Institutional Fund
Greystone Financial Group, LLC
Bloomfield Hills, MICIK 18453025 filings on record
Portfolio Value
$353.34M
Q1 2026
Holdings
78
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-44.9%
from $640.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds6.2%
- Vanguard Malvern Fds5.0%
- Vanguard Bd Index Fds5.0%
- Vanguard Bd Index Fds5.0%
- Vanguard Whitehall Fds3.7%
- Chevron Corp New2.9%
- Other72.3%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 280.4K | $21.99M | 6.2% | −185.7K | Reduced |
| 2 | Vanguard Malvern Fds | 353.0K | $17.63M | 5.0% | −228.9K | Reduced |
| 3 | Vanguard Bd Index Fds | 228.2K | $17.61M | 5.0% | −150.9K | Reduced |
| 4 | Vanguard Bd Index Fds | 254.6K | $17.51M | 5.0% | −167.9K | Reduced |
| 5 | Vanguard Whitehall Fds | 198.9K | $13.06M | 3.7% | −130.0K | Reduced |
| 6 | Chevron Corp New | 48.9K | $10.11M | 2.9% | −29.9K | Reduced |
| 7 | Apple Inc | 39.7K | $10.07M | 2.9% | −42.2K | Reduced |
| 8 | Amgen Inc | 26.4K | $9.30M | 2.6% | −18.5K | Reduced |
| 9 | Lockheed Martin Corp | 15.2K | $9.21M | 2.6% | −11.4K | Reduced |
| 10 | Jpmorgan Chase & Co. | 30.6K | $9.00M | 2.5% | −24.0K | Reduced |
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