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| Happy Holidays!! thanks for using AUM13F!! |
| GR Financial Group LLC
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| CRD # | 172370 |
| SEC # | 801-80641 |
| CIK # | 0002011751 |
| AUM | $981.5 M (2025-03-18) |
| Employees | 10 (60% Investors, 10% Brokers) |
| Phone | 520-577-4711 |
| Address | 4556 E Camp Lowell Tucson, AZ 85712 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Facebook Inc | 2.7 | ||
| Microsoft Corp | 2.5 | ||
| Nvidia Corp | 2.5 | ||
| Amazon Com Inc | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| iShares Bitcoin Trust | 1.6 | ||
| Fidelity Wise Origin Bitcoin Fund | 1.2 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,304 | 417.3 |
| (b) Individuals (high net worth individuals) | 254 | 559.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,476 | 981.5 |
| By Discretionary | ||
| Discretionary | 2,476 | 981.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,476 | 981.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 981.5 | |
| Total | 2,476 | 981.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011751] |
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|---|---|---|
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MN | 1.0 |
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TX | 1.0 |
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TX | 1.0 |
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CO | 1.0 |
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Laurel Wealth Advisors LLC
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Geometric Wealth Advisors LLC
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|
1.0 | |
|
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KS | 1.0 |
|
Cheviot Value Management LLC
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CA | 1.0 |