# EDGAR Filing Document

**Accession Number:** 0000946626
**File Stem:** 0002085853-26-000383
**Filing Date:** 2026-4
**Character Count:** 15481
**Document Hash:** 3d531634e56368fd79dc11013fba1b11
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000383.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0002085853-26-000383

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260415

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GREENBERG FINANCIAL GROUP
- **CENTRAL INDEX KEY:** 0000946626

**ORGANIZATION NAME:**
- **EIN:** 860903680
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25948
- **FILM NUMBER:** 26865086

**BUSINESS ADDRESS:**
- **STREET 1:** 4511 N CAMPBELL AVE
- **CITY:** TUCSON
- **STATE:** AZ
- **ZIP:** 85718
- **BUSINESS PHONE:** 520-544-4909

**MAIL ADDRESS:**
- **STREET 1:** 4511 N CAMBELL AVE
- **CITY:** TUCSON
- **STATE:** AZ
- **ZIP:** 85718

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GREENBERG NEHLS & CO INC
- **DATE OF NAME CHANGE:** 20010905

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GREENBERG NEHLS & CO LLC
- **DATE OF NAME CHANGE:** 19980716

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** GREENBERG NEHLS & CO LLC /AZ/                           /B
- **DATE OF NAME CHANGE:** 19960111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** GREENBERG FINANCIAL GROUP<br>**Address:** 4511 N CAMBELL AVE<br>TUCSON, AZ 85718

**Form 13F File Number:** 028-25948

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Todd Glick Jr.<br>**Title:** Vice President/CCO/COO<br>**Phone:** 520-850-6437

**Signature, Place, and Date of Signing:**

/s/ Todd Glick Jr.  Tuscon, AZ  04-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 118

**Form 13F Information Table Value Total:** $242348233

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 314091 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 448156 | 2203 | SH |  | SOLE |  | 0 | 0 | 2203 |
| AGNICO EAGLE MINES LTD | COM | 008474108 |  | 216377 | 1066 | SH |  | SOLE |  | 0 | 0 | 1066 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1140463 | 3966 | SH |  | SOLE |  | 0 | 0 | 3966 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1963500 | 6845 | SH |  | SOLE |  | 0 | 0 | 6845 |
| AMAZON COM INC | COM | 023135106 |  | 2742499 | 13168 | SH |  | SOLE |  | 0 | 0 | 13168 |
| AMERICAS GOLD AND SILVER COR | COM NEW | 03062D803 |  | 104400 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| AMETEK INC | COM | 031100100 |  | 235153 | 1097 | SH |  | SOLE |  | 0 | 0 | 1097 |
| AMGEN INC | COM | 031162100 |  | 70370 | 200 | SH | Put | SOLE |  | 0 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 211462 | 601 | SH |  | SOLE |  | 0 | 0 | 601 |
| APPLE INC | COM | 037833100 |  | 9617478 | 37895 | SH |  | SOLE |  | 0 | 0 | 37895 |
| APPLIED MATLS INC | COM | 038222105 |  | 170895 | 500 | SH | Put | SOLE |  | 0 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 492178 | 1440 | SH |  | SOLE |  | 0 | 0 | 1440 |
| AT INC | COM | 00206R102 |  | 255002 | 8796 | SH |  | SOLE |  | 0 | 0 | 8796 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 384318 | 802 | SH |  | SOLE |  | 0 | 0 | 802 |
| BOEING CO | COM | 097023105 |  | 686621 | 3450 | SH |  | SOLE |  | 0 | 0 | 3450 |
| BROADCOM INC | COM | 11135F101 |  | 554139 | 1790 | SH |  | SOLE |  | 0 | 0 | 1790 |
| CALAMOS CONV  HIGH INCOME F | COM SHS | 12811P108 |  | 1571351 | 144293 | SH |  | SOLE |  | 0 | 0 | 144293 |
| CALAMOS ETF TR | CALAMOS BIT 80 S | 12811T720 |  | 275356 | 14596 | SH |  | SOLE |  | 0 | 0 | 14596 |
| CALAMOS ETF TR | S 500 STRU FEB | 12811T779 |  | 373798 | 14609 | SH |  | SOLE |  | 0 | 0 | 14609 |
| CALAMOS ETF TR | BITCN STRCT ALT | 12811T613 |  | 262782 | 10783 | SH |  | SOLE |  | 0 | 0 | 10783 |
| CALAMOS ETF TR | RUSSELL 2000 STR | 12811T126 |  | 476555 | 17562 | SH |  | SOLE |  | 0 | 0 | 17562 |
| CALAMOS ETF TR | AUTOCALLABLE INC | 12811T571 |  | 251400 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| CANADIAN IMPERIAL BANK OF CO | COM | 136069101 |  | 257838 | 2721 | SH |  | SOLE |  | 0 | 0 | 2721 |
| CANOPY GROWTH CORPORATION | COM NEW | 138035704 |  | 9508 | 10017 | SH |  | SOLE |  | 0 | 0 | 10017 |
| CATERPILLAR INC | COM | 149123101 |  | 1661339 | 2345 | SH |  | SOLE |  | 0 | 0 | 2345 |
| CHEVRON CORPORATION | COM | 166764100 |  | 2332485 | 11273 | SH |  | SOLE |  | 0 | 0 | 11273 |
| CISCO SYS INC | COM | 17275R102 |  | 329325 | 4244 | SH |  | SOLE |  | 0 | 0 | 4244 |
| COCA COLA CO | COM | 191216100 |  | 551115 | 7247 | SH |  | SOLE |  | 0 | 0 | 7247 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 259072 | 260 | SH |  | SOLE |  | 0 | 0 | 260 |
| DECKERS OUTDOOR CORP | COM | 243537107 |  | 547793 | 5473 | SH |  | SOLE |  | 0 | 0 | 5473 |
| DIREXION SHARES ETF TRUST | DAILY S OIL | 25460G328 |  | 41400 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| DISNEY WALT CO | COM | 254687106 |  | 489769 | 5082 | SH |  | SOLE |  | 0 | 0 | 5082 |
| EATON VANCE FLOATING RATE IN | COM | 278279104 |  | 220555 | 20555 | SH |  | SOLE |  | 0 | 0 | 20555 |
| ELI LILLY  CO | COM | 532457108 |  | 228192 | 248 | SH |  | SOLE |  | 0 | 0 | 248 |
| EMERSON ELEC CO | COM | 291011104 |  | 227961 | 1740 | SH |  | SOLE |  | 0 | 0 | 1740 |
| ENDEAVOUR SILVER CORP | COM | 29258Y103 |  | 93100 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1891593 | 11149 | SH |  | SOLE |  | 0 | 0 | 11149 |
| FERRARI N V | COM | N3167Y103 |  | 719545 | 2126 | SH |  | SOLE |  | 0 | 0 | 2126 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 427436 | 7241 | SH |  | SOLE |  | 0 | 0 | 7241 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST TEC | 33738D812 |  | 360286 | 13565 | SH |  | SOLE |  | 0 | 0 | 13565 |
| FORTUNA MNG CORP | COM NEW | 349942102 |  | 99300 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 195780 | 11416 | SH |  | SOLE |  | 0 | 0 | 11416 |
| GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 |  | 259767 | 23572 | SH |  | SOLE |  | 0 | 0 | 23572 |
| HOME DEPOT INC | COM | 437076102 |  | 361450 | 1099 | SH |  | SOLE |  | 0 | 0 | 1099 |
| HONEYWELL INTL INC | COM | 438516106 |  | 290223 | 1284 | SH |  | SOLE |  | 0 | 0 | 1284 |
| INTEL CORP | COM | 458140100 |  | 458202 | 10383 | SH |  | SOLE |  | 0 | 0 | 10383 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1266916 | 5227 | SH |  | SOLE |  | 0 | 0 | 5227 |
| INVESCO EXCH TRADED FD TR II | GLOBAL EX US HGH | 46138E669 |  | 663337 | 34175 | SH |  | SOLE |  | 0 | 0 | 34175 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 1767009 | 35618 | SH |  | SOLE |  | 0 | 0 | 35618 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 13845497 | 72142 | SH |  | SOLE |  | 0 | 0 | 72142 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 20583793 | 35663 | SH |  | SOLE |  | 0 | 0 | 35663 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 115436 | 200 | SH | Put | SOLE |  | 0 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 505599 | 7420 | SH |  | SOLE |  | 0 | 0 | 7420 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 9808648 | 64782 | SH |  | SOLE |  | 0 | 0 | 64782 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 5940652 | 68528 | SH |  | SOLE |  | 0 | 0 | 68528 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 2270254 | 46848 | SH |  | SOLE |  | 0 | 0 | 46848 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 917947 | 2793 | SH |  | SOLE |  | 0 | 0 | 2793 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 9947966 | 40113 | SH |  | SOLE |  | 0 | 0 | 40113 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 9994127 | 147995 | SH |  | SOLE |  | 0 | 0 | 147995 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 7871742 | 259622 | SH |  | SOLE |  | 0 | 0 | 259622 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 1550235 | 30631 | SH |  | SOLE |  | 0 | 0 | 30631 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1115219 | 4562 | SH |  | SOLE |  | 0 | 0 | 4562 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 849695 | 2889 | SH |  | SOLE |  | 0 | 0 | 2889 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 29416 | 100 | SH | Put | SOLE |  | 0 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 425088 | 289 | SH |  | SOLE |  | 0 | 0 | 289 |
| KOPIN CORP | COM | 500600101 |  | 132750 | 59000 | SH |  | SOLE |  | 0 | 0 | 59000 |
| LINDE PLC | SHS | G54950103 |  | 224084 | 452 | SH |  | SOLE |  | 0 | 0 | 452 |
| MCDONALDS CORP | COM | 580135101 |  | 328168 | 1056 | SH |  | SOLE |  | 0 | 0 | 1056 |
| MERCK  CO INC | COM | 58933Y105 |  | 302208 | 2512 | SH |  | SOLE |  | 0 | 0 | 2512 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2072827 | 3623 | SH |  | SOLE |  | 0 | 0 | 3623 |
| MICROSOFT CORP | COM | 594918104 |  | 7300432 | 19722 | SH |  | SOLE |  | 0 | 0 | 19722 |
| MICROSOFT CORP | COM | 594918104 |  | 185085 | 500 | SH | Put | SOLE |  | 0 | 0 | 0 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 291973 | 6050 | SH |  | SOLE |  | 0 | 0 | 6050 |
| NETFLIX INC. | COM | 64110L106 |  | 1189376 | 12370 | SH |  | SOLE |  | 0 | 0 | 12370 |
| NIOCORP DEVS LTD | COM NEW | 654484609 |  | 157104 | 35225 | SH |  | SOLE |  | 0 | 0 | 35225 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6592683 | 37802 | SH |  | SOLE |  | 0 | 0 | 37802 |
| OPENDOOR TECHNOLOGIES INC | COM | 683712103 |  | 140400 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| ORACLE CORP | COM | 68389X105 |  | 653316 | 4441 | SH |  | SOLE |  | 0 | 0 | 4441 |
| ORACLE CORP | COM | 68389X105 |  | 44133 | 300 | SH | Put | SOLE |  | 0 | 0 | 0 |
| PACER FDS TR | METAURUS CAP 400 | 69374H436 |  | 1434280 | 35733 | SH |  | SOLE |  | 0 | 0 | 35733 |
| PEPSICO INC | COM | 713448108 |  | 326508 | 2103 | SH |  | SOLE |  | 0 | 0 | 2103 |
| PFIZER INC | COM | 717081103 |  | 228818 | 8149 | SH |  | SOLE |  | 0 | 0 | 8149 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 524832 | 3634 | SH |  | SOLE |  | 0 | 0 | 3634 |
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 |  | 337608 | 8100 | SH |  | SOLE |  | 0 | 0 | 8100 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 |  | 317200 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| PROSHARES TR II | ULSHT BLOOMB OIL | 74347Y797 |  | 166400 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| PROSHARES TR II | ULSHT BLOOMB OIL | 74347Y797 |  | 83200 | 10000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 377047 | 2928 | SH |  | SOLE |  | 0 | 0 | 2928 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 5110092 | 14441 | SH |  | SOLE |  | 0 | 0 | 14441 |
| RTX CORPORATION | COM | 75513E101 |  | 2354492 | 12206 | SH |  | SOLE |  | 0 | 0 | 12206 |
| SALESFORCE INC | COM | 79466L302 |  | 210564 | 1128 | SH |  | SOLE |  | 0 | 0 | 1128 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 |  | 711362 | 46373 | SH |  | SOLE |  | 0 | 0 | 46373 |
| SLB LIMITED | COM STK | 806857108 |  | 1136901 | 22123 | SH |  | SOLE |  | 0 | 0 | 22123 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 250859 | 583 | SH |  | SOLE |  | 0 | 0 | 583 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 |  | 2821967 | 61994 | SH |  | SOLE |  | 0 | 0 | 61994 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 |  | 2283666 | 75945 | SH |  | SOLE |  | 0 | 0 | 75945 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 3385823 | 23200 | SH |  | SOLE |  | 0 | 0 | 23200 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 |  | 1005141 | 9306 | SH |  | SOLE |  | 0 | 0 | 9306 |
| STARBUCKS CORP | COM | 855244109 |  | 2272155 | 25362 | SH |  | SOLE |  | 0 | 0 | 25362 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 10114331 | 21836 | SH |  | SOLE |  | 0 | 0 | 21836 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 34777333 | 53476 | SH |  | SOLE |  | 0 | 0 | 53476 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 260136 | 400 | SH | Put | SOLE |  | 0 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 544129 | 1610 | SH |  | SOLE |  | 0 | 0 | 1610 |
| TESLA INC | COM | 88160R101 |  | 263571 | 709 | SH |  | SOLE |  | 0 | 0 | 709 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 262512 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| UNITED STS OIL FD LP | UNITS | 91232N207 |  | 1590625 | 125 | SH | Put | SOLE |  | 0 | 0 | 0 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 230086 | 931 | SH |  | SOLE |  | 0 | 0 | 931 |
| VANECK ETF TRUST | URANIUM AND NUCL | 92189F601 |  | 1392768 | 10457 | SH |  | SOLE |  | 0 | 0 | 10457 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 673365 | 1127 | SH |  | SOLE |  | 0 | 0 | 1127 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 6373543 | 32485 | SH |  | SOLE |  | 0 | 0 | 32485 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2050297 | 6391 | SH |  | SOLE |  | 0 | 0 | 6391 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 2289397 | 28881 | SH |  | SOLE |  | 0 | 0 | 28881 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 8229024 | 55564 | SH |  | SOLE |  | 0 | 0 | 55564 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 |  | 1422210 | 21897 | SH |  | SOLE |  | 0 | 0 | 21897 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 678235 | 13511 | SH |  | SOLE |  | 0 | 0 | 13511 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 980770 | 3914 | SH |  | SOLE |  | 0 | 0 | 3914 |
| WALMART INC | COM | 931142103 |  | 662493 | 5331 | SH |  | SOLE |  | 0 | 0 | 5331 |

---