account_balance
Investment manager · 13F filer · SEC CIK 1845302
Greystone Financial Group, LLC
Reported value$360Mas of Sep 30, 2026
Positions73 10 new, 11 sold out
Top 10 weight37.2%BSV alone is 6%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVVanguard Bd Index FDS
5.8%
VTIPVanguard Malvern FDS
4.7%
USHYiShares Tr
4.3%Trimmed −6%
CRWDCrowdStrike Holdings, Inc.
3.4%Added +16%
XEMDBondbloxx ETF Trust
3.4%New
AAPLApple Inc.
3.4%Trimmed −4%
MUMicron Technology Inc
3.2%Added +39%
AVGOBroadcom Inc.
3.2%Trimmed −5%
JAAAJanus Detroit STR Tr
3.0%New
AMGNAmgen Inc
2.9%
NVDANVIDIA Corp
2.8%+3%
JPMJPMorgan Chase & Co
2.7%
BSVVanguard Bd Index FDS
5.8%
VTIPVanguard Malvern FDS
4.7%
USHYiShares Tr
4.3%
CRWDCrowdStrike Holdings, Inc.
3.4%+16%
XEMDBondbloxx ETF Trust
3.4%New
AAPLApple Inc.
3.4%−4%
MUMicron Technology Inc
3.2%
AVGOBroadcom Inc.
3.2%
JAAAJanus Detroit STR Tr
3.0%
AMGNAmgen Inc
2.9%
NVDANVIDIA Corp
2.8%
JPMJPMorgan Chase & Co
2.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSV Vanguard Bd Index FDS 5.8% Held
VTIP Vanguard Malvern FDS 4.7% Held
USHY iShares Tr 4.3% Trimmed −6%
CRWD CrowdStrike Holdings, Inc. 3.4% Added +16%XEMD Bondbloxx ETF Trust 3.4% New
AAPL Apple Inc. 3.4% Trimmed −4%MU Micron Technology Inc 3.2% Added +39%AVGO Broadcom Inc. 3.2% Trimmed −5%JAAA Janus Detroit STR Tr 3.0% New
AMGN Amgen Inc 2.9% HeldNVDA NVIDIA Corp 2.8% Added +3%JPM JPMorgan Chase & Co 2.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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