Portfolio (Quarterly) Guide ↗

Greystone Financial Group, LLC

· CIK 0001845302

13F Portfolio $353M AUM 78 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 2 Added 72 Reduced 23 Exited

Page 2 of 2 · 23 positions

← Prev 1 2

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	GD	GENERAL DYNAMICS CORP	Industrials	756	$255K	0.04%	SOLD
22	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	748	$220K	0.03%	SOLD
23	OEF	ISHARES TR	—	586	$201K	0.03%	SOLD

Page 2 of 2 · 23 positions

← Prev 1 2

Sector Allocation

Technology 22.9%

Consumer Cyclical 13.9%

Financial Services 13.9%

Industrials 12.7%

Healthcare 10.6%

Consumer Defensive 7.7%

Energy 4.5%

Basic Materials 3.7%

Utilities 3.5%

Communication Services 3.4%