§ 13F · FUND PROFILE
Greystone Financial Group, LLC.
AUM · $358M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | 276K | $21M | 6.0% | −2% |
| 2 | VTIP | VANGUARD MALVERN FDS | 345K | $17M | 4.8% | −2% |
| 3 | BIV | VANGUARD BD INDEX FDS | 224K | $17M | 4.8% | −2% |
| 4 | USHY | ISHARES TR | 461K | $17M | 4.8% | NEW |
| 5 | VWOB | VANGUARD WHITEHALL FDS | 195K | $13M | 3.7% | −2% |
| 6 | AVGO | BROADCOM INC | 34K | $13M | 3.6% | +25% |
| 7 | AAPL | APPLE INC | 38K | $11M | 3.1% | −5% |
| 8 | JPM | JPMORGAN CHASE & CO | 30K | $10M | 2.7% | −4% |
| 9 | AMGN | AMGEN INC | 26K | $9M | 2.6% | −3% |
| 10 | SPG | SIMON PPTY GROUP INC NEW | 40K | $9M | 2.5% | −4% |
§ 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 $358 million in assets. The fund runs a portfolio of 74 positions.
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