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Firestone Capital Management
CIK:0001799964
Investment Adviser
$710M AUM
160 holdings
Coral Gables, FL, USA
Firestone Capital Management specializes in wealth management, offering services such as portfolio management, financial planning, and investment advisory services.
Latest 13F Filing Activity
Firestone Capital Management filed their most recent 13F report on Jun 30, 2025 disclosing 160 equity positions with a total 13F market value of $425M. The fund increased holdings in Invesco Exchange Traded FD T, Invesco Exchange Traded FD T, Ishares Gold TR among other positions. Firestone Capital Management reduced exposure to J P Morgan Exchange Traded F, Select Sector SPDR TR, Chevron Corp. New among others.
Top Buys
Top Holdings
Equity Positions (160)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 6.82% | $29.0M | 141,553 | $153.89 | $204.67 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 6.60% | $28.0M | 45,339 | $418.98 | $617.85 | +$3.1M |
V VXF | VANGUARD INDEX FDS | 6.03% | $25.6M | 132,821 | $136.88 | $192.71 | +$2.3M |
V VTI | VANGUARD INDEX FDS | 5.52% | $23.5M | 77,168 | $193.11 | $303.93 | +$1.8M |
V VTV | VANGUARD INDEX FDS | 4.62% | $19.6M | 110,976 | $128.12 | $176.74 | +$281.7K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+2.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.0%
ELECTRONIC COMPUTERS
+1.0%
SERVICES-PREPACKAGED SOFTWARE
+1.0%
PETROLEUM REFINING
+0.8%
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