Jerad Waggy

Firestone Capital Management

Assets Managed

$480.252M

Holdings

160

Last Quarter

2026 - Q1

Filed Date

1mo 16d ago

Growth Rate

1.89%(2Q avg: 1.88%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Firestone Capital Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Firestone Capital Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 480.252M in assets, with a quarterly growth rate of 1.89% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Jerad Waggy, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VIG Vanguard Dividend Apprec Etf Recent Activity Increased 1.86%	6.33%	$30.375M 141,238 shares@ $215.07 avg price	Increased 1.86%
VXF Vanguard Extended Market Etf Recent Activity Increased 0.59%	5.95%	$28.528M 138,619 shares@ $205.81 avg price	Increased 0.59%
SPY Spdr S&p 500 Etf Trust Recent Activity Decreased -1.31%	5.94%	$28.501M 43,825 shares@ $650.35 avg price	Decreased -1.31%
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 0.58%	5.22%	$25.031M 78,026 shares@ $320.81 avg price	Increased 0.58%
VTV Vanguard Value Etf Recent Activity Increased 2.16%	4.71%	$22.613M 115,253 shares@ $196.2 avg price	Increased 2.16%
VCSH Vanguard S T Corp Bond Etf Recent Activity Increased 11.3%	4.67%	$22.402M 282,602 shares@ $79.27 avg price	Increased 11.3%
VEU Vanguard Ftse All-world Ex-u Recent Activity Increased 5.31%	4.57%	$21.938M 292,117 shares@ $75.11 avg price	Increased 5.31%
FNDX Schwab Fndmntl Us Lrg Co Etf Recent Activity Increased 1.04%	4.51%	$21.631M 776,713 shares@ $27.86 avg price	Increased 1.04%
IUSB Ishares Core Total Bond Etf Recent Activity Increased 0.7%	3.39%	$16.249M 351,784 shares@ $46.19 avg price	Increased 0.7%
VNQ Vanguard Real Estate Etf Recent Activity Increased 0.27%	3.29%	$15.763M 177,707 shares@ $88.7 avg price	Increased 0.27%

1-10 of 160