Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2026) About Greykasell Wealth Strategies, Inc.Investment ActivityGreykasell Wealth Strategies, Inc. has $248.04 million in total holdings as of March 31, 2026.Greykasell Wealth Strategies, Inc. owns shares of 567 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Greykasell Wealth Strategies, Inc. has purchased 492 new stocks and bought additional shares in 146 stocks.Greykasell Wealth Strategies, Inc. sold shares of 58 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR Gold Shares $11,820,436iShares Global 100 ETF $11,060,179Apple $10,920,185iShares Core U.S. Aggregate Bond ETF $9,619,216Alphabet $8,765,331 Largest New Holdings this Quarter 33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $177,470 HoldingG0593M107 - AstraZeneca $136,082 Holding46090F100 - Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $121,825 Holding149123101 - Caterpillar $45,341 Holding58933Y105 - Merck & Co., Inc. $30,193 Holding Largest Purchases this Quarter Airbnb 10,039 shares (about $1.27M)CAPITAL GROUP INTERNATIONAL EQUITY ETF 23,787 shares (about $804.47K)Berkshire Hathaway 878 shares (about $420.74K)iShares MSCI Emerging Markets ex China ETF 4,926 shares (about $387.48K)Vanguard FTSE Developed Markets ETF 4,735 shares (about $303.42K) Largest Sales this Quarter Berkshire Hathaway 1 shares (about $718.14K)WisdomTree International Hedged Quality Dividend Growth Fund 14,316 shares (about $689.31K)iShares Global 100 ETF 4,447 shares (about $537.95K)Workday 1,859 shares (about $241.52K)Alphabet 777 shares (about $223.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreykasell Wealth Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLDSPDR Gold Shares$11,820,436$118,759 ▼-1.0%27,4714.8%FinanceIOOiShares Global 100 ETF$11,060,179$537,954 ▼-4.6%91,4294.5%ETFAAPLApple$10,920,185$33,501 ▲0.3%43,0284.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$9,619,216$69,191 ▲0.7%96,9003.9%FinanceGOOGLAlphabet$8,765,331$223,432 ▼-2.5%30,4823.5%Computer and TechnologyFBNDFidelity Total Bond ETF$8,106,640$131,568 ▲1.6%177,6993.3%ETFIVViShares Core S&P 500 ETF$7,585,792$23,516 ▼-0.3%11,6133.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,658,941$387,478 ▲7.4%71,9422.3%ManufacturingAMZNAmazon.com$5,454,971$200,563 ▼-3.5%26,1922.2%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$5,420,561$39,471 ▲0.7%59,8762.2%ETFQQQInvesco QQQ$5,395,862$8,080 ▼-0.1%9,3492.2%FinanceMSFTMicrosoft$4,916,916$168,426 ▼-3.3%13,2832.0%Computer and TechnologyNVDANVIDIA$4,716,057$93,826 ▲2.0%27,0421.9%Computer and TechnologyCAPITAL GROUP INTERNATIONAL EQUITY ETF$4,344,603$804,473 ▲22.7%128,4631.8%ETFIJRiShares Core S&P Small-Cap ETF$4,212,089$15,290 ▼-0.4%33,8841.7%ETFIJHiShares Core S&P Mid-Cap ETF$4,041,573$74,823 ▼-1.8%59,8491.6%ETFVEAVanguard FTSE Developed Markets ETF$3,953,897$303,416 ▲8.3%61,7031.6%ETFIWRiShares Russell Mid-Cap ETF$3,787,681$152,165 ▲4.2%38,9561.5%ETFSPYSPDR S&P 500 ETF Trust$3,483,159$7,154 ▲0.2%5,3561.4%FinanceVFLOVictoryShares Free Cash Flow ETF$3,265,047$29,018 ▲0.9%82,7011.3%ETFMETAMeta Platforms$2,817,316$25,747 ▼-0.9%4,9241.1%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,635,854$29,241 ▲1.1%48,7671.1%ETFAVGOBroadcom$2,544,641$18,260 ▼-0.7%8,2221.0%Computer and TechnologyKLACKLA$2,524,7470.0%1,7151.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,517,127$4,118 ▼-0.2%8,5571.0%FinanceEQIXEquinix$2,479,182$100,971 ▼-3.9%2,5291.0%FinanceCOSTCostco Wholesale$2,462,545$5,979 ▲0.2%2,4711.0%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$2,403,066$90,499 ▲3.9%72,0131.0%ETFMFS ACTIVE INTERNATIONAL ETF$2,281,503$25,529 ▲1.1%76,7670.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$2,271,548$179,252 ▼-7.3%46,8750.9%ManufacturingRSPInvesco S&P 500 Equal Weight ETF$2,217,226$384 ▲0.0%11,5530.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,988,183$117,442 ▼-5.6%35,0770.8%ETFPLDPrologis$1,953,638$3,701 ▲0.2%14,7800.8%FinanceILCGiShares Morningstar Growth ETF$1,944,569$13,081 ▼-0.7%20,3660.8%ETFIYYiShares Dow Jones U.S. ETF$1,935,561$11,883 ▼-0.6%12,2160.8%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,797,197$689,315 ▼-27.7%37,3250.7%FinanceMAMastercard$1,795,114$104,919 ▼-5.5%3,5930.7%Business ServicesWALMART INC COM$1,680,432$45,736 ▼-2.6%13,5210.7%StockBRK.BBerkshire Hathaway$1,601,966$420,738 ▲35.6%3,3430.6%FinanceNOCNorthrop Grumman$1,490,9220.0%2,1850.6%AerospaceGSThe Goldman Sachs Group$1,461,696$846 ▲0.1%1,7280.6%FinanceVVisa$1,392,704$3,929 ▼-0.3%4,6080.6%Business ServicesICFiShares Select U.S. REIT ETF$1,388,955$45,180 ▼-3.2%22,4420.6%ETFTMUST-Mobile US$1,305,351$27,094 ▼-2.0%6,2150.5%Computer and TechnologyCVXChevron$1,292,293$17,793 ▲1.4%6,2460.5%EnergyABNBAirbnb$1,269,493$1,267,725 ▲71,707.1%10,0530.5%Consumer DiscretionaryMARMarriott International$1,222,461$40,225 ▼-3.2%3,7380.5%Consumer DiscretionaryABBVAbbVie$1,215,588$42,194 ▲3.6%5,5890.5%MedicalRTXRTX$1,186,277$2,893 ▼-0.2%6,1500.5%AerospaceICVTiShares Convertible Bond ETF$1,110,083$204 ▲0.0%10,9060.4%ETFESGEiShares ESG Aware MSCI EM ETF$1,105,745$6,229 ▼-0.6%24,3180.4%ManufacturingAMGNAmgen$1,105,554$1,407 ▼-0.1%3,1420.4%MedicalPCARPACCAR$1,099,079$38,807 ▼-3.4%9,5160.4%Auto/Tires/TrucksCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF$1,086,831$75,423 ▲7.5%41,3560.4%ETFCGXUCapital Group International Focus Equity ETF$1,076,0750.0%36,4900.4%ETFNOWServiceNow$1,067,456$99,323 ▼-8.5%10,2100.4%Computer and TechnologyPGRProgressive$1,066,069$4,163 ▼-0.4%5,3780.4%FinanceGOOGAlphabet$1,019,893$33,853 ▲3.4%3,5550.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$990,2320.0%2,9300.4%Computer and TechnologyARK INNOVATION ETF$975,512$144,708 ▼-12.9%14,4330.4%ETFDEDeere & Company$975,263$10,141 ▲1.1%1,7310.4%IndustrialsFASTFastenal$972,153$21,761 ▼-2.2%20,9520.4%Retail/WholesaleILCBiShares Morningstar U.S. Equity ETF$931,983$20,579 ▼-2.2%10,3710.4%ETFEMQQEmerging Markets Internet ETF$920,697$116,774 ▼-11.3%27,8320.4%ETFIDEViShares Core MSCI International Developed Markets ETF$914,6740.0%10,9450.4%ETFHDHome Depot$906,280$87,800 ▼-8.8%2,7560.4%Retail/WholesaleIAUiShares Gold Trust$902,7290.0%10,2400.4%FinanceCSCOCisco Systems$885,508$11,250 ▲1.3%11,4130.4%Computer and TechnologyCMFiShares California Muni Bond ETF$866,0890.0%15,2320.3%ETFFLINFranklin FTSE India ETF$818,592$81,853 ▼-9.1%24,6420.3%ETFAGGHSimplify Aggregate Bond ETF$814,871$14,469 ▲1.8%40,0430.3%ETFINTUIntuit$803,305$86,902 ▼-9.8%1,8580.3%Computer and TechnologyJNJJohnson & Johnson$772,767$30,559 ▲4.1%3,1610.3%MedicalMUMicron Technology$772,315$14,190 ▲1.9%2,2860.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$755,596$869 ▲0.1%3,4780.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$750,1610.0%10,7550.3%ETFBLACKROCK INC COM$745,000$10,574 ▼-1.4%7750.3%StockMRVLMarvell Technology$733,3660.0%7,4040.3%Computer and TechnologyBRK.ABerkshire Hathaway$718,140$718,140 ▼-50.0%10.3%FinanceGDGeneral Dynamics$694,874$343 ▲0.0%2,0250.3%AerospaceMUBiShares National Muni Bond ETF$659,9350.0%6,2170.3%ETFCCitigroup$650,998$227 ▲0.0%5,7400.3%Financial ServicesSHWSherwin-Williams$591,968$8,333 ▲1.4%1,8470.2%Basic MaterialsORCLOracle$580,0830.0%3,9430.2%Computer and TechnologyGEGE Aerospace$578,221$67,242 ▲13.2%2,0380.2%AerospaceSCHWCharles Schwab$558,712$42,949 ▲8.3%5,9450.2%FinanceCRMSalesforce$554,558$177,138 ▼-24.2%2,9710.2%Computer and TechnologyQCOMQualcomm$518,704$6,696 ▲1.3%4,0280.2%Computer and TechnologyASMLASML$510,1980.0%3860.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$479,512$36,555 ▲8.3%2,2300.2%ETFLMTLockheed Martin$478,072$13,297 ▲2.9%7910.2%AerospaceDISWalt Disney$473,474$154,869 ▼-24.6%4,9130.2%Consumer DiscretionaryCMICummins$461,0830.0%8570.2%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$448,234$33,048 ▼-6.9%1,3970.2%ETFTMOThermo Fisher Scientific$446,8120.0%9090.2%MedicalDBCInvesco DB Commodity Index Tracking Fund$443,807$25,795 ▲6.2%15,3300.2%FinanceVIGIVanguard International Dividend Appreciation ETF$427,1730.0%4,8290.2%ETFEZUiShares MSCI Eurozone ETF$419,929$25,682 ▲6.5%6,7040.2%ETFHONHoneywell International$413,971$28,261 ▼-6.4%1,8310.2%Multi-Sector ConglomeratesFDXFedEx$409,619$8,905 ▲2.2%1,1500.2%TransportationShowing 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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