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Filers›Family Office›Graypoint LLC
DOSSIER · 13F-HR · Q2 2025

Graypoint LLC

Graypoint's family office based in New York, NY — $1.8B in tracked AUM across 526 positions as of Q2 2025.

G
Graypoint·New York, NY·Family Office
CIK 0001794198 · last filed Jun 30, 2025
Total AUM
$1.8B
▼ 3.2%
vs prior
Holdings
526
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Graypoint LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$134M216K7.5%
02
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$80M188K4.5%
03
NVDA
NVIDIA CORPORATION COM
$63M399K3.5%
04
SPY
SPDR S&P 500 ETF TRUST
$63M102K3.5%
05
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
$62M244K3.5%
06
IWD
ISHARES RUSSELL 1000 VALUE ETF
$46M235K2.6%
07
MSFT
MICROSOFT CORP COM
$45M90K2.5%
08
AAPL
APPLE INC COM
$41M198K2.3%
09
IJH
ISHARES CORE S&P MID-CAP ETF
$41M654K2.3%
10
VTI
VANGUARD TOTAL STOCK MARKET ETF
$32M106K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Graypoint
haiku-4-5 · 526 positions indexed
Sector mix
  • Financials13%
  • Cons. Disc.7%
  • Communications27%
  • Industrials4%
  • Energy14%
  • Other35%
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