Firestone Capital Management

CIK 0001799964 • 6 13F filings • May 2, 2025 – Aug 3, 2026

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Filer information

Filed by: Firestone Capital Management, Chief Compliance Officer
Address: 7301 SW 57TH CT, UNIT 450, SOUTH MIAMI, FL, 33143
Phone: 305-669-2119
AUM: $471.4M

AUM over time

$537.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $471.4M161 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$278K	0.1%Prev: 0.1%	1,735 SH	Increased
ABBOTT LABS	COM	$517K	0.1%Prev: 0.1%	4,124 SH	Decreased+39 SH
ABBVIE INC	COM	$912K	0.2%Prev: 0.2%	3,991 SH	Decreased-5 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$276K	0.1%Prev: 0.1%	1,028 SH	Increased
AIRBNB INC	COM CL A	$252K	0.1%Prev: 0.0%	1,857 SH	Increased
ALLSTATE CORP	COM	$383K	0.1%Prev: 0.1%	1,839 SH	Decreased
ALPHABET INC	CAP STK CL A	$2.0M	0.4%Prev: 0.3%	6,264 SH	Increased-2 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.3%Prev: 0.3%	4,763 SH	Increased+1 SH
AMAZON COM INC	COM	$1.3M	0.3%Prev: 0.3%	5,689 SH	Increased-23 SH
AMERICAN EXPRESS CO	COM	$453K	0.1%Prev: 0.1%	1,225 SH	Increased
APPLE INC	COM	$4.9M	1.0%Prev: 1.0%	17,964 SH	Increased-632 SH
ARES CAPITAL CORP	COM	$300K	0.1%Prev: 0.1%	14,850 SH	Decreased
AT&T INC	COM	$530K	0.1%Prev: 0.1%	21,317 SH	Decreased-2,538 SH
BANK NEW YORK MELLON CORP	COM	$628K	0.1%Prev: 0.1%	5,413 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.6%Prev: 0.6%	5,262 SH	Decreased-4 SH
BOEING CO	COM	$233K	0.0%Prev: 0.0%	1,075 SH	Increased+75 SH
CATERPILLAR INC	COM	$634K	0.1%Prev: 0.1%	1,108 SH	Increased+1 SH
CHEVRON CORP NEW	COM	$1.1M	0.2%Prev: 0.3%	7,473 SH	Decreased-516 SH
COCA COLA CO	COM	$1.4M	0.3%Prev: 0.3%	20,702 SH	Increased-16 SH
COSTCO WHSL CORP NEW	COM	$649K	0.1%Prev: 0.1%	753 SH	Decreased+7 SH
DISNEY WALT CO	COM	$258K	0.1%Prev: 0.1%	2,270 SH	Decreased-11 SH
ENTERPRISE PRODS PARTNERS L	COM	$654K	0.1%Prev: 0.2%	20,407 SH	Decreased-4,840 SH
EXXON MOBIL CORP	COM	$2.7M	0.6%Prev: 0.5%	22,443 SH	Increased+3 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$2.6M	0.6%Prev: 0.7%	34,029 SH	Decreased-653 SH
FLEXSHARES TR	QUALT DIVD IDX	$659K	0.1%Prev: 0.1%	8,160 SH	Increased
GE AEROSPACE	COM NEW	$296K	0.1%Prev: 0.1%	959 SH	Increased-23 SH
GLOBAL X FDS	GLB X MLP ENRG I	$462K	0.1%Prev: 0.1%	7,640 SH	Increased+700 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$575K	0.1%Prev: 0.1%	6,991 SH	Increased+200 SH
GLOBAL X FDS	US PFD ETF	$316K	0.1%Prev: 0.1%	16,691 SH	Decreased-2,868 SH
GOLDMAN SACHS ETF TR	EQUAL WEIGHT US	$1.0M	0.2%Prev: 0.2%	12,249 SH	Increased+2,200 SH
GOLDMAN SACHS GROUP INC	COM	$319K	0.1%Prev: 0.1%	363 SH	Increased+1 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$1.3M	0.3%Prev: 0.4%	34,663 SH	Decreased+1,592 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$358K	0.1%Prev: 0.1%	5,234 SH	Decreased-1,000 SH
HEICO CORP NEW	COM	$345K	0.1%Prev: 0.1%	1,066 SH	Increased
HOME DEPOT INC	COM	$1.3M	0.3%Prev: 0.3%	3,704 SH	Decreased-5 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$674K	0.1%Prev: 0.2%	12,238 SH	Decreased-1,050 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.1M	0.4%Prev: 0.5%	46,662 SH	Decreased-5,436 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.2%Prev: 0.2%	3,894 SH	Increased+7 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$807K	0.2%Prev: 0.1%	3,191 SH	Increased+536 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	$4.3M	0.9%Prev: 1.0%	33,939 SH	Decreased-1,946 SH
INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$2.5M	0.5%Prev: 0.5%	37,363 SH	Increased-150 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$669K	0.1%Prev: 0.1%	14,260 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$202K	0.0%	3,406 SH	New
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$2.2M	0.5%Prev: 0.5%	21,255 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.8M	1.9%Prev: 1.8%	46,157 SH	Increased+1,413 SH
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.2%Prev: 0.2%	1,686 SH	Increased+21 SH
ISHARES GOLD TR	ISHARES NEW	$5.0M	1.1%Prev: 0.9%	61,962 SH	Increased+2,139 SH
ISHARES INC	CORE MSCI EMKT	$732K	0.2%Prev: 0.2%	10,886 SH	Decreased-1,788 SH
ISHARES SILVER TR	ISHARES	$500K	0.1%Prev: 0.1%	7,760 SH	Decreased-7,638 SH
ISHARES TR	3 7 YR TREAS BD	$500K	0.1%Prev: 0.0%	4,188 SH	Increased+2,265 SH
ISHARES TR	CORE HIGH DV ETF	$438K	0.1%Prev: 0.1%	3,600 SH	Decreased
ISHARES TR	CORE MSCI EAFE	$2.5M	0.5%Prev: 0.5%	28,391 SH	Increased+794 SH
ISHARES TR	CORE MSCI TOTAL	$3.8M	0.8%Prev: 0.7%	44,354 SH	Increased+2,625 SH
ISHARES TR	CORE S&P SCP ETF	$1.3M	0.3%Prev: 0.3%	10,947 SH	Increased+212 SH
ISHARES TR	CORE S&P US VLU	$712K	0.2%Prev: 0.1%	6,942 SH	Increased
ISHARES TR	CORE S&P500 ETF	$3.4M	0.7%Prev: 0.7%	5,013 SH	Increased+77 SH
ISHARES TR	CORE UNIVRSL USD	$16.3M	3.4%	349,346 SH	New
ISHARES TR	CORE US AGGBD ET	$9.2M	2.0%Prev: 2.0%	92,045 SH	Decreased+283 SH
ISHARES TR	ESG MSCI LEADR	$280K	0.1%Prev: 0.1%	2,308 SH	Decreased-511 SH
ISHARES TR	GLB INFRASTR ETF	$534K	0.1%Prev: 0.1%	8,702 SH	Increased+1,056 SH
ISHARES TR	HDG MSCI EAFE	$1.4M	0.3%Prev: 0.3%	35,015 SH	Increased+2,013 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.3%Prev: 0.3%	15,765 SH	Increased+72 SH
ISHARES TR	MSCI INTL QUALTY	$1.0M	0.2%Prev: 0.2%	22,737 SH	Increased-190 SH
ISHARES TR	MSCI USA QLT FCT	$734K	0.2%Prev: 0.2%	3,695 SH	Increased-1 SH
ISHARES TR	NATIONAL MUN ETF	$205K	0.0%Prev: 0.0%	1,914 SH	Decreased-178 SH
ISHARES TR	RUS 1000 ETF	$10.9M	2.3%Prev: 2.3%	29,168 SH	Increased-300 SH
ISHARES TR	RUS 2000 VAL ETF	$801K	0.2%Prev: 0.2%	4,422 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$418K	0.1%Prev: 0.1%	2,960 SH	Increased
ISHARES TR	RUS MID CAP ETF	$214K	0.0%Prev: 0.0%	2,224 SH	Decreased
ISHARES TR	RUSEL 2500 ETF	$300K	0.1%Prev: 0.1%	4,000 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$3.9M	0.8%Prev: 0.8%	15,789 SH	Increased+211 SH
ISHARES TR	RUSSELL 3000 ETF	$1.4M	0.3%Prev: 0.3%	3,726 SH	Increased-2 SH
ISHARES TR	SELECT DIVID ETF	$226K	0.0%Prev: 0.0%	1,601 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$298K	0.1%Prev: 0.1%	2,794 SH	Increased+350 SH
ISHARES TR	U.S. TECH ETF	$305K	0.1%Prev: 0.1%	1,530 SH	Increased
ISHARES TR	US AER DEF ETF	$950K	0.2%Prev: 0.2%	4,424 SH	Increased
ISHARES TR	US INFRASTRUC	$214K	0.0%Prev: 0.0%	4,064 SH	Decreased
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.9M	0.8%Prev: 0.8%	59,418 SH	Increased+1,422 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$305K	0.1%Prev: 0.1%	6,035 SH	Increased+28 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.7M	0.6%Prev: 0.2%	53,751 SH	Increased+36,629 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$512K	0.1%Prev: 0.1%	10,060 SH	Increased+4,305 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$322K	0.1%	6,365 SH	New
JOHNSON & JOHNSON	COM	$759K	0.2%Prev: 0.2%	3,666 SH	Decreased-533 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.2%Prev: 0.2%	3,461 SH	Increased-32 SH
LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$214K	0.0%	7,623 SH	New
LOWES COS INC	COM	$491K	0.1%Prev: 0.1%	2,038 SH	Decreased+12 SH
LUMEN TECHNOLOGIES INC	COM	$78K	0.0%Prev: 0.0%	10,000 SH	Increased
MERCK & CO INC	COM	$289K	0.1%Prev: 0.0%	2,743 SH	Increased
META PLATFORMS INC	CL A	$4.7M	1.0%Prev: 1.1%	7,061 SH	Decreased+4 SH
MICROSOFT CORP	COM	$3.9M	0.8%Prev: 0.9%	7,985 SH	Decreased+80 SH
MORGAN STANLEY	COM NEW	$427K	0.1%Prev: 0.1%	2,404 SH	Increased+4 SH
NEXTERA ENERGY INC	COM	$2.7M	0.6%Prev: 0.6%	33,862 SH	Increased-2,052 SH
NORFOLK SOUTHN CORP	COM	$1.1M	0.2%Prev: 0.2%	3,715 SH	Decreased
NOVAGOLD RES INC	COM NEW	$295K	0.1%Prev: 0.1%	31,650 SH	Increased
NVIDIA CORPORATION	COM	$814K	0.2%Prev: 0.2%	4,364 SH	Increased+352 SH
ONEOK INC NEW	COM	$360K	0.1%Prev: 0.1%	4,899 SH	Decreased-972 SH
ORACLE CORP	COM	$214K	0.0%Prev: 0.1%	1,100 SH	Decreased
OSPREY BITCOIN TR	UNIT BEN INT	$305K	0.1%	10,840 SH	New
PACER FDS TR	US CASH COWS 100	$3.0M	0.6%Prev: 0.6%	50,526 SH	Increased-278 SH
PACER FDS TR	US SMALL CAP CAS	$1.6M	0.3%Prev: 0.5%	36,259 SH	Decreased-11,822 SH
PEPSICO INC	COM	$237K	0.1%Prev: 0.1%	1,648 SH	Increased-3 SH
ROYAL BK CDA	COM	$364K	0.1%Prev: 0.1%	2,134 SH	Increased
RTX CORPORATION	COM	$227K	0.0%Prev: 0.0%	1,236 SH	Increased
SCHWAB CHARLES CORP	COM	$216K	0.0%Prev: 0.0%	2,157 SH	Increased+23 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$831K	0.2%Prev: 0.2%	25,389 SH	Decreased-2,528 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$782K	0.2%Prev: 0.2%	21,678 SH	Decreased-1,093 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$7.9M	1.7%Prev: 1.6%	175,287 SH	Increased+4,932 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$20.9M	4.4%Prev: 4.4%	768,746 SH	Increased+3,038 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$8.3M	1.8%Prev: 1.7%	346,722 SH	Increased+2,283 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$211K	0.0%	8,677 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$6.3M	1.3%Prev: 1.4%	238,515 SH	Decreased-15,835 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$739K	0.2%Prev: 0.2%	26,928 SH	Decreased-815 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$403K	0.1%Prev: 0.1%	12,366 SH	Increased+11 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$218K	0.0%Prev: 0.0%	7,354 SH	Increased+41 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$958K	0.2%Prev: 0.3%	35,587 SH	Decreased-8,853 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$387K	0.1%Prev: 0.1%	12,885 SH	Decreased-327 SH
SCHWAB STRATEGIC TR	US REIT ETF	$9.3M	2.0%Prev: 2.1%	445,084 SH	Decreased+4,189 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	0.5%Prev: 0.5%	86,954 SH	Increased+4,155 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$614K	0.1%	13,727 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$228K	0.0%	8,350 SH	New
SOUTHERN CO	COM	$388K	0.1%Prev: 0.1%	4,451 SH	Decreased-113 SH
SPDR GOLD TR	GOLD SHS	$2.9M	0.6%Prev: 0.6%	7,235 SH	Increased-698 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$1.0M	0.2%Prev: 0.2%	16,328 SH	Decreased-1,564 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$375K	0.1%Prev: 0.1%	8,003 SH
SPDR S&P 500 ETF TR	TR UNIT	$30.3M	6.4%Prev: 6.7%	44,410 SH	Decreased-1,914 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$5.4M	1.2%Prev: 1.2%	9,031 SH	Decreased-189 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.7M	1.2%	46,071 SH	New
TESLA INC	COM	$703K	0.1%Prev: 0.1%	1,562 SH	Increased+13 SH
TORONTO DOMINION BK ONT	COM NEW	$258K	0.1%Prev: 0.0%	2,740 SH	Increased
TRANE TECHNOLOGIES PLC	SHS	$587K	0.1%Prev: 0.1%	1,508 SH	Decreased
UMH PPTYS INC	COM	$180K	0.0%Prev: 0.0%	11,297 SH	Increased
UNIFIED SER TR	ONEASCENT INTL	$486K	0.1%Prev: 0.1%	11,742 SH	Increased+1,200 SH
UNION PAC CORP	COM	$842K	0.2%Prev: 0.2%	3,638 SH	Decreased+11 SH
UNIVERSAL DISPLAY CORP	COM	$211K	0.0%Prev: 0.1%	1,803 SH	Decreased
VANECK BITCOIN ETF	SH BEN INT	$818K	0.2%Prev: 0.2%	33,062 SH	Decreased+1,167 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$28.8M	6.1%Prev: 6.1%	137,811 SH	Increased+2,067 SH
VANGUARD INDEX FDS	GROWTH ETF	$783K	0.2%Prev: 0.2%	1,605 SH	Increased+3 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$15.7M	3.3%Prev: 3.5%	177,243 SH	Decreased+2,265 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$804K	0.2%Prev: 0.2%	1,282 SH	Increased+4 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$10.8M	2.3%Prev: 2.3%	51,083 SH	Increased-431 SH
VANGUARD INDEX FDS	SMALL CP ETF	$353K	0.1%Prev: 0.1%	1,368 SH	Increased+9 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$26.0M	5.5%Prev: 5.5%	77,577 SH	Increased-81 SH
VANGUARD INDEX FDS	VALUE ETF	$21.5M	4.6%Prev: 4.6%	112,823 SH	Increased-103 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$20.4M	4.3%Prev: 3.9%	277,408 SH	Increased+23,502 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$667K	0.1%Prev: 0.1%	12,400 SH	Increased+155 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$492K	0.1%Prev: 0.1%	6,299 SH	Increased+85 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$205K	0.0%	4,153 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$9.8M	2.1%Prev: 2.1%	193,945 SH	Increased-321 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.6M	0.3%Prev: 0.3%	18,964 SH	Increased+937 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$20.2M	4.3%Prev: 4.1%	253,926 SH	Increased+17,580 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$216K	0.0%Prev: 0.0%	1,773 SH	Increased+2 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$300K	0.1%Prev: 0.1%	1,000 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$30.5M	6.5%Prev: 6.6%	138,672 SH	Increased-1,898 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.5M	0.8%Prev: 0.7%	56,796 SH	Increased+235 SH
VANGUARD WELLINGTON FD	SHORT TRM TAX EX	$5.6M	1.2%Prev: 1.0%	54,692 SH	Increased+7,082 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$344K	0.1%Prev: 0.1%	2,394 SH	Increased+13 SH
VANGUARD WORLD FD	ENERGY ETF	$277K	0.1%Prev: 0.1%	2,202 SH	Increased
VANGUARD WORLD FD	ESG INTL STK ETF	$308K	0.1%Prev: 0.1%	4,296 SH	Increased+243 SH
VANGUARD WORLD FD	ESG US STK ETF	$715K	0.2%Prev: 0.2%	5,914 SH	Increased+3 SH
WALMART INC	COM	$534K	0.1%Prev: 0.1%	4,797 SH	Increased+36 SH
WEBSTER FINL CORP	COM	$321K	0.1%Prev: 0.1%	5,093 SH	Increased

Sold (vs prior filing)

GLOBAL X FDS — $205K
ISHARES TR — $16.6M
ISHARES TR — $240K
MEDTRONIC PLC — $200K
NETFLIX INC — $205K
PHILIP MORRIS INTL INC — $221K
PROCTER AND GAMBLE CO — $208K
SELECT SECTOR SPDR TR — $609K
SPDR SERIES TRUST — $1.1M
SPDR SERIES TRUST — $4.6M
STRATEGY INC — $258K
VANECK ETF TRUST — $299K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001799964-26-000001	$471.4M	View
Nov 5, 2025	Q3 2025	13F-HR	0001799964-25-000007	$462.7M	View
Aug 3, 2026	Q2 2026