Institutions / Grey Ledge Advisors, LLC
Grey Ledge Advisors, LLC
CIK 1660694 · Institution · as of Dec 31, 2025
Portfolio value
$442.24M
Positions
233
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 233 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S&P 500 | $23.62M | 5.3% |
| WisdomTree Floating Rate Treasury ETF | $13.69M | 3.1% |
| Harbor International Compounders ETF | $12.63M | 2.9% |
| WisdomTree Yield Enhanced US Aggt Bd ETF | $11.38M | 2.6% |
| Schwab Fundamental U.S. Small Company | $10.45M | 2.4% |
| PIMCO Multisector Bond Active ETF | $10.21M | 2.3% |
| Apple Inc. | $9.80M | 2.2% |
| iShares Floating Rate Bond ETF | $9.48M | 2.1% |
| Schwab U.S. Large-Cap Growth ETF | $7.67M | 1.7% |
| Microsoft Corp | $7.61M | 1.7% |
| iShares MSCI Emerging Mkts ex China ETF | $7.44M | 1.7% |
| SPDR S&P 500 ETF Trust | $6.98M | 1.6% |
| Alphabet Inc. | $6.95M | 1.6% |
| WisdomTree US MidCap Dividend ETF | $6.95M | 1.6% |
| Advanced Micro Devices Inc | $6.25M | 1.4% |
| Vanguard Value ETF | $6.08M | 1.4% |
| JPMorgan Limited Duration Bond ETF | $6.05M | 1.4% |
| iShares Core S&P Mid-Cap | $5.79M | 1.3% |
| Invesco Qqq Trust Series I | $5.75M | 1.3% |
| Alphabet Inc. | $5.73M | 1.3% |
| Johnson & Johnson | $5.72M | 1.3% |
| Vanguard Ftse Developed Markets ETF | $5.49M | 1.2% |
| WisdomTree Japan Hedged Equity ETF | $5.18M | 1.2% |
| NVIDIA Corp | $5.15M | 1.2% |
| iShares 1-5 Year invmt Grd Corp Bd | $5.08M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.