Firestone Capital Management

RIA/Wealth

Firestone Capital Management is a RIA/Wealth based in Richmond, VA led by Carol Gordon Kaufman, reporting $710.3M in AUM as of Q3 2025 with 80% ETF concentration and minimal technology exposure.

PresidentCarol Gordon Kaufman

Portfolio Value: $462.7M
Positions: 167
Top Holding: SPY at 6.67%
Last Reported: Q3 2025

Address4120 W. Broad Street, Richmond, VA, 23230, United States

Top Holdings

Largest long holdings in Firestone Capital Management's portfolio (48.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$30.9M	6.67%	+$656.2K Bought	— 46.3K shares	Q4 2019 Held for 5y 11m
2 Vanguard Dividend Appreciation VIG	Unknown Unknown	$30.3M	6.56%	-$212.1K Sold	— 140.6K shares	Q4 2022 Held for 2y 11m
3 Vanguard Extended Market VXF	ETF ETF	$28.4M	6.14%	+$611.9K Bought	— 135.7K shares	Q4 2019 Held for 5y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$25.5M	5.51%	+$160.8K Bought	— 77.7K shares	Q4 2019 Held for 5y 11m
5 Vanguard Value VTV	ETF ETF	$21.1M	4.55%	+$363.7K Bought	— 112.9K shares	Q4 2019 Held for 5y 11m
6 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$20.1M	4.35%	+$49.3K Bought	— 765.7K shares	Q4 2019 Held for 5y 11m
7 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$18.9M	4.08%	+$1.1M Bought	— 236.3K shares	Q4 2019 Held for 5y 11m
8 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$18.1M	3.92%	+$399.7K Bought	— 253.9K shares	Q4 2019 Held for 5y 11m
9 iShares Core Total USD Bond Market IUSB	ETF ETF	$16.6M	3.58%	+$510.1K Bought	— 354.4K shares	Q4 2019 Held for 5y 11m
10 Vanguard Real Estate VNQ	ETF ETF	$16.0M	3.46%	+$496.4K Bought	— 175.0K shares	Q4 2019 Held for 5y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Firestone Capital Management's latest filing

See all changes

GthenC

Market Value

$462.7M

Prior: $424.7M

Q/Q Change

+8.97%

+$38.1M

Net Flows % of MV

+2.17%

Turnover Ratio

1.88%

New Purchases

3 stocks

$644.7K

Added To

81 stocks

+$11.8M

Sold Out Of

1 stocks

$279.3K

Reduced Holdings

29 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 iShares 3-7 Year Treasury Bond IEI	New	0 → 1.9K +$229.8K
2 IFRA iShares U.S. Infrastructure IFRA	New	0 → 4.1K +$214.7K
3 Medtronic MDT	New	0 → 2.1K +$200.2K
4 GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF GSEW	+87.55%	5.4K → 10.0K +$398.9K
5 Invesco NASDAQ 100 ETF QQQM	+67.51%	1.6K → 2.7K +$264.5K

Decreased Positions

Position	Shares Δ	Change
1 U.S. Diversified Real Estate PPTY	Sold	9.2K → 0 −$279.3K
2 Netflix NFLX	-42.62%	298.0 → 171.0 −$152.3K
3 VanEck Natural Resources HAP	-26.62%	7.1K → 5.2K −$108.5K
4 Caterpillar CAT	-21.32%	1.4K → 1.1K −$143.2K
5 Innovator U.S. Equity Power Buffer ETF PDEC	-18.88%	12.5K → 10.1K −$99.0K