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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLB SELECT SECTOR SPDR TR 54,699.0 $2.8M 2.22% NEW $50.83 +5.1%
2 XLRE SELECT SECTOR SPDR TR 58,519.0 $2.6M 2.06% NEW $44.03 +1.5%
3 AGG ISHARES TR 5,274.0 $522K 0.42% NEW $98.99 -1.2%
4 AMD ADVANCED MICRO DEVICES INC Technology 570.0 $331K 0.26% NEW $581.34 -18.8%
5 THC TENET HEALTHCARE CORP Healthcare 1,588.0 $297K 0.24% NEW $187.05 +43.5%
6 META META PLATFORMS INC Communication Services 482.0 $272K 0.22% NEW $563.65 +1.0%
7 GRNY TIDAL TRUST I 8,870.0 $245K 0.20% NEW $27.65 +1.3%
8 MO ALTRIA GROUP INC Consumer Defensive 2,849.0 $205K 0.16% NEW $71.94 -5.8%
9 CAG CONAGRA BRANDS INC Consumer Defensive 12,513.0 $168K 0.13% NEW $13.46 +19.0%

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%