Greenbush Financial Group, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 340,058
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 35 | 340,058 | 13F-HR | Greenbush Financial Group, LLC |
| Q1 2026 | 4/17/2026 | 36 | 302,028 | 13F-HR | Greenbush Financial Group, LLC |
| Q4 2025 | 1/20/2026 | 34 | 294,065 | 13F-HR | Greenbush Financial Group, LLC |
| Q3 2025 | 10/21/2025 | 32 | 260,601 | 13F-HR | Greenbush Financial Group, LLC |
| Q2 2025 | 7/17/2025 | 32 | 229,519 | 13F-HR | Greenbush Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.77 K | 24.9% | 16.59 K | 0 | 16.59 K |
| ETFs | 238.1 K | 70.0% | 20.01 K | 0 | 20.01 K |
| Debt | 17.22 K | 5.1% | 1.433 K | 0 | 1.433 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
340,058
Holdings
35
QoQ value change ($000)
38,030
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.