Greystone Financial Group
Greystone Financial Group reported 73 stocks worth $360M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are BSV (5.8%), VTIP (4.7%) and USHY (4.3%). Compared with Q2 2026, the fund opened new positions in XEMD, JAAA and COST, added to CRWD, MU and NVDA, trimmed BSV, VTIP and USHY and sold out of BIV, VWOB and WM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BSV Vanguard Short-Term Bond ETF | $20.9M | 5.8% | 274K | −2,011 (−1%) | 8 of 8 | |
| 2 |  VTIP Vanguard Shrt Inf Prot | $16.7M | 4.7% | 340K | −5,163 (−1%) | 8 of 8 | |
| 3 |  USHY Ishares TR | $15.6M | 4.3% | 436K | −26K (−6%) | 2 of 8 | |
| 4 |  CRWD Crowdstrike Hldgs Inc | $12.3M | 3.4% | 46K | +36K (+365%) | 8 of 8 | |
| 5 |  XEMD Bondbloxx ETF Trust | $12.1M | 3.4% | 283K | New position | 1 of 8 | |
| 6 |  AAPL Apple Inc | $12.1M | 3.4% | 36K | −1,344 (−4%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $11.4M | 3.2% | 11K | +2,989 (+39%) | 2 of 8 | |
| 8 |  AVGO Broadcom Inc | $11.4M | 3.2% | 32K | −1,816 (−5%) | 8 of 8 | |
| 9 |  JAAA Janus Detroit Str TR | $10.7M | 3.0% | 212K | New position | 1 of 8 | |
| 10 |  AMGN Amgen Inc | $10.6M | 2.9% | 25K | −462 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIV Vanguard Intermediate | $17.2M | 224K |
 VWOB Vanguard Whitehall Fds | $13.1M | 195K |
 WM Waste Mgmt Inc Del | $7.6M | 34K |
 TJX Tjx Cos Inc New | $6.9M | 46K |
 IBM Ibm Corp | $6.8M | 24K |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Greystone Financial Group 13F FAQ
What does Greystone Financial Group own?
Greystone Financial Group reported 73 stocks worth $360M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are BSV (5.8%), VTIP (4.7%) and USHY (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Greystone Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 27 added to, 26 trimmed and 11 sold out. New positions include XEMD, JAAA and COST. It sold all of BIV, VWOB and WM.
When will Greystone Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Greystone Financial Group's portfolio worth?
The Q3 2026 filing reports $360M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.