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The Analysis of Firestone Capital Management's Holdings & P&L

Currently, Firestone Capital Management holds 160 types of securities in its portfolio with a total value $480.3M. In the most recent quarter, they have increased their positions in JPST (+72.3K shares, valued at $3.7M), VCSH (+28.7K shares, valued at $2.3M), JMST (+30.3K shares, valued at $1.5M); decreased their positions in N/A (-26.2K shares, valued at $786.9K), IVV (-793 shares, valued at $518.0K), SPY (-585 shares, valued at $380.5K); initiated new positions in IAUM (+30.9K shares, valued at $1.4M), TAIL (+29.6K shares, valued at $346.1K), N/A (+5.9K shares, valued at $264.7K).

1M P&L

+10.0M+2.09%

3M P&L

+9.0M+1.87%

HY P&L

+37.7M+8.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A414.3M

90.7%

2Oil & Gas Integrated5.3M

1.2%

3Consumer Electronics4.4M

1.0%

Top Industries by Stock Count

1N/A101 stocks

68.7%

2Banks - Diversified4 stocks

2.7%

3Telecom Services3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VIG VANGUARD SPECIALIZED FUNDS141.2K shares1.85%2026-03-312026-05-08

VXF VANGUARD INDEX FDS138.6K shares0.59%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T43.8K shares-1.32%2026-03-312026-05-08

VTI VANGUARD INDEX FDS78.0K shares0.58%2026-03-312026-05-08

VTV VANGUARD INDEX FDS115.3K shares2.15%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS282.6K shares11.29%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F292.1K shares5.30%2026-03-312026-05-08

FNDX SCHWAB STRATEGIC TR776.7K shares1.04%2026-03-312026-05-08

Sponsored

IUSB ISHARES TR351.8K shares0.70%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS177.7K shares0.26%2026-03-312026-05-08

VBR VANGUARD INDEX FDS52.1K shares1.96%2026-03-312026-05-08

IWB ISHARES TR29.0K shares-0.73%2026-03-312026-05-08

SCHH SCHWAB STRATEGIC TR476.7K shares7.10%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS198.4K shares2.28%2026-03-312026-05-08

AGG ISHARES TR92.9K shares0.89%2026-03-312026-05-08

FNDF SCHWAB STRATEGIC TR180.0K shares2.71%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T45.6K shares-1.13%2026-03-312026-05-08

SCHF SCHWAB STRATEGIC TR348.0K shares0.38%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F126.1K shares134.56%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR236.8K shares-0.72%2026-03-312026-05-08

VTES VANGUARD WELLINGTON FD58.6K shares7.21%2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 409.0K shares-0.35%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR59.1K shares-4.57%2026-03-312026-05-08

SDY SPDR SERIES TRUST31.8K shares-0.76%2026-03-312026-05-08

Sponsored

IXUS ISHARES TR51.5K shares16.15%2026-03-312026-05-08

AAPL APPLE INC17.5K shares-2.73%2026-03-312026-05-08

PWB INVESCO EXCHANGE TRADED FD T33.9K shares-0.01%2026-03-312026-05-08

HELO J P MORGAN EXCHANGE TRADED F65.8K shares10.73%2026-03-312026-05-08

IWM ISHARES TR15.9K shares0.80%2026-03-312026-05-08

XOM EXXON MOBIL CORP22.0K shares-1.98%2026-03-312026-05-08

META META PLATFORMS INC6.4K shares-8.94%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS53.6K shares-5.59%2026-03-312026-05-08

Sponsored

GLD SPDR GOLD TR7.4K shares2.90%2026-03-312026-05-08

NEE NEXTERA ENERGY INC33.8K shares-0.27%2026-03-312026-05-08

MSFT MICROSOFT CORP8.4K shares5.08%2026-03-312026-05-08

COWZ PACER FDS TR46.7K shares-7.53%2026-03-312026-05-08

IVV ISHARES TR4.2K shares-15.82%2026-03-312026-05-08

SCHA SCHWAB STRATEGIC TR90.7K shares4.33%2026-03-312026-05-08

PWV INVESCO EXCHANGE TRADED FD T37.4K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares0.00%2026-03-312026-05-08

Sponsored

IEFA ISHARES TR27.1K shares-4.70%2026-03-312026-05-08

XMHQ INVESCO EXCHANGE TRADED FD T21.2K shares-0.23%2026-03-312026-05-08

JMST J P MORGAN EXCHANGE TRADED F40.3K shares300.98%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.3K shares0.22%2026-03-312026-05-08

FBTC FIDELITY WISE ORIGIN BITCOIN29.7K shares-12.84%2026-03-312026-05-08

KO COCA COLA CO20.7K shares-0.05%2026-03-312026-05-08

CVX CHEVRON CORPORATION7.5K shares0.00%2026-03-312026-05-08

EFA ISHARES TR15.5K shares-1.54%2026-03-312026-05-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS18.1K shares-4.31%2026-03-312026-05-08

HEFA ISHARES TR35.0K shares0.00%2026-03-312026-05-08

IAUM ISHARES GOLD TR30.9K sharesnew addition2026-03-312026-05-08

CALF PACER FDS TR32.2K shares-11.29%2026-03-312026-05-08

IJR ISHARES TR11.6K shares5.84%2026-03-312026-05-08

SLYV SPDR SERIES TRUST14.7K shares4.52%2026-03-312026-05-08

IWV ISHARES TR3.7K shares0.08%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.7K shares-0.88%2026-03-312026-05-08

Sponsored

GSEW GOLDMAN SACHS ETF TR15.9K shares29.63%2026-03-312026-05-08

HD HOME DEPOT INC3.7K shares0.19%2026-03-312026-05-08

GNR SPDR INDEX SHS FDS16.3K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC5.8K shares2.74%2026-03-312026-05-08

NSC NORFOLK SOUTHN CORP3.7K shares0.00%2026-03-312026-05-08

IQLT ISHARES TR22.7K shares0.00%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR40.5K shares13.72%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO3.5K shares0.06%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.7K shares3.74%2026-03-312026-05-08

ITA ISHARES TR4.4K shares0.05%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS3.9K shares1.28%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.9K shares5.67%2026-03-312026-05-08

UNP UNION PAC CORP3.6K shares-0.27%2026-03-312026-05-08

NVDA NVIDIA CORPORATION5.0K shares15.24%2026-03-312026-05-08

ABBV ABBVIE INC4.0K shares-0.55%2026-03-312026-05-08

TSLA TESLA INC2.3K shares47.63%2026-03-312026-05-08

Sponsored

PJAN INNOVATOR ETFS TRUST18.3K shares-0.95%2026-03-312026-05-08

IWN ISHARES TR4.4K shares0.00%2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR21.9K shares0.99%2026-03-312026-05-08

SCHE SCHWAB STRATEGIC TR25.4K shares0.00%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II3.5K shares10.18%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR25.7K shares-4.45%2026-03-312026-05-08

CAT CATERPILLAR INC1.1K shares0.45%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L20.4K shares0.00%2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-0.31%2026-03-312026-05-08

IEMG ISHARES INC10.9K shares0.00%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION736 shares-2.26%2026-03-312026-05-08

QUAL ISHARES TR3.7K shares0.16%2026-03-312026-05-08

IUSV ISHARES TR6.9K shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.6K shares0.12%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.3K shares0.00%2026-03-312026-05-08

ESGV VANGUARD WORLD FD5.9K shares0.27%2026-03-312026-05-08

Sponsored

BJAN INNOVATOR ETFS TRUST12.2K shares0.00%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F12.1K shares-2.71%2026-03-312026-05-08

QDF FLEXSHARES TR8.2K shares0.00%2026-03-312026-05-08

WMT WALMART INC5.2K shares8.07%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP5.4K shares0.00%2026-03-312026-05-08

HODL VANECK BITCOIN ETF33.5K shares1.36%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC1.5K shares-0.53%2026-03-312026-05-08

T AT&T INC21.4K shares0.21%2026-03-312026-05-08

Sponsored

CATH GLOBAL X FDS7.9K shares13.05%2026-03-312026-05-08

IGF ISHARES TR8.7K shares0.00%2026-03-312026-05-08

MLPX GLOBAL X FDS7.6K shares-0.81%2026-03-312026-05-08

OAIM UNIFIED SER TR12.9K shares9.85%2026-03-312026-05-08

IEI ISHARES TR4.2K shares0.00%2026-03-312026-05-08

HDV ISHARES TR3.6K shares0.00%2026-03-312026-05-08

LOW LOWES COS INC2.0K shares-1.37%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR7.6K shares-44.86%2026-03-312026-05-08

Sponsored

VPLS VANGUARD MALVERN FDS5.9K shares-5.83%2026-03-312026-05-08

IWS ISHARES TR3.0K shares1.69%2026-03-312026-05-08

SO SOUTHERN CO4.4K shares-0.97%2026-03-312026-05-08

ABT ABBOTT LABORATORIES4.1K shares-0.95%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS8.2K shares96.39%2026-03-312026-05-08

OKE ONEOK INC NEW4.4K shares-9.70%2026-03-312026-05-08

SCHM SCHWAB STRATEGIC TR12.9K shares0.17%2026-03-312026-05-08

MS MORGAN STANLEY2.4K shares-1.29%2026-03-312026-05-08

Sponsored

ALL ALLSTATE CORP1.8K shares0.00%2026-03-312026-05-08

VDE VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS8.0K shares0.00%2026-03-312026-05-08

PMAR INNOVATOR ETFS TRUST8.3K shares0.00%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO1.2K shares-0.82%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR12.5K shares1.33%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS2.5K shares2.92%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.4K shares0.37%2026-03-312026-05-08

Sponsored

WBS WEBSTER FINL CORP5.1K shares0.00%2026-03-312026-05-08

PFEB INNOVATOR ETFS TRUST8.7K shares0.00%2026-03-312026-05-08

TAIL CAMBRIA ETF TR29.6K sharesnew addition2026-03-312026-05-08

RY ROYAL BK CDA2.1K shares0.00%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.7K shares-0.15%2026-03-312026-05-08

CTA SIMPLIFY EXCHANGE TRADED FUN10.8K shares29.58%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR6.4K shares0.00%2026-03-312026-05-08

VSGX VANGUARD WORLD FD4.4K shares1.82%2026-03-312026-05-08

Sponsored

GS GOLDMAN SACHS GROUP INC363 shares0.00%2026-03-312026-05-08

SMMD ISHARES TR4.0K shares0.00%2026-03-312026-05-08

DBMF LITMAN GREGORY FDS TR10.1K shares32.03%2026-03-312026-05-08

SUB ISHARES TR2.8K shares0.39%2026-03-312026-05-08

HEI HEICO CORP NEW1.1K shares0.00%2026-03-312026-05-08

VTHR VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F5.6K shares-7.87%2026-03-312026-05-08

RTX RTX CORPORATION1.4K shares16.18%2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE960 shares0.10%2026-03-312026-05-08

IYW ISHARES TR1.5K shares-3.27%2026-03-312026-05-08

ARCC ARES CAPITAL CORP14.8K shares0.00%2026-03-312026-05-08

MMM 3M CO1.8K shares5.19%2026-03-312026-05-08

ETFS GOLD TR ETFS GOLD TR5.9K sharesnew addition2026-03-312026-05-08

SUSL ISHARES TR2.3K shares0.26%2026-03-312026-05-08

TD TORONTO DOMINION BK ONT2.7K shares0.00%2026-03-312026-05-08

PEP PEPSICO INC1.6K shares-0.85%2026-03-312026-05-08

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.4K shares-75.69%2026-03-312026-05-08

PJUN INNOVATOR ETFS TRUST6.0K shares0.00%2026-03-312026-05-08

DVY ISHARES TR1.6K shares0.00%2026-03-312026-05-08

MAGS LISTED FDS TR4.2K sharesnew addition2026-03-312026-05-08

IFRA ISHARES TR4.1K shares0.00%2026-03-312026-05-08

PDEC INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO2.2K shares-1.15%2026-03-312026-05-08

IWR ISHARES TR2.2K shares0.00%2026-03-312026-05-08

Sponsored

VZ VERIZON COMMUNICATIONS INC4.3K sharesnew addition2026-03-312026-05-08

BA BOEING CO1.1K shares0.00%2026-03-312026-05-08

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-03-312026-05-08

MUB ISHARES TR1.9K shares0.52%2026-03-312026-05-08

SCHW SCHWAB CHARLES CORP2.2K shares0.00%2026-03-312026-05-08

SCHO SCHWAB STRATEGIC TR8.3K shares-3.83%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares-0.68%2026-03-312026-05-08

LUMN LUMEN TECHNOLOGIES INC10.0K shares0.00%2026-03-312026-05-08

Sponsored

VIG

VANGUARD SPECIALIZED FUNDS

1.85%

Shares141.2K

Event2026-03-31

Filed2026-05-08

VXF

VANGUARD INDEX FDS

0.59%

Shares138.6K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-1.32%

Shares43.8K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.58%

Shares78.0K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

2.15%

Shares115.3K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

11.29%

Shares282.6K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

5.30%

Shares292.1K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB STRATEGIC TR

1.04%

Shares776.7K

Event2026-03-31

Filed2026-05-08

IUSB

ISHARES TR

0.70%

Shares351.8K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

0.26%

Shares177.7K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

1.96%

Shares52.1K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR

-0.73%

Shares29.0K

Event2026-03-31

Filed2026-05-08

SCHH

SCHWAB STRATEGIC TR

7.10%

Shares476.7K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

2.28%

Shares198.4K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

0.89%

Shares92.9K

Event2026-03-31

Filed2026-05-08

FNDF

SCHWAB STRATEGIC TR

2.71%

Shares180.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

-1.13%

Shares45.6K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

0.38%

Shares348.0K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

134.56%

Shares126.1K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

-0.72%

Shares236.8K

Event2026-03-31

Filed2026-05-08

VTES

VANGUARD WELLINGTON FD

7.21%

Shares58.6K

Event2026-03-31

Filed2026-05-08

MDY

STATE STR SPDR S&P MIDCAP 40

-0.35%

Shares9.0K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

-4.57%

Shares59.1K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

-0.76%

Shares31.8K

Event2026-03-31

Filed2026-05-08

IXUS

ISHARES TR

16.15%

Shares51.5K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-2.73%

Shares17.5K

Event2026-03-31

Filed2026-05-08

PWB

INVESCO EXCHANGE TRADED FD T

-0.01%

Shares33.9K

Event2026-03-31

Filed2026-05-08

HELO

J P MORGAN EXCHANGE TRADED F

10.73%

Shares65.8K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.80%

Shares15.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-1.98%

Shares22.0K

Event2026-03-31

Filed2026-05-08