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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
Page 2 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 1,958.0 $700K 0.30% $357.45 -5.3%
22 MUB ISHARES TR 6,403.0 $689K 0.30% $107.62 -3.3%
23 IEFA ISHARES TR 6,477.0 $626K 0.27% +765.0 +13.4% $96.58 +4.7%
24 BERKSHIRE HATHAWAY INC DEL 1,188.0 $594K 0.26% $500.39
25 MCD MCDONALDS CORP Consumer Cyclical 2,194.0 $593K 0.26% $270.28 -5.4%
26 AVGO BROADCOM INC Technology 1,423.0 $538K 0.23% +351.0 +32.7% $377.75 -5.3%
27 PG PROCTER AND GAMBLE CO Consumer Defensive 3,343.0 $490K 0.21% -106.0 -3.1% $146.64 -0.1%
28 AGG ISHARES TR 4,886.0 $484K 0.21% +300.0 +6.5% $98.97 -2.0%
29 IWD ISHARES TR 1,970.0 $478K 0.21% $242.43 +6.3%
30 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 463.0 $447K 0.19% NEW $965.00 -12.0%
31 GOOG ALPHABET INC 1,186.0 $419K 0.18% -81.0 -6.4% $353.42
32 META META PLATFORMS INC Communication Services 726.0 $409K 0.18% $563.14 +9.5%
33 INTC INTEL CORP Technology 2,829.0 $395K 0.17% NEW $139.63 -31.4%
34 JPM JPMORGAN CHASE & CO. Financial Services 1,099.0 $360K 0.16% +393.0 +55.7% $327.42 +9.5%
35 XVV ISHARES TR 6,283.0 $357K 0.15% $56.79 +4.0%
36 SPY SPDR S&P 500 ETF TR Financial Services 477.0 $356K 0.15% $746.43 +3.2%
37 VYM VANGUARD WHITEHALL FDS 2,172.0 $343K 0.15% $158.00 +3.9%
38 HCA HCA HEALTHCARE INC. Healthcare 873.0 $340K 0.15% $389.89 +3.9%
39 EXXON MOBIL CORP 2,482.0 $339K 0.15% NEW $136.71
40 TJX TJX COS INC NEW Consumer Cyclical 2,146.0 $325K 0.14% NEW $151.50 -12.8%
Page 2 of 3  ·  58 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 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%