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Portfolio (Quarterly) Guide ↗

Graetz Wealth LLC

· CIK 0002053877
13F Portfolio $112M AUM 80 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 38 Added 20 Reduced 7 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LQD ISHARES TR 3,967.0 $432K 0.39% +62.0 +1.6% $108.98 -0.7%
22 HYG ISHARES TR 5,233.0 $416K 0.37% +114.0 +2.2% $79.56 +0.4%
23 IJR ISHARES TR 2,953.0 $367K 0.33% +256.0 +9.5% $124.32 +9.6%
24 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 17,643.0 $349K 0.31% +7K +70.2% $19.78 -0.9%
25 HIMS HIMS & HERS HEALTH INC Healthcare 15,891.0 $330K 0.29% +10K +156.0% $20.76 +15.7%
26 MSFT MICROSOFT CORP Technology 750.0 $278K 0.25% +127.0 +20.4% $370.08 +13.2%
27 GOOGL ALPHABET INC Communication Services 959.0 $276K 0.25% +17.0 +1.8% $287.47 +34.9%
28 ZM ZOOM COMMUNICATIONS INC Technology 3,338.0 $268K 0.24% +427.0 +14.7% $80.38 +23.7%
29 PLTR PALANTIR TECHNOLOGIES INC Technology 1,795.0 $263K 0.23% +311.0 +21.0% $146.26 -6.2%
30 AVGO BROADCOM INC Technology 836.0 $259K 0.23% +153.0 +22.4% $309.56 +33.9%
31 CHWY CHEWY INC Consumer Cyclical 9,122.0 $246K 0.22% +2K +26.9% $27.00 -26.2%
32 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,868.0 $246K 0.22% +231.0 +14.1% $131.76 +18.0%
33 EXEL EXELIXIS INC Healthcare 5,682.0 $244K 0.22% +41.0 +0.7% $42.89 +15.8%
34 RL RALPH LAUREN CORP Consumer Cyclical 688.0 $237K 0.21% +50.0 +7.8% $343.77 -4.2%
35 AMZN AMAZON COM INC Consumer Cyclical 1,104.0 $230K 0.20% +133.0 +13.7% $208.30 +28.9%
36 APP APPLOVIN CORP Technology 568.0 $226K 0.20% +163.0 +40.2% $398.05 +22.1%
37 MMSI MERIT MED SYS INC Healthcare 3,240.0 $223K 0.20% +528.0 +19.5% $68.93 -7.7%
38 PODD INSULET CORP Healthcare 1,009.0 $212K 0.19% +234.0 +30.2% $209.79 -25.4%
Page 2 of 2  ·  38 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 61.9%
Technology 19.6%
Healthcare 10.6%
Consumer Cyclical 4.9%
Communication Services 1.5%
Industrials 1.5%