# EDGAR Filing Document

**Accession Number:** 0002129318
**File Stem:** 0002129318-26-000007
**Filing Date:** 2026-5
**Character Count:** 11781
**Document Hash:** 24840a6c42c25203f01adfa55212545d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002129318-26-000007.hdr.sgml**: 20260520

**ACCESSION NUMBER**: 0002129318-26-000007

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20241231

**FILED AS OF DATE**: 20260520

**DATE AS OF CHANGE**: 20260520

**EFFECTIVENESS DATE**: 20260520

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Norris Financial Group, LLC
- **CENTRAL INDEX KEY:** 0002129318

**ORGANIZATION NAME:**
- **EIN:** 582280206
- **STATE OF INCORPORATION:** SC
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26988
- **FILM NUMBER:** 261002174

**BUSINESS ADDRESS:**
- **STREET 1:** 605 N MAIN ST.
- **CITY:** GREENVILLE
- **STATE:** SC
- **ZIP:** 29601
- **BUSINESS PHONE:** 864-420-7335

**MAIL ADDRESS:**
- **STREET 1:** 605 N MAIN ST.
- **CITY:** GREENVILLE
- **STATE:** SC
- **ZIP:** 29601

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2024

**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:** Norris Financial Group LLC<br>**Address:** 605 N MAIN ST.<br>GREENVILLE, SC 29601

**Form 13F File Number:** 028-26988

**CRD Number (if applicable):** 000129422

**SEC File Number (if applicable):** 801-112958

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:** Desaree Tatum<br>**Title:** Consultant Compliance Services<br>**Phone:** 513-538-1150

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

Desaree Tatum  Covington, KY  05-20-2026<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:** 82

**Form 13F Information Table Value Total:** $212839671

      (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 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 35977133 | 61386 | SH |  | SOLE |  | 0 | 0 | 61386 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 13197485 | 266562 | SH |  | SOLE |  | 0 | 0 | 266562 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 13065987 | 142907 | SH |  | SOLE |  | 0 | 0 | 142907 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 11297161 | 22098 | SH |  | SOLE |  | 0 | 0 | 22098 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 10986794 | 49723 | SH |  | SOLE |  | 0 | 0 | 49723 |
| APPLE INC | COM | 037833100 |  | 7917780 | 31618 | SH |  | SOLE |  | 0 | 0 | 31618 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 7690575 | 307009 | SH |  | SOLE |  | 0 | 0 | 307009 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 6494642 | 22410 | SH |  | SOLE |  | 0 | 0 | 22410 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4348897 | 17961 | SH |  | SOLE |  | 0 | 0 | 17961 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 4085764 | 37049 | SH |  | SOLE |  | 0 | 0 | 37049 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 3994021 | 259352 | SH |  | SOLE |  | 0 | 0 | 259352 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 3980824 | 33357 | SH |  | SOLE |  | 0 | 0 | 33357 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 3959850 | 50839 | SH |  | SOLE |  | 0 | 0 | 50839 |
| MICROSOFT CORP | COM | 594918104 |  | 3753879 | 8906 | SH |  | SOLE |  | 0 | 0 | 8906 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 |  | 3670593 | 408752 | SH |  | SOLE |  | 0 | 0 | 408752 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3535886 | 3859 | SH |  | SOLE |  | 0 | 0 | 3859 |
| AMAZON COM INC | COM | 023135106 |  | 3449469 | 15723 | SH |  | SOLE |  | 0 | 0 | 15723 |
| CELESTICA INC | COM | 15101Q207 |  | 3381260 | 36652 | SH |  | SOLE |  | 0 | 0 | 36652 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 3136535 | 62593 | SH |  | SOLE |  | 0 | 0 | 62593 |
| SHOPIFY INC | CL A | 82509L107 |  | 2911741 | 27384 | SH |  | SOLE |  | 0 | 0 | 27384 |
| ARGAN INC | COM | 04010E109 |  | 2712707 | 19795 | SH |  | SOLE |  | 0 | 0 | 19795 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2654868 | 26464 | SH |  | SOLE |  | 0 | 0 | 26464 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 2619840 | 26167 | SH |  | SOLE |  | 0 | 0 | 26167 |
| ISHARES TR | US REGNL BKS ETF | 464288778 |  | 2443165 | 48514 | SH |  | SOLE |  | 0 | 0 | 48514 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 2257281 | 5621 | SH |  | SOLE |  | 0 | 0 | 5621 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 |  | 2186545 | 54109 | SH |  | SOLE |  | 0 | 0 | 54109 |
| BANK AMERICA CORP | COM | 060505104 |  | 2145683 | 48821 | SH |  | SOLE |  | 0 | 0 | 48821 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2079346 | 15484 | SH |  | SOLE |  | 0 | 0 | 15484 |
| TURNING PT BRANDS INC | COM | 90041L105 |  | 2070625 | 34453 | SH |  | SOLE |  | 0 | 0 | 34453 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1912637 | 27172 | SH |  | SOLE |  | 0 | 0 | 27172 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 1869190 | 69798 | SH |  | SOLE |  | 0 | 0 | 69798 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1834775 | 9514 | SH |  | SOLE |  | 0 | 0 | 9514 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1765793 | 10077 | SH |  | SOLE |  | 0 | 0 | 10077 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1719223 | 9082 | SH |  | SOLE |  | 0 | 0 | 9082 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1646878 | 37964 | SH |  | SOLE |  | 0 | 0 | 37964 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1570475 | 17002 | SH |  | SOLE |  | 0 | 0 | 17002 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 1564044 | 17961 | SH |  | SOLE |  | 0 | 0 | 17961 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 1523051 | 14891 | SH |  | SOLE |  | 0 | 0 | 14891 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 1494728 | 56769 | SH |  | SOLE |  | 0 | 0 | 56769 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 1435078 | 46730 | SH |  | SOLE |  | 0 | 0 | 46730 |
| NETFLIX INC | COM | 64110L106 |  | 1230022 | 1380 | SH |  | SOLE |  | 0 | 0 | 1380 |
| STAG INDL INC | COM | 85254J102 |  | 1203079 | 35573 | SH |  | SOLE |  | 0 | 0 | 35573 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1168746 | 5918 | SH |  | SOLE |  | 0 | 0 | 5918 |
| RINGCENTRAL INC | CL A | 76680R206 |  | 1153790 | 32956 | SH |  | SOLE |  | 0 | 0 | 32956 |
| AT INC | COM | 00206R102 |  | 1118576 | 49125 | SH |  | SOLE |  | 0 | 0 | 49125 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1112417 | 7692 | SH |  | SOLE |  | 0 | 0 | 7692 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 1095159 | 22428 | SH |  | SOLE |  | 0 | 0 | 22428 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1064695 | 2191 | SH |  | SOLE |  | 0 | 0 | 2191 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 980168 | 4657 | SH |  | SOLE |  | 0 | 0 | 4657 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 922691 | 10125 | SH |  | SOLE |  | 0 | 0 | 10125 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 904206 | 18709 | SH |  | SOLE |  | 0 | 0 | 18709 |
| TESLA INC | COM | 88160R101 |  | 700662 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 679281 | 28881 | SH |  | SOLE |  | 0 | 0 | 28881 |
| PFIZER INC | COM | 717081103 |  | 655371 | 24703 | SH |  | SOLE |  | 0 | 0 | 24703 |
| FORD MTR CO | COM | 345370860 |  | 572220 | 57800 | SH |  | SOLE |  | 0 | 0 | 57800 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 477392 | 4161 | SH |  | SOLE |  | 0 | 0 | 4161 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 460229 | 28287 | SH |  | SOLE |  | 0 | 0 | 28287 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 449191 | 7638 | SH |  | SOLE |  | 0 | 0 | 7638 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 411716 | 3265 | SH |  | SOLE |  | 0 | 0 | 3265 |
| ONEOK INC NEW | COM | 682680103 |  | 407825 | 4062 | SH |  | SOLE |  | 0 | 0 | 4062 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 |  | 400816 | 19951 | SH |  | SOLE |  | 0 | 0 | 19951 |
| MOLSON COORS BEVERAGE CO | CL B | 60871R209 |  | 395852 | 6906 | SH |  | SOLE |  | 0 | 0 | 6906 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 373204 | 8631 | SH |  | SOLE |  | 0 | 0 | 8631 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 351009 | 17692 | SH |  | SOLE |  | 0 | 0 | 17692 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 332269 | 3089 | SH |  | SOLE |  | 0 | 0 | 3089 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 331926 | 1025 | SH |  | SOLE |  | 0 | 0 | 1025 |
| MODINE MFG CO | COM | 607828100 |  | 302461 | 2609 | SH |  | SOLE |  | 0 | 0 | 2609 |
| ELI LILLY  CO | COM | 532457108 |  | 294132 | 381 | SH |  | SOLE |  | 0 | 0 | 381 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 290820 | 9250 | SH |  | SOLE |  | 0 | 0 | 9250 |
| HOME DEPOT INC | COM | 437076102 |  | 283185 | 728 | SH |  | SOLE |  | 0 | 0 | 728 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 278995 | 1465 | SH |  | SOLE |  | 0 | 0 | 1465 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 268453 | 6713 | SH |  | SOLE |  | 0 | 0 | 6713 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 267195 | 14100 | SH |  | SOLE |  | 0 | 0 | 14100 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 258359 | 6564 | SH |  | SOLE |  | 0 | 0 | 6564 |
| FLUOR CORP NEW | COM | 343412102 |  | 233037 | 4725 | SH |  | SOLE |  | 0 | 0 | 4725 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 215123 | 5313 | SH |  | SOLE |  | 0 | 0 | 5313 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 |  | 212520 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| POWELL INDS INC | COM | 739128106 |  | 208351 | 940 | SH |  | SOLE |  | 0 | 0 | 940 |
| GLOBAL X FDS | FINTECH ETF | 37954Y814 |  | 203305 | 6512 | SH |  | SOLE |  | 0 | 0 | 6512 |
| EYENOVIA INC | COM | 30234E104 |  | 4450 | 30480 | SH |  | SOLE |  | 0 | 0 | 30480 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 36163 | 14126 | SH |  | SOLE |  | 0 | 0 | 14126 |
| INDIA FD INC | COM | 454089103 |  | 188402 | 11962 | SH |  | SOLE |  | 0 | 0 | 11962 |

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