Greystone Financial Group, LLC
Q3 2026 13F filing
Updated 10 days ago73 disclosed positions worth $359.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD BD INDEX FDS | $20.9M | 273.7K | 5.81% | — |
| 2 | V VANGUARD MALVERN FDS | $16.7M | 340.1K | 4.65% | — |
| 3 | E ISHARES TR | $15.6M | 435.6K | 4.33% | — |
| 4 | C CROWDSTRIKE HLDGS INC | $12.3M | 46.4K | 3.41% | — |
| 5 | ? N/A BONDBLOXX ETF TRUST | $12.1M | 282.7K | 3.38% | — |
| 6 | A APPLE INC | $12.1M | 36.4K | 3.37% | — |
| 7 | M MICRON TECHNOLOGY INC | $11.4M | 10.7K | 3.18% | — |
| 8 | A BROADCOM INC | $11.4M | 32.5K | 3.17% | — |
| 9 | N JANUS DETROIT STR TR | $10.7M | 212.2K | 2.98% | — |
| 10 | A AMGEN INC | $10.6M | 25.1K | 2.94% | — |
| 11 | N NVIDIA CORPORATION | $10M | 43.9K | 2.79% | — |
| 12 | J JPMORGAN CHASE & CO | $9.7M | 29.4K | 2.70% | — |
| 13 | N SERVICENOW INC | $9.6M | 71.7K | 2.67% | — |
| 14 | M MICROSOFT CORP | $9.2M | 18.0K | 2.57% | — |
| 15 | T THERMO FISHER SCIENTIFIC INC | $9.2M | 13.6K | 2.56% | — |
| 16 | A AMAZON COM INC | $9.1M | 36.5K | 2.53% | — |
| 17 | B BANK OF NY MELLON CORP | $8.5M | 58.5K | 2.35% | — |
| 18 | C COSTCO WHOLESALE CORPORATION | $8.1M | 8.9K | 2.26% | — |
| 19 | S SIMON PPTY GROUP INC NEW | $8M | 39.7K | 2.21% | — |
| 20 | L LINDE PLC | $7.9M | 16.7K | 2.21% | — |
| 21 | M MORGAN STANLEY | $7.9M | 42.2K | 2.21% | — |
| 22 | R ROBERT HALF INC. | $7.7M | 210.3K | 2.15% | — |
| 23 | E EMERSON ELEC CO | $7.6M | 48.7K | 2.10% | — |
| 24 | L LOCKHEED MARTIN CORP | $7.5M | 14.7K | 2.09% | — |
| 25 | M META PLATFORMS INC | $7.5M | 10.3K | 2.08% | — |
| 26 | C CHEVRON CORPORATION | $6.9M | 33.9K | 1.92% | — |
| 27 | D DUKE ENERGY CORP NEW | $6.8M | 59.5K | 1.89% | — |
| 28 | W WALMART INC | $6.6M | 63.3K | 1.83% | — |
| 29 | C CISCO SYS INC | $6.4M | 59.8K | 1.79% | — |
| 30 | K COCA COLA CO | $5.9M | 69.0K | 1.65% | — |
| 31 | M MCKESSON CORP | $5.6M | 6.6K | 1.56% | — |
| 32 | C BRISTOL-MYERS SQUIBB CO | $5.3M | 84.7K | 1.47% | — |
| 33 | V VERIZON COMMUNICATIONS INC | $5M | 109.1K | 1.39% | — |
| 34 | T TEXAS INSTRS INC | $4.9M | 17.4K | 1.36% | — |
| 35 | P PROCTER & GAMBLE CO | $4.6M | 31.6K | 1.28% | — |
| 36 | F FOX CORP | $4.3M | 69.3K | 1.21% | — |
| 37 | E ENBRIDGE INC | $3.9M | 83.7K | 1.08% | — |
| 38 | V VANGUARD INDEX FDS | $3.6M | 39.8K | 1.00% | — |
| 39 | V VANGUARD INDEX FDS | $2.5M | 11.7K | 0.70% | — |
| 40 | V VANGUARD TAX-MANAGED FDS | $2.4M | 34.4K | 0.68% | — |
| 41 | B ISHARES TR | $2.2M | 13.7K | 0.60% | — |
| 42 | H VANECK ETF TRUST | $1.7M | 15.3K | 0.48% | — |
| 43 | E ISHARES TR | $1.5M | 15.7K | 0.43% | — |
| 44 | P PALO ALTO NETWORKS INC | $1.3M | 3.2K | 0.36% | — |
| 45 | E ISHARES TR | $1.1M | 15.8K | 0.30% | — |
| 46 | A ADVANCED MICRO DEVICES INC | $1.1M | 1.8K | 0.30% | — |
| 47 | V VANGUARD INDEX FDS | $1M | 1.5K | 0.29% | — |
| 48 | H VANECK ETF TRUST | $933K | 1.5K | 0.26% | — |
| 49 | I INVESCO EXCHANGE TRADED FD T | $912K | 4.4K | 0.25% | — |
| 50 | G ALPHABET INC | $895K | 2.6K | 0.25% | — |