GREENBERG FINANCIAL GROUP
All 13F Filings
- Location
- Tucson, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 242,872
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 113 | 242,872 | 13F-HR | GREENBERG FINANCIAL GROUP |
| Q2 2025 | 7/15/2026 | 126 | 270,238 | 13F-HR | GREENBERG FINANCIAL GROUP |
| Q1 2025 | 4/15/2026 | 118 | 242,348 | 13F-HR | GREENBERG FINANCIAL GROUP |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
25
(0.0% of total reported value)
· QoQ Δ:
+25
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 196 K | 80.7% | 196 K | 0 | 196 K |
| ETFs | 44.57 K | 18.4% | 44.57 K | 0 | 44.57 K |
| Other | 2.243 K | 0.9% | 2.243 K | 0 | 2.243 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
242,872
Holdings
113
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.