Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Graypoint LLC 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Graypoint LLC (CIK 1794198) reported $1.78B across 526 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: IVV ($134.1M, 7.54%), IWF ($79.9M, 4.50%), NVDA ($63.0M, 3.55%), SPY ($62.9M, 3.54%), XLK ($61.7M, 3.47%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES CORE S&P 500 ETF$134.1M7.54%215,939Added
2IWFISHARES RUSSELL 1000 GROWTH ETF$79.9M4.50%188,271Trimmed
3NVDANVIDIA CORPORATION COM$63.0M3.55%398,912Trimmed
4SPYSPDR S&P 500 ETF TRUST$62.9M3.54%101,761Trimmed
5XLKTECHNOLOGY SELECT SECTOR SPDR FUND$61.7M3.47%243,544Added
6IWDISHARES RUSSELL 1000 VALUE ETF$45.7M2.57%235,430Added
7MSFTMICROSOFT CORP COM$44.7M2.52%89,961Added
8AAPLAPPLE INC COM$40.6M2.29%198,083Trimmed
9IJHISHARES CORE S&P MID-CAP ETF$40.6M2.28%654,440Trimmed
10VTIVANGUARD TOTAL STOCK MARKET ETF$32.4M1.82%106,440Added
11XLFFINANCIAL SELECT SECTOR SPDR FUND$28.4M1.60%542,993Trimmed
12XLVHEALTH CARE SELECT SECTOR SPDR FUND$27.2M1.53%201,949Added
13IVWISHARES S&P 500 GROWTH ETF$27.0M1.52%245,528Added
14SQBLOCK INC CL A$25.9M1.46%381,749Trimmed
15IJRISHARES CORE S&P SMALL CAP ETF$26.0M1.46%238,040Trimmed
16IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$25.7M1.45%487,738Added
17IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF$25.6M1.44%479,821Added
18SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$25.4M1.43%626,791Added
19MAGSROUNDHILL MAGNIFICENT SEVEN ETF$23.3M1.31%419,571New
20VOOVANGUARD S&P 500 ETF$21.0M1.18%36,986Added
21XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND$20.5M1.15%94,236Trimmed
22IVEISHARES S&P 500 VALUE ETF$19.0M1.07%97,030Added
23AMZNAMAZON COM INC COM$17.5M0.99%79,804Trimmed
24XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND$17.1M0.96%157,501Trimmed
25XLIINDUSTRIAL SELECT SECTOR SPDR FUND$16.3M0.92%110,634Trimmed

Source: SEC Form 13F filings · as of 2025-06-30