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Norris Financial Group, LLC

Q2 2026 13F filing

Updated 36 days ago

82 disclosed positions worth $251.3M

Portfolio value
$251.3M
Total holdings
82
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

S
1.SPY

STATE STR SPDR S&P 500 ETF T

Value
$31.4M
Shares
42.1K
% Port
12.51%
Q
2.QQQ

INVESCO QQQ TR

Value
$13M
Shares
17.6K
% Port
5.17%
S

ETFS GOLD TR

Value
$12.5M
Shares
326.9K
% Port
4.97%
D

DIGITALOCEAN HLDGS INC

Value
$10.1M
Shares
64.3K
% Port
4.02%
S

SPDR SERIES TRUST

Value
$10M
Shares
109.0K
% Port
3.97%
S

SELECT SECTOR SPDR TR

Value
$9.4M
Shares
50.7K
% Port
3.74%
A

APPLE INC

Value
$9.3M
Shares
32.0K
% Port
3.68%
?
8.N/A

EA SERIES TRUST

Value
$8M
Shares
68.6K
% Port
3.20%
I
9.IVZ

INVESCO ACTIVELY MANAGED EXC

Value
$7.9M
Shares
157.2K
% Port
3.14%
?
10.N/A

PACER FDS TR

Value
$7.4M
Shares
163.0K
% Port
2.95%
T
11.TTMI

TTM TECHNOLOGIES INC

Value
$7.2M
Shares
38.4K
% Port
2.86%
A
12.AGX

ARGAN INC

Value
$6.4M
Shares
8.0K
% Port
2.53%
A
13.AUPH

AURINIA PHARMACEUTICALS INC

Value
$5.8M
Shares
342.3K
% Port
2.31%
E
14.ETHA

ISHARES TR

Value
$5.4M
Shares
128.0K
% Port
2.16%
F
15.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$5.4M
Shares
28.2K
% Port
2.16%
G
16.GLD

SPDR GOLD TR

Value
$5.3M
Shares
14.3K
% Port
2.10%
E
17.ETHA

INVESCO EXCH TRADED FD TR II

Value
$5.1M
Shares
16.7K
% Port
2.02%
M
18.MDY

SPDR SERIES TRUST

Value
$5M
Shares
17.6K
% Port
1.98%
S

SPDR SERIES TRUST

Value
$5M
Shares
46.6K
% Port
1.98%
S

SSGA ACTIVE ETF TR

Value
$5M
Shares
123.1K
% Port
1.98%
G

ALPHABET INC

Value
$4.9M
Shares
13.8K
% Port
1.96%
S

SELECT SECTOR SPDR TR

Value
$4.7M
Shares
105.8K
% Port
1.85%
N
23.NVDA

NVIDIA CORPORATION

Value
$4.2M
Shares
21.2K
% Port
1.68%
A
24.AMZN

AMAZON COM INC

Value
$4.1M
Shares
17.4K
% Port
1.65%
T
25.TPB

TURNING PT BRANDS INC

Value
$4M
Shares
47.5K
% Port
1.60%
E
26.ETHA

ISHARES INC

Value
$4M
Shares
39.3K
% Port
1.60%
E
27.ETHA

ISHARES TR

Value
$3.8M
Shares
38.2K
% Port
1.53%
C
28.CLS

CELESTICA INC

Value
$3.2M
Shares
8.8K
% Port
1.27%
?
29.N/A

PGIM ETF TR

Value
$3M
Shares
60.4K
% Port
1.19%
P
30.PDI

PIMCO ETF TR

Value
$3M
Shares
29.6K
% Port
1.19%
?
31.N/A

GLOBAL X FDS

Value
$2.8M
Shares
47.5K
% Port
1.11%
H
32.HODL

VANECK ETF TRUST

Value
$2.8M
Shares
36.8K
% Port
1.11%
C
33.CBOE

CBOE GLOBAL MKTS INC

Value
$2.5M
Shares
10.4K
% Port
1.01%
?
34.N/A

GLOBAL X FDS

Value
$2.5M
Shares
32.0K
% Port
0.99%
C
35.COIN

COINBASE GLOBAL INC

Value
$2.3M
Shares
15.5K
% Port
0.90%
S
36.SHOP

SHOPIFY INC

Value
$2.2M
Shares
18.9K
% Port
0.86%
S
37.STAG

STAG INDUSTRIAL INC

Value
$2M
Shares
53.7K
% Port
0.81%
T

TRUIST FINL CORP

Value
$1.8M
Shares
35.6K
% Port
0.70%
C
39.CRDO

CREDO TECHNOLOGY GROUP HOLDI

Value
$1.8M
Shares
6.5K
% Port
0.70%
?
40.N/A

SPDR INDEX SHS FDS

Value
$1.4M
Shares
19.0K
% Port
0.57%
V
41.VTS

VITESSE ENERGY INC

Value
$1.2M
Shares
75.3K
% Port
0.47%
S
42.SOFI

SOFI TECHNOLOGIES INC

Value
$1.1M
Shares
63.6K
% Port
0.45%
V
43.VZ

VERIZON COMMUNICATIONS INC

Value
$1.1M
Shares
26.5K
% Port
0.45%
T
44.TSLA

TESLA INC

Value
$710K
Shares
1.7K
% Port
0.28%
S

SPDR INDEX SHS FDS

Value
$695K
Shares
10.1K
% Port
0.28%
F
46.FPF

FIRST TR EXCH TRADED FD III

Value
$647K
Shares
32.4K
% Port
0.26%
R

REGIONS FINANCIAL CORP NEW

Value
$579K
Shares
19.2K
% Port
0.23%
V
48.VGES

VANGUARD SCOTTSDALE FDS

Value
$579K
Shares
7.3K
% Port
0.23%
F
49.FPF

FIRST TR EXCH TRADED FD III

Value
$496K
Shares
24.7K
% Port
0.20%
C
50.CRSP

CRISPR THERAPEUTICS AG

Value
$494K
Shares
9.1K
% Port
0.20%