Greenbush Financial Group, LLC
•CIK: 2061818•Filing: Q4 2025
**Greenbush Financial Group, LLC** manages $294M across a diversified portfolio of 34 positions. The fund exhibits significant allocations to core market indices, notably holding VOO at $43.0M and BND at $20.8M. Further concentration is evident in sector-specific plays, including CGGR ($24.8M) and CGBL ($18.2M). This structure suggests a tactical approach blending broad market exposure with targeted sector overweighting.
Total AUM
$294.1M
QoQ Performance
+12.8%
Positions
27
Top 10 Concentration
65.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
CGGR
BND
CGBL
GQ9
VTV
VXUS
VOO14.6%
CGGR8.4%
BND7.1%
CGBL6.2%
GQ95.8%
VTV5.6%
VXUS5.5%
CGDV4.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other74.3%
ETF14.9%
Technology7.4%
Consumer3.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑30 increased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025