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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XLE	SELECT SECTOR SPDR TR	—	43,671	$2.7M	2.39%	SOLD
2	XLK	SELECT SECTOR SPDR TR	—	18,708	$2.5M	2.22%	SOLD
3	HIMS	HIMS & HERS HEALTH INC	Healthcare	15,891	$330K	0.29%	SOLD
4	PHM	PULTE GROUP INC	Consumer Cyclical	1,834	$216K	0.19%	SOLD
5	SPYV	SPDR SERIES TRUST	—	3,535	$200K	0.18%	SOLD

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%