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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 73,944.0 $5.3M 4.20% -21K -21.8% $71.25 +2.8%
2 BIV VANGUARD BD INDEX FDS 59,356.0 $4.6M 3.63% -15K -20.4% $76.70 -1.3%
3 VWO VANGUARD INTL EQUITY INDEX F 68,285.0 $4.1M 3.25% -15K -18.2% $59.69 +2.0%
4 CWB SPDR SERIES TRUST 33,213.0 $3.6M 2.86% -1K -3.5% $107.82 -3.6%
5 BNDX VANGUARD CHARLOTTE FDS 44,233.0 $2.1M 1.71% -3K -7.2% $48.43 -1.5%
6 RSP INVESCO EXCHANGE TRADED FD T 10,020.0 $2.1M 1.70% -6K -36.6% $212.77 +4.2%
7 VGIT VANGUARD SCOTTSDALE FDS 30,993.0 $1.8M 1.46% -7K -18.7% $58.98 -0.9%
8 GLDM WORLD GOLD TR Financial Services 12,577.0 $999K 0.80% -7K -34.5% $79.42 +14.7%
9 AAPL APPLE INC Technology 1,835.0 $531K 0.42% -88.0 -4.6% $289.39 +8.6%
10 VOT VANGUARD INDEX FDS 1,492.0 $457K 0.36% -924.0 -38.2% $306.33 -0.0%
11 IJR ISHARES TR 2,890.0 $429K 0.34% -63.0 -2.1% $148.32 -1.1%
12 NVDA NVIDIA CORPORATION Technology 1,899.0 $380K 0.30% -290.0 -13.2% $200.11 +13.7%
13 MU MICRON TECHNOLOGY INC Technology 296.0 $341K 0.27% -321.0 -52.0% $1153.49 -20.8%
14 VTEB VANGUARD MUN BD FDS 6,699.0 $339K 0.27% -1K -16.2% $50.58 -2.2%
15 SPEM SPDR INDEX SHS FDS 6,204.0 $321K 0.26% -126.0 -2.0% $51.78 +2.0%
16 GOOGL ALPHABET INC Communication Services 856.0 $306K 0.24% -103.0 -10.7% $357.51 -4.8%
17 FLEX FLEX LTD Technology 1,798.0 $291K 0.23% -2K -53.8% $162.10 -29.2%
18 LLY ELI LILLY & CO Healthcare 242.0 $290K 0.23% -10.0 -4.0% $1197.53 -1.0%
19 MSFT MICROSOFT CORP Technology 737.0 $275K 0.22% -13.0 -1.7% $373.15 +34.4%
20 AVGO BROADCOM INC Technology 721.0 $272K 0.22% -115.0 -13.8% $377.91 -2.8%
Page 1 of 2  ·  27 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%