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.
Gray Private Wealth, LLC (CIK 1928877) reported $231.4M across 58 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($104.4M, 45.11%), IWB ($34.1M, 14.75%), EFA ($14.4M, 6.22%), IWM ($13.3M, 5.75%), VNQ ($9.5M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $104.4M | 45.11% | 139,376 | Added |
| 2 | IWB | ISHARES TR | $34.1M | 14.75% | 83,372 | Trimmed |
| 3 | EFA | ISHARES TR | $14.4M | 6.22% | 138,509 | Added |
| 4 | IWM | ISHARES TR | $13.3M | 5.75% | 44,256 | Added |
| 5 | VNQ | VANGUARD INDEX FDS | $9.5M | 4.11% | 98,520 | Added |
| 6 | DGRW | WISDOMTREE TR | $8.5M | 3.67% | 88,769 | Added |
| 7 | HDV | ISHARES TR | $7.6M | 3.30% | 278,649 | Added |
| 8 | IVW | ISHARES TR | $4.3M | 1.84% | 31,014 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $4.2M | 1.83% | 59,292 | Added |
| 10 | IVE | ISHARES TR | $3.7M | 1.60% | 16,285 | Trimmed |
| 11 | AAPL | APPLE INC | $3.3M | 1.45% | 11,560 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $2.0M | 0.86% | 6,535 | Added |
| 13 | IYR | ISHARES TR | $1.7M | 0.75% | 16,898 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $1.6M | 0.70% | 4,323 | Added |
| 15 | AMZN | AMAZON | $898,780 | 0.39% | 3,771 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $870,764 | 0.38% | 4,352 | Added |
| 17 | XLK | SELECT SECTOR SPDR TR | $852,078 | 0.37% | 4,472 | Hold |
| 18 | IWF | ISHARES TR | $856,276 | 0.37% | 6,896 | Added |
| 19 | MRK | MERCK & CO INC | $796,572 | 0.34% | 6,199 | Trimmed |
| 20 | ORCL | ORACLE CORP | $737,055 | 0.32% | 5,029 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $699,880 | 0.30% | 1,958 | Hold |
| 22 | MUB | ISHARES TR | $689,091 | 0.30% | 6,403 | Hold |
| 23 | IEFA | ISHARES TR | $625,579 | 0.27% | 6,477 | Added |
| 24 | MCD | MCDONALDS CORP | $592,998 | 0.26% | 2,194 | Trimmed |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $594,463 | 0.26% | 1,188 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30