# EDGAR Filing Document

**Accession Number:** 0002129318
**File Stem:** 0002129318-26-000017
**Filing Date:** 2026-5
**Character Count:** 10220
**Document Hash:** 43bab9c647730ac626f5b6dfb5f15f98
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002129318-26-000017.hdr.sgml**: 20260520

**ACCESSION NUMBER**: 0002129318-26-000017

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20220630

**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:** 261002365

**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:** 06-30-2022

**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:** 66

**Form 13F Information Table Value Total:** $124265448

      (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 |  | 8710328 | 23089 | SH |  | SOLE |  | 0 | 0 | 23089 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 8220575 | 114957 | SH |  | SOLE |  | 0 | 0 | 114957 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 7996447 | 181161 | SH |  | SOLE |  | 0 | 0 | 181161 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 7547548 | 219981 | SH |  | SOLE |  | 0 | 0 | 219981 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 7310751 | 101285 | SH |  | SOLE |  | 0 | 0 | 101285 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 6586449 | 39098 | SH |  | SOLE |  | 0 | 0 | 39098 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 6205082 | 231879 | SH |  | SOLE |  | 0 | 0 | 231879 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 5105907 | 162350 | SH |  | SOLE |  | 0 | 0 | 162350 |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 78463X541 |  | 4778685 | 91739 | SH |  | SOLE |  | 0 | 0 | 91739 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 4579352 | 113801 | SH |  | SOLE |  | 0 | 0 | 113801 |
| APPLE INC | COM | 037833100 |  | 4494807 | 32876 | SH |  | SOLE |  | 0 | 0 | 32876 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 |  | 4140650 | 412005 | SH |  | SOLE |  | 0 | 0 | 412005 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 3418137 | 9777 | SH |  | SOLE |  | 0 | 0 | 9777 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3094344 | 43199 | SH |  | SOLE |  | 0 | 0 | 43199 |
| INVESCO DB US DLR INDEX TR | BULLISH FD | 46141D203 |  | 2774359 | 99226 | SH |  | SOLE |  | 0 | 0 | 99226 |
| MICROSOFT CORP | COM | 594918104 |  | 2712638 | 10562 | SH |  | SOLE |  | 0 | 0 | 10562 |
| SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 |  | 2518391 | 90039 | SH |  | SOLE |  | 0 | 0 | 90039 |
| ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 00326A104 |  | 2075250 | 119749 | SH |  | SOLE |  | 0 | 0 | 119749 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1867520 | 13227 | SH |  | SOLE |  | 0 | 0 | 13227 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 1863073 | 3893 | SH |  | SOLE |  | 0 | 0 | 3893 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1793980 | 20512 | SH |  | SOLE |  | 0 | 0 | 20512 |
| AMAZON COM INC | COM | 023135106 |  | 1748748 | 16465 | SH |  | SOLE |  | 0 | 0 | 16465 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1551914 | 18121 | SH |  | SOLE |  | 0 | 0 | 18121 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1426905 | 5091 | SH |  | SOLE |  | 0 | 0 | 5091 |
| FORTINET INC | COM | 34959E109 |  | 1341795 | 23715 | SH |  | SOLE |  | 0 | 0 | 23715 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 1338769 | 23830 | SH |  | SOLE |  | 0 | 0 | 23830 |
| ENBRIDGE INC | COM | 29250N105 |  | 1292957 | 30678 | SH |  | SOLE |  | 0 | 0 | 30678 |
| NETFLIX INC | COM | 64110L106 |  | 1162186 | 6646 | SH |  | SOLE |  | 0 | 0 | 6646 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1090558 | 22993 | SH |  | SOLE |  | 0 | 0 | 22993 |
| FULGENT GENETICS INC | COM | 359664109 |  | 1049212 | 19241 | SH |  | SOLE |  | 0 | 0 | 19241 |
| ALPHA  OMEGA SEMICONDUCTOR | SHS | G6331P104 |  | 1024271 | 30722 | SH |  | SOLE |  | 0 | 0 | 30722 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 1006113 | 15417 | SH |  | SOLE |  | 0 | 0 | 15417 |
| WALMART INC | COM | 931142103 |  | 766440 | 6304 | SH |  | SOLE |  | 0 | 0 | 6304 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 758449 | 1764 | SH |  | SOLE |  | 0 | 0 | 1764 |
| BANK AMERICA CORP | COM | 060505104 |  | 749206 | 24067 | SH |  | SOLE |  | 0 | 0 | 24067 |
| PFIZER INC | COM | 717081103 |  | 733443 | 13989 | SH |  | SOLE |  | 0 | 0 | 13989 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 652800 | 5797 | SH |  | SOLE |  | 0 | 0 | 5797 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 635966 | 15935 | SH |  | SOLE |  | 0 | 0 | 15935 |
| TARGET CORP | COM | 87612E106 |  | 619576 | 4387 | SH |  | SOLE |  | 0 | 0 | 4387 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 613195 | 7902 | SH |  | SOLE |  | 0 | 0 | 7902 |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | 316092402 |  | 517980 | 26700 | SH |  | SOLE |  | 0 | 0 | 26700 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 517894 | 27784 | SH |  | SOLE |  | 0 | 0 | 27784 |
| SOUTHERN COPPER CORP | COM | 84265V105 |  | 439972 | 8833 | SH |  | SOLE |  | 0 | 0 | 8833 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 432311 | 902 | SH |  | SOLE |  | 0 | 0 | 902 |
| FEDEX CORP | COM | 31428X106 |  | 417146 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| ATI PHYSICAL THERAPY INC | COM CL A | 00216W109 |  | 347091 | 246164 | SH |  | SOLE |  | 0 | 0 | 246164 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 346308 | 28787 | SH |  | SOLE |  | 0 | 0 | 28787 |
| FLUOR CORP NEW | COM | 343412102 |  | 343827 | 14126 | SH |  | SOLE |  | 0 | 0 | 14126 |
| FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 |  | 318709 | 12846 | SH |  | SOLE |  | 0 | 0 | 12846 |
| GENERAC HLDGS INC | COM | 368736104 |  | 307868 | 1462 | SH |  | SOLE |  | 0 | 0 | 1462 |
| AT INC | COM | 00206R102 |  | 295934 | 14119 | SH |  | SOLE |  | 0 | 0 | 14119 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 295353 | 4229 | SH |  | SOLE |  | 0 | 0 | 4229 |
| SALESFORCE INC | COM | 79466L302 |  | 279413 | 1693 | SH |  | SOLE |  | 0 | 0 | 1693 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 |  | 270230 | 4430 | SH |  | SOLE |  | 0 | 0 | 4430 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 257729 | 2425 | SH |  | SOLE |  | 0 | 0 | 2425 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 248623 | 3311 | SH |  | SOLE |  | 0 | 0 | 3311 |
| SOUTHSTATE CORPORATION | COM | 840441109 |  | 231450 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| INTEL CORP | COM | 458140100 |  | 223936 | 5986 | SH |  | SOLE |  | 0 | 0 | 5986 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 220421 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| BARRICK GOLD CORP | COM | 067901108 |  | 201843 | 11410 | SH |  | SOLE |  | 0 | 0 | 11410 |
| CF ACQUISITION CORP VI | COM CL A | 12521J103 |  | 149012 | 14946 | SH |  | SOLE |  | 0 | 0 | 14946 |
| TG THERAPEUTICS INC | COM | 88322Q108 |  | 119242 | 28057 | SH |  | SOLE |  | 0 | 0 | 28057 |
| EYENOVIA INC | COM | 30234E104 |  | 57564 | 29520 | SH |  | SOLE |  | 0 | 0 | 29520 |
| CLOVIS ONCOLOGY INC | COM | 189464100 |  | 41420 | 23011 | SH |  | SOLE |  | 0 | 0 | 23011 |
| FORESIGHT AUTONOMOUS HLDGS L | SPONSORED ADS | 345523104 |  | 14212 | 22900 | SH |  | SOLE |  | 0 | 0 | 22900 |
| ZK INTL GROUP CO LTD | SHS | G9892K100 |  | 13184 | 12800 | SH |  | SOLE |  | 0 | 0 | 12800 |

---