13F Insight
DOSSIER · 13F-HR · Q1 2026

Blackston Financial Advisory Group, LLC

Blackston Financial Advisory's asset manager based in Stamford, CT — $160M in tracked AUM across 106 positions as of Q1 2026.

BF
Blackston Financial Advisory·Stamford, CT·Asset Manager
CIK 0001910984 · last filed Mar 31, 2026
Total AUM
$160M
▼ 14.5%
vs prior
Holdings
106
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Blackston Financial Advisory Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$17M29K10.9%
02
MGK
VANGUARD WORLD FD
$16M44K10.2%
03
VTI
VANGUARD INDEX FDS
$12M38K7.6%
04
VV
VANGUARD INDEX FDS
$12M39K7.4%
05
VIG
VANGUARD SPECIALIZED FUNDS
$10M49K6.5%
06
VDC
VANGUARD WORLD FD
$10M45K6.3%
07
MGC
VANGUARD WORLD FD
$10M41K6.0%
08
VO
VANGUARD INDEX FDS
$7M23K4.2%
09
VYM
VANGUARD WHITEHALL FDS
$6M37K3.5%
10
AAPL
APPLE INC
$4M14K2.2%

Filing history

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