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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 14,857.0 $8.9M 7.92% -2K -10.1% $597.56 +14.0%
2 VCIT VANGUARD SCOTTSDALE FDS 82,378.0 $6.8M 6.08% -5K -6.2% $82.75 -0.8%
3 QQQ INVESCO QQQ TR Financial Services 9,710.0 $5.6M 5.00% -3K -24.8% $577.15 +23.5%
4 JNK SPDR SERIES TRUST 29,987.0 $2.9M 2.56% -8K -21.8% $95.72 +0.4%
5 XLI SELECT SECTOR SPDR TR 15,076.0 $2.4M 2.18% -2K -12.1% $161.73 +5.6%
6 VMBS VANGUARD SCOTTSDALE FDS 51,816.0 $2.4M 2.17% -2K -3.1% $46.95 -1.0%
7 VGLT VANGUARD SCOTTSDALE FDS 36,382.0 $2.0M 1.80% -19K -34.6% $55.36 -2.9%
8 GLDM WORLD GOLD TR Financial Services 19,211.0 $1.8M 1.59% -22K -53.0% $92.69 -2.9%
9 VUG VANGUARD INDEX FDS 3,430.0 $1.5M 1.34% -2K -31.2% $436.83 -80.0%
10 VBR VANGUARD INDEX FDS 5,551.0 $1.2M 1.08% -1K -19.3% $217.26 +5.8%
11 VBK VANGUARD INDEX FDS 3,881.0 $1.2M 1.05% -742.0 -16.1% $302.25 +12.6%
12 VOT VANGUARD INDEX FDS 2,416.0 $622K 0.56% -3K -52.8% $257.33 +11.2%
13 SPYM SPDR SERIES TRUST 5,953.0 $456K 0.41% -574.0 -8.8% $76.54 +14.0%
14 NVDA NVIDIA CORPORATION Technology 2,189.0 $382K 0.34% -27.0 -1.2% $174.37 +26.5%
15 SPEM SPDR INDEX SHS FDS 6,330.0 $297K 0.27% -100.0 -1.6% $46.91 +8.9%
16 FLEX FLEXTRONICS INTL LTD Technology 3,895.0 $255K 0.23% -270.0 -6.5% $65.46 +92.9%
17 MPWR MONOLITHIC PWR SYS INC Technology 218.0 $238K 0.21% -47.0 -17.7% $1093.46 +34.3%
18 PHM PULTE GROUP INC Consumer Cyclical 1,834.0 $216K 0.19% -111.0 -5.7% $117.59 -5.6%
19 MU MICRON TECHNOLOGY INC Technology 617.0 $209K 0.19% -395.0 -39.0% $338.00 +106.7%
20 SPYV SPDR SERIES TRUST 3,535.0 $200K 0.18% -459.0 -11.5% $56.59 +6.9%

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%