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 $302.0M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($41.3M, 13.66%), BND ($23.5M, 7.79%), VTV ($20.0M, 6.62%), CGGR ($20.0M, 6.61%), CGBL ($19.0M, 6.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $41.3M | 13.66% | 69,039 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $23.5M | 7.79% | 319,615 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $20.0M | 6.62% | 101,959 | Added |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | $20.0M | 6.61% | 496,413 | Trimmed |
| 5 | CGBL | CAPITAL GROUP CORE BALANCED | $19.0M | 6.28% | 551,241 | Added |
| 6 | VXUS | VANGUARD STAR FDS | $16.8M | 5.56% | 217,881 | Added |
| 7 | GLD | SPDR GOLD TR | $16.3M | 5.41% | 37,945 | Trimmed |
| 8 | CGCB | CAPITAL GRP FIXED INCM ETF T | $13.9M | 4.61% | 530,742 | Added |
| 9 | MFSV | MFS ACTIVE EXCHANGE TRADED F | $13.8M | 4.57% | 515,923 | Added |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $13.6M | 4.51% | 320,476 | Added |
| 11 | CGCP | CAPITAL GRP FIXED INCM ETF T | $12.6M | 4.19% | 565,832 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $11.1M | 3.68% | 235,787 | Added |
| 13 | VO | VANGUARD INDEX FDS | $10.6M | 3.50% | 36,781 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $10.4M | 3.44% | 32,373 | Added |
| 15 | JGRO | J P MORGAN EXCHANGE TRADED F | $8.9M | 2.96% | 105,696 | Trimmed |
| 16 | VTIP | VANGUARD MALVERN FDS | $6.2M | 2.04% | 123,290 | Added |
| 17 | TSLA | TESLA INC | $5.5M | 1.81% | 14,724 | Added |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $5.3M | 1.75% | 104,678 | Added |
| 19 | GOOG | ALPHABET INC | $4.7M | 1.57% | 16,541 | Added |
| 20 | AAPL | APPLE INC | $4.6M | 1.52% | 18,043 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $4.6M | 1.52% | 26,403 | Added |
| 22 | AMZN | AMAZON COM INC | $3.2M | 1.06% | 15,370 | Added |
| 23 | PANW | PALO ALTO NETWORKS INC | $3.1M | 1.03% | 19,391 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.7M | 0.90% | 7,378 | Added |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.67% | 9,896 | Added |
Source: SEC Form 13F filings · as of 2026-03-31