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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTL SPDR SERIES TRUST 20,051.0 $526K 0.42% +629.0 +3.2% $26.23 -3.3%
42 AGG ISHARES TR 5,274.0 $522K 0.42% NEW $98.99 -1.2%
43 SPYM SPDR SERIES TRUST 5,935.0 $522K 0.42% $87.88 +3.2%
44 VOT VANGUARD INDEX FDS 1,492.0 $457K 0.36% -924.0 -38.2% $306.33 -0.0%
45 MUB ISHARES TR 4,238.0 $456K 0.36% +93.0 +2.2% $107.63 -2.0%
46 LQD ISHARES TR 4,069.0 $444K 0.35% +102.0 +2.6% $109.06 -2.2%
47 IJR ISHARES TR 2,890.0 $429K 0.34% -63.0 -2.1% $148.32 -1.1%
48 HYG ISHARES TR 5,356.0 $428K 0.34% +123.0 +2.4% $79.97 -0.1%
49 NVDA NVIDIA CORPORATION Technology 1,899.0 $380K 0.30% -290.0 -13.2% $200.11 +13.7%
50 MU MICRON TECHNOLOGY INC Technology 296.0 $341K 0.27% -321.0 -52.0% $1153.49 -20.8%
51 TT TRANE TECHNOLOGIES PLC Industrials 692.0 $340K 0.27% $491.16 -7.3%
52 VTEB VANGUARD MUN BD FDS 6,699.0 $339K 0.27% -1K -16.2% $50.58 -2.2%
53 AMD ADVANCED MICRO DEVICES INC Technology 570.0 $331K 0.26% NEW $581.34 -18.8%
54 SPEM SPDR INDEX SHS FDS 6,204.0 $321K 0.26% -126.0 -2.0% $51.78 +2.0%
55 GOOGL ALPHABET INC Communication Services 856.0 $306K 0.24% -103.0 -10.7% $357.51 -4.8%
56 THC TENET HEALTHCARE CORP Healthcare 1,588.0 $297K 0.24% NEW $187.05 +43.5%
57 TOST TOAST INC Technology 10,590.0 $295K 0.23% +2K +17.5% $27.82 +27.4%
58 FLEX FLEX LTD Technology 1,798.0 $291K 0.23% -2K -53.8% $162.10 -29.2%
59 HALO HALOZYME THERAPEUTICS INC Healthcare 3,708.0 $290K 0.23% +140.0 +3.9% $78.27 +36.1%
60 LLY ELI LILLY & CO Healthcare 242.0 $290K 0.23% -10.0 -4.0% $1197.53 -1.0%
Page 3 of 5  ·  84 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%