GREENBERG FINANCIAL GROUP

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Todd Glick Jr. - Vice President/CCO/COO
Location
Tucson, AZ
Holdings as of
31 Dec 2025
Value $
$242,847,411
Num holdings
111
Filing time
22 Jan 2026, 08:30:35 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SPY, QQQ, RSP, DIA, and AAPL.
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Todd Glick Jr. Vice President/CCO/COO Tuscon, Arizona 22 Jan 2026