Graybill Wealth Management, Ltd.
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| FORD MOTOR CO | $147.1K | 0.0% |
| Blue Owl Capital CorpOBDC | $176.3K | 0.1% |
| UNILEVER PLC | $214.4K | 0.1% |
| EXXON MOBIL CORP | $224.6K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $226.7K | 0.1% |
| EQUITY RESIDENTIAL | $248.2K | 0.1% |
| GRAYSCALE BITCOIN TRUST ETF | $263.8K | 0.1% |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $272.4K | 0.1% |
| NVIDIA Corp | $279.7K | 0.1% |
| KIMBERLY CLARK CORP | $294.4K | 0.1% |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $302.6K | 0.1% |
| LAM RESEARCH CORP | $316.0K | 0.1% |
| WEC ENERGY GROUP, INC. | $345.1K | 0.1% |
| Toyota Motor CorporationTM | $351.6K | 0.1% |
| Medtronic plc | $351.9K | 0.1% |
| ISHARES CORE S&P 500 ETF | $359.3K | 0.1% |
| KINDER MORGAN, INC. | $417.5K | 0.1% |
| REAVES UTILITY INCOME FUNDUTG | $445.5K | 0.1% |
| ISHARES U.S. REAL ESTATE ETF | $495.5K | 0.2% |
| BRISTOL MYERS SQUIBB CO | $498.4K | 0.2% |
| MCDONALD'S CORP | $561.6K | 0.2% |
| Accenture plc | $589.5K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $610.1K | 0.2% |
| CUMMINS INC | $635.9K | 0.2% |
| Chubb Ltd | $687.7K | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $695.0K | 0.2% |
| ELI LILLY & Co | $752.4K | 0.2% |
| PROCTER & GAMBLE Co | $857.3K | 0.3% |
| ILLINOIS TOOL WORKS INC | $942.0K | 0.3% |
| Duke Energy Corp | $972.8K | 0.3% |
| MARSH & MCLENNAN COMPANIES, INC. | $1.05M | 0.3% |
| HOME DEPOT, INC. | $1.07M | 0.3% |
| ISHARES CORE MSCI EAFE ETF | $1.11M | 0.3% |
| Merck & Co., Inc. | $1.21M | 0.4% |
| ISHARES NATIONAL MUNI BOND ETF | $1.29M | 0.4% |
| Walmart Inc. | $1.54M | 0.5% |
| NexPoint Residential Trust, Inc. | $1.92M | 0.6% |
| STATE STREET SPDR S&P 500 ETF | $2.61M | 0.8% |
| COSTCO WHOLESALE CORP /NEW | $3.11M | 0.9% |
| FISERV INC | $3.48M | 1.1% |
| Waters Corp | $3.71M | 1.1% |
| QXO, Inc. | $4.00M | 1.2% |
| PEPSICO INC | $4.32M | 1.3% |
| ServiceNow Inc | $4.35M | 1.3% |
| Becton Dickinson & Co | $4.42M | 1.3% |
| BANK OF AMERICA CORP /DE | $4.60M | 1.4% |
| Walt Disney Co | $4.62M | 1.4% |
| Otis Worldwide Corp | $4.68M | 1.4% |
| STARBUCKS CORP | $4.71M | 1.4% |
| Woodward Inc | $4.79M | 1.5% |