QQQ TR
6,918$4.2B0.97%
25
IBDUISHARES TR
172,269$4.0B0.94%
26
PSEPINNOVATOR ETFS TRUST
91,436$3.9B0.91%
27
GOOGALPHABET INC
13,161$3.2B0.75%
28
DYNFBLACKROCK ETF TRUST
52,647$3.1B0.73%
29
XOPSPDR SERIES TRUST
21,852$2.9B0.67%
30
HDHOME DEPOT INC
6,920$2.8B0.65%
31
HDVISHARES TR
21,032$2.6B0.60%
32
QUALISHARES TR
12,467$2.4B0.56%
33
XLESELECT SECTOR SPDR TR
26,522$2.4B0.55%
34
DISDISNEY WALT CO
19,458$2.2B0.52%
35
SPYSPDR S&P 500 ETF TR
2,980$2.0B0.46%
36
GSGOLDMAN SACHS GROUP INC
2,482$2.0B0.46%
37
LLYELI LILLY & CO
2,464$1.9B0.44%
38
ABBVABBVIE INC
7,691$1.8B0.41%
39
VOTVANGUARD INDEX FDS
5,883$1.7B0.40%
40
BACVERIZON COMMUNICATIONS INC
38,962$1.7B0.40%
41
IVVISHARES TR
2,482$1.7B0.39%
42
VVISA INC
4,465$1.5B0.35%
43
UNHUNITEDHEALTH GROUP INC
4,304$1.5B0.35%
44
VTIVANGUARD INDEX FDS
4,386$1.4B0.34%
45
SCHWSCHWAB CHARLES CORP
14,719$1.4B0.33%
46
EDCONSOLIDATED EDISON INC
13,927$1.4B0.33%
47
SPTISPDR SERIES TRUST
48,280$1.4B0.32%
48
XOMEXXON MOBIL CORP
11,963$1.3B0.31%
49
SPEMSPDR INDEX SHS FDS
26,665$1.2B0.29%
50
MDYSPDR S&P MIDCAP 400 ETF TR
2,056$1.2B0.29%
51
XLKSELECT SECTOR SPDR TR
4,342$1.2B0.28%
52
TSLATESLA INC
2,645$1.2B0.27%
53
MCDMCDONALDS CORP
3,800$1.2B0.27%
54
FLOTISHARES TR
22,368$1.1B0.27%
55
IBMINTERNATIONAL BUSINESS MACHS
4,033$1.1B0.26%
56
SPYVSPDR SERIES TRUST
20,060$1.1B0.26%
57
IUSBISHARES TR
22,518$1.1B0.24%
58
PFEPFIZER INC
41,191$1.0B0.24%
59
EPDENTERPRISE PRODS PARTNERS L
31,842$995.7M0.23%
60
COSTCOSTCO WHSL CORP NEW
1,061$981.8M0.23%
61
IBDYISHARES TR
32,930$863.8M0.20%
62
INTCINTEL CORP
25,264$847.6M0.20%
63
THROBLACKROCK ETF TRUST
22,040$834.4M0.19%
64
RTXRTX CORPORATION
4,868$814.6M0.19%
65
BAIBLACKROCK ETF TRUST
23,763$811.7M0.19%
66
MRKMERCK & CO INC
9,555$809.7M0.19%
67
CATCATERPILLAR INC
1,633$778.9M0.18%
68
BACBANK AMERICA CORP
14,838$765.5M0.18%
69
IVWISHARES TR
6,329$764.0M0.18%
70
VIGVANGUARD SPECIALIZED FUNDS
3,485$755.1M0.18%
71
PGPROCTER AND GAMBLE CO
4,829$742.0M0.17%
72
DSIISHARES TR
5,874$739.8M0.17%
73
ORCLORACLE CORP
2,613$734.8M0.17%
74
BBARRICK MNG CORP
22,162$726.2M0.17%
75
WMTWALMART INC
6,686$689.1M0.16%
76
NEENEXTERA ENERGY INC
8,900$671.9M0.16%
77
MIGASTRATEGY INC
2,000$644.4M0.15%
78
CSCOCISCO SYS INC
9,226$631.2M0.15%
79
AVGOBROADCOM INC
1,888$623.0M0.14%
80
VYMVANGUARD WHITEHALL FDS
4,389$618.7M0.14%
81
CVXCHEVRON CORP NEW
3,919$608.6M0.14%
82
ELVELEVANCE HEALTH INC FORMERLY
1,881$607.7M0.14%
83
EFAISHARES TR
6,453$602.5M0.14%
84
DWDMORGAN STANLEY
3,788$602.1M0.14%
85
HIGHARTFORD INSURANCE GROUP INC
4,453$596.4M0.14%
86
SIXGETF SER SOLUTIONS
9,414$580.7M0.14%
87
ESGDISHARES TR
6,229$579.1M0.13%
88
EMBISHARES TR
6,038$574.7M0.13%
89
BOTZGLOBAL X FDS
15,811$560.2M0.13%
90
4I1PHILIP MORRIS INTL INC
3,314$537.5M0.13%
91
NFLXNETFLIX INC
436$522.3M0.12%
92
TAT&T INC
18,376$518.9M0.12%
93
GEGE AEROSPACE
1,676$504.7M0.12%
94
CSXCSX CORP
14,046$498.8M0.12%
95
BNBROOKFIELD CORP
6,988$479.3M0.11%
96
XLYSELECT SECTOR SPDR TR
1,903$456.0M0.11%
97
ISEPINNOVATOR ETFS TRUST
14,159$451.2M0.10%
98
PEPPEPSICO INC
3,145$441.7M0.10%
99
SPYMSPDR SERIES TRUST
5,451$427.0M0.10%
100
UNPUNION PAC CORP
1,784$421.7M0.10%
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