Greystone Financial Group, LLC 13F Holdings
CIK 0001845302 · Bloomfield Hills, MI
As of Sep 30, 2025, Greystone Financial Group, LLC reported 100 positions worth $645.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 458,652 | $36.2M | 5.61% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 592,143 | $30.0M | 4.65% |
| VANGUARD LONG-TERM BOND INDEX FUND | BLV | — | 418,619 | $29.7M | 4.60% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 373,742 | $29.2M | 4.52% |
| APPLE INC | AAPL | Technology | 85,399 | $21.7M | 3.37% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 325,004 | $21.7M | 3.37% |
| MICROSOFT CORP | MSFT | Technology | 34,995 |