StockDriftsStockDriftsTop 50 Frisch Financial Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 8.29% | 221.7K | $48.3M | +15.00%(+28.92K) | $171.55(+32.62%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.25% | 536.0K | $36.5M | +30.98%(+126.78K) | $59.92(+17.10%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.74% | 157.3K | $33.5M | -1.35%(-2.16K) | $158.05(+40.31%) | 2026-06-30 | |
| SPTI | SPDR SERIES TRUST | 5.34% | 1.10M | $31.2M | +24.79%(+218.00K) | $28.73(-2.12%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.34% | 547.7K | $25.3M | +19.73%(+90.24K) | $46.43(-2.10%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 4% | 446.0K | $23.3M | -6.63%(-31.65K) | $53.03(-1.89%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.37% | 55.0K | $19.7M | -33.33%(-27.51K) | $75.75(+355.06%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.31% | 66.7K | $19.3M | -1.57%(-1.06K) | $65.64(+365.20%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 2.34% | 254.2K | $13.6M | -7.64%(-21.03K) | $26.78(+117.02%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 2.16% | 343.3K | $12.6M | +1412.51%(+320.56K) | $33.72(+10.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.86% | +47.60% | +7.60% | +44.22% |
| Top 20 Holdings Unweighted | +14.29% | +49.30% | +8.06% | +47.33% |
Frisch Financial Group INC reports $582.86M in US-listed equity holdings across 187 positions in its most recent 13F filing. Its largest disclosed positions are VTV (8.3%), DYNF (6.3%) and RSP (5.7%). The top 20 holdings account for 63.91% of reported assets. Its disclosed equity book has returned +47.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Frisch Financial Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767730). View Frisch Financial Group INC’s 13F filings on SEC