DOSSIER · 13F-HR · Q3 2026
Greenbush Financial Group, LLC
$341M in tracked AUM across 38 positions as of Q3 2026.
GF
CIK 0002061818 · last filed Sep 30, 2026
AI Analysis · Q3 2026
Portfolio Overview
Greenbush Financial Group, LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 123.2%, rising from $131.78M to $294.07M. This dramatic increase in capital was accompanied by a strategic shift in portfolio construction, with the total number of holdings increasing modestly to 34 positions.
The portfolio is characterized by a "Core and Satellite" architecture, he...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.