Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2026)

About Greykasell Wealth Strategies, Inc.

Investment Activity

Greykasell Wealth Strategies, Inc. has $275.47 million in total holdings as of June 30, 2026.
Greykasell Wealth Strategies, Inc. owns shares of 483 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 4.86% of the portfolio was purchased this quarter.
About 3.47% of the portfolio was sold this quarter.
This quarter, Greykasell Wealth Strategies, Inc. has purchased 567 new stocks and bought additional shares in 100 stocks.
Greykasell Wealth Strategies, Inc. sold shares of 87 stocks and completely divested from 90 stocks this quarter.

Largest Holdings

iShares Global 100 ETF: $12,531,784
Apple: $12,441,087
Alphabet: $10,892,068
SPDR Gold Shares: $10,072,666
iShares Core S&P 500 ETF: $8,988,179

Largest New Holdings this Quarter

N97284108 - Yandex: $236,174 Holding
43849R105 - HONEYWELL AEROSPACE INC COM: $198,088 Holding
438516205 - HONEYWELL INTL INC COM: $169,716 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $129,064 Holding
25179M103 - Devon Energy: $8,347 Holding

Largest Purchases this Quarter

KLA: 15,114 shares (about $4.56M)
Vanguard FTSE Developed Markets ETF: 9,107 shares (about $648.87K)
Micron Technology: 533 shares (about $615.25K)
Fidelity Total Bond ETF: 10,560 shares (about $480.37K)
iShares MSCI Emerging Markets ex China ETF: 4,076 shares (about $416.97K)

Largest Sales this Quarter

iShares Core 1-5 Year USD Bond ETF: 45,226 shares (about $2.18M)
iShares Core U.S. Aggregate Bond ETF: 14,139 shares (about $1.40M)
Berkshire Hathaway: 750 shares (about $375.29K)
Intuit: 1,205 shares (about $314.53K)
Invesco California AMT-Free Municipal Bond ETF: 8,698 shares (about $213.18K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IOO iShares Global 100 ETF	$12,531,784	$42,619 â–²	0.3%	91,741	4.5%	ETF
AAPL Apple	$12,441,087	$9,549 â–¼	-0.1%	42,995	4.5%	Technology
GOOGL Alphabet	$10,892,068	$1,429 â–¼	0.0%	30,478	4.0%	Communication Services
GLD SPDR Gold Shares	$10,072,666	$47,153 â–¼	-0.5%	27,343	3.7%	ETF
IVV iShares Core S&P 500 ETF	$8,988,179	$291,318 â–²	3.3%	12,002	3.3%	ETF
FBND Fidelity Total Bond ETF	$8,563,891	$480,374 â–²	5.9%	188,259	3.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$8,191,703	$1,399,482 â–¼	-14.6%	82,761	3.0%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$7,776,642	$416,975 â–²	5.7%	76,018	2.8%	ETF
QQQ Invesco QQQ	$7,191,524	$307,072 â–²	4.5%	9,766	2.6%	ETF
AMZN Amazon.com	$6,240,176	$2,383 â–¼	0.0%	26,182	2.3%	Consumer Discretionary
IEFA iShares Core MSCI EAFE ETF	$5,998,520	$215,664 â–²	3.7%	62,109	2.2%	ETF
NVDA NVIDIA	$5,606,455	$195,686 â–²	3.6%	28,020	2.0%	Technology
KLAC KLA	$5,077,487	$4,560,053 â–²	881.3%	16,829	1.8%	Technology
VEA Vanguard FTSE Developed Markets ETF	$5,045,221	$648,875 â–²	14.8%	70,810	1.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,031,340	$5,932 â–²	0.1%	33,924	1.8%	ETF
CAPITAL GROUP INTERNATIONAL EQUITY ETF	$4,999,522	$274,637 â–²	5.8%	135,930	1.8%	ETF
MSFT Microsoft	$4,919,475	$35,438 â–¼	-0.7%	13,188	1.8%	Technology
IJH iShares Core S&P Mid-Cap ETF	$4,653,795	$38,863 â–²	0.8%	60,353	1.7%	ETF
IWR iShares Russell Mid-Cap ETF	$4,450,086	$152,462 â–²	3.5%	40,338	1.6%	ETF
VFLO VictoryShares Free Cash Flow ETF	$4,110,103	$326,519 â–²	8.6%	89,838	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$4,040,796	$41,073 â–²	1.0%	5,411	1.5%	ETF
CGGO Capital Group Global Growth Equity ETF	$3,462,828	$414,535 â–²	13.6%	81,806	1.3%	ETF
AVGO Broadcom	$3,296,488	$190,756 â–²	6.1%	8,727	1.2%	Technology
MU Micron Technology	$3,254,005	$615,248 â–²	23.3%	2,819	1.2%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$2,928,006	$17,131 â–²	0.6%	49,054	1.1%	ETF
JPM JPMorgan Chase & Co.	$2,807,517	$6,547 â–²	0.2%	8,577	1.0%	Finance
MFS ACTIVE INTERNATIONAL ETF	$2,788,689	$295,307 â–²	11.8%	85,859	1.0%	ETF
META Meta Platforms	$2,757,225	$16,335 â–¼	-0.6%	4,895	1.0%	Communication Services
EQIX Equinix	$2,637,383	$1,042 â–²	0.0%	2,530	1.0%	Real Estate
RSP Invesco S&P 500 Equal Weight ETF	$2,443,432	$14,681 â–¼	-0.6%	11,484	0.9%	ETF
ILCG iShares Morningstar Growth ETF	$2,367,857	$15,329 â–¼	-0.6%	20,235	0.9%	ETF
MRVL Marvell Technology	$2,281,829	$76,260 â–²	3.5%	7,660	0.8%	Technology
COST Costco Wholesale	$2,271,558	$40,229 â–¼	-1.7%	2,428	0.8%	Consumer Staples
IYY iShares Dow Jones U.S. ETF	$2,217,667	$9,114 â–¼	-0.4%	12,166	0.8%	ETF
JEPI JPMorgan Equity Premium Income ETF	$2,025,888	$44,732 â–²	2.3%	35,869	0.7%	ETF
PLD Prologis	$2,002,950	$677 â–²	0.0%	14,785	0.7%	Real Estate
IHDG WisdomTree International Hedged Quality Dividend Growth Fund	$1,940,776	$14,300 â–¼	-0.7%	37,052	0.7%	ETF
MA Mastercard	$1,823,688	$21,570 â–¼	-1.2%	3,551	0.7%	Finance
ICF iShares Select U.S. REIT ETF	$1,815,029	$297,297 â–²	19.6%	26,838	0.7%	ETF
GS The Goldman Sachs Group	$1,760,762	$13,148 â–²	0.8%	1,741	0.6%	Finance
V Visa	$1,604,213	$23,329 â–²	1.5%	4,676	0.6%	Finance
TSM Taiwan Semiconductor Manufacturing	$1,562,413	$163,308 â–²	11.7%	3,272	0.6%	Technology
WALMART INC COM	$1,479,457	$51,988 â–¼	-3.4%	13,062	0.5%	Stock
ABNB Airbnb	$1,436,581	$2,003 â–¼	-0.1%	10,039	0.5%	Consumer Discretionary
CSCO Cisco Systems	$1,431,601	$91,031 â–²	6.8%	12,188	0.5%	Technology
ABBV AbbVie	$1,425,359	$18,874 â–²	1.3%	5,664	0.5%	Healthcare
MAR Marriott International	$1,397,669	$12,231 â–²	0.9%	3,771	0.5%	Consumer Discretionary
ICVT iShares Convertible Bond ETF	$1,377,529	$49,793 â–²	3.8%	11,315	0.5%	ETF
BRK.B Berkshire Hathaway	$1,297,511	$375,292 â–¼	-22.4%	2,593	0.5%	Finance
CGXU Capital Group International Focus Equity ETF	$1,263,266		0.0%	36,490	0.5%	ETF
ESGE iShares ESG Aware MSCI EM ETF	$1,245,949	$84,004 â–¼	-6.3%	22,782	0.5%	ETF
RTX RTX	$1,222,615	$55,780 â–²	4.8%	6,444	0.4%	Industrials
PGR Progressive	$1,158,407	$16,383 â–¼	-1.4%	5,303	0.4%	Finance
NOC Northrop Grumman	$1,155,484	$42,777 â–²	3.8%	2,269	0.4%	Industrials
PCAR PACCAR	$1,143,519	$480 â–²	0.0%	9,520	0.4%	Industrials
GOOG Alphabet	$1,139,571	$116,607 â–¼	-9.3%	3,225	0.4%	Communication Services
AMGN Amgen	$1,129,337	$8,328 â–¼	-0.7%	3,119	0.4%	Healthcare
ARK INNOVATION ETF	$1,105,115	$61,341 â–¼	-5.3%	13,674	0.4%	ETF
DE Deere & Company	$1,098,430	$634 â–²	0.1%	1,732	0.4%	Industrials
CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF	$1,091,173		0.0%	41,356	0.4%	ETF
CVX Chevron	$1,077,561	$42,267 â–²	4.1%	6,501	0.4%	Energy
ILCB iShares Morningstar U.S. Equity ETF	$1,075,258	$311 â–²	0.0%	10,374	0.4%	ETF
FAST Fastenal	$1,059,381	$53,072 â–²	5.3%	22,057	0.4%	Industrials
TMUS T-Mobile US	$1,035,226	$7,212 â–¼	-0.7%	6,172	0.4%	Communication Services
HD Home Depot	$1,004,518	$32,449 â–²	3.3%	2,848	0.4%	Consumer Discretionary
IDEV iShares Core MSCI International Developed Markets ETF	$974,214		0.0%	10,945	0.4%	ETF
ASML ASML	$951,822	$183,196 â–²	23.8%	478	0.3%	Technology
IEMG iShares Core MSCI Emerging Markets ETF	$890,944		0.0%	10,755	0.3%	ETF
CMF iShares California Muni Bond ETF	$877,970		0.0%	15,232	0.3%	ETF
C Citigroup	$857,580	$54,167 â–²	6.7%	6,127	0.3%	Finance
VBR Vanguard Small-Cap Value ETF	$845,845	$729 â–²	0.1%	3,481	0.3%	ETF
NOW ServiceNow	$845,736	$167,876 â–¼	-16.6%	8,519	0.3%	Technology
AGGH Simplify Aggregate Bond ETF	$822,106	$14,442 â–²	1.8%	40,759	0.3%	ETF
GE GE Aerospace	$812,913	$51,204 â–²	6.7%	2,175	0.3%	Industrials
JNJ Johnson & Johnson	$803,411	$508 â–²	0.1%	3,163	0.3%	Healthcare
PANW Palo Alto Networks	$782,654	$52,177 â–²	7.1%	2,295	0.3%	Technology
GD General Dynamics	$777,062	$59,856 â–²	8.3%	2,194	0.3%	Industrials
QCOM Qualcomm	$774,476	$30,122 â–²	4.0%	4,191	0.3%	Technology
IAU iShares Gold Trust	$773,197		0.0%	10,240	0.3%	ETF
FLIN Franklin FTSE India ETF	$760,165	$116,349 â–¼	-13.3%	21,371	0.3%	ETF
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.3%	Finance
BLACKROCK INC COM	$742,165	$2,884 â–¼	-0.4%	772	0.3%	Stock
CRWD CrowdStrike	$715,825	$34,341 â–²	5.0%	938	0.3%	Technology
EMQQ Emerging Markets Internet ETF	$675,929	$192,525 â–¼	-22.2%	21,662	0.2%	ETF
MUB iShares National Muni Bond ETF	$669,342	$215 â–²	0.0%	6,219	0.2%	ETF
SHW Sherwin-Williams	$627,665	$8,263 â–¼	-1.3%	1,823	0.2%	Materials
CMI Cummins	$611,221		0.0%	857	0.2%	Industrials
ORCL Oracle	$571,692	$6,155 â–¼	-1.1%	3,901	0.2%	Technology
SCHW Charles Schwab	$561,095	$12,549 â–²	2.3%	6,081	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$529,799	$2,130 â–²	0.4%	2,239	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$517,018		0.0%	1,397	0.2%	ETF
DIS Walt Disney	$486,042	$13,186 â–²	2.8%	5,050	0.2%	Communication Services
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$481,756	$273,673 â–²	131.5%	2,512	0.2%	ETF
EZU iShares MSCI Eurozone ETF	$466,961	$1,042 â–²	0.2%	6,719	0.2%	ETF
LLY Eli Lilly and Company	$456,970		0.0%	381	0.2%	Healthcare
VIGI Vanguard International Dividend Appreciation ETF	$450,932		0.0%	4,829	0.2%	ETF
TSLA Tesla	$448,780		0.0%	1,067	0.2%	Consumer Discretionary
LMT Lockheed Martin	$445,980	$42,814 â–²	10.6%	875	0.2%	Industrials
TMO Thermo Fisher Scientific	$436,183	$19,553 â–¼	-4.3%	870	0.2%	Healthcare
VHT Vanguard Health Care ETF	$433,249		0.0%	1,449	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2026)

About Greykasell Wealth Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2026)

About Greykasell Wealth Strategies, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreykasell Wealth Strategies, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools