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Portfolio (Quarterly) Guide ↗

Graetz Wealth LLC

· CIK 0002053877
13F Portfolio $112M AUM 80 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 38 Added 20 Reduced 7 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAPL APPLE INC Technology 1,923.0 $488K 0.44% +83.0 +4.5% $253.74 +20.2%
42 SPTM SPDR SERIES TRUST 6,134.0 $485K 0.43% $79.05 +13.8%
43 SPYM SPDR SERIES TRUST 5,953.0 $456K 0.41% -574.0 -8.8% $76.54 +14.2%
44 MUB ISHARES TR 4,145.0 $440K 0.39% +1K +49.3% $106.14 -0.1%
45 LQD ISHARES TR 3,967.0 $432K 0.39% +62.0 +1.6% $108.98 -0.7%
46 HYG ISHARES TR 5,233.0 $416K 0.37% +114.0 +2.2% $79.56 +0.4%
47 VTEB VANGUARD MUN BD FDS 7,995.0 $399K 0.36% NEW $49.89 -0.1%
48 NVDA NVIDIA CORPORATION Technology 2,189.0 $382K 0.34% -27.0 -1.2% $174.37 +25.9%
49 IJR ISHARES TR 2,953.0 $367K 0.33% +256.0 +9.5% $124.32 +9.6%
50 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 17,643.0 $349K 0.31% +7K +70.2% $19.78 -0.9%
51 HIMS HIMS & HERS HEALTH INC Healthcare 15,891.0 $330K 0.29% +10K +156.0% $20.76 +15.7%
52 IAU ISHARES GOLD TR Financial Services 3,621.0 $319K 0.28% $88.16 -3.1%
53 XRP BITWISE XRP ETF Financial Services 20,121.0 $302K 0.27% NEW $15.03 +2.7%
54 SPEM SPDR INDEX SHS FDS 6,330.0 $297K 0.27% -100.0 -1.6% $46.91 +8.9%
55 TT TRANE TECHNOLOGIES PLC Industrials 692.0 $288K 0.26% $416.74 +8.4%
56 MSFT MICROSOFT CORP Technology 750.0 $278K 0.25% +127.0 +20.4% $370.08 +13.2%
57 GOOGL ALPHABET INC Communication Services 959.0 $276K 0.25% +17.0 +1.8% $287.47 +34.9%
58 ZM ZOOM COMMUNICATIONS INC Technology 3,338.0 $268K 0.24% +427.0 +14.7% $80.38 +23.7%
59 PLTR PALANTIR TECHNOLOGIES INC Technology 1,795.0 $263K 0.23% +311.0 +21.0% $146.26 -6.2%
60 AVGO BROADCOM INC Technology 836.0 $259K 0.23% +153.0 +22.4% $309.56 +33.9%
Page 3 of 4  ·  80 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
Financial Services 61.9%
Technology 19.6%
Healthcare 10.6%
Consumer Cyclical 4.9%
Communication Services 1.5%
Industrials 1.5%