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.
Greenbush Financial Group, LLC (CIK 2061818) reported $340.1M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($48.0M, 14.10%), VTV ($39.1M, 11.49%), BND ($25.7M, 7.55%), CGGR ($23.4M, 6.89%), CGBL ($20.9M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $48.0M | 14.10% | 69,832 | Added |
| 2 | VTV | VANGUARD INDEX FDS | $39.1M | 11.49% | 179,259 | Added |
| 3 | BND | VANGUARD BD INDEX FDS | $25.7M | 7.55% | 349,889 | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $23.4M | 6.89% | 496,641 | Added |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $20.9M | 6.13% | 549,400 | Trimmed |
| 6 | VXUS | VANGUARD STAR FDS | $19.2M | 5.64% | 224,147 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $16.7M | 4.90% | 337,883 | Added |
| 8 | CGCB | CAPITAL GRP FIXED INCM ETF T | $15.2M | 4.48% | 582,238 | Added |
| 9 | GLD | SPDR GOLD TR | $14.2M | 4.18% | 38,619 | Added |
| 10 | CGCP | CAPITAL GRP FIXED INCM ETF T | $13.9M | 4.09% | 623,656 | Added |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $12.2M | 3.58% | 259,553 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $11.8M | 3.48% | 31,953 | Trimmed |
| 13 | JGRO | J P MORGAN EXCHANGE TRADED F | $10.9M | 3.20% | 110,373 | Added |
| 14 | PANW | PALO ALTO NETWORKS INC | $6.8M | 2.00% | 19,976 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $6.6M | 1.96% | 132,386 | Added |
| 16 | TSLA | TESLA INC | $6.4M | 1.87% | 15,146 | Added |
| 17 | VO | VANGUARD INDEX FDS | $6.0M | 1.78% | 74,958 | Added |
| 18 | GOOG | ALPHABET INC | $5.8M | 1.70% | 16,355 | Trimmed |
| 19 | JPST | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.63% | 109,423 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $5.4M | 1.59% | 27,010 | Added |
| 21 | AAPL | APPLE INC | $5.3M | 1.56% | 18,361 | Added |
| 22 | AMD | ADVANCED MICRO DEVICES INC | $5.2M | 1.52% | 8,905 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $3.8M | 1.12% | 15,976 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.7M | 0.80% | 7,310 | Trimmed |
| 25 | GNRC | GENERAC HLDGS INC | $2.5M | 0.75% | 8,661 | Added |
Source: SEC Form 13F filings · as of 2026-06-30