Blackston Financial Advisory Group, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $17.6M, Vanguard Mega Cap Growth ETF with a value of $17.4M, Vanguard Total Stock Market Et with a value of $12.5M, Vanguard Large Cap ETF with a value of $11.8M, and Vanguard Consumer Staples ETF with a value of $10.1M.

Examining the 13F form we can see an increase of $20.5M in the current position value, from $189M to 210M.

Blackston Financial Advisory Group, LLC is based out at The Villages, FL

Below you can find more details about Blackston Financial Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $210 Million
ETFs: $138 Million
Technology: $23.7 Million
Industrials: $10.2 Million
Consumer Cyclical: $9.16 Million
Financial Services: $8.74 Million
Communication Services: $5.93 Million
Consumer Defensive: $5.1 Million
Healthcare: $4.31 Million
Other: $4.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $210 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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