Greenbush Financial Group, LLC Top Holdings and 13F Report (2026) About Greenbush Financial Group, LLCInvestment ActivityGreenbush Financial Group, LLC has $302.03 million in total holdings as of March 31, 2026.Greenbush Financial Group, LLC owns shares of 36 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 7.67% of the portfolio was purchased this quarter.About 2.22% of the portfolio was sold this quarter.This quarter, Greenbush Financial Group, LLC has purchased 34 new stocks and bought additional shares in 30 stocks.Greenbush Financial Group, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $41,254,255Vanguard Total Bond Market ETF $23,536,425Vanguard Value ETF $20,004,443Capital Group Growth ETF $19,950,847CAPITAL GROUP CORE BALANCED $18,968,191 Largest New Holdings this Quarter 75886F107 - Regeneron Pharmaceuticals $377,533 Holding58155Q103 - McKesson $209,318 Holding Largest Purchases this Quarter MFS ACTIVE EXCHANGE TRADED F 131,086 shares (about $3.50M)Vanguard Value ETF 15,288 shares (about $3.00M)Vanguard Total Bond Market ETF 38,891 shares (about $2.86M)Capital Group Core Plus Income ETF 113,872 shares (about $2.54M)CAPITAL GRP FIXED INCM ETF T 89,928 shares (about $2.36M) Largest Sales this Quarter Capital Group Growth ETF 60,270 shares (about $2.42M)JPMorgan Active Growth ETF 26,179 shares (about $2.21M)SPDR Gold Shares 4,813 shares (about $2.07M) 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$41,254,255$256,349 â–²0.6%69,03913.7%ETFBNDVanguard Total Bond Market ETF$23,536,425$2,863,930 â–²13.9%319,6157.8%ETFVTVVanguard Value ETF$20,004,443$2,999,519 â–²17.6%101,9596.6%ETFCGGRCapital Group Growth ETF$19,950,847$2,422,252 â–¼-10.8%496,4136.6%ETFCAPITAL GROUP CORE BALANCED$18,968,191$1,248,566 â–²7.0%551,2416.3%SHSVXUSVanguard Total International Stock ETF$16,800,814$178,972 â–²1.1%217,8815.6%ETFGLDSPDR Gold Shares$16,327,454$2,070,998 â–¼-11.3%37,9455.4%FinanceCAPITAL GRP FIXED INCM ETF T$13,937,282$2,361,509 â–²20.4%530,7424.6%CORE BOND ETFMFS ACTIVE EXCHANGE TRADED F$13,790,617$3,503,928 â–²34.1%515,9234.6%VALUE ETFCGDVCapital Group Dividend Value ETF$13,633,033$1,118,928 â–²8.9%320,4764.5%ETFCGCPCapital Group Core Plus Income ETF$12,640,681$2,543,899 â–²25.2%565,8324.2%ETFJCPBJPMorgan Core Plus Bond ETF$11,100,854$1,519,743 â–²15.9%235,7873.7%ETFVOVanguard Mid-Cap ETF$10,562,646$527,256 â–²5.3%36,7813.5%ETFVTIVanguard Total Stock Market ETF$10,385,720$185,431 â–²1.8%32,3733.4%ETFJGROJPMorgan Active Growth ETF$8,933,385$2,212,639 â–¼-19.9%105,6963.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$6,158,334$584,715 â–²10.5%123,2902.0%ManufacturingTSLATesla$5,473,475$345,345 â–²6.7%14,7241.8%Auto/Tires/TrucksJPSTJPMorgan Ultra-Short Income ETF$5,297,751$615,468 â–²13.1%104,6781.8%ETFGOOGAlphabet$4,744,998$109,295 â–²2.4%16,5411.6%Computer and TechnologyNVDANVIDIA$4,604,763$74,993 â–²1.7%26,4031.5%Computer and TechnologyAAPLApple$4,579,030$381,945 â–²9.1%18,0431.5%Computer and TechnologyAMZNAmazon.com$3,201,127$125,796 â–²4.1%15,3701.1%Retail/WholesalePANWPalo Alto Networks$3,108,725$144,126 â–²4.9%19,3911.0%Computer and TechnologyMSFTMicrosoft$2,730,991$137,697 â–²5.3%7,3780.9%Computer and TechnologyAMDAdvanced Micro Devices$2,013,161$81,983 â–²4.2%9,8960.7%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,846,410$244,249 â–²15.2%23,5480.6%ETFMETAMeta Platforms$1,832,442$50,345 â–²2.8%3,2030.6%Computer and TechnologyGNRCGenerac$1,691,145$64,263 â–²4.0%8,6580.6%IndustrialsSPYSPDR S&P 500 ETF Trust$890,997$2,601 â–²0.3%1,3700.3%FinanceNLRVanEck Uranium and Nuclear ETF$423,888$130,509 â–²44.5%3,1830.1%ETFGE VERNOVA INC$407,188$103,981 â–²34.3%4660.1%COMREGNRegeneron Pharmaceuticals$377,533$377,533 â–²New Holding4890.1%MedicalPALANTIR TECHNOLOGIES INC$335,859$63,632 â–²23.4%2,2960.1%CL AMCDMcDonald's$263,091$1,553 â–²0.6%8470.1%Retail/WholesaleMCKMcKesson$209,318$209,318 â–²New Holding2420.1%MedicalOPKOPKO Health$11,4000.0%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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