Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Graetz Wealth LLC (CIK 2053877) reported $125.4M across 84 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($11.8M, 9.44%), QQQ ($8.8M, 7.03%), VCIT ($7.1M, 5.65%), BND ($5.7M, 4.54%), VEA ($5.3M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $11.8M | 9.44% | 17,237 | Added |
| 2 | QQQ | INVESCO QQQ TR | $8.8M | 7.03% | 11,974 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $7.1M | 5.65% | 85,765 | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $5.7M | 4.54% | 77,561 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $5.3M | 4.20% | 73,944 | Trimmed |
| 6 | BIV | VANGUARD BD INDEX FDS | $4.6M | 3.63% | 59,356 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $4.1M | 3.25% | 68,285 | Trimmed |
| 8 | JNK | SPDR SERIES TRUST | $4.1M | 3.24% | 42,157 | Added |
| 9 | CWB | SPDR SERIES TRUST | $3.6M | 2.86% | 33,213 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $3.2M | 2.59% | 13,699 | Added |
| 11 | XLI | SELECT SECTOR SPDR TR | $3.0M | 2.37% | 16,020 | Added |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $2.9M | 2.30% | 61,558 | Added |
| 13 | XLF | SELECT SECTOR SPDR TR | $2.9M | 2.28% | 53,212 | Added |
| 14 | XLB | SELECT SECTOR SPDR TR | $2.8M | 2.22% | 54,699 | New |
| 15 | IVV | ISHARES TR | $2.7M | 2.15% | 3,595 | Added |
| 16 | PFF | ISHARES TR | $2.7M | 2.14% | 87,802 | Added |
| 17 | XLRE | SELECT SECTOR SPDR TR | $2.6M | 2.06% | 58,519 | New |
| 18 | VBK | VANGUARD INDEX FDS | $2.4M | 1.92% | 6,572 | Added |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $2.4M | 1.89% | 42,930 | Added |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $2.1M | 1.71% | 44,233 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 1.70% | 10,020 | Trimmed |
| 22 | VGIT | VANGUARD SCOTTSDALE FDS | $1.8M | 1.46% | 30,993 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $1.8M | 1.46% | 4,948 | Added |
| 24 | IBIT | ISHARES BITCOIN TRUST ETF | $1.8M | 1.41% | 53,114 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $1.7M | 1.39% | 8,007 | Added |
Source: SEC Form 13F filings · as of 2026-06-30