account_balance
Investment manager · 13F filer · SEC CIK 2053877
Graetz Wealth LLC
Reported value$127Mas of Sep 30, 2026
Positions84 6 new, 6 sold out
Top 10 weight44.4%VOO alone is 10%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
9.6%
QQQInvesco QQQ Tr
6.7%Trimmed −4%
VCITVanguard Scottsdale FDS
4.9%Trimmed −7%
BNDVanguard Bd Index FDS
4.3%
VEAVanguard Tax-Managed FDS
4.2%Added +2%
JNKSPDR Series Trust
3.8%Added +23%
VGLTVanguard Scottsdale FDS
3.0%Added +79%
BIVVanguard Bd Index FDS
2.8%Trimmed −18%
VIGVanguard Specialized Funds
2.6%
RSPInvesco Exchange Traded Fd T
2.5%Added +55%
XLKSelect Sector SPDR Tr
2.3%New
CWBSPDR Series Trust
2.3%Trimmed −14%
VOOVanguard Index FDS
9.6%
QQQInvesco QQQ Tr
6.7%Trimmed −4%
VCITVanguard Scottsdale FDS
4.9%Trimmed −7%
BNDVanguard Bd Index FDS
4.3%
VEAVanguard Tax-Managed FDS
4.2%+2%
JNKSPDR Series Trust
3.8%
VGLTVanguard Scottsdale FDS
3.0%
BIVVanguard Bd Index FDS
2.8%
VIGVanguard Specialized Funds
2.6%
RSP2.5%
XLK2.3%
CWB2.3%
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
VOO Vanguard Index FDS 9.6% Held
QQQ Invesco QQQ Tr 6.7% Trimmed −4%
VCIT Vanguard Scottsdale FDS 4.9% Trimmed −7%
BND Vanguard Bd Index FDS 4.3% Held
VEA Vanguard Tax-Managed FDS 4.2% Added +2%
JNK SPDR Series Trust 3.8% Added +23%
VGLT Vanguard Scottsdale FDS 3.0% Added +79%
BIV Vanguard Bd Index FDS 2.8% Trimmed −18%
VIG Vanguard Specialized Funds 2.6% Held
RSP Invesco Exchange Traded Fd T 2.5% Added +55%
XLK Select Sector SPDR Tr 2.3% New
CWB SPDR Series Trust 2.3% Trimmed −14%
What changed
Biggest moves since Jun 30, 2026
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