Greystone Financial Group, LLC

Est. AUM

$353.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD BD INDEX FDS	SHORT TRM BOND	$22.0M	280435	6.22%	SOLE
2	VANGUARD MALVERN FDS	STRM INFPROIDX	$17.6M	352966	4.99%	SOLE
3	VANGUARD BD INDEX FDS	INTERMED TERM	$17.6M	228154	4.98%	SOLE
4	VANGUARD BD INDEX FDS	LONG TERM BOND	$17.5M	254550	4.95%	SOLE
5	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$13.1M	198852	3.70%	SOLE
6	CHEVRON CORPORATION	COM	$10.1M	48865	2.86%	SOLE
7	APPLE INC	COM	$10.1M	39695	2.85%	SOLE
8	AMGEN INC	COM	$9.3M	26440	2.63%	SOLE
9	LOCKHEED MARTIN CORP	COM	$9.2M	15236	2.61%	SOLE
10	JPMORGAN CHASE & CO	COM	$9.0M	30602	2.55%	SOLE
11	LINDE PLC	SHS	$8.7M	17490	2.45%	SOLE
12	BROADCOM INC	COM	$8.5M	27545	2.41%	SOLE
13	WASTE MGMT INC DEL	COM	$8.1M	35158	2.29%	SOLE
14	WALMART INC	COM	$8.0M	64753	2.28%	SOLE
15	DUKE ENERGY CORP NEW	COM NEW	$8.0M	61347	2.27%	SOLE
16	LOWES COS INC	COM	$7.9M	33511	2.24%	SOLE
17	SIMON PPTY GROUP INC NEW	COM	$7.8M	41995	2.22%	SOLE
18	TJX COS INC NEW	COM	$7.6M	47307	2.14%	SOLE
19	BANK NEW YORK MELLON CORP	COM	$7.4M	62717	2.11%	SOLE
20	MORGAN STANLEY	COM NEW	$7.3M	44070	2.05%	SOLE
21	MICROSOFT CORP	COM	$6.9M	18612	1.95%	SOLE
22	EMERSON ELEC CO	COM	$6.6M	50665	1.88%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.5M	13625	1.85%	SOLE
24	NVIDIA CORPORATION	COM	$6.2M	35347	1.74%	SOLE
25	REGIONS FINANCIAL CORP NEW	COM	$6.1M	233775	1.73%	SOLE
26	INTERNATIONAL BUSINESS MACHS	COM	$6.0M	24764	1.70%	SOLE
27	MCDONALDS CORP	COM	$6.0M	19232	1.69%	SOLE
28	MCKESSON CORP	COM	$5.8M	6752	1.65%	SOLE
29	STARBUCKS CORP	COM	$5.8M	65036	1.65%	SOLE
30	HONEYWELL INTL INC	COM	$5.8M	25656	1.64%	SOLE
31	AMAZON COM INC	COM	$5.5M	26634	1.57%	SOLE
32	ABBOTT LABORATORIES	COM	$5.5M	53932	1.57%	SOLE
33	COCA COLA CO	COM	$5.5M	72102	1.55%	SOLE
34	CISCO SYS INC	COM	$5.1M	65490	1.44%	SOLE
35	SERVICENOW INC	COM	$5.0M	48203	1.43%	SOLE
36	PROCTER & GAMBLE CO	COM	$4.7M	32405	1.32%	SOLE
37	THERMO FISHER SCIENTIFIC INC	COM	$4.4M	8903	1.24%	SOLE
38	CROWDSTRIKE HLDGS INC	CL A	$4.1M	10614	1.17%	SOLE
39	FOX CORP	CL A COM	$4.0M	68654	1.13%	SOLE
40	VANGUARD INDEX FDS	VALUE ETF	$3.5M	17660	0.98%	SOLE
41	VANGUARD INDEX FDS	GROWTH ETF	$3.4M	7774	0.96%	SOLE
42	META PLATFORMS INC	CL A	$3.2M	5672	0.92%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.7M	41375	0.75%	SOLE
44	ISHARES TR	MSCI ACWI ETF	$1.9M	13850	0.54%	SOLE
45	ISHARES TR	CORE 80/20 AGGRE	$1.3M	14373	0.36%	SOLE
46	INVESCO QQQ TR	UNIT SER 1	$948K	1643	0.27%	SOLE
47	AMERICAN EXPRESS CO	COM	$919K	3037	0.26%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$901K	13340	0.25%	SOLE
49	ALPHABET INC	CAP STK CL A	$866K	3011	0.25%	SOLE
50	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$831K	4331	0.24%	SOLE

1–50 of 78

1 / 2

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