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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLF SELECT SECTOR SPDR TR 4,988.0 $246K 0.12% $49.37 +5.2%
42 VOO VANGUARD INDEX FDS 404.0 $242K 0.12% +44.0 +12.2% $598.00 +15.3%
43 HD HOME DEPOT Consumer Cyclical 732.0 $241K 0.12% -59.0 -7.5% $328.98 -2.8%
44 V VISA INC Financial Services 758.0 $229K 0.12% $302.24 +9.6%
45 NBBK NB BANCORP INC Financial Services 10,588.0 $223K 0.11% $21.07 -4.3%
46 XLV SELECT SECTOR SPDR TR 1,516.0 $222K 0.11% $146.61 +2.4%
47 XLE SELECT SECTOR SPDR TR S 3,416.0 $209K 0.10% NEW $61.26 -7.4%
48 BAC BANK AMERICA CORP Financial Services 4,289.0 $209K 0.10% NEW $48.75 +7.0%
49 JPM JPMORGAN CHASE & CO. Financial Services 706.0 $208K 0.10% -15.0 -2.1% $294.25 +2.1%
50 VO VANGUARD INDEX FDS 703.0 $202K 0.10% $287.18 -72.6%
Page 3 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%