Universe · entity
Firestone Capital Management
Institutional manager (13F) · CIK 1799964
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $417M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SPECIALIZED FUNDS | $30M | 141,238 |
| 2 | VANGUARD INDEX FDS | $29M | 138,619 |
| 3 | STATE STR SPDR S&P 500 ETF T | $29M | 43,825 |
| 4 | VANGUARD INDEX FDS | $25M | 78,026 |
| 5 | VANGUARD INDEX FDS | $23M | 115,253 |
| 6 | VANGUARD SCOTTSDALE FDS | $22M | 282,602 |
| 7 | VANGUARD INTL EQUITY INDEX F | $22M | 292,117 |
| 8 | SCHWAB STRATEGIC TR | $22M | 776,713 |
| 9 | ISHARES TR | $16M | 351,784 |
| 10 | VANGUARD INDEX FDS | $16M | 177,707 |
| 11 | VANGUARD INDEX FDS | $11M | 52,086 |
| 12 | ISHARES TR | $10M | 28,955 |
| 13 | SCHWAB STRATEGIC TR | $10M | 476,701 |
| 14 | VANGUARD MUN BD FDS | $10M | 198,358 |
| 15 | ISHARES TR | $9M | 92,860 |
| 16 | SCHWAB STRATEGIC TR | $9M | 180,045 |
| 17 | INVESCO EXCHANGE TRADED FD T | $9M | 45,637 |
| 18 | SCHWAB STRATEGIC TR | $9M | 348,038 |
| 19 | J P MORGAN EXCHANGE TRADED F | $6M | 126,077 |
| 20 | SCHWAB STRATEGIC TR | $6M | 236,804 |
| 21 | VANGUARD WELLINGTON FD | $6M | 58,634 |
| 22 | STATE STR SPDR S&P MIDCAP 40 | $6M | 8,999 |
| 23 | ISHARES GOLD TR | $5M | 59,128 |
| 24 | SPDR SERIES TRUST | $5M | 31,786 |
| 25 | ISHARES TR | $4M | 51,518 |
| 26 | APPLE INC | $4M | 17,473 |
| 27 | INVESCO EXCHANGE TRADED FD T | $4M | 33,937 |
| 28 | J P MORGAN EXCHANGE TRADED F | $4M | 65,795 |
| 29 | ISHARES TR | $4M | 15,915 |
| 30 | EXXON MOBIL CORP | $4M | 21,998 |
| 31 | META PLATFORMS INC | $4M | 6,430 |
| 32 | VANGUARD TAX-MANAGED FDS | $3M | 53,621 |
| 33 | SPDR GOLD TR | $3M | 7,445 |
| 34 | NEXTERA ENERGY INC | $3M | 33,770 |
| 35 | MICROSOFT CORP | $3M | 8,391 |
| 36 | PACER FDS TR | $3M | 46,723 |
| 37 | ISHARES TR | $3M | 4,220 |
| 38 | SCHWAB STRATEGIC TR | $3M | 90,722 |
| 39 | INVESCO EXCHANGE TRADED FD T | $3M | 37,363 |
| 40 | BERKSHIRE HATHAWAY INC DEL | $3M | 5,262 |
| 41 | ISHARES TR | $2M | 27,056 |
| 42 | INVESCO EXCHANGE TRADED FD T | $2M | 21,206 |
| 43 | J P MORGAN EXCHANGE TRADED F | $2M | 40,339 |
| 44 | ALPHABET INC | $2M | 6,278 |
| 45 | FIDELITY WISE ORIGIN BITCOIN | $2M | 29,658 |
| 46 | COCA COLA CO | $2M | 20,692 |
| 47 | CHEVRON CORPORATION | $2M | 7,473 |
| 48 | ISHARES TR | $2M | 15,522 |
| 49 | VANGUARD SCOTTSDALE FDS | $2M | 18,147 |
| 50 | ISHARES TR | $1M | 35,015 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.