Gray Private Wealth, LLC: 13F holdings
CIK 19288772026Q2
| Positions | 58 |
|---|
| Reported value | $231.4m |
|---|
| Filed | 2026-07-24 |
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Change since last quarter
| Positions | 58 (+8 vs prior quarter) |
|---|
| Reported value | $231.4m (+16.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 139,376 | $104.4m | 45.1% |
| IWB ISHARES TR | 83,372 | $34.1m | 14.8% |
| EFA ISHARES TR | 138,509 | $14.4m | 6.2% |
| IWM ISHARES TR | 44,256 | $13.3m | 5.7% |
| VNQ VANGUARD INDEX FDS | 98,520 | $9.5m | 4.1% |
| DGRW WISDOMTREE TR | 88,769 | $8.5m | 3.7% |
| HDV ISHARES TR | 278,649 | $7.6m | 3.3% |
| IWF ISHARES TR | 31,014 | $4.3m | 1.8% |
| VEA VANGUARD TAX-MANAGED FDS | 59,292 | $4.2m | 1.8% |
| IVE ISHARES TR | 16,285 | $3.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1928877")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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