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Lynsey Richter

Gr Financial Group, Llc

Assets Managed
$301.48M
Holdings
22
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-32.26%(2Q avg: -14.68%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gr Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Gr Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 301.48M in assets, with a quarterly growth rate of -32.26% and a 2-quarter average growth rate of -14.68%. The portfolio is managed by Lynsey Richter, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -67.75%
32.19%
$97.024M
148,534 shares@ $653.22 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 0.79%
30.3%
$91.343M
3.486M shares@ $26.2 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
New Position
30.13%
$90.809M
473,160 shares@ $191.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -22.91%
2.47%
$7.425M
55,868 shares@ $132.9 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 63.43%
1.35%
$4.042M
6,215 shares@ $650.3 avg price
AAPL
Apple Inc
Recent Activity
Decreased -37.3%
0.73%
$2.189M
8,625 shares@ $253.8 avg price
RTX
Rtx Corp
Recent Activity
Decreased -0.75%
0.45%
$1.341M
6,950 shares@ $192.9 avg price
XLE
Energy Select Sector Spdr
Recent Activity
New Position
0.32%
$962,578
15,713 shares@ $61.26 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -21.06%
0.27%
$810,219
813 shares@ $996.58 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
0.26%
$762,666
5,202 shares@ $146.62 avg price

1-10 of 22