Greykasell Wealth Strategies, Inc.: 13F holdings
CIK 20412202026Q2
| Positions | 483 |
|---|
| Reported value | $275.1m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 483 (-84 vs prior quarter) |
|---|
| Reported value | $275.1m (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IOO ISHARES GLOBAL 100 ETF | 91,741 | $12.5m | 4.6% |
| AAPL APPLE INC COM | 42,995 | $12.4m | 4.5% |
| GOOGL ALPHABET INC CAP STK CL A | 30,478 | $10.9m | 4.0% |
| GLD SPDR GOLD SHARES | 27,343 | $10.1m | 3.7% |
| IVV ISHARES CORE S&P 500 ETF | 12,002 | $9.0m | 3.3% |
| FBND FIDELITY TOTAL BOND ETF | 188,259 | $8.6m | 3.1% |
| AGG ISHARES CORE U.S. AGGREGATE BOND ETF | 82,761 | $8.2m | 3.0% |
| EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 76,018 | $7.8m | 2.8% |
| QQQ INVESCO QQQ TRUST SERIES I | 9,766 | $7.2m | 2.6% |
| AMZN AMAZON COM INC COM | 26,182 | $6.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2041220")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples