# EDGAR Filing Document

**Accession Number:** 0001845302
**File Stem:** 0001845302-25-000011
**Filing Date:** 2025-10
**Character Count:** 13416
**Document Hash:** 2a6c7cd2a923a44cf04ee57b0662d673
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845302-25-000011.hdr.sgml**: 20251022

**ACCESSION NUMBER**: 0001845302-25-000011

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251022

**DATE AS OF CHANGE**: 20251022

**EFFECTIVENESS DATE**: 20251022

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Greystone Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001845302

**ORGANIZATION NAME:**
- **EIN:** 475308851
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20746
- **FILM NUMBER:** 251409278

**BUSINESS ADDRESS:**
- **STREET 1:** 665 HULET DR
- **CITY:** BLOOMFIELD HILLS
- **STATE:** MI
- **ZIP:** 48302
- **BUSINESS PHONE:** (248) 267-1270

**MAIL ADDRESS:**
- **STREET 1:** 665 HULET DR
- **CITY:** BLOOMFIELD HILLS
- **STATE:** MI
- **ZIP:** 48302

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Greystone Financial Group LLC<br>**Address:** 665 Hulet Dr<br>Bloomfield Hills, MI 48302

**Form 13F File Number:** 028-20746

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Linda E Meints<br>**Title:** Compliance Manager<br>**Phone:** 248-267-1270

**Signature, Place, and Date of Signing:**

/s/Linda E Meints  Bloomfield Hills, MI  10-22-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 100

**Form 13F Information Table Value Total:** $645412996

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 12158317 | 90774 | SH |  | SOLE |  | 0 | 0 | 90774 |
| ABBVIE INC | COM | 00287Y109 |  | 801118 | 3460 | SH |  | SOLE |  | 0 | 0 | 3460 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 423081 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2864147 | 11782 | SH |  | SOLE |  | 0 | 0 | 11782 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 946321 | 3886 | SH |  | SOLE |  | 0 | 0 | 3886 |
| AMAZON COM INC | COM | 023135106 |  | 4428727 | 20170 | SH |  | SOLE |  | 0 | 0 | 20170 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 15305094 | 46077 | SH |  | SOLE |  | 0 | 0 | 46077 |
| AMGEN INC | COM | 031162100 |  | 13570716 | 48089 | SH |  | SOLE |  | 0 | 0 | 48089 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 758173 | 5689 | SH |  | SOLE |  | 0 | 0 | 5689 |
| APPLE INC | COM | 037833100 |  | 21745261 | 85399 | SH |  | SOLE |  | 0 | 0 | 85399 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 668001 | 8707 | SH |  | SOLE |  | 0 | 0 | 8707 |
| BANK AMERICA CORP | COM | 060505104 |  | 469417 | 9099 | SH |  | SOLE |  | 0 | 0 | 9099 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 15309665 | 140507 | SH |  | SOLE |  | 0 | 0 | 140507 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 13696146 | 27243 | SH |  | SOLE |  | 0 | 0 | 27243 |
| BLACKROCK INC | COM | 09290D101 |  | 314803 | 270 | SH |  | SOLE |  | 0 | 0 | 270 |
| BOEING CO | COM | 097023105 |  | 1901031 | 8808 | SH |  | SOLE |  | 0 | 0 | 8808 |
| BROADCOM INC | COM | 11135F101 |  | 15997713 | 48491 | SH |  | SOLE |  | 0 | 0 | 48491 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 225132 | 1059 | SH |  | SOLE |  | 0 | 0 | 1059 |
| CENCORA INC | COM | 03073E105 |  | 841643 | 2693 | SH |  | SOLE |  | 0 | 0 | 2693 |
| CHEVRON CORP NEW | COM | 166764100 |  | 12332184 | 79414 | SH |  | SOLE |  | 0 | 0 | 79414 |
| CISCO SYS INC | COM | 17275R102 |  | 8563305 | 125158 | SH |  | SOLE |  | 0 | 0 | 125158 |
| CME GROUP INC | COM | 12572Q105 |  | 1163168 | 4305 | SH |  | SOLE |  | 0 | 0 | 4305 |
| COCA COLA CO | COM | 191216100 |  | 6902063 | 104072 | SH |  | SOLE |  | 0 | 0 | 104072 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 818068 | 2486 | SH |  | SOLE |  | 0 | 0 | 2486 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 821034 | 887 | SH |  | SOLE |  | 0 | 0 | 887 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 8657659 | 17655 | SH |  | SOLE |  | 0 | 0 | 17655 |
| DISNEY WALT CO | COM | 254687106 |  | 8655284 | 75592 | SH |  | SOLE |  | 0 | 0 | 75592 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 |  | 839593 | 22449 | SH |  | SOLE |  | 0 | 0 | 22449 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 11603543 | 93766 | SH |  | SOLE |  | 0 | 0 | 93766 |
| ELI LILLY  CO | COM | 532457108 |  | 883560 | 1158 | SH |  | SOLE |  | 0 | 0 | 1158 |
| EMERSON ELEC CO | COM | 291011104 |  | 11116192 | 84740 | SH |  | SOLE |  | 0 | 0 | 84740 |
| FORD MTR CO | COM | 345370860 |  | 266968 | 22322 | SH |  | SOLE |  | 0 | 0 | 22322 |
| FOX CORP | CL A COM | 35137L105 |  | 8536219 | 135367 | SH |  | SOLE |  | 0 | 0 | 135367 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 264616 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1448576 | 1819 | SH |  | SOLE |  | 0 | 0 | 1819 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 300897 | 706 | SH |  | SOLE |  | 0 | 0 | 706 |
| HONEYWELL INTL INC | COM | 438516106 |  | 7768070 | 36903 | SH |  | SOLE |  | 0 | 0 | 36903 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 13827634 | 49006 | SH |  | SOLE |  | 0 | 0 | 49006 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4215103 | 7021 | SH |  | SOLE |  | 0 | 0 | 7021 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 1058729 | 16445 | SH |  | SOLE |  | 0 | 0 | 16445 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 2013805 | 22848 | SH |  | SOLE |  | 0 | 0 | 22848 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3872086 | 59333 | SH |  | SOLE |  | 0 | 0 | 59333 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 817669 | 6881 | SH |  | SOLE |  | 0 | 0 | 6881 |
| ISHARES TR | CORE S ETF | 464287200 |  | 730306 | 1091 | SH |  | SOLE |  | 0 | 0 | 1091 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 2512932 | 18178 | SH |  | SOLE |  | 0 | 0 | 18178 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 286474 | 1545 | SH |  | SOLE |  | 0 | 0 | 1545 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 17552327 | 55646 | SH |  | SOLE |  | 0 | 0 | 55646 |
| KLA CORP | COM NEW | 482480100 |  | 1473368 | 1366 | SH |  | SOLE |  | 0 | 0 | 1366 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 228447 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| LEIDOS HOLDINGS INC | COM | 525327102 |  | 1160592 | 6142 | SH |  | SOLE |  | 0 | 0 | 6142 |
| LINDE PLC | SHS | G54950103 |  | 12901950 | 27162 | SH |  | SOLE |  | 0 | 0 | 27162 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 13607080 | 27257 | SH |  | SOLE |  | 0 | 0 | 27257 |
| LOWES COS INC | COM | 548661107 |  | 15149214 | 60281 | SH |  | SOLE |  | 0 | 0 | 60281 |
| MCDONALDS CORP | COM | 580135101 |  | 9796806 | 32238 | SH |  | SOLE |  | 0 | 0 | 32238 |
| MCKESSON CORP | COM | 58155Q103 |  | 8834824 | 11436 | SH |  | SOLE |  | 0 | 0 | 11436 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3110922 | 4236 | SH |  | SOLE |  | 0 | 0 | 4236 |
| MICROSOFT CORP | COM | 594918104 |  | 18125525 | 34995 | SH |  | SOLE |  | 0 | 0 | 34995 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 13142023 | 82675 | SH |  | SOLE |  | 0 | 0 | 82675 |
| NETFLIX INC | COM | 64110L106 |  | 887201 | 740 | SH |  | SOLE |  | 0 | 0 | 740 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 557216 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6665454 | 35724 | SH |  | SOLE |  | 0 | 0 | 35724 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1966562 | 9658 | SH |  | SOLE |  | 0 | 0 | 9658 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 202541 | 1318 | SH |  | SOLE |  | 0 | 0 | 1318 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 8431728 | 319747 | SH |  | SOLE |  | 0 | 0 | 319747 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 780617 | 5452 | SH |  | SOLE |  | 0 | 0 | 5452 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 |  | 710568 | 7931 | SH |  | SOLE |  | 0 | 0 | 7931 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1371999 | 14371 | SH |  | SOLE |  | 0 | 0 | 14371 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 631386 | 5334 | SH |  | SOLE |  | 0 | 0 | 5334 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 999396 | 18552 | SH |  | SOLE |  | 0 | 0 | 18552 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 601034 | 3897 | SH |  | SOLE |  | 0 | 0 | 3897 |
| SHELL PLC | SPON ADS | 780259305 |  | 1722384 | 24079 | SH |  | SOLE |  | 0 | 0 | 24079 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 699210 | 4705 | SH |  | SOLE |  | 0 | 0 | 4705 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 |  | 13291020 | 70821 | SH |  | SOLE |  | 0 | 0 | 70821 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 629782 | 13454 | SH |  | SOLE |  | 0 | 0 | 13454 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1971843 | 2960 | SH |  | SOLE |  | 0 | 0 | 2960 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 958434 | 1608 | SH |  | SOLE |  | 0 | 0 | 1608 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 |  | 374749 | 6773 | SH |  | SOLE |  | 0 | 0 | 6773 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 492788 | 706 | SH |  | SOLE |  | 0 | 0 | 706 |
| STARBUCKS CORP | COM | 855244109 |  | 11544576 | 136461 | SH |  | SOLE |  | 0 | 0 | 136461 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1787456 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| TESLA INC | COM | 88160R101 |  | 790267 | 1777 | SH |  | SOLE |  | 0 | 0 | 1777 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 7187511 | 14819 | SH |  | SOLE |  | 0 | 0 | 14819 |
| TJX COS INC NEW | COM | 872540109 |  | 11497145 | 79543 | SH |  | SOLE |  | 0 | 0 | 79543 |
| T-MOBILE US INC | COM | 872590104 |  | 8560947 | 35763 | SH |  | SOLE |  | 0 | 0 | 35763 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 2660081 | 27152 | SH |  | SOLE |  | 0 | 0 | 27152 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 839398 | 2572 | SH |  | SOLE |  | 0 | 0 | 2572 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 29185499 | 373742 | SH |  | SOLE |  | 0 | 0 | 373742 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 29659189 | 418619 | SH |  | SOLE |  | 0 | 0 | 418619 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 36192263 | 458652 | SH |  | SOLE |  | 0 | 0 | 458652 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 2883582 | 38773 | SH |  | SOLE |  | 0 | 0 | 38773 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 5649806 | 11780 | SH |  | SOLE |  | 0 | 0 | 11780 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1520547 | 2483 | SH |  | SOLE |  | 0 | 0 | 2483 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 6239023 | 33455 | SH |  | SOLE |  | 0 | 0 | 33455 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 2293553 | 30332 | SH |  | SOLE |  | 0 | 0 | 30332 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 29980195 | 592143 | SH |  | SOLE |  | 0 | 0 | 592143 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 765109 | 13001 | SH |  | SOLE |  | 0 | 0 | 13001 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3705204 | 61836 | SH |  | SOLE |  | 0 | 0 | 61836 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 21742768 | 325004 | SH |  | SOLE |  | 0 | 0 | 325004 |
| WALMART INC | COM | 931142103 |  | 17134890 | 166261 | SH |  | SOLE |  | 0 | 0 | 166261 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 11864754 | 53728 | SH |  | SOLE |  | 0 | 0 | 53728 |

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