CSP Financial Group, LLC reported 4 positions worth $1.73M for the quarter ended Sep 30, 2026, up 30.9% on the prior quarter. It opened 0 new positions, added to 4, trimmed 0 and exited 0. Its largest holding is Nvidia Corp at 28.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were reduced this quarter.
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2,179 | $497.69K | 28.74% | +260 | +13.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 1,424 | $474.14K | 27.38% | +159 | +12.6% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 770 | $394.86K | 22.8% | +112 | +17.0% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 1,465 | $365.01K | 21.08% | +89 | +6.5% | Added | 0% |
Tip. Select a row to see that position’s full history at CSP Financial.
As of its Q3 2026 13F filing, CSP Financial Group, LLC’s five largest positions were Nvidia Corp (NVDA) at 28.7%, Apple Inc. (AAPL) at 27.4%, Microsoft Corp (MSFT) at 22.8%, Amazon Com Inc (AMZN) at 21.1% of the reported portfolio.
CSP Financial Group, LLC reported a 13F portfolio worth $1.73M across 4 positions for Q3 2026. That is up 30.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($59.38K), Microsoft Corp ($57.43K), Apple Inc. ($52.94K). It opened 0 new positions.
From the Form 13F-HR reports CSP Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.