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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOE VANGUARD INDEX FDS 7,777.0 $1.5M 1.23% +2K +24.6% $197.61 +5.4%
22 ETH GRAYSCALE ETHEREUM STAKING Financial Services 91,926.0 $1.4M 1.10% +25K +36.8% $15.03 +58.7%
23 HYD VANECK ETF TRUST 22,667.0 $1.2M 0.93% +6K +40.0% $51.51 -2.6%
24 SHY ISHARES TR 10,838.0 $890K 0.71% +201.0 +1.9% $82.11 -0.1%
25 SCHP SCHWAB STRATEGIC TR 19,963.0 $529K 0.42% +1K +5.3% $26.50 -1.7%
26 SPTL SPDR SERIES TRUST 20,051.0 $526K 0.42% +629.0 +3.2% $26.23 -3.3%
27 MUB ISHARES TR 4,238.0 $456K 0.36% +93.0 +2.2% $107.63 -2.1%
28 LQD ISHARES TR 4,069.0 $444K 0.35% +102.0 +2.6% $109.06 -2.1%
29 HYG ISHARES TR 5,356.0 $428K 0.34% +123.0 +2.4% $79.97 -0.1%
30 TOST TOAST INC Technology 10,590.0 $295K 0.23% +2K +17.5% $27.82 +26.4%
31 HALO HALOZYME THERAPEUTICS INC Healthcare 3,708.0 $290K 0.23% +140.0 +3.9% $78.27 +36.6%
32 XRP BITWISE XRP ETF Financial Services 24,398.0 $284K 0.23% +4K +21.3% $11.66 +39.9%
33 BMNR BITMINE IMMERSION TECHS INC Financial Services 21,357.0 $284K 0.23% +4K +21.1% $13.31 +92.6%
34 MMSI MERIT MED SYS INC Healthcare 3,927.0 $272K 0.22% +687.0 +21.2% $69.34 +29.1%
35 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,834.0 $267K 0.21% +1K +14.4% $24.61 -0.4%
36 CHWY CHEWY INC Consumer Cyclical 13,015.0 $256K 0.20% +4K +42.7% $19.65 +16.0%
37 PODD INSULET CORP Healthcare 1,665.0 $254K 0.20% +656.0 +65.0% $152.28 -5.8%
38 MBB ISHARES TR 2,661.0 $252K 0.20% +73.0 +2.8% $94.53 -1.1%
39 PLTR PALANTIR TECHNOLOGIES INC Technology 2,031.0 $237K 0.19% +236.0 +13.2% $116.70 +59.3%
40 IYR ISHARES TR 2,264.0 $231K 0.18% +12.0 +0.5% $102.24 +1.5%
Page 2 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%