DOSSIER · 13F-HR · Q2 2026

Greykasell Wealth Strategies, Inc.

$275M in tracked AUM across 483 positions as of Q2 2026.

GW
CIK 0002041220 · last filed Jun 30, 2026
Total AUM
$275M
as of Q2 2026
Holdings
483
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Greykasell Wealth Strategies, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IOO
ISHARES GLOBAL 100 ETF
$13M92K4.5%
02
AAPL
APPLE INC COM
$12M43K4.5%
03
GOOGL
ALPHABET INC CAP STK CL A
$11M30K4.0%
04
GLD
SPDR GOLD SHARES
$10M27K3.7%
05
IVV
ISHARES CORE S&P 500 ETF
$9M12K3.3%
06
FBND
FIDELITY TOTAL BOND ETF
$9M188K3.1%
07
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$8M83K3.0%
08
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
$8M76K2.8%
09
QQQ
INVESCO QQQ TRUST SERIES I
$7M10K2.6%
10
AMZN
AMAZON COM INC COM
$6M26K2.3%

Filing history

2026Q2Jun 30
$275M 11.1%
483 positionsView →
2026Q1Mar 31
$248M 2.1%
567 positionsView →
2025Q4Dec 31
$253M 6.6%
492 positionsView →
2025Q3Sep 30
$237M 13.8%
406 positionsView →
2025Q2Jun 30
$209M 168.7%
311 positionsLocked
2025Q1Mar 31
$78M 56.9%
151 positionsLocked
2024Q4Dec 31
$180M
119 positionsLocked