Greenbush Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Greenbush Financial Group, LLC held in its portfolio 34 assets valued at $294,065,369 (i.e. $294.07M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($43.03M), CAPITAL GROUP GROWTH ETF ($24.76M), and VANGUARD BD INDEX FDS ($20.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 34 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Greenbush Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 68610 | 43027364 | S&P 500 ETF SHS |
| CAPITAL GROUP GROWTH ETF | 556683 | 24755696 | SHS CREATION UNI |
| VANGUARD BD INDEX FDS | 280724 | 20793232 | TOTAL BND MRKT |
| CAPITAL GROUP CORE BALANCED | 514956 | 18193388 | SHS |
| SPDR GOLD TR | 42758 | 16945259 | GOLD SHS |
| VANGUARD INDEX FDS | 86671 | 16553256 | VALUE ETF |
| VANGUARD STAR FDS | 215560 | 16261878 | VG TL INTL STK F |
| CAPITAL GROUP DIVIDEND | 294173 | 12837716 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED | 131875 | 12238024 | ACTIVE GROWTH |
| CAPITAL GRP FIXED INCM ETF | 440814 | 11690391 | CORE BOND ETF |
| VANGUARD INDEX FDS | 31795 | 10660019 | TOTAL STK MKT |
| CAPITAL GRP FIXED INCM ETF | 451960 | 10232375 | CORE PLUS INCM |
| MFS ACTIVE EXCHANGE TRADED | 384837 | 10213568 | VALUE ETF |
| VANGUARD INDEX FDS | 34945 | 10141651 | MID CAP ETF |
| J P MORGAN EXCHANGE TRADED | 203507 | 9636036 | CORE PLUS BD ETF |
| TESLA INC | 13795 | 6203863 | COM |
| VANGUARD MALVERN FDS | 111584 | 5518936 | STRM INFPROIDX |
| ALPHABET INC | 16160 | 5071109 | CAP STK CL C |
| NVIDIA CORPORATION | 25973 | 4844056 | COM |
| J P MORGAN EXCHANGE TRADED | 92517 | 4680430 | ULTRA SHRT ETF |
| APPLE INC | 16538 | 4495991 | COM |
| AMAZON COM INC | 14766 | 3408307 | COM |
| PALO ALTO NETWORKS INC | 18492 | 3406170 | COM |
| MICROSOFT CORP | 7006 | 3388292 | COM |
| META PLATFORMS INC | 3115 | 2056258 | CL A |
| ADVANCED MICRO DEVICES INC | 9493 | 2033040 | COM |
| VANGUARD BD INDEX FDS | 20433 | 1610328 | SHORT TRM BOND |
| GENERAC HLDGS INC | 8329 | 1135811 | COM |
| SPDR S&P 500 ETF TR | 1366 | 931574 | TR UNIT |
| PALANTIR TECHNOLOGIES INC | 1861 | 330793 | CL A |
| VANECK ETF TRUST | 2203 | 273560 | URANIUM AND NUCL |
| MCDONALDS CORP | 842 | 257443 | COM |
| GE VERNOVA INC | 347 | 226955 | COM |
| OPKO HEALTH INC | 10000 | 12600 | COM |
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