Blackston Financial Advisory Group, LLC

THE VILLAGES, FL · CIK 1910984 · 13F filing filed 2026-08-14

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.

$177.4m reported value +11.2% vs Q1 2026

106positions

64.7%in top 10

15 new 50 added 38 reduced 15 sold out vs Q1 2026

Also in the report of:

AE Wealth Management LLC – $33.1m of shares are in both reports

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

Holdings, Q2 2026

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	28,397	$19.5m10.99%	10.99%	Reduced -646	-646 -2.2%
2	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	215,599	$19.0m10.68%	10.68%	Reduced -5.0k	-4,976 -2.3%
3	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	37,327	$13.8m7.79%	7.79%	Reduced -588	-588 -1.6%
4	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	38,389	$13.2m7.44%	7.44%	Reduced -993	-993 -2.5%
5	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	46,999	$11.1m6.27%	6.27%	Reduced -1.5k	-1,526 -3.1%
6	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	39,781	$10.9m6.14%	6.14%	Reduced -876	-876 -2.1%
7	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	44,628	$10.1m5.67%	5.67%	Reduced -419	-419 -0.9%
8	VANGUARD INDEX FDS MID CAP ETF VO	VO	91,100	$7.3m4.14%	4.14%	Reduced -2.2k	-2,212 -2.4%
9	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	36,369	$5.7m3.24%	3.24%	Reduced -1.1k	-1,106 -3.0%
10	APPLE INC COM AAPL	AAPL	14,301	$4.1m2.33%	2.33%	Added +172	+172 1.2%
11	VANGUARD WORLD FD INF TECH ETF VGT	VGT	24,853	$3.0m1.67%	1.67%	Added +277	+277 1.1%
12	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	21,197	$2.7m1.53%	1.53%	Added +747	+747 3.6%
13	MICROSOFT CORP COM MSFT	MSFT	5,981	$2.2m1.26%	1.26%	Reduced -162	-162 -2.6%
14	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,934	$2.2m1.22%	1.22%	Reduced -3	-3 -0.1%
15	NVIDIA CORPORATION COM NVDA	NVDA	9,499	$1.9m1.07%	1.07%	Reduced -790	-790 -7.7%
16	SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC BUCK	BUCK	73,343	$1.7m0.97%	0.97%	Added +4.9k	+4,851 7.1%
17	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	5,598	$1.7m0.94%	0.94%	Added +136	+136 2.5%
18	WALMART INC COM WMT	WMT	13,874	$1.6m0.89%	0.89%	Reduced -58	-58 -0.4%
19	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	4,516	$1.5m0.86%	0.86%	Reduced -865	-865 -16.1%
20	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	58,479	$1.5m0.86%	0.86%	Added +3.0k	+2,992 5.4%
21	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	8,395	$1.4m0.77%	0.77%	Added +286	+286 3.5%
22	SIMPLIFY EXCHANGE TRADED FUN CURRE STRAT ETF FOXY	FOXY	43,783	$1.3m0.74%	0.74%	Added +2.9k	+2,861 7.0%
23	SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME SBAR	SBAR	50,617	$1.3m0.73%	0.73%	Added +3.4k	+3,436 7.3%
24	AIM ETF PRODUCTS TRUST ALLIA US MAY ETF MAYW	MAYW	36,725	$1.3m0.72%	0.72%	New
25	SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E AGGH	AGGH	59,809	$1.2m0.68%	0.68%	Added +5.0k	+5,041 9.2%
26	AMAZON COM INC COM AMZN	AMZN	4,269	$1.0m0.57%	0.57%	Added +11	+11 0.3%
27	VANGUARD WORLD FD ENERGY ETF VDE	VDE	6,254	$938.9k0.53%	0.53%	Added +225	+225 3.7%
28	SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM SVOL	SVOL	56,716	$909.7k0.51%	0.51%	Added +3.8k	+3,769 7.1%
29	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	10,965	$905.9k0.51%	0.51%	Added +819	+819 8.1%
30	AIM ETF PRODUCTS TRUST US LRGCP B20 JAN JANW	JANW	22,285	$861.9k0.49%	0.49%	Reduced -1.2k	-1,207 -5.1%
31	AIM ETF PRODUCTS TRUST US LRGCP B20 JUN JUNW	JUNW	24,884	$855.8k0.48%	0.48%	New
32	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	5,969	$785.5k0.44%	0.44%	Added +260	+260 4.5%
33	HOME DEPOT INC COM HD	HD	2,176	$767.5k0.43%	0.43%	Added +298	+298 15.9%
34	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GMAY	GMAY	17,283	$743.9k0.42%	0.42%	New
35	AIM ETF PRODUCTS TRUST US LRGCP B20 FEB FEBW	FEBW	20,867	$741.6k0.42%	0.42%	New
36	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	4,691	$736.2k0.41%	0.41%	Added +4	+4 0.1%
37	ELEVATION SERIES TRUST TRUESHARES SEASO ONEZ	ONEZ	26,225	$723.5k0.41%	0.41%	New
38	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	1,770	$702.2k0.40%	0.40%	Added +16	+16 0.9%
39	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	1,892	$681.9k0.38%	0.38%	Added +127	+127 7.2%
40	AIM ETF PRODUCTS TRUST US LRGCP B20 DEC DECW	DECW	18,998	$677.3k0.38%	0.38%	Reduced -1.1k	-1,070 -5.3%
41	ISHARES TR S&P 500 GRWT ETF IVW	IVW	4,689	$644.9k0.36%	0.36%	Reduced -111	-111 -2.3%
42	PROCTER AND GAMBLE CO COM PG	PG	4,235	$621.1k0.35%	0.35%	Added +19	+19 0.5%
43	FIRST TR NASDAQ 100 TECH IND SHS QTEC	QTEC	1,819	$608.9k0.34%	0.34%	Reduced -20	-20 -1.1%
44	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	4,072	$601.5k0.34%	0.34%	Added +16	+16 0.4%
45	CATERPILLAR INC COM CAT	CAT	553	$589.0k0.33%	0.33%	Added +59	+59 11.9%
46	TESLA INC COM TSLA	TSLA	1,393	$585.9k0.33%	0.33%	Added +69	+69 5.2%
47	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	2,786	$545.3k0.31%	0.31%	Added +505	+505 22.1%
48	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	5,249	$529.8k0.30%	0.30%	Added +2.9k	+2,941 127.4%
49	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,688	$507.2k0.29%	0.29%	Reduced -39	-39 -2.3%
50	ABBVIE INC COM ABBV	ABBV	1,989	$500.6k0.28%	0.28%	Added +14	+14 0.7%
51	SPDR GOLD TR GOLD SHS GLD	GLD	1,351	$497.7k0.28%	0.28%	Added +90	+90 7.1%
52	ISHARES TR S&P SML 600 GWT IJT	IJT	2,772	$495.1k0.28%	0.28%	Reduced -34	-34 -1.2%
53	DARDEN RESTAURANTS INC COM DRI	DRI	2,382	$490.7k0.28%	0.28%	Added +206	+206 9.5%
54	ISHARES TR SP SMCP600VL ETF IJS	IJS	3,579	$489.2k0.28%	0.28%	Reduced -50	-50 -1.4%
55	JPMORGAN CHASE & CO COM JPM	JPM	1,491	$487.9k0.28%	0.28%	Reduced -108	-108 -6.8%
56	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	666	$468.4k0.26%	0.26%	Reduced -3	-3 -0.5%
57	INTEL CORP COM INTC	INTC	3,353	$468.2k0.26%	0.26%	New
58	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	608	$454.0k0.26%	0.26%	Added +214	+214 54.3%
59	JOHNSON & JOHNSON COM JNJ	JNJ	1,783	$452.7k0.26%	0.26%	Added +9	+9 0.5%
60	MERCK & CO INC COM MRK	MRK	3,420	$439.4k0.25%	0.25%	Reduced -124	-124 -3.5%
61	SIMPLIFY EXCHANGE TRADED FUN GAMMA EMERGING GAEM	GAEM	16,172	$435.3k0.25%	0.25%	Added +1.1k	+1,063 7.0%
62	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	670	$429.4k0.24%	0.24%	New
63	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	4,675	$402.7k0.23%	0.23%	Added +391	+391 9.1%
64	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,117	$399.2k0.23%	0.23%	Reduced -98	-98 -8.1%
65	META PLATFORMS INC CL A META	META	686	$386.2k0.22%	0.22%	Added +76	+76 12.5%
66	ALPHABET INC CAP STK CL C GOOG	GOOG	1,075	$379.7k0.21%	0.21%	Added +25	+25 2.4%
67	AIM ETF PRODUCTS TRUST ALLIANZIM US EQT SIXD	SIXD	12,263	$378.1k0.21%	0.21%	New
68	ADVANCED MICRO DEVICES INC COM AMD	AMD	641	$372.4k0.21%	0.21%	New
69	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,912	$364.2k0.21%	0.21%	Reduced -196	-196 -9.3%
70	CISCO SYS INC COM CSCO	CSCO	3,097	$363.8k0.21%	0.21%	Reduced -28	-28 -0.9%
71	SELECT SECTOR SPDR TR ENERGY XLE	XLE	6,820	$362.2k0.20%	0.20%	Reduced -14	-14 -0.2%
72	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,835	$358.8k0.20%	0.20%	Reduced -103	-103 -3.5%
73	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	5,557	$358.4k0.20%	0.20%	Reduced -148	-148 -2.6%
74	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,020	$349.7k0.20%	0.20%	Reduced -16	-16 -1.5%
75	SHERWIN WILLIAMS CO COM SHW	SHW	1,011	$348.1k0.20%	0.20%	Added +200	+200 24.7%
76	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	1,049	$321.3k0.18%	0.18%	Added +191	+191 22.3%
77	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	1,734	$319.0k0.18%	0.18%	Reduced -1	-1 -0.1%
78	MICRON TECHNOLOGY INC COM MU	MU	271	$312.9k0.18%	0.18%	New
79	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,100	$309.2k0.17%	0.17%	Added +26	+26 2.4%
80	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	1,950	$304.1k0.17%	0.17%	Added +15	+15 0.8%
81	CVS HEALTH CORP COM CVS	CVS	2,867	$296.6k0.17%	0.17%	Reduced -4	-4 -0.1%
82	3M CO COM MMM	MMM	1,788	$289.5k0.16%	0.16%	Added +5	+5 0.3%
83	ISHARES TR US HLTHCARE ETF IYH	IYH	4,180	$280.1k0.16%	0.16%	Reduced -50	-50 -1.2%
84	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	546	$273.2k0.15%	0.15%	Added +3	+3 0.6%
85	ONEOK INC NEW COM OKE	OKE	3,131	$272.2k0.15%	0.15%	Reduced -107	-107 -3.3%
86	GARMIN LTD SHS GRMN	GRMN	1,143	$271.6k0.15%	0.15%	Added +7	+7 0.6%
87	RTX CORPORATION COM RTX	RTX	1,410	$267.6k0.15%	0.15%	Added +11	+11 0.8%
88	UNION PAC CORP COM UNP	UNP	943	$256.6k0.14%	0.14%	Reduced -45	-45 -4.5%
89	PHILLIPS 66 COM PSX	PSX	1,499	$253.4k0.14%	0.14%	Added +33	+33 2.2%
90	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	684	$250.2k0.14%	0.14%	Unchanged
91	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,458	$249.1k0.14%	0.14%	New
92	ISHARES SILVER TR ISHARES SLV	SLV	4,651	$248.7k0.14%	0.14%	Added +285	+285 6.5%
93	VANGUARD WELLINGTON FD US QUALITY VFQY	VFQY	1,429	$243.3k0.14%	0.14%	Added +7	+7 0.5%
94	CAPITAL ONE FINL CORP COM COF	COF	1,202	$241.1k0.14%	0.14%	New
95	DNP SELECT INCOME FD INC COM DNP	DNP	22,333	$241.0k0.14%	0.14%	Reduced -4.8k	-4,798 -17.7%
96	MCDONALDS CORP COM MCD	MCD	882	$238.5k0.13%	0.13%	Added +11	+11 1.3%
97	TARGA RES CORP COM TRGP	TRGP	885	$237.3k0.13%	0.13%	Unchanged
98	NORTHWEST BANCSHARES INC MD COM NWBI	NWBI	15,519	$235.3k0.13%	0.13%	Unchanged
99	ELEVATION SERIES TRUST TRUESHARES QUART QBER	QBER	9,874	$235.0k0.13%	0.13%	Added +537	+537 5.8%
100	AMGEN INC COM AMGN	AMGN	639	$231.3k0.13%	0.13%	Added +11	+11 1.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FIRST TR EXCHNG TRADED FD VI GSEP	GSEP	27,011	$1.0m27.0k shares
AIM ETF PRODUCTS TRUST DECU	DECU	34,779	$924.4k34.8k shares
AIM ETF PRODUCTS TRUST OCTW	OCTW	21,537	$828.5k21.5k shares
MCKESSON CORP MCK	MCK	866	$749.8k866 shares
AIM ETF PRODUCTS TRUST SEPW	SEPW	23,450	$740.8k23.4k shares
EXXON MOBIL CORP XOM	XOM	3,149	$534.2k3.1k shares
AIM ETF PRODUCTS TRUST JULU	JULU	13,143	$375.2k13.1k shares
AIM ETF PRODUCTS TRUST SIXO	SIXO	9,400	$317.5k9.4k shares
CHEVRON CORP NEW CVX	CVX	1,326	$274.3k1.3k shares
PACCAR INC PCAR	PCAR	2,105	$243.1k2.1k shares
ISHARES TR IUSB	IUSB	4,639	$214.3k4.6k shares
HOWMET AEROSPACE INC HWM	HWM	916	$211.2k916 shares
NEWMONT CORP NEM	NEM	1,912	$207.0k1.9k shares
WORLD GOLD TR GLDM	GLDM	2,163	$200.5k2.2k shares
C4 THERAPEUTICS INC CCCC	CCCC	10,000	$26.3k10.0k shares