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.
Greykasell Wealth Strategies, Inc. (CIK 2041220) reported $248.0M across 565 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($11.8M, 4.77%), IOO ($11.1M, 4.46%), AAPL ($10.9M, 4.40%), AGG ($9.6M, 3.88%), GOOGL ($8.8M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD SHARES | $11.8M | 4.77% | 27,471 | Trimmed |
| 2 | IOO | ISHARES GLOBAL 100 ETF | $11.1M | 4.46% | 91,429 | Trimmed |
| 3 | AAPL | APPLE INC COM | $10.9M | 4.40% | 43,028 | Added |
| 4 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $9.6M | 3.88% | 96,900 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $8.8M | 3.53% | 30,482 | Trimmed |
| 6 | FBND | FIDELITY TOTAL BOND ETF | $8.1M | 3.27% | 177,699 | Added |
| 7 | IVV | ISHARES CORE S&P 500 ETF | $7.6M | 3.06% | 11,613 | Trimmed |
| 8 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $5.7M | 2.28% | 71,942 | Added |
| 9 | AMZN | AMAZON COM INC COM | $5.5M | 2.20% | 26,192 | Trimmed |
| 10 | IEFA | ISHARES CORE MSCI EAFE ETF | $5.4M | 2.19% | 59,876 | Added |
| 11 | QQQ | INVESCO QQQ TRUST SERIES I | $5.4M | 2.18% | 9,349 | Trimmed |
| 12 | MSFT | MICROSOFT CORP COM | $4.9M | 1.98% | 13,283 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION COM | $4.7M | 1.90% | 27,042 | Added |
| 14 | CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $4.3M | 1.75% | 128,463 | Added |
| 15 | IJR | ISHARES CORE S&P SMALL CAP ETF | $4.2M | 1.70% | 33,884 | Trimmed |
| 16 | IJH | ISHARES CORE S&P MID-CAP ETF | $4.0M | 1.63% | 59,849 | Trimmed |
| 17 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $4.0M | 1.59% | 61,703 | Added |
| 18 | IWR | ISHARES RUSSELL MIDCAP ETF | $3.8M | 1.53% | 38,956 | Added |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $3.5M | 1.40% | 5,356 | Added |
| 20 | VFLO | VICTORYSHARES FREE CASH FLOW ETF | $3.3M | 1.32% | 82,701 | Added |
| 21 | META | META PLATFORMS INC CL A | $2.8M | 1.14% | 4,924 | Trimmed |
| 22 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $2.6M | 1.06% | 48,767 | Added |
| 23 | AVGO | BROADCOM INC COM | $2.5M | 1.03% | 8,222 | Trimmed |
| 24 | KLAC | KLA CORP COM NEW | $2.5M | 1.02% | 1,715 | Hold |
| 25 | JPM | JPMORGAN CHASE & CO COM | $2.5M | 1.01% | 8,557 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31