StockDriftsStockDriftsTop 50 Greystone Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 5.81% | 273.7K | $20.9M | -0.73%(-2.01K) | $77.49(-0.91%) | 2026-09-30 | |
| VTIP | VANGUARD MALVERN FDS | 4.65% | 340.1K | $16.7M | -1.50%(-5.16K) | $50.02(-2.35%) | 2026-09-30 | |
| USHY | ISHARES TR | 4.33% | 435.6K | $15.6M | -5.58%(-25.76K) | $36.75(-2.42%) | 2026-09-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 3.41% | 46.4K | $12.3M | +16.16%(+6.45K) | $315.61(-15.08%) | 2026-09-30 | |
| XEMD | BONDBLOXX ETF TRUST | 3.38% | 282.7K | $12.1M | new | $43.95(-1.74%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.37% | 36.4K | $12.1M | -3.56%(-1.34K) | $142.18(+144.13%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 3.18% | 10.7K | $11.4M | +38.54%(+2.99K) | $841.44(+10.38%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 3.17% | 32.5K | $11.4M | -5.29%(-1.82K) | $116.37(+194.17%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 2.98% | 212.2K | $10.7M | new | $50.48(+0.30%) | 2026-09-30 | |
| AMGN | AMGEN INC | 2.94% | 25.1K | $10.6M | -1.81%(-462) | $301.14(+48.75%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.61% | +39.01% | +4.42% | +24.15% |
| Top 20 Holdings Unweighted | +15.37% | +53.55% | +6.72% | +38.40% |
Greystone Financial Group LLC reports $359.65M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are BSV (5.8%), VTIP (4.7%) and USHY (4.3%). The top 20 holdings account for 62.07% of reported assets. Its disclosed equity book has returned +39.01% on a three-year cumulative basis. Figures reflect the Q3 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