GR FINANCIAL GROUP, LLC

RIA/Wealth

GR FINANCIAL GROUP, LLC is a RIA/Wealth based in Tucson, AZ led by Lynsey Marie Richter, reporting $981.5M in AUM as of Q3 2025 with 95% ETF concentration, 98% concentrated in top 10 holdings, and 72% allocation to IVV.

PresidentLynsey Marie Richter

Portfolio Value: $432.6M
Positions: 27
Top Holding: IVV at 71.63%
Last Reported: Q3 2025

Address4556 E Camp Lowell, Tucson, AZ, 85712, United States

Top Holdings

Largest long holdings in GR FINANCIAL GROUP, LLC's portfolio (98.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$309.9M	71.63%	+$98.4K Bought	— 463.0K shares	Q3 2024 Held for 1y 2m
2 PYLD PIMCO Multi Sector Bond Active PYLD	ETF ETF	$91.1M	21.06%	+$5.5M Bought	— 3.4M shares	Q1 2025 Held for 8 months
3 Apple AAPL	Consumer Electronics Technology	$5.0M	1.16%	+$291.3K Bought	0.00% 19.7K shares	Q4 2022 Held for 2y 11m
4 Nvidia NVDA	Semiconductors Technology	$3.6M	0.83%	+$669.8K Bought	0.00% 19.2K shares	Q2 2024 Held for 1y 5m
5 Microsoft MSFT	Software - Infrastructure Technology	$3.4M	0.78%	+$707.0K Bought	0.00% 6.5K shares	Q1 2023 Held for 2y 8m
6 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$3.1M	0.71%	+$392.1K Bought	0.00% 4.2K shares	Q1 2024 Held for 1y 8m
7 Amazon AMZN	Specialty Retail Consumer Cyclical	$2.8M	0.65%	+$476.2K Bought	0.00% 12.8K shares	Q4 2023 Held for 1y 11m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$2.5M	0.58%	+$7.3K Bought	— 3.8K shares	Q4 2022 Held for 2y 11m
9 iShares Bitcoin Trust IBIT	ETF ETF	$2.3M	0.53%	+$595.0K Bought	— 35.5K shares	Q4 2024 Held for 11 months
10 Fidelity Wise Origin Bitcoin Fund FBTC	ETF ETF	$2.1M	0.49%	+$800.9K Bought	— 21.2K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GR FINANCIAL GROUP, LLC's latest filing

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Market Value

$432.6M

Prior: $409.0M

Q/Q Change

+5.76%

+$23.6M

Net Flows % of MV

-0.75%

Turnover Ratio

2.87%

New Purchases

4 stocks

$930.5K

Added To

15 stocks

+$9.7M

Sold Out Of

3 stocks

$10.8M

Reduced Holdings

6 stocks

-$3.1M

Increased Positions

Position	Shares Δ	Change
1 Robinhood Markets, Inc. HOOD	New	0 → 1.7K +$246.1K
2 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 844.0 +$235.8K
3 Rocket Lab USA, Inc. RKLB	New	0 → 4.9K +$234.9K
4 Coinbase Global, Inc. COIN	New	0 → 633.0 +$213.7K
5 Fidelity Wise Origin Bitcoin Fund FBTC	+60.99%	13.2K → 21.2K +$800.9K

Decreased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	Sold	33.4K → 0 −$8.5M
2 Broadcom Inc. AVGO	Sold	7.5K → 0 −$2.1M
3 Invesco QQQ Trust QQQ	Sold	394.0 → 0 −$217.5K
4 Alphabet Inc. GOOG	-90.87%	12.3K → 1.1K −$2.7M
5 GLD SPDR Gold Trust GLD	-23.41%	1.3K → 962.0 −$104.5K