account_balance

Investment manager · 13F filer · SEC CIK 1928877

Gray Private Wealth, LLC

Reported value$245Mas of Sep 30, 2026
Positions64 9 new, 3 sold out
Top 10 weight84.8%IVV alone is 44%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 43.9% Held
IWB iShares Tr 14.0% Held
EFA iShares Tr 6.1% Added +4%
IWM iShares Tr 5.2% Added +4%
VNQ Vanguard Index FDS 3.7% Added +4%
DGRW Wisdomtree Tr 3.6% Held
HDV iShares Tr 3.2% Added +2%
IVW iShares Tr 1.8% Held
VEA Vanguard Tax-Managed FDS 1.7% Held
AAPL Apple Inc. 1.6% Held
IVE iShares Tr 1.5% Held
MSFT Microsoft Corp 0.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 24, 2026 filing
add_circleNew
  • VTEB $1.83M
  • INMU $1.7M
  • VTEI $1.65M
  • WMT $1.38M
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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