Greystone Financial Group, LLC: 13F holdings
CIK 18453022026Q2
| Positions | 74 |
|---|---|
| Reported value | $357.9m |
| Filed | 2026-07-28 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BSV VANGUARD BD INDEX FDS | 275,668 | $21.5m | 6.0% |
| VTIP VANGUARD MALVERN FDS | 345,296 | $17.3m | 4.8% |
| BIV VANGUARD BD INDEX FDS | 224,132 | $17.2m | 4.8% |
| USHY ISHARES TR | 461,319 | $17.1m | 4.8% |
| VWOB VANGUARD WHITEHALL FDS | 194,585 | $13.1m | 3.7% |
| AVGO BROADCOM INC | 34,297 | $13.0m | 3.6% |
| AAPL APPLE INC | 37,764 | $10.9m | 3.1% |
| JPM JPMORGAN CHASE & CO | 29,508 | $9.7m | 2.7% |
| AMGN AMGEN INC | 25,542 | $9.2m | 2.6% |
| SPG SIMON PPTY GROUP INC NEW | 40,276 | $9.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845302")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.