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.
Greystone Financial Group, LLC (CIK 1845302) reported $353.3M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BSV ($22.0M, 6.22%), VTIP ($17.6M, 4.99%), BIV ($17.6M, 4.98%), BLV ($17.5M, 4.95%), VWOB ($13.1M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $22.0M | 6.22% | 280,435 | Trimmed |
| 2 | VTIP | VANGUARD MALVERN FDS | $17.6M | 4.99% | 352,966 | Trimmed |
| 3 | BIV | VANGUARD BD INDEX FDS | $17.6M | 4.98% | 228,154 | Trimmed |
| 4 | BLV | VANGUARD BD INDEX FDS | $17.5M | 4.95% | 254,550 | Trimmed |
| 5 | VWOB | VANGUARD WHITEHALL FDS | $13.1M | 3.70% | 198,852 | Trimmed |
| 6 | CVX | CHEVRON CORPORATION | $10.1M | 2.86% | 48,865 | Trimmed |
| 7 | AAPL | APPLE INC | $10.1M | 2.85% | 39,695 | Trimmed |
| 8 | AMGN | AMGEN INC | $9.3M | 2.63% | 26,440 | Trimmed |
| 9 | LMT | LOCKHEED MARTIN CORP | $9.2M | 2.61% | 15,236 | Trimmed |
| 10 | JPM | JPMORGAN CHASE & CO | $9.0M | 2.55% | 30,602 | Trimmed |
| 11 | LIN | LINDE PLC | $8.7M | 2.45% | 17,490 | Trimmed |
| 12 | AVGO | BROADCOM INC | $8.5M | 2.41% | 27,545 | Trimmed |
| 13 | WM | WASTE MGMT INC DEL | $8.1M | 2.29% | 35,158 | Trimmed |
| 14 | WMT | WALMART INC | $8.0M | 2.28% | 64,753 | Trimmed |
| 15 | DUK | DUKE ENERGY CORP NEW | $8.0M | 2.27% | 61,347 | Trimmed |
| 16 | LOW | LOWES COS INC | $7.9M | 2.24% | 33,511 | Trimmed |
| 17 | SPG | SIMON PPTY GROUP INC NEW | $7.8M | 2.22% | 41,995 | Trimmed |
| 18 | TJX | TJX COS INC NEW | $7.6M | 2.14% | 47,307 | Trimmed |
| 19 | BK | BANK NEW YORK MELLON CORP | $7.4M | 2.11% | 62,717 | Trimmed |
| 20 | MS | MORGAN STANLEY | $7.3M | 2.05% | 44,070 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $6.9M | 1.95% | 18,612 | Trimmed |
| 22 | EMR | EMERSON ELEC CO | $6.6M | 1.88% | 50,665 | Trimmed |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.5M | 1.85% | 13,625 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $6.2M | 1.74% | 35,347 | Added |
| 25 | RF | REGIONS FINANCIAL CORP NEW | $6.1M | 1.73% | 233,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31