GREENBERG FINANCIAL GROUP
•CIK: 946626•Filing: Q4 2025
**GREENBERG FINANCIAL GROUP** manages $207M across 111 diverse positions, exhibiting a clear focus on technology and dividend-paying equities. Top allocations include a significant $21.7M in NDQ and $13.7M in RSP, signaling exposure to tech indices and broad market performance. Further concentration is evident in mega-cap names such as AAPL ($10.4M) and MSFT ($9.6M), balanced by substantial holdings in dividend-focused assets like DVY ($9.0M) and VYM ($7.9M). This portfolio structure suggests a tactical blend of growth exposure and income generation.
Total AUM
$206.7M
+ $15.7K in options
QoQ Performance
N/A
Positions
93
+ 1 option
Top 10 Concentration
53.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
RSP
DON
AAPL
NDQ10.5%
RSP6.6%
DON5.1%
AAPL5.0%
IWM4.8%
IJH4.7%
MSFT4.6%
DVY4.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other73.3%
Technology17.3%
Consumer3.0%
Industrial2.4%
Financial1.2%
Healthcare0.8%
Energy0.7%
Communication0.6%