Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gray Private Wealth, LLC (CIK 1928877) reported $198.8M across 50 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($88.8M, 44.67%), IWB ($30.4M, 15.29%), EFA ($12.3M, 6.20%), IWM ($10.4M, 5.21%), VNQ ($8.3M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $88.8M | 44.67% | 135,965 | Trimmed |
| 2 | IWB | ISHARES TR | $30.4M | 15.29% | 85,266 | Trimmed |
| 3 | EFA | ISHARES TR | $12.3M | 6.20% | 126,952 | Added |
| 4 | IWM | ISHARES TR | $10.4M | 5.21% | 41,808 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $8.3M | 4.15% | 93,133 | Added |
| 6 | DGRW | WISDOMTREE TR | $7.6M | 3.82% | 86,579 | Added |
| 7 | HDV | ISHARES TR | $7.3M | 3.65% | 53,463 | Added |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.89% | 58,717 | Trimmed |
| 9 | IVW | ISHARES TR | $3.7M | 1.85% | 32,524 | Trimmed |
| 10 | IVE | ISHARES TR | $3.5M | 1.76% | 16,591 | Trimmed |
| 11 | AAPL | APPLE INC | $2.9M | 1.48% | 11,564 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $1.7M | 0.86% | 6,533 | Trimmed |
| 13 | IYR | ISHARES TR | $1.6M | 0.83% | 17,429 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $1.6M | 0.79% | 4,220 | Added |
| 15 | AMZN | AMAZON | $785,386 | 0.39% | 3,771 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $758,889 | 0.38% | 4,351 | Added |
| 17 | MRK | MERCK & CO INC | $746,760 | 0.38% | 6,208 | Hold |
| 18 | ORCL | ORACLE CORP | $761,922 | 0.38% | 5,179 | Trimmed |
| 19 | IWF | ISHARES TR | $735,114 | 0.37% | 1,724 | Trimmed |
| 20 | MUB | ISHARES TR | $679,678 | 0.34% | 6,403 | Trimmed |
| 21 | MCD | MCDONALDS CORP | $682,691 | 0.34% | 2,197 | Trimmed |
| 22 | XLK | SELECT SECTOR SPDR TR | $594,379 | 0.30% | 4,472 | Hold |
| 23 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $569,290 | 0.29% | 1,188 | Added |
| 24 | GOOGL | ALPHABET INC | $563,133 | 0.28% | 1,958 | Trimmed |
| 25 | IEFA | ISHARES TR | $517,148 | 0.26% | 5,712 | Added |
Source: SEC Form 13F filings · as of 2026-03-31