Greystone Financial Group, LLC - Portfolio Stock Holdings

Greystone Financial Group, LLC disclosed 88 stock positions in a recent SEC 13F filing. $352,144,410 of stock holdings were filed, with the largest holdings including BSV, VTIP, and BIV. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $494,923,468 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.