Firestone Capital Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Firestone Capital Management held in its portfolio 161 assets valued at $471,374,031 (i.e. $471.37M).
The most valuable assets in the portfolio included: VANGUARD SPECIALIZED FUNDS ($30.48M), SPDR S&P 500 ETF TR ($30.28M), and VANGUARD INDEX FDS ($28.82M).
The chart below shows the top 10 valuable assets, and the table below shows the top 161 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Firestone Capital Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 138672 | 30477386 | DIV APP ETF |
| SPDR S&P 500 ETF TR | 44410 | 30284082 | TR UNIT |
| VANGUARD INDEX FDS | 137811 | 28818946 | EXTEND MKT ETF |
| VANGUARD INDEX FDS | 77577 | 26009271 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 112823 | 21548038 | VALUE ETF |
| SCHWAB STRATEGIC TR | 768746 | 20917586 | FUNDAMENTAL US L |
| VANGUARD INTL EQUITY INDEX F | 277408 | 20406105 | ALLWRLD EX US |
| VANGUARD SCOTTSDALE FDS | 253926 | 20245514 | SHRT TRM CORP BD |
| ISHARES TR | 349346 | 16258558 | CORE UNIVRSL USD |
| VANGUARD INDEX FDS | 177243 | 15684239 | REAL ESTATE ETF |
| ISHARES TR | 29168 | 10892347 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 51083 | 10818806 | SM CP VAL ETF |
| VANGUARD MUN BD FDS | 193945 | 9753490 | TAX EXEMPT BD |
| SCHWAB STRATEGIC TR | 445084 | 9297804 | US REIT ETF |
| ISHARES TR | 92045 | 9193438 | CORE US AGGBD ET |
| INVESCO EXCHANGE TRADED FD T | 46157 | 8841921 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 346722 | 8335201 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 175287 | 7924720 | FUNDAMENTAL INTL |
| SCHWAB STRATEGIC TR | 238515 | 6256254 | US BRD MKT ETF |
| SPDR SERIES TRUST | 46071 | 5734599 | STATE STREET SPD |
| VANGUARD WELLINGTON FD | 54692 | 5555385 | SHORT TRM TAX EX |
| SPDR S&P MIDCAP 400 ETF TR | 9031 | 5448377 | UTSER1 S&PDCRP |
| ISHARES GOLD TR | 61962 | 5029456 | ISHARES NEW |
| APPLE INC | 17964 | 4883749 | COM |
| META PLATFORMS INC | 7061 | 4661028 | CL A |
| INVESCO EXCHANGE TRADED FD T | 33939 | 4313986 | LARGE CAP GROWTH |
| J P MORGAN EXCHANGE TRADED F | 59418 | 3947134 | HEDGED EQUITY LA |
| ISHARES TR | 15789 | 3886562 | RUSSELL 2000 ETF |
| MICROSOFT CORP | 7985 | 3861650 | COM |
| ISHARES TR | 44354 | 3754140 | CORE MSCI TOTAL |
| VANGUARD TAX-MANAGED FDS | 56796 | 3548055 | VAN FTSE DEV MKT |
| ISHARES TR | 5013 | 3433308 | CORE S&P500 ETF |
| PACER FDS TR | 50526 | 3040143 | US CASH COWS 100 |
| SPDR GOLD TR | 7235 | 2867303 | GOLD SHS |
| J P MORGAN EXCHANGE TRADED F | 53751 | 2719276 | ULTRA SHRT ETF |
| NEXTERA ENERGY INC | 33862 | 2718463 | COM |
| EXXON MOBIL CORP | 22443 | 2700817 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5262 | 2644944 | CL B NEW |
| FIDELITY WISE ORIGIN BITCOIN | 34029 | 2594031 | SHS |
| ISHARES TR | 28391 | 2539815 | CORE MSCI EAFE |
| INVESCO EXCHANGE TRADED FD T | 37363 | 2485367 | LARGE CAP VALUE |
| SCHWAB STRATEGIC TR | 86954 | 2476439 | US SML CAP ETF |
| INVESCO EXCHANGE TRADED FD T | 21255 | 2176937 | S&P MDCP QUALITY |
| INNOVATOR ETFS TRUST | 46662 | 2072236 | US EQTY PWR BUF |
| ALPHABET INC | 6264 | 1960497 | CAP STK CL A |
| PACER FDS TR | 36259 | 1608797 | US SMALL CAP CAS |
| VANGUARD SCOTTSDALE FDS | 18964 | 1588212 | INT-TERM CORP |
| ISHARES TR | 15765 | 1513913 | MSCI EAFE ETF |
| ALPHABET INC | 4763 | 1494560 | CAP STK CL C |
| ISHARES TR | 35015 | 1448201 | HDG MSCI EAFE |
| COCA COLA CO | 20702 | 1447252 | COM |
| ISHARES TR | 3726 | 1441528 | RUSSELL 3000 ETF |
| GRAYSCALE BITCOIN MINI TR ET | 34663 | 1342498 | SHS NEW |
| ISHARES TR | 10947 | 1315560 | CORE S&P SCP ETF |
| AMAZON COM INC | 5689 | 1313135 | COM |
| HOME DEPOT INC | 3704 | 1274401 | COM |
| INTERNATIONAL BUSINESS MACHS | 3894 | 1153442 | COM |
| CHEVRON CORP NEW | 7473 | 1138973 | COM |
| JPMORGAN CHASE & CO. | 3461 | 1115254 | COM |
| NORFOLK SOUTHN CORP | 3715 | 1072595 | COM |
| GOLDMAN SACHS ETF TR | 12249 | 1042670 | EQUAL WEIGHT US |
| INVESCO QQQ TR | 1686 | 1035475 | UNIT SER 1 |
| ISHARES TR | 22737 | 1033397 | MSCI INTL QUALTY |
| SPDR INDEX SHS FDS | 16328 | 1014623 | GLB NAT RESRCE |
| SCHWAB STRATEGIC TR | 35587 | 957650 | US LRG CAP ETF |
| ISHARES TR | 4424 | 949789 | US AER DEF ETF |
| ABBVIE INC | 3991 | 911904 | COM |
| UNION PAC CORP | 3638 | 841542 | COM |
| SCHWAB STRATEGIC TR | 25389 | 831487 | EMRG MKTEQ ETF |
| VANECK BITCOIN ETF | 33062 | 817623 | SH BEN INT |
| NVIDIA CORPORATION | 4364 | 813833 | COM |
| INVESCO EXCH TRADED FD TR II | 3191 | 807101 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 1282 | 803857 | S&P 500 ETF SHS |
| ISHARES TR | 4422 | 801311 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 1605 | 783112 | GROWTH ETF |
| SCHWAB STRATEGIC TR | 21678 | 781709 | FUNDAMENTAL EMER |
| JOHNSON & JOHNSON | 3666 | 758601 | COM |
| SCHWAB STRATEGIC TR | 26928 | 738648 | US DIVIDEND EQ |
| ISHARES TR | 3695 | 733900 | MSCI USA QLT FCT |
| ISHARES INC | 10886 | 731750 | CORE MSCI EMKT |
| VANGUARD WORLD FD | 5914 | 715363 | ESG US STK ETF |
| ISHARES TR | 6942 | 711833 | CORE S&P US VLU |
| TESLA INC | 1562 | 702660 | COM |
| INNOVATOR ETFS TRUST | 12238 | 673745 | US EQTY BUFR JAN |
| INVESCO EXCHANGE TRADED FD T | 14260 | 669079 | RAFI US 1000 ETF |
| VANGUARD INTL EQUITY INDEX F | 12400 | 666628 | FTSE EMR MKT ETF |
| FLEXSHARES TR | 8160 | 659410 | QUALT DIVD IDX |
| ENTERPRISE PRODS PARTNERS L | 20407 | 654248 | COM |
| COSTCO WHSL CORP NEW | 753 | 649307 | COM |
| CATERPILLAR INC | 1108 | 634475 | COM |
| BANK NEW YORK MELLON CORP | 5413 | 628395 | COM |
| SELECT SECTOR SPDR TR | 13727 | 613734 | STATE STREET ENE |
| TRANE TECHNOLOGIES PLC | 1508 | 586914 | SHS |
| GLOBAL X FDS | 6991 | 574875 | S&P 500 CATHOLIC |
| WALMART INC | 4797 | 534434 | COM |
| ISHARES TR | 8702 | 533974 | GLB INFRASTR ETF |
| AT&T INC | 21317 | 529523 | COM |
| ABBOTT LABS | 4124 | 516696 | COM |
| J P MORGAN EXCHANGE TRADED F | 10060 | 512472 | ULTRA SHT MUNCPL |
| ISHARES SILVER TR | 7760 | 499899 | ISHARES |
| ISHARES TR | 4188 | 499838 | 3 7 YR TREAS BD |
| VANGUARD MALVERN FDS | 6299 | 492022 | CORE-PLUS BD ETF |
| LOWES COS INC | 2038 | 491484 | COM |
| UNIFIED SER TR | 11742 | 485990 | ONEASCENT INTL |
| GLOBAL X FDS | 7640 | 462449 | GLB X MLP ENRG I |
| AMERICAN EXPRESS CO | 1225 | 453189 | COM |
| ISHARES TR | 3600 | 437796 | CORE HIGH DV ETF |
| MORGAN STANLEY | 2404 | 426751 | COM NEW |
| ISHARES TR | 2960 | 417508 | RUS MDCP VAL ETF |
| SCHWAB STRATEGIC TR | 12366 | 403381 | US LCAP GR ETF |
| SOUTHERN CO | 4451 | 388127 | COM |
| SCHWAB STRATEGIC TR | 12885 | 387449 | US MID-CAP ETF |
| ALLSTATE CORP | 1839 | 382788 | COM |
| SPDR INDEX SHS FDS | 8003 | 374620 | PORTFOLIO EMG MK |
| ROYAL BK CDA | 2134 | 363826 | COM |
| ONEOK INC NEW | 4899 | 360087 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 5234 | 357796 | SHS REP COM UT |
| VANGUARD INDEX FDS | 1368 | 352876 | SMALL CP ETF |
| HEICO CORP NEW | 1066 | 344947 | COM |
| VANGUARD WHITEHALL FDS | 2394 | 343523 | HIGH DIV YLD |
| JANUS DETROIT STR TR | 6365 | 321942 | HENDRSON AAA CL |
| WEBSTER FINL CORP | 5093 | 320553 | COM |
| GOLDMAN SACHS GROUP INC | 363 | 318666 | COM |
| GLOBAL X FDS | 16691 | 315622 | US PFD ETF |
| VANGUARD WORLD FD | 4296 | 307707 | ESG INTL STK ETF |
| ISHARES TR | 1530 | 305411 | U.S. TECH ETF |
| OSPREY BITCOIN TR | 10840 | 305293 | UNIT BEN INT |
| J P MORGAN EXCHANGE TRADED F | 6035 | 304780 | MUNICIPAL ETF |
| ARES CAPITAL CORP | 14850 | 300416 | COM |
| VANGUARD SCOTTSDALE FDS | 1000 | 300330 | VNG RUS3000IDX |
| ISHARES TR | 4000 | 299760 | RUSEL 2500 ETF |
| ISHARES TR | 2794 | 298082 | SHRT NAT MUN ETF |
| GE AEROSPACE | 959 | 295544 | COM NEW |
| NOVAGOLD RES INC | 31650 | 294978 | COM NEW |
| MERCK & CO INC | 2743 | 288728 | COM |
| ISHARES TR | 2308 | 279911 | ESG MSCI LEADR |
| 3M CO | 1735 | 277774 | COM |
| VANGUARD WORLD FD | 2202 | 277275 | ENERGY ETF |
| ACCENTURE PLC IRELAND | 1028 | 275812 | SHS CLASS A |
| DISNEY WALT CO | 2270 | 258254 | COM |
| TORONTO DOMINION BK ONT | 2740 | 258108 | COM NEW |
| AIRBNB INC | 1857 | 252032 | COM CL A |
| PEPSICO INC | 1648 | 236521 | COM |
| BOEING CO | 1075 | 233404 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 8350 | 227621 | MANAGED FUTURES |
| RTX CORPORATION | 1236 | 226682 | COM |
| ISHARES TR | 1601 | 225965 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 7354 | 217748 | US LCAP VA ETF |
| VANGUARD SCOTTSDALE FDS | 1773 | 215804 | VNG RUS1000GRW |
| SCHWAB CHARLES CORP | 2157 | 215506 | COM |
| ORACLE CORP | 1100 | 214401 | COM |
| ISHARES TR | 2224 | 214104 | RUS MID CAP ETF |
| LITMAN GREGORY FDS TR | 7623 | 213901 | IMGP DBI MANAGED |
| ISHARES TR | 4064 | 213848 | US INFRASTRUC |
| SCHWAB STRATEGIC TR | 8677 | 211458 | SHT TM US TRES |
| UNIVERSAL DISPLAY CORP | 1803 | 210554 | COM |
| VANGUARD MALVERN FDS | 4153 | 205407 | STRM INFPROIDX |
| ISHARES TR | 1914 | 204996 | NATIONAL MUN ETF |
| INVESCO EXCHANGE TRADED FD T | 3406 | 201881 | S&P 500 TOP 50 |
| UMH PPTYS INC | 11297 | 179735 | COM |
| LUMEN TECHNOLOGIES INC | 10000 | 77700 | COM |
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