Norris Financial Group, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Greenville, SC
CIK
0002129318
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 97 306,369 SPY, IAU, SHV, SGOL 13F-HR 5/20/2026 000212931826000002
Q4 2025 97 294,218 SPY, IAU, QQQ, SGOL 13F-HR 5/20/2026 000212931826000003
Q3 2025 98 273,922 SPY, IAU, QQQ, SGOL 13F-HR 5/20/2026 000212931826000004
Q2 2025 82 244,138 SPY, IAU, FEZ, BIL 13F-HR 5/20/2026 000212931826000005
Q1 2025 85 214,303 SPY, IAU, BIL, SHV 13F-HR 5/20/2026 000212931826000006
Q4 2024 82 212,839 SPY, IAU, BIL, QQQ 13F-HR 5/20/2026 000212931826000007
Q3 2024 76 203,172 SPY, QQQ, IAU, BIL 13F-HR 5/20/2026 000212931826000008
Q2 2024 78 192,018 SPY, QQQ, BIL, IAU 13F-HR 5/20/2026 000212931826000009
Q1 2024 74 182,291 SPY, QQQ, BIL, IAU 13F-HR 5/20/2026 000212931826000010
Q4 2023 67 164,615 SPY, QQQ, VCIT, IAU 13F-HR 5/20/2026 000212931826000011
Q3 2023 63 144,184 SPY, VCIT, QQQ, IAU 13F-HR 5/20/2026 000212931826000012
Q2 2023 63 144,388 SPY, IAU, QQQ, GLD 13F-HR 5/20/2026 000212931826000013
Q1 2023 66 136,369 SPY, IAU, VEU, GLD 13F-HR 5/20/2026 000212931826000014
Q4 2022 68 118,293 XLP, XLE, SPHD, GLD 13F-HR 5/20/2026 000212931826000015
Q3 2022 67 109,232 XLP, SPHD, XLE, FTGC 13F-HR 5/20/2026 000212931826000016
Q2 2022 66 124,265 SPY, XLE, SPHD, IAU 13F-HR 5/20/2026 000212931826000017
Q1 2022 84 165,668 SPY, XLE, SCHD, IAU 13F-HR 5/20/2026 000212931826000018
Q4 2021 86 165,780 SPY, QQQ, IWM, AUPH 13F-HR 5/20/2026 000212931826000019
Q3 2021 83 151,235 SPY, QQQ, XLF, AAPL 13F-HR 5/20/2026 000212931826000021
Q2 2021 82 148,336 SPY, RSP, QQQ, IAU 13F-HR 5/20/2026 000212931826000022
Q1 2021 79 136,239 IAU, QQQ, SPY, IYT 13F-HR 5/20/2026 000212931826000023
Q4 2020 68 126,867 IAU, QQQ, SPY, GLD 13F-HR 6/2/2026 000212931826000024
Q3 2020 69 118,169 IAU, QQQ, GLD, VCSH 13F-HR 6/2/2026 000212931826000025
Q2 2020 64 105,807 IAU, QQQ, GLD, VOT 13F-HR 6/2/2026 000212931826000026
Q1 2020 61 89,963 QQQ, SHV, IAU, GLD 13F-HR 6/2/2026 000212931826000027
Q4 2019 55 108,355 SPY, QQQ, FVD, LMBS 13F-HR 6/2/2026 000212931826000028