Greenbush Financial Group, LLC
RIA/Wealth
Greenbush Financial Group, LLC is a RIA/Wealth based in Albany, NY led by Michael R. Ruger, reporting $498.2M in AUM as of Q3 2025 with 81% ETF concentration, 68% concentrated in top 10 holdings, and 15% allocation to VOO.
PartnerMichael R. Ruger
- Portfolio Value
- $252.4M
- Positions
- 31
- Top Holding
- VOO at 15.45%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Greenbush Financial Group, LLC's portfolio (68% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $39.0M | 15.45% | +$2.3M Bought | — 63.7K shares | |
ETF ETF | $22.7M | 9.01% | +$1.1M Bought | — 517.5K shares | |
ETF ETF | $18.9M | 7.51% | +$773.8K Bought | — 254.8K shares | |
ETF ETF | $16.1M | 6.36% | +$949.4K Bought | — 462.5K shares | |
Unknown Unknown | $14.6M | 5.79% | +$473.1K Bought | — 41.1K shares | |
ETF ETF | $14.4M | 5.72% | +$876.5K Bought | — 77.4K shares | |
ETF ETF | $14.1M | 5.60% | +$791.0K Bought | — 192.5K shares | |
ETF ETF | $10.8M | 4.27% | +$903.1K Bought | — 115.0K shares | |
ETF ETF | $10.6M | 4.20% | +$663.5K Bought | — 252.2K shares | |
ETF ETF | $10.2M | 4.06% | +$899.8K Bought | — 385.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Greenbush Financial Group, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+29.84% | |
+14.85% | |
+11.62% | |
+9.63% | |
+9.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-60.61% |
Analytics
Portfolio insights and performance metrics for Greenbush Financial Group, LLC
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