Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Firestone Capital Management 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Firestone Capital Management (CIK 1799964) reported $537.0M across 168 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VXF ($34.7M, 6.47%), VIG ($33.5M, 6.24%), SPY ($33.3M, 6.20%), VTI ($29.8M, 5.56%), VEU ($25.7M, 4.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VXFVANGUARD INDEX FDS$34.7M6.47%141,095Added
2VIGVANGUARD SPECIALIZED FUNDS$33.5M6.24%141,568Added
3SPYSTATE STR SPDR S&P 500 ETF T$33.3M6.20%44,551Added
4VTIVANGUARD INDEX FDS$29.8M5.56%80,624Added
5VEUVANGUARD INTL EQUITY INDEX F$25.7M4.78%306,762Added
6VTVVANGUARD INDEX FDS$25.4M4.72%116,359Added
7FNDXSCHWAB STRATEGIC TR$24.4M4.54%783,413Added
8VCSHVANGUARD SCOTTSDALE FDS$22.5M4.18%284,093Added
9VNQVANGUARD INDEX FDS$17.4M3.23%180,112Added
10IUSBISHARES TR$16.4M3.05%354,450Added
11VBRVANGUARD INDEX FDS$13.2M2.45%54,147Added
12IWBISHARES TR$11.7M2.18%28,560Trimmed
13SCHHSCHWAB STRATEGIC TR$11.7M2.17%491,986Added
14FNDFSCHWAB STRATEGIC TR$10.1M1.87%190,638Added
15RSPINVESCO EXCHANGE TRADED FD T$10.0M1.86%46,893Added
16VTEBVANGUARD MUN BD FDS$10.0M1.86%197,616Trimmed
17SCHFSCHWAB STRATEGIC TR$10.0M1.85%359,623Added
18JPSTJ P MORGAN EXCHANGE TRADED F$9.2M1.72%182,866Added
19AGGISHARES TR$9.0M1.67%90,448Trimmed
20SCHBSCHWAB STRATEGIC TR$6.8M1.27%234,751Trimmed
21MDYSTATE STR SPDR S&P MIDCAP 40$6.3M1.16%8,893Trimmed
22IXUSISHARES TR$5.7M1.05%59,271Added
23PWBINVESCO EXCHANGE TRADED FD T$5.6M1.05%33,487Trimmed
24VTESVANGUARD WELLINGTON FD$5.2M0.96%51,071Trimmed
25AAPLAPPLE INC$5.0M0.94%17,367Trimmed

Source: SEC Form 13F filings · as of 2026-06-30