Greenbush Financial Group, LLC Top Holdings and 13F Report (2025) About Greenbush Financial Group, LLCInvestment ActivityGreenbush Financial Group, LLC has $260.60 million in total holdings as of September 30, 2025.Greenbush Financial Group, LLC owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.96% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Greenbush Financial Group, LLC has purchased 32 new stocks and bought additional shares in 30 stocks.Greenbush Financial Group, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $38,989,777Capital Group Growth ETF $22,728,086Vanguard Total Bond Market ETF $18,948,791CAPITAL GROUP CORE BALANCED $16,058,740SPDR Gold Shares $14,605,760 Largest Purchases this Quarter Vanguard S&P 500 ETF 3,747 shares (about $2.29M)Capital Group Growth ETF 25,074 shares (about $1.10M)CAPITAL GROUP CORE BALANCED 27,345 shares (about $949.42K)JPMorgan Active Growth ETF 9,633 shares (about $903.10K)JPMorgan Core Plus Bond ETF 18,941 shares (about $900.64K) Largest Sales this Quarter Strategy 1,000 shares (about $322.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenbush Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$38,989,777$2,294,597 ▲6.3%63,66915.0%ETFCGGRCapital Group Growth ETF$22,728,086$1,101,251 ▲5.1%517,4888.7%ETFBNDVanguard Total Bond Market ETF$18,948,791$773,819 ▲4.3%254,7917.3%ETFCAPITAL GROUP CORE BALANCED$16,058,740$949,419 ▲6.3%462,5216.2%SHSGLDSPDR Gold Shares$14,605,760$473,126 ▲3.3%41,0895.6%FinanceVTVVanguard Value ETF$14,431,944$876,506 ▲6.5%77,3875.5%ETFVXUSVanguard Total International Stock ETF$14,142,473$791,019 ▲5.9%192,5195.4%ETFJGROJPMorgan Active Growth ETF$10,785,139$903,098 ▲9.1%115,0414.1%ETFCGDVCapital Group Dividend Value ETF$10,599,795$663,485 ▲6.7%252,1964.1%ETFCAPITAL GRP FIXED INCM ETF T$10,243,013$899,785 ▲9.6%385,3663.9%CORE BOND ETFVTIVanguard Total Stock Market ETF$10,069,682$184,105 ▲1.9%30,6843.9%ETFVOVanguard Mid-Cap ETF$9,064,741$425,626 ▲4.9%30,8603.5%ETFCGCPCapital Group Core Plus Income ETF$8,791,218$675,557 ▲8.3%386,9373.4%ETFJCPBJPMorgan Core Plus Bond ETF$8,649,796$900,642 ▲11.6%181,9103.3%ETFMFS ACTIVE EXCHANGE TRADED F$8,225,906$786,379 ▲10.6%314,6413.2%VALUE ETFTSLATesla$5,936,098$515,873 ▲9.5%13,3482.3%Auto/Tires/TrucksVTIPVanguard Short-Term Inflation-Protected Securities ETF$5,010,843$335,524 ▲7.2%98,9701.9%ManufacturingNVDANVIDIA$4,608,689$77,057 ▲1.7%24,7011.8%Computer and TechnologyGOOGAlphabet$3,801,557$239,652 ▲6.7%15,6091.5%Computer and TechnologyAAPLApple$3,691,186$305,307 ▲9.0%14,4961.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,647,170$471,534 ▲14.8%71,8941.4%ETFPANWPalo Alto Networks$3,533,356$99,568 ▲2.9%17,3531.4%Computer and TechnologyMSFTMicrosoft$3,373,933$128,970 ▲4.0%6,5141.3%Computer and TechnologyAMZNAmazon.com$2,990,561$142,721 ▲5.0%13,6201.1%Retail/WholesaleMETAMeta Platforms$2,174,285$85,180 ▲4.1%2,9610.8%Computer and TechnologyAMDAdvanced Micro Devices$1,461,625$52,420 ▲3.7%9,0340.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,374,634$315,882 ▲29.8%17,4200.5%ETFGNRCGenerac$1,283,939$48,378 ▲3.9%7,6700.5%IndustrialsSPYSPDR S&P 500 ETF Trust$907,642$8,663 ▲1.0%1,3620.3%FinanceMCDMcDonald's$245,377$1,216 ▲0.5%8070.1%Retail/WholesaleMSTRStrategy$209,437$322,211 ▼-60.6%6500.1%Computer and TechnologyOPKOPKO Health$15,5000.0%10,0000.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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