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Portfolio (Quarterly) Guide ↗

Gray Private Wealth, LLC

· CIK 0001928877
13F Portfolio $231M AUM 58 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 16 Added 10 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES TR 83,372.0 $34.1M 14.76% -2K -2.2% $409.50 +2.9%
2 IVW ISHARES TR 31,014.0 $4.3M 1.84% -2K -4.6% $137.53 +2.2%
3 IVE ISHARES TR 16,285.0 $3.7M 1.60% -306.0 -1.8% $227.06 +4.3%
4 IYR ISHARES TR 16,898.0 $1.7M 0.75% -531.0 -3.0% $102.25 -0.1%
5 ORCL ORACLE CORP Technology 5,029.0 $737K 0.32% -150.0 -2.9% $146.56 +8.4%
6 PG PROCTER AND GAMBLE CO Consumer Defensive 3,343.0 $490K 0.21% -106.0 -3.1% $146.64 -0.1%
7 GOOG ALPHABET INC 1,186.0 $419K 0.18% -81.0 -6.4% $353.42
8 BAC BANK AMERICA CORP Financial Services 4,230.0 $241K 0.10% -59.0 -1.4% $56.98 +10.0%
9 V VISA INC Financial Services 687.0 $236K 0.10% -71.0 -9.4% $343.09 +9.3%
10 TMO THERMO FISHER SCIENTIFIC INC Healthcare 448.0 $225K 0.10% -70.0 -13.5% $501.36 +22.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 52.8%
Consumer Cyclical 13.1%
Healthcare 11.3%
Financial Services 8.8%
Communication Services 6.9%
Industrials 3.3%
Consumer Defensive 3.1%
Real Estate 0.6%