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Portfolio (Quarterly) Guide ↗

Graetz Wealth LLC

· CIK 0002053877
13F Portfolio $125M AUM 84 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 40 Added 27 Reduced 5 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 17,237.0 $11.8M 9.44% +2K +16.0% $686.81 +3.1%
2 QQQ INVESCO QQQ TR Financial Services 11,974.0 $8.8M 7.03% +2K +23.3% $736.43 -2.5%
3 VCIT VANGUARD SCOTTSDALE FDS 85,765.0 $7.1M 5.65% +3K +4.1% $82.65 -1.5%
4 BND VANGUARD BD INDEX FDS 77,561.0 $5.7M 4.54% +9K +13.2% $73.41 -1.2%
5 JNK SPDR SERIES TRUST 42,157.0 $4.1M 3.24% +12K +40.6% $96.37 -0.2%
6 VIG VANGUARD SPECIALIZED FUNDS 13,699.0 $3.2M 2.58% +393.0 +3.0% $236.63 +2.8%
7 XLI SELECT SECTOR SPDR TR 16,020.0 $3.0M 2.37% +944.0 +6.3% $185.23 -3.4%
8 VMBS VANGUARD SCOTTSDALE FDS 61,558.0 $2.9M 2.30% +10K +18.8% $46.81 -1.0%
9 XLF SELECT SECTOR SPDR TR 53,212.0 $2.9M 2.27% +2K +3.7% $53.61 +8.1%
10 PFF ISHARES TR 87,802.0 $2.7M 2.13% +7K +8.9% $30.49 +0.4%
11 VBK VANGUARD INDEX FDS 6,572.0 $2.4M 1.92% +3K +69.3% $365.71 -2.1%
12 VGLT VANGUARD SCOTTSDALE FDS 42,930.0 $2.4M 1.89% +7K +18.0% $55.18 -3.4%
13 VTI VANGUARD INDEX FDS 4,948.0 $1.8M 1.46% +72.0 +1.5% $370.04 +2.8%
14 IBIT ISHARES BITCOIN TRUST ETF Financial Services 53,114.0 $1.8M 1.41% +3K +6.0% $33.29 +36.4%
15 VTV VANGUARD INDEX FDS 8,007.0 $1.7M 1.39% +695.0 +9.5% $217.93 +3.6%
16 VNQ VANGUARD INDEX FDS 18,004.0 $1.7M 1.39% +1K +6.7% $96.43 +1.4%
17 VBR VANGUARD INDEX FDS 7,132.0 $1.7M 1.38% +2K +28.5% $243.00 +2.3%
18 VB VANGUARD INDEX FDS 5,639.0 $1.7M 1.36% +95.0 +1.7% $303.10 +0.4%
19 VO VANGUARD INDEX FDS 20,455.0 $1.6M 1.31% +15K +310.7% $80.57 +3.1%
20 VUG VANGUARD INDEX FDS 18,971.0 $1.6M 1.30% +16K +453.1% $86.14 +2.9%
Page 1 of 2  ·  40 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
Financial Services 59.9%
Technology 21.3%
Healthcare 9.8%
Consumer Cyclical 3.4%
Communication Services 2.5%
Consumer Defensive 1.6%
Industrials 1.5%