Loading…
CIK 0002061818 • 8 13F filings • Apr 18, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("greenbush-financial-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $2.0M | 0.7%Prev: 0.4% | 9,896 SH | Increased+1,465 SH |
| ALPHABET INC | CAP STK CL C | $4.7M | 1.6%Prev: 1.1% | 16,541 SH | Increased+2,826 SH |
| AMAZON COM INC | COM | $3.2M | 1.1%Prev: 1.2% | 15,370 SH | Increased+3,162 SH |
| APPLE INC | COM | $4.6M | 1.5%Prev: 1.4% | 18,043 SH | Increased+5,165 SH |
| CAPITAL GROUP CORE BALANCED | SHS | $19.0M | 6.3%Prev: 5.1% | 551,241 SH | Increased+217,903 SH |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $13.6M | 4.5%Prev: 3.6% | 320,476 SH | Increased+117,256 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $20.0M | 6.6%Prev: 8.5% | 496,413 SH | Increased-2,061 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | $13.9M | 4.6%Prev: 4.3% | 530,742 SH | Increased+203,219 SH |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | $12.6M | 4.2%Prev: 3.7% | 565,832 SH | Increased+233,660 SH |
| GE VERNOVA INC | COM | $407K | 0.1% | 466 SH | New |
| GENERAC HLDGS INC | COM | $1.7M | 0.6%Prev: 0.5% | 8,658 SH | Increased+1,413 SH |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | $8.9M | 3.0%Prev: 4.4% | 105,696 SH | Increased-12,997 SH |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | $11.1M | 3.7%Prev: 3.5% | 235,787 SH | Increased+84,196 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.3M | 1.8%Prev: 1.5% | 104,678 SH | Increased+44,266 SH |
| MCDONALDS CORP | COM | $263K | 0.1%Prev: 0.1% | 847 SH | Increased+63 SH |
| MCKESSON CORP | COM | $209K | 0.1% | 242 SH | New |
| META PLATFORMS INC | CL A | $1.8M | 0.6%Prev: 0.8% | 3,203 SH | Increased+471 SH |
| MFS ACTIVE EXCHANGE TRADED F | VALUE ETF | $13.8M | 4.6%Prev: 3.2% | 515,923 SH | Increased+258,803 SH |
| MICROSOFT CORP | COM | $2.7M | 0.9%Prev: 1.1% | 7,378 SH | Increased+1,383 SH |
| NVIDIA CORPORATION | COM | $4.6M | 1.5%Prev: 1.2% | 26,403 SH | Increased+3,443 SH |
| OPKO HEALTH INC | COM | $11K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| PALANTIR TECHNOLOGIES INC | CL A | $336K | 0.1% | 2,296 SH | New |
| PALO ALTO NETWORKS INC | COM | $3.1M | 1.0%Prev: 1.4% | 19,391 SH | Increased+3,103 SH |
| REGENERON PHARMACEUTICALS | COM | $378K | 0.1% | 489 SH | New |
| SPDR GOLD TR | GOLD SHS | $16.3M | 5.4%Prev: 6.0% | 37,945 SH | Increased-4,135 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $891K | 0.3% | 1,370 SH | New |
| TESLA INC | COM | $5.5M | 1.8%Prev: 1.2% | 14,724 SH | Increased+5,066 SH |
| VANECK ETF TRUST | URANIUM AND NUCL | $424K | 0.1% | 3,183 SH | New |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $1.8M | 0.6%Prev: 0.4% | 23,548 SH | Increased+12,114 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $23.5M | 7.8%Prev: 8.5% | 319,615 SH | Increased+88,201 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $10.6M | 3.5%Prev: 4.1% | 36,781 SH | Increased+5,210 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $41.3M | 13.7%Prev: 11.0% | 69,039 SH | Increased+26,079 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $10.4M | 3.4%Prev: 4.0% | 32,373 SH | Increased+3,277 SH |
| VANGUARD INDEX FDS | VALUE ETF | $20.0M | 6.6%Prev: 5.8% | 101,959 SH | Increased+34,421 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $6.2M | 2.0%Prev: 2.2% | 123,290 SH | Increased+33,304 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $16.8M | 5.6%Prev: 5.4% | 217,881 SH | Increased+42,118 SH |
| 13F-HR |
| 0001214659-25-006105 |
| $189.8M |
| View |
| Oct 21, 2025 | Q3 2025 | 13F-HR | 0001214659-25-015127 | $260.6M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008742 | $340.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010504 | $229.5M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004754 | $302.0M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006107 | $201.0M | View |