Institutions / Greykasell Wealth Strategies, Inc.
Greykasell Wealth Strategies, Inc.
CIK 2041220 · Institution · as of Dec 31, 2025
Portfolio value
$253.27M
Positions
492
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 492 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Global 100 ETF | $12.14M | 4.8% |
| Apple Inc. | $11.66M | 4.6% |
| SPDR Gold Shares | $11.00M | 4.3% |
| Alphabet Inc. | $9.78M | 3.9% |
| iShares Core U.S. Aggregate Bond ETF | $9.61M | 3.8% |
| Fidelity Total Bond ETF | $8.05M | 3.2% |
| iShares Core S&P 500 ETF | $7.98M | 3.2% |
| Microsoft Corp | $6.64M | 2.6% |
| Amazon.com Inc | $6.27M | 2.5% |
| Invesco Qqq Trust Series I | $5.75M | 2.3% |
| iShares Core MSCI Eafe ETF | $5.32M | 2.1% |
| NVIDIA Corp | $4.94M | 2.0% |
| iShares MSCI Emerging Markets Ex China ETF | $4.87M | 1.9% |
| iShares Core S&P Small Cap ETF | $4.09M | 1.6% |
| iShares Core S&P Mid-Cap ETF | $4.02M | 1.6% |
| Capital Group International Equity ETF | $3.64M | 1.4% |
| SPDR S&P 500 ETF Trust | $3.64M | 1.4% |
| iShares Russell Midcap ETF | $3.60M | 1.4% |
| Vanguard Ftse Developed Markets ETF | $3.56M | 1.4% |
| Meta Platforms Inc | $3.28M | 1.3% |
| Victoryshares Free Cash Flow ETF | $3.23M | 1.3% |
| Broadcom Inc. | $2.87M | 1.1% |
| JPMorgan Chase & Co | $2.76M | 1.1% |
| Vanguard Ftse Emerging Markets ETF | $2.59M | 1.0% |
| WisdomTree International Hedged Quality Dividend Growth Fund | $2.51M | 1.0% |
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.