# EDGAR Filing Document

**Accession Number:** 0002129318
**File Stem:** 0002129318-26-000010
**Filing Date:** 2026-5
**Character Count:** 10969
**Document Hash:** 0a11168652e7a9d83354844267a8cace
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002129318-26-000010.hdr.sgml**: 20260520

**ACCESSION NUMBER**: 0002129318-26-000010

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240331

**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:** 261002211

**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:** 03-31-2024

**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:** 74

**Form 13F Information Table Value Total:** $182291136

      (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 |  | 28032386 | 53592 | SH |  | SOLE |  | 0 | 0 | 53592 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 16871936 | 37999 | SH |  | SOLE |  | 0 | 0 | 37999 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 12532444 | 136519 | SH |  | SOLE |  | 0 | 0 | 136519 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 10847444 | 258211 | SH |  | SOLE |  | 0 | 0 | 258211 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 6173036 | 72394 | SH |  | SOLE |  | 0 | 0 | 72394 |
| APPLE INC | COM | 037833100 |  | 5941782 | 34650 | SH |  | SOLE |  | 0 | 0 | 34650 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 4810351 | 23383 | SH |  | SOLE |  | 0 | 0 | 23383 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4706529 | 18109 | SH |  | SOLE |  | 0 | 0 | 18109 |
| MICROSOFT CORP | COM | 594918104 |  | 4321636 | 10272 | SH |  | SOLE |  | 0 | 0 | 10272 |
| ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 00326A104 |  | 4222130 | 198782 | SH |  | SOLE |  | 0 | 0 | 198782 |
| ISHARES TR | NORTH AMERN NAT | 464287374 |  | 3998666 | 88879 | SH |  | SOLE |  | 0 | 0 | 88879 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 3833862 | 16970 | SH |  | SOLE |  | 0 | 0 | 16970 |
| AMAZON COM INC | COM | 023135106 |  | 3657024 | 20274 | SH |  | SOLE |  | 0 | 0 | 20274 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 |  | 3645144 | 35888 | SH |  | SOLE |  | 0 | 0 | 35888 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 |  | 3324461 | 50264 | SH |  | SOLE |  | 0 | 0 | 50264 |
| INVESCO EXCHANGE TRADED FD T | S 100 EQL WIGH | 46137V449 |  | 3314223 | 34927 | SH |  | SOLE |  | 0 | 0 | 34927 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 3123105 | 74644 | SH |  | SOLE |  | 0 | 0 | 74644 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2937050 | 13966 | SH |  | SOLE |  | 0 | 0 | 13966 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2702471 | 23249 | SH |  | SOLE |  | 0 | 0 | 23249 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2644720 | 2927 | SH |  | SOLE |  | 0 | 0 | 2927 |
| CELESTICA INC | SUB VTG SHS | 15101Q108 |  | 2531830 | 56338 | SH |  | SOLE |  | 0 | 0 | 56338 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2522685 | 25049 | SH |  | SOLE |  | 0 | 0 | 25049 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 2425283 | 30124 | SH |  | SOLE |  | 0 | 0 | 30124 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 |  | 2178518 | 434834 | SH |  | SOLE |  | 0 | 0 | 434834 |
| BANK AMERICA CORP | COM | 060505104 |  | 2108542 | 55605 | SH |  | SOLE |  | 0 | 0 | 55605 |
| SHOPIFY INC | CL A | 82509L107 |  | 2028876 | 26291 | SH |  | SOLE |  | 0 | 0 | 26291 |
| NETFLIX INC | COM | 64110L106 |  | 1971393 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1952531 | 5793 | SH |  | SOLE |  | 0 | 0 | 5793 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 1838639 | 73575 | SH |  | SOLE |  | 0 | 0 | 73575 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1782419 | 28185 | SH |  | SOLE |  | 0 | 0 | 28185 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 1747072 | 239325 | SH |  | SOLE |  | 0 | 0 | 239325 |
| INTEL CORP | COM | 458140100 |  | 1713266 | 38788 | SH |  | SOLE |  | 0 | 0 | 38788 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1568477 | 40238 | SH |  | SOLE |  | 0 | 0 | 40238 |
| SPDR INDEX SHS FDS | S EM MKT DIV | 78463X533 |  | 1483421 | 44268 | SH |  | SOLE |  | 0 | 0 | 44268 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 1461667 | 13722 | SH |  | SOLE |  | 0 | 0 | 13722 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1449875 | 1979 | SH |  | SOLE |  | 0 | 0 | 1979 |
| TARGET CORP | COM | 87612E106 |  | 1380466 | 7790 | SH |  | SOLE |  | 0 | 0 | 7790 |
| PFIZER INC | COM | 717081103 |  | 1355171 | 48835 | SH |  | SOLE |  | 0 | 0 | 48835 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1118087 | 7068 | SH |  | SOLE |  | 0 | 0 | 7068 |
| STAG INDL INC | COM | 85254J102 |  | 1103958 | 28719 | SH |  | SOLE |  | 0 | 0 | 28719 |
| HOME DEPOT INC | COM | 437076102 |  | 1075998 | 2805 | SH |  | SOLE |  | 0 | 0 | 2805 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1002886 | 5490 | SH |  | SOLE |  | 0 | 0 | 5490 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 912924 | 2007 | SH |  | SOLE |  | 0 | 0 | 2007 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 899502 | 15592 | SH |  | SOLE |  | 0 | 0 | 15592 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 856021 | 12559 | SH |  | SOLE |  | 0 | 0 | 12559 |
| SPDR SER TR | PORTFOLIO LN COR | 78464A367 |  | 732037 | 31499 | SH |  | SOLE |  | 0 | 0 | 31499 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 |  | 698868 | 17256 | SH |  | SOLE |  | 0 | 0 | 17256 |
| IRON MTN INC DEL | COM | 46284V101 |  | 620505 | 7736 | SH |  | SOLE |  | 0 | 0 | 7736 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 582237 | 3049 | SH |  | SOLE |  | 0 | 0 | 3049 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 524729 | 9676 | SH |  | SOLE |  | 0 | 0 | 9676 |
| INVESCO EXCHANGE TRADED FD T | S 500 GARP ETF | 46137V431 |  | 502100 | 4715 | SH |  | SOLE |  | 0 | 0 | 4715 |
| INDIA FD INC | COM | 454089103 |  | 489786 | 23927 | SH |  | SOLE |  | 0 | 0 | 23927 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 486674 | 34887 | SH |  | SOLE |  | 0 | 0 | 34887 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 476095 | 8193 | SH |  | SOLE |  | 0 | 0 | 8193 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 460124 | 21869 | SH |  | SOLE |  | 0 | 0 | 21869 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 388792 | 3652 | SH |  | SOLE |  | 0 | 0 | 3652 |
| MARATHON PETE CORP | COM | 56585A102 |  | 376402 | 1868 | SH |  | SOLE |  | 0 | 0 | 1868 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 373461 | 2205 | SH |  | SOLE |  | 0 | 0 | 2205 |
| WISDOMTREE TR | EMGRING MKTS | 97717Y782 |  | 301076 | 11453 | SH |  | SOLE |  | 0 | 0 | 11453 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 289652 | 7115 | SH |  | SOLE |  | 0 | 0 | 7115 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 280120 | 1552 | SH |  | SOLE |  | 0 | 0 | 1552 |
| AT INC | COM | 00206R102 |  | 273838 | 15559 | SH |  | SOLE |  | 0 | 0 | 15559 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 265898 | 8250 | SH |  | SOLE |  | 0 | 0 | 8250 |
| MODINE MFG CO | COM | 607828100 |  | 258250 | 2713 | SH |  | SOLE |  | 0 | 0 | 2713 |
| ONEOK INC NEW | COM | 682680103 |  | 245481 | 3062 | SH |  | SOLE |  | 0 | 0 | 3062 |
| M/I HOMES INC | COM | 55305B101 |  | 240824 | 1767 | SH |  | SOLE |  | 0 | 0 | 1767 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 235828 | 11600 | SH |  | SOLE |  | 0 | 0 | 11600 |
| TG THERAPEUTICS INC | COM | 88322Q108 |  | 233991 | 15384 | SH |  | SOLE |  | 0 | 0 | 15384 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 223829 | 1483 | SH |  | SOLE |  | 0 | 0 | 1483 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 205625 | 3226 | SH |  | SOLE |  | 0 | 0 | 3226 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 203772 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| EYENOVIA INC | COM | 30234E104 |  | 61965 | 62845 | SH |  | SOLE |  | 0 | 0 | 62845 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 59070 | 11000 | SH |  | SOLE |  | 0 | 0 | 11000 |
| LXP INDUSTRIAL TRUST | COM | 529043101 |  | 90200 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |

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