CIK: 0001912562
Total reported value
$843.0M
Reporting period: 2025-12-31 · Number of holdings: 49
Galaxy Group Investments LLC disclosed 49 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of $843.0M and a quarterly turnover rate of 92.6%.
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Galaxy Group Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.249 — mathematically equivalent to about 4 equally-sized positions, well below its 49 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.19), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 23.8 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add IBIT
+9.5% -$74.8M
Add ARKB
-3.3% -$52.6M
Trim 23I
0.0% -$153.7M
Add BTCO
0.0% -$19.5M
Trim ETHA
-73.0% -$52.3M
Add G16910120
0.0% -$16.1M
Showing top 44 holdings (of 49 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 45.29% | +21.06% | +9.48% | |
| 2 | ARKB | Ark 21shares Bitcoin ETF | ETF-Crypto | 17.63% | +6.95% | -3.31% | |
| 3 | BTCO | Invsco Glxy Btcn ETF | ETF-Other | 7.50% | +3.11% | — | |
| 4 | 23I | Forward Industries INC | Stock-Other | 6.36% | -4.64% | — | |
| 5 | ✓ | Stock-Other | 2.81% | +0.70% | — | ||
| 6 | HECO | Ss Glx Hd Dg Ast Eco Etf-usd | ETF-Other | 2.77% | +0.51% | -42.16% | |
| 7 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.83% | +1.83% | NEW | |
| 8 | PURR | Hyperliquid Strategies | Stock-Other | 1.80% | +1.80% | NEW | |
| 9 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 1.48% | -1.96% | -72.96% | |
| 10 | CAN | Canaan INC | Stock-Other | 1.43% | +1.43% | NEW | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | +1.05% | NEW | |
| 12 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-Other | 1.04% | +0.44% | -21.31% | |
| 13 | ZM | Zoom Communications INC | Stock-Tech | 1.02% | +1.02% | NEW | |
| 14 | QETH | Invesco Galaxy Eth ETF | ETF-Other | 1.02% | +0.38% | — | |
| 15 | SLV | Ishares Silver Trust | ETF-Commodities | 1.01% | +1.01% | NEW | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | +0.66% | NEW | |
| 17 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | +0.56% | NEW | |
| 18 | STUB | Stubhub Holdings Inc-class A | Stock-Other | 0.53% | +0.53% | NEW | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 0.53% | +0.53% | NEW | |
| 20 | DEFT | Defi Technologies INC | Stock-Other | 0.45% | -0.57% | -44.76% | |
| 21 | IMSR | Terrestrial Energy INC | Stock-Other | 0.36% | +0.36% | NEW | |
| 22 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.32% | +0.32% | NEW | |
| 23 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.28% | +0.28% | NEW | |
| 24 | BRR | Procap Financial INC | Stock-Other | 0.26% | +0.26% | NEW | |
| 25 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | +0.26% | NEW | |
| 26 | EWZ | Ishares Msci Brazil ETF | ETF-Other | 0.24% | +0.24% | NEW | |
| 27 | ✓ | Stock-Other | 0.24% | +0.04% | -42.86% | ||
| 28 | ✓ | Mf Intl LTD | Stock-Other | 0.22% | +0.22% | NEW | |
| 29 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 0.13% | +0.02% | -30.11% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.12% | NEW | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.12% | +0.12% | NEW | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.12% | +0.12% | NEW | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.11% | NEW | |
| 34 | ✓ | Stock-Other | 0.08% | +0.08% | NEW | ||
| 35 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.07% | — | — | |
| 36 | FOUR | Shift4 Payments Inc-class A | Stock-Tech | 0.07% | — | — | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.07% | +0.07% | NEW | |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.05% | — | — | |
| 39 | NAK | Northern Dynasty Minerals | Stock-Other | 0.05% | — | — | |
| 40 | BNBX | Bnb Plus CORP | Stock-Other | 0.03% | — | — | |
| 41 | ✓ | K Wave Media LTD | Stock-Other | 0.02% | -0.03% | — | |
| 42 | BTMWQ | Bitcoin Depot Inc-cw23 | Stock-Other | 0.01% | — | — | |
| 43 | ✓ | Hcm Iii Acquisition CORP | Stock-Other | — | — | — | |
| 44 | ✓ | 1rt Acquisition CORP. | Stock-Other | — | — | — |
Performance for Q3 2026
—
Performance Last 4 Quarters
-13.4%
Based on 42% of reported portfolio value with available pricing
Galaxy Group Investments LLC's most significant position changes for 2025-12-31: Sold out: Invesco Qqq Trust Series 1 (QQQ); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Coinbase Global INC -class A (COIN); Sold out: Iren LTD F (IREN); Sold out: Core Scientific INC (CORZ).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +21.1% | +9.48% | Add |
| 2 | ARKB | Ark 21shares Bitcoin ETF | +7% | -3.31% | Trim |
| 3 | BTCO | Invsco Glxy Btcn ETF | +3.1% | — | Unchanged |
| 4 | ✓ | +0.7% | — | Unchanged | |
| 5 | HECO | Ss Glx Hd Dg Ast Eco Etf-usd | +0.5% | -42.16% | Trim |
| 6 | ASHR | Xtrackers Harvest Csi 300 Ch | +0.4% | -21.31% | Trim |
| 7 | QETH | Invesco Galaxy Eth ETF | +0.4% | — | Unchanged |
| 8 | ✓ | 0% | -42.86% | Trim | |
| 9 | KWEB | Kranesh Csi China Internet | 0% | -30.11% | Trim |
| 10 | ✓ | K Wave Media LTD | 0% | — | Unchanged |
| 11 | DEFT | Defi Technologies INC | -0.6% | -44.76% | Trim |
| 12 | ETHA | Ishares Ethereum Trust ETF | -2% | -72.96% | Trim |
| 13 | 23I | Forward Industries INC | -4.6% | — | Unchanged |
| 14 | QQQ | Invesco Qqq Trust Series 1 | — | EXIT | Sold out |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 16 | COIN | Coinbase Global INC -class A | — | EXIT | Sold out |
| 17 | IREN | Iren LTD F | — | EXIT | Sold out |
| 18 | CORZ | Core Scientific INC | — | EXIT | Sold out |
| 19 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 20 | PURR | Hyperliquid Strategies | — | NEW | New buy |
| 21 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 22 | CAN | Canaan INC | — | NEW | New buy |
| 23 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 24 | ZM | Zoom Communications INC | — | NEW | New buy |
| 25 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 26 | SUIG | Sui Group Holdings LTD | — | EXIT | Sold out |
| 27 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 28 | XLI | Ss Industrial Select Sector | — | NEW | New buy |
| 29 | CRCL | Circle Internet Group INC | — | EXIT | Sold out |
| 30 | STUB | Stubhub Holdings Inc-class A | — | NEW | New buy |
| 31 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 32 | IMSR | Terrestrial Energy INC | — | NEW | New buy |
| 33 | FXI | Ishares China Large-cap ETF | — | NEW | New buy |
| 34 | IGV | Ishares Expanded Tech-softwa | — | NEW | New buy |
| 35 | BRR | Procap Financial INC | — | NEW | New buy |
| 36 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 37 | EWZ | Ishares Msci Brazil ETF | — | NEW | New buy |
| 38 | 1B2 | Bitfarms Ltd/canada | — | EXIT | Sold out |
| 39 | ✓ | Mf Intl LTD | — | NEW | New buy |
| 40 | ✓ | Hcm Ii Acquisition CORP | — | EXIT | Sold out |
| 41 | HIVE | Hive Digital Technologies Lt | — | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | — | NEW | New buy |
| 43 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 44 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 45 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 46 | CLSK | Cleanspark INC | — | EXIT | Sold out |
| 47 | ✓ | — | NEW | New buy | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | New buy |
| 49 | ✓ | — | EXIT | Sold out | |
| 50 | ✓ | Cantor Equity Partners Ii In | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2025-12-31 | 2026-03-24 | Amendment | View on EDGAR |
| 2025-12-31 | 2026-02-18 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2026-03-24 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2026-03-24 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2026-03-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2026-03-24 | 13F-HR | View on EDGAR |
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