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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
Page 1 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 135,965.0 $88.8M 44.67% -865.0 -0.6% $653.21 +15.5%
2 IWB ISHARES TR 85,266.0 $30.4M 15.29% $356.56 +14.8%
3 EFA ISHARES TR 126,952.0 $12.3M 6.20% +3K +2.8% $97.13 +8.1%
4 IWM ISHARES TR 41,808.0 $10.4M 5.21% +1K +2.5% $248.00 +17.4%
5 VNQ VANGUARD INDEX FDS 93,133.0 $8.3M 4.16% +3K +3.2% $88.70 +9.4%
6 DGRW WISDOMTREE TR 86,579.0 $7.6M 3.83% +2K +2.0% $87.84 +9.7%
7 HDV ISHARES TR 53,463.0 $7.3M 3.65% +1K +2.4% $135.72 -79.7%
8 VEA VANGUARD TAX-MANAGED FDS 58,717.0 $3.8M 1.89% -717.0 -1.2% $64.08 +11.9%
9 IVW ISHARES TR 32,524.0 $3.7M 1.85% -1K -4.3% $113.11 +22.3%
10 IVE ISHARES TR 16,591.0 $3.5M 1.76% $211.15 +7.9%
11 AAPL APPLE INC Technology 11,564.0 $2.9M 1.48% -673.0 -5.5% $253.80 +21.5%
12 VB VANGUARD INDEX FDS 6,533.0 $1.7M 0.86% -64.0 -1.0% $261.94 +11.8%
13 IYR ISHARES TR 17,429.0 $1.6M 0.83% -1K -6.9% $94.56 +9.1%
14 MSFT MICROSOFT CORP Technology 4,220.0 $1.6M 0.79% +779.0 +22.6% $370.14 +12.4%
15 AMZN AMAZON Consumer Cyclical 3,771.0 $785K 0.40% +25.0 +0.7% $208.27 +27.9%
16 ORCL ORACLE CORP Technology 5,179.0 $762K 0.38% -80.0 -1.5% $147.12 +30.2%
17 NVDA NVIDIA CORPORATION Technology 4,351.0 $759K 0.38% +344.0 +8.6% $174.42 +22.8%
18 MRK MERCK & CO INC Healthcare 6,208.0 $747K 0.38% $120.29 -0.4%
19 IWF ISHARES TR 1,724.0 $735K 0.37% -106.0 -5.8% $426.40 -70.5%
20 MCD MCDONALDS CORP Consumer Cyclical 2,197.0 $683K 0.34% $310.74 -10.1%
Page 1 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%