Graetz Wealth LLC Top Holdings and 13F Report (2026) About Graetz Wealth LLCInvestment ActivityGraetz Wealth LLC has $112.02 million in total holdings as of March 31, 2026.Graetz Wealth LLC owns shares of 80 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 16.31% of the portfolio was purchased this quarter.About 12.52% of the portfolio was sold this quarter.This quarter, Graetz Wealth LLC has purchased 77 new stocks and bought additional shares in 47 stocks.Graetz Wealth LLC sold shares of 20 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $8,877,986Vanguard Intermediate-Term Corporate Bond ETF $6,816,803Vanguard FTSE Developed Markets ETF $6,060,955Vanguard Intermediate-Term Bond ETF $5,751,727Invesco QQQ $5,604,159 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $3,031,452 Holding81369Y506 - Energy Select Sector SPDR Fund $2,675,309 Holding46438F101 - ISHARES BITCOIN TRUST ETF $1,925,997 Holding38964R203 - GRAYSCALE ETHEREUM STAKING $1,334,414 Holding922907746 - Vanguard Tax-Exempt Bond ETF $398,857 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 15,795 shares (about $3.03M)Energy Select Sector SPDR Fund 43,671 shares (about $2.68M)ISHARES BITCOIN TRUST ETF 50,130 shares (about $1.93M)Vanguard Intermediate-Term Bond ETF 19,339 shares (about $1.49M)GRAYSCALE ETHEREUM STAKING 67,191 shares (about $1.33M) Largest Sales this Quarter SPDR Gold MiniShares Trust 21,711 shares (about $2.01M)Invesco QQQ 3,195 shares (about $1.84M)Vanguard Long-Term Treasury ETF 19,227 shares (about $1.06M)Vanguard S&P 500 ETF 1,671 shares (about $998.53K)SPDR Bloomberg High Yield Bond ETF 8,353 shares (about $799.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGraetz Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$8,877,986$998,527 ▼-10.1%14,8577.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,816,803$451,817 ▼-6.2%82,3786.1%ETFVEAVanguard FTSE Developed Markets ETF$6,060,955$702,831 ▲13.1%94,5845.4%ETFBIVVanguard Intermediate-Term Bond ETF$5,751,727$1,492,575 ▲35.0%74,5245.1%ETFQQQInvesco QQQ$5,604,159$1,844,005 ▼-24.8%9,7105.0%FinanceBNDVanguard Total Bond Market ETF$5,047,337$550,162 ▲12.2%68,5414.5%ETFVWOVanguard FTSE Emerging Markets ETF$4,510,689$166,528 ▲3.8%83,4544.0%ETFCWBSPDR Bloomberg Convertible Securities ETF$3,148,180$505,371 ▲19.1%34,3992.8%ETFRSPInvesco S&P 500 Equal Weight ETF$3,031,452$3,031,452 ▲New Holding15,7952.7%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,870,366$799,552 ▼-21.8%29,9872.6%FinanceVIGVanguard Dividend Appreciation ETF$2,861,677$139,578 ▲5.1%13,3062.6%ETFXLEEnergy Select Sector SPDR Fund$2,675,309$2,675,309 ▲New Holding43,6712.4%ETFXLFFinancial Select Sector SPDR Fund$2,533,049$90,842 ▲3.7%51,3072.3%ETFXLKTechnology Select Sector SPDR Fund$2,486,343$63,527 ▲2.6%18,7082.2%ETFPFFiShares Preferred and Income Securities ETF$2,443,433$853,843 ▲53.7%80,5882.2%ETFXLIIndustrial Select Sector SPDR Fund$2,438,179$335,743 ▼-12.1%15,0762.2%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,432,769$79,158 ▼-3.2%51,8162.2%ETFIVViShares Core S&P 500 ETF$2,342,279$6,532 ▲0.3%3,5862.1%ETFBNDXVanguard Total International Bond ETF$2,290,939$119,309 ▲5.5%47,6782.0%ETFVGITVanguard Intermediate-Term Treasury ETF$2,269,647$314,188 ▲16.1%38,1132.0%ETFVGLTVanguard Long-Term Treasury ETF$2,013,930$1,064,313 ▼-34.6%36,3821.8%ETFISHARES BITCOIN TRUST ETF$1,925,997$1,925,997 ▲New Holding50,1301.7%SHS BEN INTGLDMSPDR Gold MiniShares Trust$1,780,703$2,012,433 ▼-53.1%19,2111.6%FinanceVTIVanguard Total Stock Market ETF$1,564,288$7,379 ▲0.5%4,8761.4%ETFVUGVanguard Growth ETF$1,498,326$680,144 ▼-31.2%3,4301.3%ETFVNQVanguard Real Estate ETF$1,497,395$96,947 ▲6.9%16,8821.3%ETFVBVanguard Small-Cap ETF$1,452,131$4,715 ▲0.3%5,5441.3%ETFVTVVanguard Value ETF$1,434,632$477,949 ▲50.0%7,3121.3%ETFVOVanguard Mid-Cap ETF$1,430,239$90,754 ▲6.8%4,9801.3%ETFGRAYSCALE ETHEREUM STAKING$1,334,414$1,334,414 ▲New Holding67,1911.2%SHS NEWVBRVanguard Small-Cap Value ETF$1,205,984$288,950 ▼-19.3%5,5511.1%ETFVBKVanguard Small-Cap Growth ETF$1,173,028$224,269 ▼-16.1%3,8811.0%ETFVOEVanguard Mid-Cap Value ETF$1,149,694$777,826 ▲209.2%6,2391.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$878,323$2,807 ▲0.3%10,6370.8%ManufacturingHYDVanEck High Yield Muni ETF$811,762$177,795 ▲28.0%16,1900.7%ETFIJHiShares Core S&P Mid-Cap ETF$668,089$1,486 ▲0.2%9,8930.6%ETFVOTVanguard Mid-Cap Growth ETF$621,706$694,530 ▼-52.8%2,4160.6%ETFAMATApplied Materials$570,087$684 ▲0.1%1,6680.5%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$510,806$9,205 ▲1.8%19,4220.5%ETFSCHPSchwab U.S. TIPS ETF$504,258$3,459 ▲0.7%18,9500.5%ETFAAPLApple$487,943$21,060 ▲4.5%1,9230.4%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$484,922$1,423 ▲0.3%6,1340.4%ETFSPLGSPDR Portfolio S&P 500 ETF$455,634$43,933 ▼-8.8%5,9530.4%ETFMUBiShares National Muni Bond ETF$439,960$145,309 ▲49.3%4,1450.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$432,325$6,757 ▲1.6%3,9670.4%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$416,343$9,070 ▲2.2%5,2330.4%ETFVTEBVanguard Tax-Exempt Bond ETF$398,857$398,857 ▲New Holding7,9950.4%ETFNVDANVIDIA$381,706$4,708 ▼-1.2%2,1890.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$367,131$31,827 ▲9.5%2,9530.3%ETFBITMINE IMMERSION TECNOLOGIE$348,980$143,999 ▲70.2%17,6430.3%COM NEWHIMSHims & Hers Health$329,907$201,025 ▲156.0%15,8910.3%MedicalIAUiShares Gold Trust$319,2270.0%3,6210.3%FinanceBITWISE XRP ETF$302,416$302,416 ▲New Holding20,1210.3%BENEFICIAL INTSPEMSPDR Portfolio Emerging Markets ETF$296,950$4,691 ▼-1.6%6,3300.3%ETFTTTrane Technologies$288,3840.0%6920.3%ConstructionMSFTMicrosoft$277,563$47,001 ▲20.4%7500.2%Computer and TechnologyGOOGLAlphabet$275,683$4,887 ▲1.8%9590.2%Computer and TechnologyZMZoom Communications$268,315$34,323 ▲14.7%3,3380.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$262,530$45,486 ▲21.0%1,7950.2%CL AAVGOBroadcom$258,791$47,362 ▲22.4%8360.2%Computer and TechnologyFLEXFlex$254,974$17,675 ▼-6.5%3,8950.2%Computer and TechnologyCHWYChewy$246,307$52,167 ▲26.9%9,1220.2%Retail/WholesaleNBIXNeurocrine Biosciences$246,137$30,438 ▲14.1%1,8680.2%MedicalMBBiShares MBS ETF$245,720$949 ▲0.4%2,5880.2%ETFEXELExelixis$243,721$1,759 ▲0.7%5,6820.2%MedicalTOSTToast$238,898$238,898 ▲New Holding9,0120.2%Computer and TechnologyMPWRMonolithic Power Systems$238,374$51,393 ▼-17.7%2180.2%Computer and TechnologyRLRalph Lauren$236,512$17,188 ▲7.8%6880.2%Consumer DiscretionaryLLYEli Lilly and Company$231,480$231,480 ▲New Holding2520.2%MedicalHALOHalozyme Therapeutics$230,599$230,599 ▲New Holding3,5680.2%MedicalAMZNAmazon.com$229,961$27,704 ▲13.7%1,1040.2%Retail/WholesaleELANElanco Animal Health$226,695$226,695 ▲New Holding9,4730.2%MedicalAPPLOVIN CORP$226,092$64,882 ▲40.2%5680.2%COM CL AMMSIMerit Medical Systems$223,338$36,396 ▲19.5%3,2400.2%MedicalPHMPulteGroup$215,664$13,053 ▼-5.7%1,8340.2%ConstructionIYRiShares U.S. Real Estate ETF$212,975$567 ▲0.3%2,2520.2%ETFPODDInsulet$211,678$49,091 ▲30.2%1,0090.2%MedicalMUMicron Technology$208,543$133,508 ▼-39.0%6170.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$200,028$25,973 ▼-11.5%3,5350.2%ETFAVXLAnavex Life Sciences$43,1170.0%14,0440.0%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$0$2,640,752 ▼-100.0%00.0%FinanceTSLATesla$0$435,922 ▼-100.0%00.0%Auto/Tires/TrucksCHTRCharter Communications$0$258,141 ▼-100.0%00.0%Consumer DiscretionaryPINSPinterest$0$244,355 ▼-100.0%00.0%Computer and TechnologyPANWPalo Alto Networks$0$240,488 ▼-100.0%00.0%Computer and TechnologyTHCTenet Healthcare$0$230,310 ▼-100.0%00.0%MedicalJPMJPMorgan Chase & Co.$0$203,132 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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