Greystone Financial Group, LLC — 13F holdings

Greystone Financial Group, LLC reported 74 holdings worth $358M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. BSV VANGUARD BD INDEX FDS — $21.5M (6.0%)
2. VTIP VANGUARD MALVERN FDS — $17.3M (4.8%)
3. BIV VANGUARD BD INDEX FDS — $17.2M (4.8%)
4. USHY ISHARES TR — $17.1M (4.8%)
5. VWOB VANGUARD WHITEHALL FDS — $13.1M (3.7%)
6. AVGO BROADCOM INC — $13.0M (3.6%)
7. AAPL APPLE INC — $10.9M (3.1%)
8. JPM JPMorgan Chase & Co. — $9.66M (2.7%)
9. AMGN AMGEN INC — $9.25M (2.6%)
10. SPG SIMON PPTY GROUP INC NEW — $9.01M (2.5%)