Greenbush Financial Group

Greenbush Financial Group as of Dec. 31, 2025

Portfolio Holdings for Greenbush Financial Group

Greenbush Financial Group holds 34 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 14.6 $43M 69k 627.13
Capital Group Growth Etf Shs Creation Uni (CGGR) 8.4 $25M 557k 44.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.1 $21M 281k 74.07
Capital Group Core Balanced SHS (CGBL) 6.2 $18M 515k 35.33
Spdr Gold Tr Gold Shs (GLD) 5.8 $17M 43k 396.31
Vanguard Index Fds Value Etf (VTV) 5.6 $17M 87k 190.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.5 $16M 216k 75.44
Capital Group Dividend Shs Creation Uni (CGDV) 4.4 $13M 294k 43.64
J P Morgan Exchange Traded Active Growth (JGRO) 4.2 $12M 132k 92.80
Capital Grp Fixed Incm Etf Core Bond Etf (CGCB) 4.0 $12M 441k 26.52
Vanguard Index Fds Total Stk Mkt (VTI) 3.6 $11M 32k 335.27
Capital Grp Fixed Incm Etf Core Plus Incm (CGCP) 3.5 $10M 452k 22.64
Mfs Active Exchange Traded Value Etf (MFSV) 3.5 $10M 385k 26.54
Vanguard Index Fds Mid Cap Etf (VO) 3.4 $10M 35k 290.22
J P Morgan Exchange Traded Core Plus Bd Etf (JCPB) 3.3 $9.6M 204k 47.35
Tesla Motors (TSLA) 2.1 $6.2M 14k 449.72
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $5.5M 112k 49.46
Alphabet Cap Stk Cl C (GOOG) 1.7 $5.1M 16k 313.81
NVIDIA Corporation (NVDA) 1.6 $4.8M 26k 186.50
J P Morgan Exchange Traded Ultra Shrt Etf (JPST) 1.6 $4.7M 93k 50.59
Apple (AAPL) 1.5 $4.5M 17k 271.86
Amazon (AMZN) 1.2 $3.4M 15k 230.82
Palo Alto Networks (PANW) 1.2 $3.4M 19k 184.20
Microsoft Corporation (MSFT) 1.2 $3.4M 7.0k 483.63
Meta Platforms Cl A (META) 0.7 $2.1M 3.1k 660.11
Advanced Micro Devices (AMD) 0.7 $2.0M 9.5k 214.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.6M 20k 78.81
Generac Holdings (GNRC) 0.4 $1.1M 8.3k 136.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $932k 1.4k 681.97
Palantir Technologies Cl A (PLTR) 0.1 $331k 1.9k 177.75
Vaneck Etf Trust Uranium And Nucl (NLR) 0.1 $274k 2.2k 124.18
McDonald's Corporation (MCD) 0.1 $257k 842.00 305.75
Ge Vernova (GEV) 0.1 $227k 347.00 654.05
Opko Health (OPK) 0.0 $13k 10k 1.26