account_balance
Investment manager · 13F filer · SEC CIK 2041220
Greykasell Wealth Strategies, Inc.
Reported value$279Mas of Sep 30, 2026
Positions484 6 new, 5 sold out
Top 10 weight34.6%AAPL alone is 5%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
5.1%
IOOiShares Global 100 ETF
4.8%
GLDSPDR Gold Trust
3.8%
GOOGLAlphabet Inc.
3.7%
IVViShares Core S&P 500 ETF
3.5%Added +7%
FBNDFidelity Total Bond ETF
3.0%Added +3%
AGGiShares Core U.S. Aggregate Bond ETF
2.8%
EMXCiShares MSCI Emerging Markets Ex China ETF
2.7%
QQQInvesco QQQ Trust Series I
2.7%Added +5%
MSFTMicrosoft Corp
2.4%
AMZNAmazon.com Inc
2.3%
NVDANVIDIA Corp
2.3%
AAPLApple Inc.
5.1%
IOOiShares Global 100 ETF
4.8%
GLDSPDR Gold Trust
3.8%
GOOGLAlphabet Inc.
3.7%
IVViShares Core S&P 500 ETF
3.5%+7%
FBNDFidelity Total Bond ETF
3.0%
AGGiShares Core U.S. Aggregate Bond ETF
2.8%
EMXCiShares MSCI Emerging Markets Ex China ETF
2.7%
QQQInvesco QQQ Trust Series I
2.7%
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
AAPL Apple Inc. 5.1% Held
IOO iShares Global 100 ETF 4.8% Held
GLD SPDR Gold Trust 3.8% HeldGOOGL Alphabet Inc. 3.7% HeldIVV iShares Core S&P 500 ETF 3.5% Added +7%
FBND Fidelity Total Bond ETF 3.0% Added +3%
AGG iShares Core U.S. Aggregate Bond ETF 2.8% Held
EMXC iShares MSCI Emerging Markets Ex China ETF 2.7% Held
QQQ Invesco QQQ Trust Series I 2.7% Added +5%
MSFT Microsoft Corp 2.4% HeldAMZN Amazon.com Inc 2.3% HeldNVDA NVIDIA Corp 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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