Greenbush Financial Group, LLC Q4 2025 Filing
Filed January 20, 2026
Portfolio Value
$294.1M
Holdings
34
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 68,610 | $43.0M | 14.63% | |
| 2 | CGGRCAPITAL GROUP GROWTH ETF | 556,683 | $24.8M | 8.42% | |
| 3 | BNDVANGUARD BD INDEX FDS | 280,724 | $20.8M | 7.07% | |
| 4 | CGBLCAPITAL GROUP CORE BALANCED | 514,956 | $18.2M | 6.19% | |
| 5 | GQ9SPDR GOLD TR | 42,758 | $16.9M | 5.76% | |
| 6 | VTVVANGUARD INDEX FDS | 86,671 | $16.6M | 5.63% | |
| 7 | VXUSVANGUARD STAR FDS | 215,560 | $16.3M | 5.53% | |
| 8 | CGDGCAPITAL GROUP DIVIDEND | 294,173 | $12.8M | 4.37% | |
| 9 | JGROJ P MORGAN EXCHANGE TRADED | 131,875 | $12.2M | 4.16% | |
| 10 | CGCBCAPITAL GRP FIXED INCM ETF | 440,814 | $11.7M | 3.98% | |
| 11 | VTIVANGUARD INDEX FDS | 31,795 | $10.7M | 3.63% | |
| 12 | CGCPCAPITAL GRP FIXED INCM ETF | 451,960 | $10.2M | 3.48% | |
| 13 | MFSVMFS ACTIVE EXCHANGE TRADED | 384,837 | $10.2M | 3.47% | |
| 14 | VOVANGUARD INDEX FDS | 34,945 | $10.1M | 3.45% | |
| 15 | JCPBJ P MORGAN EXCHANGE TRADED | 203,507 | $9.6M | 3.28% | |
| 16 | TSLATESLA INC | 13,795 | $6.2M | 2.11% | |
| 17 | VTIPVANGUARD MALVERN FDS | 111,584 | $5.5M | 1.88% | |
| 18 | GOOGALPHABET INC | 16,160 | $5.1M | 1.72% | |
| 19 | NVDANVIDIA CORPORATION | 25,973 | $4.8M | 1.65% | |
| 20 | JPSTJ P MORGAN EXCHANGE TRADED | 92,517 | $4.7M | 1.59% | |
| 21 | AAPLAPPLE INC | 16,538 | $4.5M | 1.53% | |
| 22 | AMZNAMAZON COM INC | 14,766 | $3.4M | 1.16% | |
| 23 | PANWPALO ALTO NETWORKS INC | 18,492 | $3.4M | 1.16% | |
| 24 | MSFTMICROSOFT CORP | 7,006 | $3.4M | 1.15% | |
| 25 | METAMETA PLATFORMS INC | 3,115 | $2.1M | 0.70% | |
| 26 | AMDADVANCED MICRO DEVICES INC | 9,493 | $2.0M | 0.69% | |
| 27 | BSVVANGUARD BD INDEX FDS | 20,433 | $1.6M | 0.55% | |
| 28 | GNRCGENERAC HLDGS INC | 8,329 | $1.1M | 0.39% | |
| 29 | SPYSPDR S&P 500 ETF TR | 1,366 | $931K | 0.32% | |
| 30 | PLTRPALANTIR TECHNOLOGIES INC | 1,861 | $330K | 0.11% | |
| 31 | NLRVANECK ETF TRUST | 2,203 | $273K | 0.09% | |
| 32 | MCDMCDONALDS CORP | 842 | $257K | 0.09% | |
| 33 | GEVGE VERNOVA INC | 347 | $226K | 0.08% | |
| 34 | OPKOPKO HEALTH INC | 10,000 | $12K | 0.00% |