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GREENBUSH FINANCIAL GROUP, LLC 13F portfolio summary

GREENBUSH FINANCIAL GROUP, LLC of GREENBUSH FINANCIAL GROUP, LLC has 35 current stock holdings with a reported portfolio value of $302.0M. The portfolio 1 year return is +14.91%. Top holdings include BSV (0.00%), SPY (0.00%), CGCB (0.00%), VOO (15.19%), BND (8.67%).

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GREENBUSH FINANCIAL GROUP, LLC

GREENBUSH FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

GREENBUSH FINANCIAL GROUP, LLC runs GREENBUSH FINANCIAL GROUP, LLC and currently holds 35 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $302.03M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GREENBUSH FINANCIAL GROUP, LLC ranks #955 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GREENBUSH FINANCIAL GROUP, LLC's portfolio at GREENBUSH FINANCIAL GROUP, LLC has delivered returns of +14.91%. Their 3-year annualized return is +12.01%. Looking at the 5-year horizon, GREENBUSH FINANCIAL GROUP, LLC has achieved +12.01% annualized returns at GREENBUSH FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.91%
#877/1000
3 Year
+12.01%
#955/1000
5 Year
+12.01%
#950/1000

Portfolio Value

$302.03M

Alpha Score

11.1

#955 of 1000

Holdings

35

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change