Blackston Financial Advisory Group, LLC

THE VILLAGES, FL · CIK 1910984 · 13F filing filed 2026-02-26

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$332.8m
Staff17 · 7 in investment roles
Main clients (by assets)Individuals 64%, High net worth individuals 35%
Websiteblackstonfinancialgroup.com
Form ADV · 2026-03-31SEC adviser record

Kindwealth
Others nearbyThe Villages, FL, Mount Dora, FL

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
The Villages, FL (main office)United States	United States	about 5
Mount Dora, FLUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$159.9m reported value +8.5% vs Q1 2025

103positions

65.2%in top 10

14 new 21 added 64 reduced 4 sold out vs Q1 2025

Also in the report of:

AE Wealth Management LLC – $15.2m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	31,087	$17.7m11.05%	11.05%	Reduced -1.3k	-1,311 -4.0%
2	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	47,180	$17.3m10.81%	10.81%	Reduced -2.4k	-2,442 -4.9%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	40,551	$12.3m7.71%	7.71%	Reduced -1.6k	-1,626 -3.9%
4	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	41,249	$11.8m7.36%	7.36%	Reduced -2.4k	-2,374 -5.4%
5	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	51,261	$10.5m6.56%	6.56%	Reduced -2.9k	-2,917 -5.4%
6	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	45,661	$10.0m6.25%	6.25%	Reduced -2.8k	-2,757 -5.7%
7	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	40,671	$9.1m5.72%	5.72%	Reduced -2.4k	-2,354 -5.5%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	24,292	$6.8m4.25%	4.25%	Reduced -1.2k	-1,226 -4.8%
9	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	41,363	$5.5m3.45%	3.45%	Reduced -2.0k	-1,987 -4.6%
10	MICROSOFT CORP COM MSFT	MSFT	6,667	$3.3m2.07%	2.07%	Added +429	+429 6.9%
11	APPLE INC COM AAPL	AAPL	13,051	$2.7m1.67%	1.67%	Reduced -644	-644 -4.7%
12	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	22,606	$2.5m1.54%	1.54%	Reduced -580	-580 -2.5%
13	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,358	$2.2m1.39%	1.39%	Reduced -65	-65 -1.9%
14	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	7,735	$2.2m1.36%	1.36%	Reduced -479	-479 -5.8%
15	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,322	$1.8m1.15%	1.15%	Reduced -432	-432 -11.5%
16	AIM ETF PRODUCTS TRUST US LRGCP B20 JAN JANW	JANW	44,173	$1.5m0.97%	0.97%	Added +14.0k	+14,044 46.6%
17	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,964	$1.5m0.93%	0.93%	Reduced -80	-80 -1.3%
18	NVIDIA CORPORATION COM NVDA	NVDA	8,747	$1.4m0.86%	0.86%	Added +747	+747 9.3%
19	WALMART INC COM WMT	WMT	14,058	$1.4m0.86%	0.86%	Reduced -196	-196 -1.4%
20	AIM ETF PRODUCTS TRUST US LRGCP B20 DEC DECW	DECW	40,622	$1.3m0.80%	0.80%	Added +11.0k	+10,956 36.9%
21	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	8,755	$1.1m0.72%	0.72%	Reduced -9	-9 -0.1%
22	AMAZON COM INC COM AMZN	AMZN	4,922	$1.1m0.68%	0.68%	Added +155	+155 3.2%
23	PROCTER AND GAMBLE CO COM PG	PG	6,151	$980.0k0.61%	0.61%	Added +9	+9 0.1%
24	SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM SVOL	SVOL	52,909	$973.0k0.61%	0.61%	New
25	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	7,826	$967.1k0.60%	0.60%	Reduced -1.4k	-1,391 -15.1%
26	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	33,579	$897.9k0.56%	0.56%	New
27	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT GDEC	GDEC	25,416	$893.5k0.56%	0.56%	Added +6.5k	+6,458 34.1%
28	VANGUARD WORLD FD ENERGY ETF VDE	VDE	6,520	$776.6k0.49%	0.49%	Reduced -91	-91 -1.4%
29	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	5,893	$750.1k0.47%	0.47%	Unchanged
30	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	1,837	$728.3k0.46%	0.46%	Reduced -83	-83 -4.3%
31	HOME DEPOT INC COM HD	HD	1,970	$722.4k0.45%	0.45%	Added +76	+76 4.0%
32	ISHARES TR RUSSELL 2000 ETF IWM	IWM	3,285	$708.9k0.44%	0.44%	Reduced -442	-442 -11.9%
33	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,251	$708.7k0.44%	0.44%	Reduced -180	-180 -12.6%
34	ISHARES TR S&P SML 600 GWT IJT	IJT	5,251	$698.6k0.44%	0.44%	Reduced -710	-710 -11.9%
35	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,894	$686.3k0.43%	0.43%	Added +20	+20 1.1%
36	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	5,295	$680.5k0.43%	0.43%	Reduced -22	-22 -0.4%
37	ISHARES TR SP SMCP600VL ETF IJS	IJS	6,836	$680.1k0.43%	0.43%	Reduced -905	-905 -11.7%
38	META PLATFORMS INC CL A META	META	900	$664.5k0.42%	0.42%	Reduced -20	-20 -2.2%
39	SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC BUCK	BUCK	27,832	$657.9k0.41%	0.41%	New
40	SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF HIGH	HIGH	26,547	$643.2k0.40%	0.40%	New
41	AIM ETF PRODUCTS TRUST US LRGCP B20 OCT OCTW	OCTW	16,847	$623.5k0.39%	0.39%	Added +5.3k	+5,300 45.9%
42	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,213	$589.2k0.37%	0.37%	Reduced -251	-251 -17.1%
43	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	1,957	$548.0k0.34%	0.34%	Added +1	+1 0.1%
44	ISHARES TR S&P 500 GRWT ETF IVW	IVW	4,793	$527.7k0.33%	0.33%	Reduced -1.7k	-1,724 -26.4%
45	SELECT SECTOR SPDR TR ENERGY XLE	XLE	6,135	$520.3k0.33%	0.33%	Reduced -222	-222 -3.5%
46	DARDEN RESTAURANTS INC COM DRI	DRI	2,371	$516.8k0.32%	0.32%	Reduced -89	-89 -3.6%
47	JPMORGAN CHASE & CO COM JPM	JPM	1,760	$510.3k0.32%	0.32%	Reduced -419	-419 -19.2%
48	ISHARES TR US HLTHCARE ETF IYH	IYH	9,030	$510.0k0.32%	0.32%	Reduced -334	-334 -3.6%
49	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	12,131	$494.7k0.31%	0.31%	Reduced -429	-429 -3.4%
50	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	4,715	$477.2k0.30%	0.30%	Added +2.5k	+2,503 113.2%
51	EXXON MOBIL CORP COM XOM	XOM	4,388	$473.0k0.30%	0.30%	Added +366	+366 9.1%
52	UNITED PARCEL SERVICE INC CL B UPS	UPS	4,630	$467.4k0.29%	0.29%	Reduced -5	-5 -0.1%
53	ABBVIE INC COM ABBV	ABBV	2,424	$450.0k0.28%	0.28%	Added +110	+110 4.8%
54	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,492	$439.8k0.28%	0.28%	Reduced -29	-29 -1.1%
55	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	709	$438.3k0.27%	0.27%	Reduced -390	-390 -35.5%
56	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	1,907	$405.9k0.25%	0.25%	Reduced -82	-82 -4.1%
57	FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL DIVI	DIVI	11,273	$401.8k0.25%	0.25%	Reduced -574	-574 -4.8%
58	ELEVATION SERIES TRUST TRUESHARES QUART QBER	QBER	16,270	$401.4k0.25%	0.25%	Added +6.7k	+6,665 69.4%
59	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,343	$395.9k0.25%	0.25%	Reduced -74	-74 -5.2%
60	INVESCO EXCHANGE TRADED FD T S&P500 EQL STP RSPS	RSPS	13,083	$392.1k0.25%	0.25%	Reduced -643	-643 -4.7%
61	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,005	$354.6k0.22%	0.22%	Reduced -63	-63 -2.0%
62	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,812	$354.1k0.22%	0.22%	Reduced -57	-57 -3.0%
63	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	5,127	$335.9k0.21%	0.21%	Reduced -322	-322 -5.9%
64	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	1,964	$335.9k0.21%	0.21%	Reduced -151	-151 -7.1%
65	MCDONALDS CORP COM MCD	MCD	1,138	$332.4k0.21%	0.21%	Added +188	+188 19.8%
66	AT&T INC COM T	T	11,413	$330.3k0.21%	0.21%	Added +3.0k	+3,042 36.3%
67	TESLA INC COM TSLA	TSLA	1,003	$318.6k0.20%	0.20%	New
68	JOHNSON & JOHNSON COM JNJ	JNJ	2,042	$311.9k0.20%	0.20%	Reduced -179	-179 -8.1%
69	PARSONS CORP DEL COM PSN	PSN	4,322	$310.2k0.19%	0.19%	New
70	SPDR GOLD TR GOLD SHS GLD	GLD	1,016	$309.7k0.19%	0.19%	Added +3	+3 0.3%
71	3M CO COM MMM	MMM	2,011	$306.1k0.19%	0.19%	Reduced -75	-75 -3.6%
72	ONEOK INC NEW COM OKE	OKE	3,707	$302.6k0.19%	0.19%	Reduced -75	-75 -2.0%
73	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	2,436	$295.6k0.18%	0.18%	Reduced -56	-56 -2.2%
74	MERCK & CO INC COM MRK	MRK	3,555	$281.5k0.18%	0.18%	Reduced -90	-90 -2.5%
75	BLACKSTONE INC COM BX	BX	1,855	$277.4k0.17%	0.17%	Reduced -43	-43 -2.3%
76	INTUIT COM INTU	INTU	352	$277.2k0.17%	0.17%	New
77	COSTCO WHSL CORP NEW COM COST	COST	279	$276.2k0.17%	0.17%	New
78	GARMIN LTD SHS GRMN	GRMN	1,314	$274.2k0.17%	0.17%	Reduced -40	-40 -3.0%
79	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	963	$273.9k0.17%	0.17%	Reduced -97	-97 -9.2%
80	DNP SELECT INCOME FD INC COM DNP	DNP	27,131	$265.6k0.17%	0.17%	Unchanged
81	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,096	$263.4k0.16%	0.16%	Reduced -65	-65 -5.6%
82	ISHARES TR U.S. UTILITS ETF IDU	IDU	2,518	$263.3k0.16%	0.16%	Reduced -124	-124 -4.7%
83	RTX CORPORATION COM RTX	RTX	1,799	$262.7k0.16%	0.16%	Reduced -137	-137 -7.1%
84	SPDR SER TR S&P CAP MKTS KCE	KCE	1,802	$261.2k0.16%	0.16%	Reduced -61	-61 -3.3%
85	PAYCHEX INC COM PAYX	PAYX	1,794	$260.9k0.16%	0.16%	Reduced -110	-110 -5.8%
86	ISHARES TR US INDUSTRIALS IYJ	IYJ	1,828	$260.1k0.16%	0.16%	Reduced -70	-70 -3.7%
87	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	5,268	$259.2k0.16%	0.16%	New
88	UNION PAC CORP COM UNP	UNP	1,122	$258.1k0.16%	0.16%	Reduced -40	-40 -3.4%
89	VISA INC COM CL A V	V	722	$256.5k0.16%	0.16%	Reduced -72	-72 -9.1%
90	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	571	$250.3k0.16%	0.16%	Reduced -10	-10 -1.7%
91	CISCO SYS INC COM CSCO	CSCO	3,427	$237.8k0.15%	0.15%	Added +68	+68 2.0%
92	PHILIP MORRIS INTL INC COM PM	PM	1,282	$233.5k0.15%	0.15%	New
93	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,389	$233.2k0.15%	0.15%	Added +650	+650 13.7%
94	AMGEN INC COM AMGN	AMGN	807	$225.5k0.14%	0.14%	Added +24	+24 3.1%
95	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	887	$224.5k0.14%	0.14%	New
96	QUALCOMM INC COM QCOM	QCOM	1,372	$218.4k0.14%	0.14%	Reduced -53	-53 -3.7%
97	PHILLIPS 66 COM PSX	PSX	1,827	$218.0k0.14%	0.14%	Reduced -70	-70 -3.7%
98	VANGUARD WELLINGTON FD US QUALITY VFQY	VFQY	1,514	$217.7k0.14%	0.14%	Unchanged
99	SYSCO CORP COM SYY	SYY	2,774	$210.1k0.13%	0.13%	New
100	DIGITAL RLTY TR INC COM DLR	DLR	1,193	$208.0k0.13%	0.13%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
WASTE MGMT INC DEL WM	WM	1,014	$234.7k1.0k shares
PEPSICO INC PEP	PEP	1,507	$226.0k1.5k shares
ISHARES TR SMAX	SMAX	8,701	$217.9k8.7k shares
CVS HEALTH CORP CVS	CVS	3,049	$206.5k3.0k shares