Greystone Financial Group, LLC

Key Holdings

The composition of the top holdings reveals a distinct shift toward a barbell strategy balancing fixed-income security with high-quality blue-chip equities. The four largest positions are all Vanguard bond funds, which is a notable deviation from typical equity-heavy institutional portfolios.

• Fixed Income Dominance: The top four positions—BSV ($36.73M), BIV ($29.52M), BLV ($29.37M), and VTIP ($28.78M)—collectively represent 19.41% of the total portfolio. These funds cover short-term, intermediate-term, and long-term bonds, as well as Treasury Inflation-Protected Securities (TIPS). This allocation implies a strong defensive posture or a focus on capital preservation and income generation.
• Equity Leaders: Apple Inc. ($22.26M) is the largest equity holding, followed closely by Microsoft ($16.78M) and Broadcom ($16.38M).
• Financial & Consumer Exposure: The firm holds significant positions in JPMorgan Chase ($17.60M) and Walmart ($17.82M), reinforcing a preference for established market leaders with strong cash flows.