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Portfolio (Quarterly) Guide ↗

Firestone Capital Management

· CIK 0001799964
13F Portfolio $537M AUM 168 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 7 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VSGX VANGUARD WORLD FD 4,586.0 $378K 0.07% NEW $82.34 +0.7%
122 PFEB INNOVATOR ETFS TRUST 8,717.0 $375K 0.07% NEW $43.06 +1.7%
123 IYW ISHARES TR 1,480.0 $373K 0.07% NEW $252.14 -3.2%
124 GS GOLDMAN SACHS GROUP INC Financial Services 364.0 $368K 0.07% NEW $1010.13 +2.6%
125 SMMD ISHARES TR 4,000.0 $367K 0.07% NEW $91.63 -0.2%
126 MRK MERCK & CO INC Healthcare 2,760.0 $355K 0.07% NEW $128.50 +17.3%
127 GE GE AEROSPACE Industrials 894.0 $334K 0.06% NEW $373.57 -8.5%
128 TD TORONTO DOMINION BK ONT Financial Services 2,740.0 $333K 0.06% NEW $121.43 -4.0%
129 VDE VANGUARD WORLD FD 2,203.0 $331K 0.06% NEW $150.11 +18.5%
130 SGOL ETFS GOLD TR Financial Services 8,511.0 $325K 0.06% NEW $38.23 +15.9%
131 JAAA JANUS DETROIT STR TR 6,365.0 $321K 0.06% NEW $50.49 +0.4%
132 VTHR VANGUARD SCOTTSDALE FDS 950.0 $315K 0.06% NEW $331.43 +1.9%
133 TAIL CAMBRIA ETF TR 29,553.0 $314K 0.06% NEW $10.63 -2.7%
134 DBMF LITMAN GREGORY FDS TR 10,065.0 $308K 0.06% NEW $30.61 +2.1%
135 SUSL ISHARES TR 2,319.0 $308K 0.06% NEW $132.78 +3.3%
136 SUB ISHARES TR 2,823.0 $301K 0.06% NEW $106.48 -0.1%
137 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 11,525.0 $299K 0.06% NEW $25.95 +34.3%
138 MMM 3M CO Industrials 1,825.0 $295K 0.06% NEW $161.91 +10.6%
139 PDFS PDF SOLUTIONS INC Technology 4,000.0 $283K 0.05% NEW $70.79 -37.8%
140 CTA SIMPLIFY EXCHANGE TRADED FUN 10,820.0 $281K 0.05% NEW $25.94 +7.5%
Page 7 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 58.8%
Technology 12.4%
Communication Services 7.0%
Industrials 5.7%
Consumer Cyclical 4.4%
Energy 4.2%
Utilities 3.7%
Consumer Defensive 2.3%
Healthcare 1.5%