Frisch Financial Group, Inc.
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 582,855
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 187 | 582,855 | 13F-HR | Frisch Financial Group, Inc. |
| Q1 2026 | 5/5/2026 | 167 | 478,344 | 13F-HR | Frisch Financial Group, Inc. |
| Q4 2025 | 2/6/2026 | 163 | 446,116 | 13F-HR | Frisch Financial Group, Inc. |
| Q3 2025 | 11/10/2025 | 157 | 429,809 | 13F-HR | Frisch Financial Group, Inc. |
| Q2 2025 | 8/14/2025 | 144 | 408,679 | 13F-HR | Frisch Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 172.5 K | 30.0% | 9.345 K | 0 | 9.345 K |
| ETFs | 400.2 K | 69.7% | 93.57 K | 0 | 93.57 K |
| Debt | 1.483 K | 0.3% | 318 | 0 | 318 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
582,855
Holdings
187
QoQ value change ($000)
104,511
(21.8%)
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.