StockDriftsStockDriftsTop 50 Greystone Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 6% | 275.7K | $21.5M | -1.70%(-4.77K) | $78.04(-0.54%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.85% | 345.3K | $17.3M | -2.17%(-7.67K) | $50.02(-0.62%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 4.8% | 224.1K | $17.2M | -1.76%(-4.02K) | $76.21(-0.89%) | 2026-06-30 | |
| USHY | ISHARES TR | 4.77% | 461.3K | $17.1M | new | $36.75(+0.11%) | 2026-06-30 | |
| VWOB | VANGUARD WHITEHALL FDS | 3.66% | 194.6K | $13.1M | -2.15%(-4.27K) | $66.14(-0.27%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.62% | 34.3K | $13.0M | +24.51%(+6.75K) | $116.37(+238.35%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.05% | 37.8K | $10.9M | -4.86%(-1.93K) | $142.18(+114.78%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.7% | 29.5K | $9.7M | -3.57%(-1.09K) | $139.38(+161.68%) | 2026-06-30 | |
| AMGN | AMGEN INC | 2.58% | 25.5K | $9.2M | -3.40%(-898) | $301.14(+38.20%) | 2026-06-30 | |
| SPG | SIMON PPTY GROUP INC NEW | 2.52% | 40.3K | $9.0M | -4.09%(-1.72K) | $129.20(+70.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.84% | +32.51% | +4.16% | +22.60% |
| Top 20 Holdings Unweighted | +13.12% | +44.77% | +6.15% | +34.75% |
Greystone Financial Group, LLC reports $357.86M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are BSV (6.0%), VTIP (4.8%) and BIV (4.8%). The top 20 holdings account for 61.22% of reported assets. Its disclosed equity book has returned +32.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greystone Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845302). View Greystone Financial Group, LLC’s 13F filings on SEC