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Gries Financial LLC
Gries Financial LLC (now operating as GFP Private Wealth) is an independent investment adviser headquartered in Cleveland, Ohio, serving high-net-worth individuals, families, and institutions. Founded in 1972, the firm offers financial planning, investment management, tax and wealth transfer strategies, and access to private investments and hedge funds. GFP emphasizes tailored and multi-generational solutions, boasts nearly five decades of experience, and has approximately 30 employees.
Investment Strategy
GFP Private Wealth provides institutional-grade, forward-thinking investment strategies with boutique-level attention. The firm constructs tailored portfolios driven by thorough research and risk management, focusing on multi-generational wealth planning, tax efficiency, access to private managers and hedge funds, and holistic financial solutions to help clients build lasting legacies.
Latest 13F Filing Activity
Gries Financial LLC filed their most recent 13F report on Sep 30, 2025 disclosing 323 equity positions with a total 13F market value of $633M. The fund increased holdings in First TR Exchng Traded FD VI, Blackrock Etf Trust, J P Morgan Exchange Traded F among other positions. Gries Financial LLC reduced exposure to First TR Exchng Traded FD VI, First TR Exchng Traded FD VI, First TR Exchng Traded FD VI among others.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.28% | $77.7M | 116,116 | $412.81 | $669.30 | +$5.9M |
D DYNF | BLACKROCK ETF TRUST | 5.40% | $34.1M | 576,684 | $49.84 | $59.20 | +$9.2M |
G GAUG | FIRST TR EXCHNG TRADED FD VI | 4.64% | $29.4M | 760,258 | $38.61 | $38.61 | +$29.4M |
Q QUAL | ISHARES TR | 4.44% | $28.1M | 144,451 | $137.97 | $194.50 | +$2.3M |
B BINC | BLACKROCK ETF TRUST II | 3.50% | $22.2M | 416,114 | $52.25 | $53.24 | +$2.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Cleveland, OH , United States | |
 | Investments and Trading Manager | Cleveland, OH , United States | |
K Ken Brodkowitz | cio | Washington, DC , United States |
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