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Portfolio (Quarterly) Guide ↗

Gray Private Wealth, LLC

· CIK 0001928877
13F Portfolio $199M AUM 50 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 12 Added 17 Reduced 2 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUB ISHARES TR 6,403.0 $680K 0.34% -929.0 -12.7% $106.15 +0.6%
22 XLK SELECT SECTOR SPDR TR 4,472.0 $594K 0.30% $132.91 +37.7%
23 BERKSHIRE HATHAWAY INC DEL 1,188.0 $569K 0.29% +50.0 +4.4% $479.20
24 GOOGL ALPHABET INC Communication Services 1,958.0 $563K 0.28% -29.0 -1.5% $287.61 +36.2%
25 IEFA ISHARES TR 5,712.0 $517K 0.26% +439.0 +8.3% $90.54 +8.3%
26 PG PROCTER AND GAMBLE CO Consumer Defensive 3,449.0 $498K 0.25% -191.0 -5.2% $144.46 +2.7%
27 AGG ISHARES TR 4,586.0 $455K 0.23% -52.0 -1.1% $99.27 -0.4%
28 VTI VANGUARD INDEX FDS 1,354.0 $434K 0.22% NEW $320.81 +15.1%
29 IWD ISHARES TR 1,970.0 $421K 0.21% $213.67 +11.5%
30 META META PLATFORMS INC Communication Services 726.0 $415K 0.21% -99.0 -12.0% $571.74 +7.6%
31 HCA HCA HEALTHCARE INC. Healthcare 873.0 $413K 0.21% -63.0 -6.7% $473.24 -16.0%
32 GOOG ALPHABET INC Communication Services 1,267.0 $364K 0.18% $286.92 +35.1%
33 AVGO BROADCOM INC Technology 1,072.0 $332K 0.17% -29.0 -2.6% $309.51 +34.7%
34 VYM VANGUARD WHITEHALL FDS 2,172.0 $322K 0.16% $148.07 +7.2%
35 SPY SPDR S&P 500 ETF TR Financial Services 478.0 $311K 0.16% $650.04 +15.4%
36 XVV ISHARES TR 6,283.0 $309K 0.16% $49.22 +16.6%
37 XOM EXXON MOBIL CORP Energy 1,743.0 $296K 0.15% $169.63 -13.2%
38 XLI SELECT SECTOR SPDR TR 1,753.0 $284K 0.14% $161.73 +7.8%
39 DVY ISHARES TR 1,729.0 $262K 0.13% $151.45 +3.0%
40 TMO THERMO FISHER SCIENTIFIC INC Healthcare 518.0 $255K 0.13% +8.0 +1.6% $491.53 -7.8%
Page 2 of 3  ·  50 positions

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 49.7%
Consumer Cyclical 13.4%
Healthcare 11.1%
Communication Services 10.5%
Financial Services 9.2%
Consumer Defensive 3.9%
Energy 2.3%