Greystone Financial Group, LLC
13F filer · CIK 1845302 · Bloomfield Hills, MI
Summary
Greystone Financial Group, LLC reported $357.86M across 74 positions in its 13F for 2026 Q2, filed Jul 28, 2026. The largest holdings are BSV (6.0%), VTIP (4.8%), BIV (4.8%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 14, trimmed 49 and sold out of 15.
Reported value$357.86M
Positions74
Report period2026 Q2
FiledJul 28, 2026
New positions11
Added14
Trimmed49
Sold out15
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.0%Value $21.48MPrice $76.37Shares 276K -1.70%Since Jun 30 -1.98%
Weight 4.8%Value $17.34MPrice $49.19Shares 345K -2.17%Since Jun 30 -2.08%
Weight 4.8%Value $17.19MPrice $72.94Shares 224K -1.76%Since Jun 30 -4.90%
Weight 4.8%Value $17.08MPrice $35.78Shares 461KSince Jun 30 -3.35%
Weight 3.7%Value $13.08MPrice $63.46Shares 195K -2.15%Since Jun 30 -5.62%
Weight 3.6%Value $12.96MPrice $355.10Shares 34K +24.51%Since Jun 30 -6.00%
Weight 3.1%Value $10.93MPrice $329.40Shares 38K -4.86%Since Jun 30 +13.84%
Weight 2.7%Value $9.66MPrice $334.98Shares 30K -3.57%Since Jun 30 +2.34%
Weight 2.6%Value $9.25MPrice $423.64Shares 26K -3.40%Since Jun 30 +16.99%
Weight 2.5%Value $9.01MPrice $204.28Shares 40K -4.09%Since Jun 30 -8.66%
Weight 2.5%Value $8.95MPrice $1065Shares 7,755Since Jun 30 -7.73%
Weight 2.5%Value $8.87MPrice $192.76Shares 42K -3.72%Since Jun 30 -7.79%
Weight 2.4%Value $8.69MPrice $473.37Shares 17K -4.24%Since Jun 30 -8.78%
Weight 2.4%Value $8.69MPrice $146.98Shares 60K -4.23%Since Jun 30 +1.64%
Weight 2.4%Value $8.51MPrice $227.21Shares 43K +20.33%Since Jun 30 +13.55%
Weight 2.1%Value $7.62MPrice $262.74Shares 9,981 -5.96%Since Jun 30 -65.57%
Weight 2.1%Value $7.57MPrice $207.09Shares 34K -3.42%Since Jun 30 -7.08%
Weight 2.1%Value $7.50MPrice $114.21Shares 59K -3.35%Since Jun 30 -9.77%
Weight 2.1%Value $7.50MPrice $512.21Shares 15K -3.39%Since Jun 30 +0.54%
Weight 2.0%Value $7.19MPrice $129.94Shares 72K +50.29%Since Jun 30 +30.88%
Weight 2.0%Value $7.18MPrice $106.94Shares 61K -6.68%Since Jun 30 -8.96%
Weight 2.0%Value $7.09MPrice $106.80Shares 63K -3.31%Since Jun 30 -5.70%
Weight 2.0%Value $7.00MPrice $157.24Shares 49K -3.45%Since Jun 30 +9.84%
Weight 1.9%Value $6.91MPrice $133.80Shares 46K -3.59%Since Jun 30 -11.68%
Weight 1.9%Value $6.83MPrice $679.61Shares 14K +53.12%Since Jun 30 +35.55%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.0% | $21.48M | -1.98% | -1.70% | Trim | |
| 4.8% | $17.34M | -2.08% | -2.17% | Trim | |
| 4.8% | $17.19M | -4.90% | -1.76% | Trim | |
| 4.8% | $17.08M | -3.35% | — | New | |
| 3.7% | $13.08M | -5.62% | -2.15% | Trim | |
| 3.6% | $12.96M | -6.00% | +24.51% | Add | |
| 3.1% | $10.93M | +13.84% | -4.86% | Trim | |
| 2.7% | $9.66M | +2.34% | -3.57% | Trim | |
| 2.6% | $9.25M | +16.99% | -3.40% | Trim | |
| 2.5% | $9.01M | -8.66% | -4.09% | Trim | |
| 2.5% | $8.95M | -7.73% | — | New | |
| 2.5% | $8.87M | -7.79% | -3.72% | Trim | |
| 2.4% | $8.69M | -8.78% | -4.24% | Trim | |
| 2.4% | $8.69M | +1.64% | -4.23% | Trim | |
| 2.4% | $8.51M | +13.55% | +20.33% | Add | |
| 2.1% | $7.62M | -65.57% | -5.96% | Trim | |
| 2.1% | $7.57M | -7.08% | -3.42% | Trim | |
| 2.1% | $7.50M | -9.77% | -3.35% | Trim | |
| 2.1% | $7.50M | +0.54% | -3.39% | Trim | |
| 2.0% | $7.19M | +30.88% | +50.29% | Add | |
| 2.0% | $7.18M | -8.96% | -6.68% | Trim | |
| 2.0% | $7.09M | -5.70% | -3.31% | Trim | |
| 2.0% | $7.00M | +9.84% | -3.45% | Trim | |
| 1.9% | $6.91M | -11.68% | -3.59% | Trim | |
| 1.9% | $6.83M | +35.55% | +53.12% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $6.53MSoldSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.