account_balance
Investment manager · 13F filer · SEC CIK 1660694
Grey Ledge Advisors, LLC
Reported value$493Mas of Sep 30, 2026
Positions250 12 new, 10 sold out
Top 10 weight26.5%IVV alone is 5%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.5%Added +3%
USFRWisdomtree Tr
3.1%Added +11%
PYLDPimco ETF Tr
2.6%Added +3%
SCHFSchwab Strategic Tr
2.5%Added +17%
AGGYWisdomtree Tr
2.4%Added +3%
AAPLApple Inc.
2.4%
FNDASchwab Strategic Tr
2.4%
MSFTMicrosoft Corp
2.0%Added +4%
OSEAHarbor ETF Trust
1.9%
SCHGSchwab Strategic Tr
1.8%+6%
AMDAdvanced Micro Devices Inc
1.8%−25%
FLOTiShares Tr
1.6%Added +3%
IVViShares Tr
5.5%Added +3%
USFRWisdomtree Tr
3.1%+11%
PYLDPimco ETF Tr
2.6%+3%
SCHFSchwab Strategic Tr
2.5%+17%
AGGYWisdomtree Tr
2.4%+3%
AAPLApple Inc.
2.4%
FNDASchwab Strategic Tr
2.4%
MSFTMicrosoft Corp
2.0%
OSEAHarbor ETF Trust
1.9%
SCHG1.8%
AMD1.8%FLOT1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.5% Added +3%
USFR Wisdomtree Tr 3.1% Added +11%
PYLD Pimco ETF Tr 2.6% Added +3%
SCHF Schwab Strategic Tr 2.5% Added +17%
AGGY Wisdomtree Tr 2.4% Added +3%
AAPL Apple Inc. 2.4% HeldFNDA Schwab Strategic Tr 2.4% Held
MSFT Microsoft Corp 2.0% Added +4%OSEA Harbor ETF Trust 1.9% Held
SCHG Schwab Strategic Tr 1.8% Added +6%
AMD Advanced Micro Devices Inc 1.8% Trimmed −25%FLOT iShares Tr 1.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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