Greystone Financial Group, LLC ETF holdings
Bloomfield Hills, MI
Reported $109.8M in 23 ETFs in its Form 13F for June 30, 2026.
ETF value
$109.8M
ETFs held
23
Change from prior quarter
+1.0%
With price moves
ETFs as a share of its 13F
30.7%
of $357.9M
Top 10 of 23 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BSV | Vanguard Short-Term Bond ETF | $21.5M | 275,668 | −4,767 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $17.3M | 345,296 | −7,670 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $17.2M | 224,132 | −4,022 shares |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $17.1M | 461,319 | New position |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $13.1M | 194,585 | −4,267 shares |
| VUG | Vanguard Morningstar Growth ETF | $4.0M | 46,015 | +38,241 shares |
| VTV | Vanguard Morningstar Value ETF | $3.0M | 13,850 | −3,810 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $2.4M | 34,356 | −7,019 shares |
| ACWI | iShares MSCI ACWI ETF | $2.2M | 13,996 | +146 shares |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | $1.5M | 15,817 | +1,444 shares |
13 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001845302. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Greystone Financial Group, LLC own?
Greystone Financial Group, LLC reported 23 ETF positions worth $109.8M in its Form 13F for June 30, 2026. The largest was BSV, at $21.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.