Arkolith/Funds/Greystone Financial Group, LLC

Greystone Financial Group, LLC

CIK 1845302
Holdings as of Jun 30, 2026·disclosed Jul 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Greystone Financial Group, LLC holds a diversified book of 74 reported positions worth $357.9M as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishares Broad Usd High Yield and trimmed Vanguard Short-Term Bond ETF. Their largest long position is Vanguard Short-Term Bond ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+20.2%
+10.2%/yr · since Oct '24
Their reported book
+17.8%
held from quarter-end
S&P 500
+33.7%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Greystone Financial Group, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.3 points over this window.

Growth of $10,000 cloning Greystone Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
39%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

69% mapped to company sectors

ETFs / funds
30%
Information Technology
28%
Consumer Discretionary
9%
Financials
8%
Industrials
7%
Utilities
4%
Materials
4%
Health Care
3%

+5 sectors below the cut, 7% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Greystone Financial Group, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 74$2.9B
Donor Advised Charitable Giving, Inc.7 / 74$4.4B
BlueSpruce Investments, LP8 / 74$639.0M
Uhlmann Price Securities, LLC39 / 74$2.5B
Draper Asset Management, LLC10 / 74$180.6M
Prospect Hill Management, LLC8 / 74$227.0M
Howard Hughes Medical Institute16 / 74$386.5M
Ketron Financial16 / 74$273.9M

Ranked by the share of each fund's own book sitting in the names it shares with Greystone Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

74 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard BD Index FDS
SHORT TRM BOND
$21.5M275.7K
6.0%
−1.7%
Reduced · −5K sh
2Vanguard Malvern FDS
STRM INFPROIDX
$17.3M345.3K
4.8%
−2.2%
Reduced · −8K sh
3Vanguard BD Index FDS
INTERMED TERM
$17.2M224.1K
4.8%
−1.8%
Reduced · −4K sh
4Ishares TR
BROAD USD HIGH
$17.1M461.3K
4.8%
New
New position
5Vanguard Whitehall FDS
EM MK GOV BD ETF
$13.1M194.6K
3.7%
−2.1%
Reduced · −4K sh
6Broadcom Inc
COM
$13.0M34.3K
3.6%
+25%
Added · +7K sh
7Apple Inc
COM
$10.9M37.8K
3.1%
−4.9%
Reduced · −2K sh
8JPMorgan Chase & Co
COM
$9.7M29.5K
2.7%
−3.6%
Reduced · −1K sh
9Amgen Inc
COM
$9.2M25.5K
2.6%
−3.4%
Reduced · −898 sh
10Simon Ppty Group Inc New
COM
$9.0M40.3K
2.5%
−4.1%
Reduced · −2K sh
11Micron Technology Inc
COM
$9.0M7.8K
2.5%
New
New position
12Morgan Stanley
COM NEW
$8.9M42.4K
2.5%
−3.7%
Reduced · −2K sh
13Linde PLC
SHS
$8.7M16.7K
2.4%
−4.2%
Reduced · −741 sh
14Bank Of NY Mellon Corp
COM
$8.7M60.1K
2.4%
−4.2%
Reduced · −3K sh
15Nvidia Corporation
COM
$8.5M42.5K
2.4%
+20%
Added · +7K sh
16Crowdstrike Hldgs Inc
CL A
$7.6M10.0K
2.1%
−6.0%
Reduced · −633 sh
17Waste Mgmt Inc Del
COM
$7.6M34.0K
2.1%
−3.4%
Reduced · −1K sh
18Duke Energy Corp New
COM NEW
$7.5M59.3K
2.1%
−3.4%
Reduced · −2K sh
19Lockheed Martin Corp
COM
$7.5M14.7K
2.1%
−3.4%
Reduced · −517 sh
20Servicenow Inc
COM
$7.2M72.4K
2.0%
+50%
Added · +24K sh
21Cisco Sys Inc
COM
$7.2M61.1K
2.0%
−6.7%
Reduced · −4K sh
22Walmart Inc
COM
$7.1M62.6K
2.0%
−3.3%
Reduced · −2K sh
23Emerson Elec Co
COM
$7.0M48.9K
2.0%
−3.5%
Reduced · −2K sh
24TJX Cos Inc New
COM
$6.9M45.6K
1.9%
−3.6%
Reduced · −2K sh
25Thermo Fisher Scientific Inc
COM
$6.8M13.6K
1.9%
+53%
Added · +5K sh
26International Business Machs
COM
$6.8M24.1K
1.9%
−2.5%
Reduced · −623 sh
27Microsoft Corp
COM
$6.7M18.1K
1.9%
−3.0%
Reduced · −562 sh
28Starbucks Corp
COM
$6.4M62.2K
1.8%
−4.3%
Reduced · −3K sh
29Amazon Com Inc
COM
$6.1M25.5K
1.7%
−4.2%
Reduced · −1K sh
30Meta Platforms Inc
CL A
$5.7M10.1K
1.6%
+77%
Added · +4K sh
31Chevron Corporation
COM
$5.6M34.1K
1.6%
−30%
Reduced · −15K sh
32Coca Cola Co
COM
$5.6M69.5K
1.6%
−3.6%
Reduced · −3K sh
33Texas Instrs Inc
COM
$5.1M17.2K
1.4%
New
New position
34McDonalds Corp
COM
$5.0M18.7K
1.4%
−3.0%
Reduced · −568 sh
35McKesson Corp
COM
$5.0M6.6K
1.4%
−2.9%
Reduced · −197 sh
36Procter & Gamble Co
COM
$4.6M31.4K
1.3%
−3.0%
Reduced · −989 sh
37Vanguard Index FDS
GROWTH ETF
$4.0M46.0K
1.1%
+492%
Added · +38K sh
38Fox Corp
CL A COM
$3.5M66.8K
1.0%
−2.7%
Reduced · −2K sh
39Vanguard Index FDS
VALUE ETF
$3.0M13.8K
0.8%
−22%
Reduced · −4K sh
40Honeywell Intl Inc
COM
$2.7M12.2K
0.8%
New
New position
41Honeywell Aerospace Inc
COM
$2.6M11.9K
0.7%
Listed
Newly reportable
42Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.4M34.4K
0.7%
−17%
Reduced · −7K sh
43Ishares TR
MSCI ACWI ETF
$2.2M14.0K
0.6%
+1.1%
Added · +146 sh
44Ishares TR
CORE 80 20 ETF
$1.5M15.8K
0.4%
+10%
Added · +1K sh
45Vaneck ETF Trust
JUNIOR GOLD MINE
$1.4M14.4K
0.4%
New
New position
46Ishares TR
CORE 60 BALA ETF
$1.3M18.9K
0.4%
+60%
Added · +7K sh
47Palo Alto Networks Inc
COM
$1.1M3.1K
0.3%
−8.3%
Reduced · −283 sh
48Vaneck ETF Trust
SEMICONDUCTR ETF
$1.0M1.6K
0.3%
−5.3%
Reduced · −88 sh
49Vanguard Index FDS
S&P 500 ETF SHS
$1.0M1.5K
0.3%
+13%
Added · +165 sh
50American Express Co
COM
$945K2.8K
0.3%
−8.0%
Reduced · −244 sh
Showing 50 of 74 positions
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Filing history

As-of date vs the date the SEC received each filing

$645.4M · Q3 2025Q3 2024 · $559.6MQ2 2026 · $357.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 28, 202628d74$357.9M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d78$353.3M13F-HR
Q4 2025Dec 31, 2025Jan 27, 202627d97$640.7M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202522d100$645.4M13F-HR
Q2 2025Jun 30, 2025Aug 7, 202538d94$607.2M13F-HR
Q1 2025Mar 31, 2025Apr 14, 202514d99$550.9M13F-HR
Q4 2024Dec 31, 2024Feb 3, 202534d95$574.9M13F-HR
Q3 2024Sep 30, 2024Oct 22, 202422d102$559.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.