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Robert M. Mangold Jr.

Greenbush Financial Group, Llc

Assets Managed
$302.028M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
2.71%(2Q avg: 7.78%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenbush Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Greenbush Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 302.028M in assets, with a quarterly growth rate of 2.71% and a 2-quarter average growth rate of 7.78%. The portfolio is managed by Robert M. Mangold Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.63%
13.66%
$41.254M
69,039 shares@ $597.56 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 13.86%
7.8%
$23.536M
319,615 shares@ $73.64 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 17.64%
6.63%
$20.004M
101,959 shares@ $196.21 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Decreased -10.82%
6.61%
$19.951M
496,413 shares@ $40.2 avg price
CGBL
Cap Group Core Balanced
Recent Activity
Increased 7.05%
6.29%
$18.968M
551,241 shares@ $34.41 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 1.08%
5.57%
$16.801M
217,881 shares@ $77.12 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -11.25%
5.41%
$16.327M
37,945 shares@ $430.3 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 20.41%
4.62%
$13.937M
530,742 shares@ $26.26 avg price
MFSV
Mfs Active Value
Recent Activity
Increased 34.07%
4.57%
$13.791M
515,923 shares@ $26.73 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.95%
4.52%
$13.633M
320,476 shares@ $42.54 avg price

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