Greenbush Financial Group

Greenbush Financial Group as of June 30, 2026

Portfolio Holdings for Greenbush Financial Group

Greenbush Financial Group holds 35 positions in its portfolio as reported in the June 2026 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) 14.1 $48M 70k 686.81
Vanguard Index Fds Value Etf (VTV) 11.5 $39M 179k 217.93
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.6 $26M 350k 73.41
Capital Group Growth Etf Shs Creat Unit (CGGR) 6.9 $23M 497k 47.20
Capital Group Core Balanced SHS (CGBL) 6.1 $21M 549k 37.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.6 $19M 224k 85.49
Capital Group Dividend Value Shs Creat Unit (CGDV) 4.9 $17M 338k 49.28
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 4.5 $15M 582k 26.18
Spdr Gold Tr Gold Shs (GLD) 4.2 $14M 39k 368.38
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.1 $14M 624k 22.29
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 3.6 $12M 260k 46.94
Vanguard Index Fds Total Stk Mkt (VTI) 3.5 $12M 32k 370.04
J P Morgan Exchange Traded F Active Growth (JGRO) 3.2 $11M 110k 98.59
Palo Alto Networks (PANW) 2.0 $6.8M 20k 341.02
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $6.6M 132k 50.23
Tesla Motors (TSLA) 1.9 $6.4M 15k 420.59
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $6.0M 75k 80.57
Alphabet Cap Stk Cl C (GOOG) 1.7 $5.8M 16k 353.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $5.5M 109k 50.57
NVIDIA Corporation (NVDA) 1.6 $5.4M 27k 200.09
Apple (AAPL) 1.6 $5.3M 18k 289.36
Advanced Micro Devices (AMD) 1.5 $5.2M 8.9k 580.92
Amazon (AMZN) 1.1 $3.8M 16k 238.34
Microsoft Corporation (MSFT) 0.8 $2.7M 7.3k 373.03
Generac Holdings (GNRC) 0.7 $2.5M 8.7k 292.81
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $2.0M 25k 77.91
Meta Platforms Cl A (META) 0.5 $1.8M 3.2k 563.23
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.0M 1.4k 746.51
Ge Vernova (GEV) 0.2 $560k 477.00 1174.04
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $404k 2.4k 170.84
Regeneron Pharmaceuticals (REGN) 0.1 $301k 483.00 623.16
Aim Etf Products Trust Allianzim Us Eqt (JULW) 0.1 $279k 6.8k 40.82
Ge Aerospace Com New (GE) 0.1 $243k 651.00 373.67
Aim Etf Products Trust Allianzim Us Eq (JULT) 0.1 $212k 4.4k 47.77
Opko Health (OPK) 0.0 $15k 10k 1.50