Greystone Financial Group, LLC
•CIK: 1845302•Filing: Q4 2025
**Greystone Financial Group, LLC** manages $641M across a diverse portfolio of 97 positions. The fund exhibits significant concentration in digital asset exposure, notably holding BSV at $36.7M. Core equity allocations are anchored by technology and market leaders, with top holdings including BIV ($29.5M), BLV ($29.4M), and AAPL ($22.3M). This structure suggests a tactical blend of high-growth digital assets and established, blue-chip technology names.
Total AUM
$640.7M
QoQ Performance
-0.7%
Positions
83
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
BSV
BSV5.7%
BIV4.6%
BLV4.6%
VTIP4.5%
AAPL3.5%
VWOB3.5%
WMT2.8%
JPM2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.3%
Technology14.9%
Consumer9.9%
Financial7.8%
Healthcare5.6%
Industrial3.6%
Materials2.0%
Real Estate2.0%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW5 new positions
↑38 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023