GRAND WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19394432026Q2
| Positions | 49 |
|---|
| Reported value | $239.9m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 49 (-38 vs prior quarter) |
|---|
| Reported value | $239.9m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 1,873,218 | $83.1m | 34.6% |
| AVDE AMERICAN CENTY ETF TR | 298,688 | $26.6m | 11.1% |
| DFAX DIMENSIONAL ETF TRUST | 446,022 | $16.4m | 6.8% |
| AVUS AMERICAN CENTY ETF TR | 123,261 | $15.8m | 6.6% |
| AVEM AMERICAN CENTY ETF TR | 158,136 | $15.3m | 6.4% |
| DFGP DIMENSIONAL ETF TRUST | 196,912 | $10.7m | 4.5% |
| VCRB VANGUARD MALVERN FDS | 104,011 | $8.0m | 3.3% |
| ITOT ISHARES TR | 47,695 | $7.8m | 3.3% |
| DFIC DIMENSIONAL ETF TRUST | 202,954 | $7.6m | 3.2% |
| VCSH VANGUARD SCOTTSDALE FDS | 93,381 | $7.4m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1939443")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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