Greenbush Financial Group, LLC
Greenbush Financial Group, LLC reported 35 positions worth $340.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: VOO (14.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $48.0M | 14.10% | 69,832 | — | — | |
| ▸ 2 | VTV | SH | $39.1M | 11.49% | 179,259 | — | — | |
| ▸ 3 | BND | SH | $25.7M | 7.55% | 349,889 | — | — | |
| ▸ 4 | CGGR | SH | $23.4M | 6.89% | 496,641 | — | — | |
| ▸ 5 | CGBL | SH | $20.9M | 6.13% | 549,400 | — | — | |
| ▸ 6 | VXUS | SH | $19.2M | 5.64% | 224,147 | — | — | |
| ▸ 7 | CGDV | SH | $16.7M | 4.90% | 337,883 | — | — | |
| ▸ 8 | CGCB | SH | $15.2M | 4.48% | 582,238 | — | — | |
| ▸ 9 | GLD | SH | $14.2M | 4.18% | 38,619 | — | — | |
| ▸ 10 | CGCP | SH | $13.9M | 4.09% | 623,656 | — | — |
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Frequently Asked Questions
What stocks does Greenbush Financial Group, LLC hold as of Q2 2026?
Greenbush Financial Group, LLC reported 35 positions worth $340.1M in its Q2 2026 13F filing. Largest positions: VOO (14.1%), VTV (11.5%), BND (7.6%), CGGR (6.9%) and CGBL (6.1%).
What did Greenbush Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Greenbush Financial Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.