§ 13F · FUND PROFILE
Greystone Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $607.2T (13F)Positions · 94Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.5T 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 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 466K | $36.7T | 5.7% | +2% |
| 2 | BIV | VANGUARD BD INDEX FDS | 379K | $29.5T | 4.6% | +1% |
| 3 | BLV | VANGUARD BD INDEX FDS | 422K | $29.4T | 4.6% | +1% |
| 4 | VTIP | VANGUARD MALVERN FDS | 582K | $28.8T | 4.5% | −2% |
| 5 | AAPL | APPLE INC | 82K | $22.3T | 3.5% | −4% |
| 6 | VWOB | VANGUARD WHITEHALL FDS | 329K | $22.2T | 3.5% | +1% |
| 7 | WMT | WALMART INC | 160K | $17.8T | 2.8% | −4% |
| 8 | JPM | JPMORGAN CHASE & CO. | 55K | $17.6T | 2.7% | −2% |
| 9 | MSFT | MICROSOFT CORP | 35K | $16.8T | 2.6% | −1% |
| 10 | AVGO | BROADCOM INC | 47K | $16.4T | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREYSTONE SIGNAL
AC read
Greystone Financial Group, LLC is a Other fund managing $607176.3 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 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