Graybill Wealth Management, Ltd.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $15.24M | 4.6% |
| Apple Inc. | $14.02M | 4.3% |
| SPDR GOLD SHARES | $13.91M | 4.2% |
| ISHARES CORE EMERGING MARKETS ETF | $10.12M | 3.1% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $9.35M | 2.8% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | $9.25M | 2.8% |
| FLEX LTD. | $8.99M | 2.7% |
| Amazon.com Inc | $8.72M | 2.7% |
| MICROSOFT CORP | $8.61M | 2.6% |
| RTX Corp | $8.58M | 2.6% |
| BROOKFIELD CORPORATION | $8.37M | 2.5% |
| Broadcom Inc. | $8.02M | 2.4% |
| Warren E. Buffett | $8.01M | 2.4% |
| VANGUARD FTSE EUROPE ETF | $7.48M | 2.3% |
| JOHNSON & JOHNSON | $7.20M | 2.2% |
| THERMO FISHER SCIENTIFIC INC. | $7.16M | 2.2% |
| SYNOPSYS INC | $6.70M | 2.0% |
| ASML HLDG NV N Y REGISTRY SHS | $6.68M | 2.0% |
| BlackRock, Inc. | $6.50M | 2.0% |
| GENERAL ELECTRIC CO | $6.22M | 1.9% |
| AUTOMATIC DATA PROCESSING INC | $6.10M | 1.9% |
| United Rentals Inc | $5.98M | 1.8% |
| CANADIAN NAT RES LTD MED TERM COM | $5.98M | 1.8% |
| ISHARES CORE S&P SMALL CAP ETF | $5.94M | 1.8% |
| ABBOTT LABORATORIES | $5.93M | 1.8% |
| Williams Cos Inc/The | $5.77M | 1.8% |
| GE Vernova Inc. | $5.76M | 1.8% |
| Visa Inc | $5.62M | 1.7% |
| Uber Technologies, Inc | $5.39M | 1.6% |
| The Boeing Company | $5.36M | 1.6% |
| JPMORGAN CHASE & CO | $5.33M | 1.6% |
| Prologis Inc | $5.10M | 1.6% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.91M | 1.5% |
| Woodward Inc | $4.79M | 1.5% |
| STARBUCKS CORP | $4.71M | 1.4% |
| Otis Worldwide Corp | $4.68M | 1.4% |
| Walt Disney Co | $4.62M | 1.4% |
| BANK OF AMERICA CORP /DE | $4.60M | 1.4% |
| Becton Dickinson & Co | $4.42M | 1.3% |
| ServiceNow Inc | $4.35M | 1.3% |
| PEPSICO INC | $4.32M | 1.3% |
| QXO, Inc. | $4.00M | 1.2% |
| Waters Corp | $3.71M | 1.1% |
| FISERV INC | $3.48M | 1.1% |
| COSTCO WHOLESALE CORP /NEW | $3.11M | 0.9% |
| STATE STREET SPDR S&P 500 ETF | $2.61M | 0.8% |
| NexPoint Residential Trust, Inc. | $1.92M | 0.6% |
| Walmart Inc. | $1.54M | 0.5% |
| ISHARES NATIONAL MUNI BOND ETF | $1.29M | 0.4% |
| Merck & Co., Inc. | $1.21M | 0.4% |