§ 13F · FUND PROFILE
Greenbush Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229.5T (13F)Positions · 32Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$831.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 69K | $43.0T | 14.6% | +8% |
| 2 | CGGR | CAPITAL GROUP GROWTH ETF | 557K | $24.8T | 8.4% | +8% |
| 3 | BND | VANGUARD BD INDEX FDS | 281K | $20.8T | 7.1% | +10% |
| 4 | CGBL | CAPITAL GROUP CORE BALANCED | 515K | $18.2T | 6.2% | +11% |
| 5 | GLD | SPDR GOLD TR | 43K | $16.9T | 5.8% | +4% |
| 6 | VTV | VANGUARD INDEX FDS | 87K | $16.6T | 5.6% | +12% |
| 7 | VXUS | VANGUARD STAR FDS | 216K | $16.3T | 5.5% | +12% |
| 8 | CGDV | CAPITAL GROUP DIVIDEND | 294K | $12.8T | 4.4% | +17% |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED | 132K | $12.2T | 4.2% | +15% |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF | 441K | $11.7T | 4.0% | +14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENBUSH SIGNAL
AC read
Greenbush Financial Group, LLC is a Other fund managing $229519.3 trillion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed