Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Firestone Capital Management (CIK 1799964) reported $480.3M across 160 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($30.4M, 6.32%), VXF ($28.5M, 5.94%), SPY ($28.5M, 5.93%), VTI ($25.0M, 5.21%), VTV ($22.6M, 4.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $30.4M | 6.32% | 141,238 | Added |
| 2 | VXF | VANGUARD INDEX FDS | $28.5M | 5.94% | 138,619 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $28.5M | 5.93% | 43,825 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $25.0M | 5.21% | 78,026 | Added |
| 5 | VTV | VANGUARD INDEX FDS | $22.6M | 4.71% | 115,253 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $22.4M | 4.66% | 282,602 | Added |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $21.9M | 4.57% | 292,117 | Added |
| 8 | FNDX | SCHWAB STRATEGIC TR | $21.6M | 4.50% | 776,713 | Added |
| 9 | IUSB | ISHARES TR | $16.2M | 3.38% | 351,784 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $15.8M | 3.28% | 177,707 | Added |
| 11 | VBR | VANGUARD INDEX FDS | $11.3M | 2.36% | 52,086 | Added |
| 12 | IWB | ISHARES TR | $10.3M | 2.15% | 28,955 | Trimmed |
| 13 | SCHH | SCHWAB STRATEGIC TR | $10.2M | 2.13% | 476,701 | Added |
| 14 | VTEB | VANGUARD MUN BD FDS | $9.9M | 2.06% | 198,358 | Added |
| 15 | AGG | ISHARES TR | $9.2M | 1.92% | 92,860 | Added |
| 16 | FNDF | SCHWAB STRATEGIC TR | $8.8M | 1.83% | 180,045 | Added |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $8.8M | 1.82% | 45,637 | Trimmed |
| 18 | SCHF | SCHWAB STRATEGIC TR | $8.6M | 1.79% | 348,038 | Added |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $6.4M | 1.33% | 126,077 | Added |
| 20 | SCHB | SCHWAB STRATEGIC TR | $5.9M | 1.24% | 236,804 | Trimmed |
| 21 | VTES | VANGUARD WELLINGTON FD | $5.9M | 1.23% | 58,634 | Added |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $5.6M | 1.16% | 8,999 | Trimmed |
| 23 | IAU | ISHARES GOLD TR | $5.2M | 1.09% | 59,128 | Trimmed |
| 24 | SDY | SPDR SERIES TRUST | $4.6M | 0.97% | 31,786 | Trimmed |
| 25 | IXUS | ISHARES TR | $4.5M | 0.93% | 51,518 | Added |
Source: SEC Form 13F filings · as of 2026-03-31