# EDGAR Filing Document

**Accession Number:** 0002129318
**File Stem:** 0002129318-26-000006
**Filing Date:** 2026-5
**Character Count:** 12235
**Document Hash:** 1fbdc6cb11684603792569a7dae4a9ec
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002129318-26-000006.hdr.sgml**: 20260520

**ACCESSION NUMBER**: 0002129318-26-000006

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**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:** 261002061

**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:** 03-31-2025

**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:** 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:** 85

**Form 13F Information Table Value Total:** $214303267

      (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 |  | 25797416 | 46117 | SH |  | SOLE |  | 0 | 0 | 46117 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 15496398 | 262829 | SH |  | SOLE |  | 0 | 0 | 262829 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 |  | 14284104 | 155719 | SH |  | SOLE |  | 0 | 0 | 155719 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 11551354 | 104575 | SH |  | SOLE |  | 0 | 0 | 104575 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 10272334 | 344478 | SH |  | SOLE |  | 0 | 0 | 344478 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 8582643 | 18303 | SH |  | SOLE |  | 0 | 0 | 18303 |
| WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 |  | 6978884 | 165848 | SH |  | SOLE |  | 0 | 0 | 165848 |
| APPLE INC | COM | 037833100 |  | 6760971 | 30437 | SH |  | SOLE |  | 0 | 0 | 30437 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 |  | 5934709 | 118410 | SH |  | SOLE |  | 0 | 0 | 118410 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 5267457 | 47246 | SH |  | SOLE |  | 0 | 0 | 47246 |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 78467V707 |  | 5097632 | 125403 | SH |  | SOLE |  | 0 | 0 | 125403 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 5044179 | 17506 | SH |  | SOLE |  | 0 | 0 | 17506 |
| SPDR INDEX SHS FDS | EURO STOXX 50 | 78463X202 |  | 5033850 | 92517 | SH |  | SOLE |  | 0 | 0 | 92517 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3707592 | 13490 | SH |  | SOLE |  | 0 | 0 | 13490 |
| AMAZON COM INC | COM | 023135106 |  | 3231756 | 16986 | SH |  | SOLE |  | 0 | 0 | 16986 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 |  | 3118258 | 387843 | SH |  | SOLE |  | 0 | 0 | 387843 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 3055032 | 30347 | SH |  | SOLE |  | 0 | 0 | 30347 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2718417 | 17579 | SH |  | SOLE |  | 0 | 0 | 17579 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 2713572 | 30493 | SH |  | SOLE |  | 0 | 0 | 30493 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2626086 | 13164 | SH |  | SOLE |  | 0 | 0 | 13164 |
| SHOPIFY INC | CL A | 82509L107 |  | 2578437 | 27005 | SH |  | SOLE |  | 0 | 0 | 27005 |
| OKTA INC | CL A | 679295105 |  | 2444576 | 23233 | SH |  | SOLE |  | 0 | 0 | 23233 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 2422340 | 21412 | SH |  | SOLE |  | 0 | 0 | 21412 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 |  | 2210711 | 63326 | SH |  | SOLE |  | 0 | 0 | 63326 |
| TURNING PT BRANDS INC | COM | 90041L105 |  | 2144833 | 36084 | SH |  | SOLE |  | 0 | 0 | 36084 |
| MICROSOFT CORP | COM | 594918104 |  | 2138221 | 5696 | SH |  | SOLE |  | 0 | 0 | 5696 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 2136285 | 32740 | SH |  | SOLE |  | 0 | 0 | 32740 |
| BANK AMERICA CORP | COM | 060505104 |  | 2069725 | 49598 | SH |  | SOLE |  | 0 | 0 | 49598 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 2002477 | 172182 | SH |  | SOLE |  | 0 | 0 | 172182 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2000603 | 44105 | SH |  | SOLE |  | 0 | 0 | 44105 |
| OPERA LTD | SPONSORED ADS | 68373M107 |  | 1951869 | 122451 | SH |  | SOLE |  | 0 | 0 | 122451 |
| INVESCO EXCH TRADED FD TR II | INTL BUYBACK | 46138E644 |  | 1881420 | 41205 | SH |  | SOLE |  | 0 | 0 | 41205 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1816779 | 16214 | SH |  | SOLE |  | 0 | 0 | 16214 |
| PFIZER INC | COM | 717081103 |  | 1729734 | 68261 | SH |  | SOLE |  | 0 | 0 | 68261 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 1714304 | 15586 | SH |  | SOLE |  | 0 | 0 | 15586 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 1641386 | 27320 | SH |  | SOLE |  | 0 | 0 | 27320 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1601270 | 38913 | SH |  | SOLE |  | 0 | 0 | 38913 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1578207 | 27620 | SH |  | SOLE |  | 0 | 0 | 27620 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1512606 | 4189 | SH |  | SOLE |  | 0 | 0 | 4189 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 1510567 | 8594 | SH |  | SOLE |  | 0 | 0 | 8594 |
| ARGAN INC | COM | 04010E109 |  | 1465431 | 11172 | SH |  | SOLE |  | 0 | 0 | 11172 |
| NEWMONT CORP | COM | 651639106 |  | 1461580 | 30273 | SH |  | SOLE |  | 0 | 0 | 30273 |
| QIFU TECHNOLOGY INC | AMERICAN DEP | 88557W101 |  | 1439006 | 32042 | SH |  | SOLE |  | 0 | 0 | 32042 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 1428877 | 10806 | SH |  | SOLE |  | 0 | 0 | 10806 |
| WILLIAMS COS INC | COM | 969457100 |  | 1419121 | 23747 | SH |  | SOLE |  | 0 | 0 | 23747 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1383676 | 1463 | SH |  | SOLE |  | 0 | 0 | 1463 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1364495 | 27394 | SH |  | SOLE |  | 0 | 0 | 27394 |
| STAG INDL INC | COM | 85254J102 |  | 1336476 | 37001 | SH |  | SOLE |  | 0 | 0 | 37001 |
| CELESTICA INC | COM | 15101Q207 |  | 1170538 | 14839 | SH |  | SOLE |  | 0 | 0 | 14839 |
| GLOBAL X FDS | FINTECH ETF | 37954Y814 |  | 1148921 | 41688 | SH |  | SOLE |  | 0 | 0 | 41688 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1116882 | 11100 | SH |  | SOLE |  | 0 | 0 | 11100 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1011351 | 2264 | SH |  | SOLE |  | 0 | 0 | 2264 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 833984 | 7695 | SH |  | SOLE |  | 0 | 0 | 7695 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 740062 | 9375 | SH |  | SOLE |  | 0 | 0 | 9375 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 662767 | 3434 | SH |  | SOLE |  | 0 | 0 | 3434 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 627584 | 28881 | SH |  | SOLE |  | 0 | 0 | 28881 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 591624 | 3564 | SH |  | SOLE |  | 0 | 0 | 3564 |
| FORD MTR CO | COM | 345370860 |  | 567698 | 56600 | SH |  | SOLE |  | 0 | 0 | 56600 |
| FIRST TR EXCH TRADED FD III | ULTRA SHT DUR MU | 33740J104 |  | 529242 | 26337 | SH |  | SOLE |  | 0 | 0 | 26337 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 486219 | 24470 | SH |  | SOLE |  | 0 | 0 | 24470 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 460445 | 2658 | SH |  | SOLE |  | 0 | 0 | 2658 |
| TESLA INC | COM | 88160R101 |  | 453789 | 1751 | SH |  | SOLE |  | 0 | 0 | 1751 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 382329 | 16681 | SH |  | SOLE |  | 0 | 0 | 16681 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 370796 | 4482 | SH |  | SOLE |  | 0 | 0 | 4482 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 368822 | 3101 | SH |  | SOLE |  | 0 | 0 | 3101 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 343369 | 7758 | SH |  | SOLE |  | 0 | 0 | 7758 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 |  | 329308 | 9677 | SH |  | SOLE |  | 0 | 0 | 9677 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 323660 | 10444 | SH |  | SOLE |  | 0 | 0 | 10444 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 318297 | 16100 | SH |  | SOLE |  | 0 | 0 | 16100 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 307300 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 306992 | 1965 | SH |  | SOLE |  | 0 | 0 | 1965 |
| ONEOK INC NEW | COM | 682680103 |  | 297660 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| LISTED FD TR | ROUNDHILL MAGNIF | 53656G498 |  | 288918 | 6300 | SH |  | SOLE |  | 0 | 0 | 6300 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 285986 | 19053 | SH |  | SOLE |  | 0 | 0 | 19053 |
| HANCOCK JOHN PFD INCOME FD | SH BEN INT | 41013W108 |  | 275394 | 16600 | SH |  | SOLE |  | 0 | 0 | 16600 |
| HOME DEPOT INC | COM | 437076102 |  | 272302 | 743 | SH |  | SOLE |  | 0 | 0 | 743 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 255120 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 |  | 236400 | 6000 | SH |  | SOLE |  | 0 | 0 | 6000 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 220110 | 3021 | SH |  | SOLE |  | 0 | 0 | 3021 |
| FLUOR CORP NEW | COM | 343412102 |  | 210442 | 5875 | SH |  | SOLE |  | 0 | 0 | 5875 |
| POWELL INDS INC | COM | 739128106 |  | 207973 | 1221 | SH |  | SOLE |  | 0 | 0 | 1221 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 205276 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 201372 | 4009 | SH |  | SOLE |  | 0 | 0 | 4009 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 42519 | 14126 | SH |  | SOLE |  | 0 | 0 | 14126 |
| CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 |  | 194160 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |

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