Firestone Capital Management

Est. AUM

$480.3M

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$30.4M	141238	6.32%	SOLE
2	VANGUARD INDEX FDS	EXTEND MKT ETF	$28.5M	138619	5.94%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$28.5M	43825	5.93%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$25.0M	78026	5.21%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$22.6M	115253	4.71%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.4M	282602	4.66%	SOLE
7	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$21.9M	292117	4.57%	SOLE
8	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$21.6M	776713	4.50%	SOLE
9	ISHARES TR	CORE UNIVRSL USD	$16.2M	351784	3.38%	SOLE
10	VANGUARD INDEX FDS	REAL ESTATE ETF	$15.8M	177707	3.28%	SOLE
11	VANGUARD INDEX FDS	SM CP VAL ETF	$11.3M	52086	2.36%	SOLE
12	ISHARES TR	RUS 1000 ETF	$10.3M	28955	2.15%	SOLE
13	SCHWAB STRATEGIC TR	US REIT ETF	$10.2M	476701	2.13%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.9M	198358	2.06%	SOLE
15	ISHARES TR	CORE US AGGBD ET	$9.2M	92860	1.92%	SOLE
16	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$8.8M	180045	1.83%	SOLE
17	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.8M	45637	1.82%	SOLE
18	SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.6M	348038	1.79%	SOLE
19	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$6.4M	126077	1.33%	SOLE
20	SCHWAB STRATEGIC TR	US BRD MKT ETF	$5.9M	236804	1.24%	SOLE
21	VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$5.9M	58634	1.23%	SOLE
22	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.5M	8999	1.16%	SOLE
23	ISHARES GOLD TR	ISHARES NEW	$5.2M	59128	1.09%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$4.6M	31786	0.97%	SOLE
25	ISHARES TR	CORE MSCI TOTAL	$4.5M	51518	0.93%	SOLE
26	APPLE INC	COM	$4.4M	17473	0.92%	SOLE
27	INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$4.3M	33937	0.89%	SOLE
28	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$4.2M	65795	0.88%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$3.9M	15915	0.82%	SOLE
30	EXXON MOBIL CORP	COM	$3.7M	21998	0.78%	SOLE
31	META PLATFORMS INC	CL A	$3.7M	6430	0.77%	SOLE
32	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	53621	0.72%	SOLE
33	SPDR GOLD TR	GOLD SHS	$3.2M	7445	0.67%	SOLE
34	NEXTERA ENERGY INC	COM	$3.1M	33770	0.65%	SOLE
35	MICROSOFT CORP	COM	$3.1M	8391	0.65%	SOLE
36	PACER FDS TR	US CASH COWS 100	$2.9M	46723	0.61%	SOLE
37	ISHARES TR	CORE S&P500 ETF	$2.8M	4220	0.57%	SOLE
38	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	90722	0.55%	SOLE
39	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$2.6M	37363	0.54%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5262	0.53%	SOLE
41	ISHARES TR	CORE MSCI EAFE	$2.4M	27056	0.51%	SOLE
42	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.2M	21206	0.46%	SOLE
43	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.1M	40339	0.43%	SOLE
44	ALPHABET INC	CAP STK CL A	$1.8M	6278	0.38%	SOLE
45	FIDELITY WISE ORIGIN BITCOIN	SHS	$1.8M	29658	0.36%	SOLE
46	COCA COLA CO	COM	$1.6M	20692	0.33%	SOLE
47	CHEVRON CORPORATION	COM	$1.5M	7473	0.32%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$1.5M	15522	0.31%	SOLE
49	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.5M	18147	0.31%	SOLE
50	ISHARES TR	HDG MSCI EAFE	$1.5M	35015	0.31%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.