Portfolio (Quarterly) Guide ↗

Gray Private Wealth, LLC

· CIK 0001928877

13F Portfolio $199M AUM 50 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 12 Added 17 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWO	ISHARES TR	—	773	$250K	0.12%	SOLD
2	XLC	SELECT SECTOR SPDR TR	—	1,763	$207K	0.10%	SOLD

Sector Allocation

Technology 49.7%

Consumer Cyclical 13.4%

Healthcare 11.1%

Communication Services 10.5%

Financial Services 9.2%

Consumer Defensive 3.9%

Energy 2.3%