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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 4 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XRP BITWISE XRP ETF Financial Services 24,398.0 $284K 0.23% +4K +21.3% $11.66 +39.9%
62 BMNR BITMINE IMMERSION TECHS INC Financial Services 21,357.0 $284K 0.23% +4K +21.1% $13.31 +92.6%
63 MSFT MICROSOFT CORP Technology 737.0 $275K 0.22% -13.0 -1.7% $373.15 +35.4%
64 AVGO BROADCOM INC Technology 721.0 $272K 0.22% -115.0 -13.8% $377.91 -1.7%
65 MMSI MERIT MED SYS INC Healthcare 3,927.0 $272K 0.22% +687.0 +21.2% $69.34 +29.1%
66 EXEL EXELIXIS INC Healthcare 5,004.0 $272K 0.22% -678.0 -11.9% $54.41 +1.6%
67 RL RALPH LAUREN CORP Consumer Cyclical 678.0 $272K 0.22% -10.0 -1.4% $401.38 -12.3%
68 META META PLATFORMS INC Communication Services 482.0 $272K 0.22% NEW $563.65 +1.3%
69 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,606.0 $271K 0.22% -262.0 -14.0% $168.51 -7.5%
70 ELAN ELANCO ANIMAL HEALTH INC Healthcare 10,834.0 $267K 0.21% +1K +14.4% $24.61 -0.5%
71 AMZN AMAZON COM INC Consumer Cyclical 1,107.0 $264K 0.21% $238.24 +7.6%
72 APP APPLOVIN CORP Technology 510.0 $263K 0.21% -58.0 -10.2% $515.31 -39.3%
73 CHWY CHEWY INC Consumer Cyclical 13,015.0 $256K 0.20% +4K +42.7% $19.65 +16.0%
74 PODD INSULET CORP Healthcare 1,665.0 $254K 0.20% +656.0 +65.0% $152.28 -5.8%
75 IAU ISHARES GOLD TR Financial Services 3,351.0 $253K 0.20% -270.0 -7.5% $75.51 +14.7%
76 MBB ISHARES TR 2,661.0 $252K 0.20% +73.0 +2.8% $94.53 -1.1%
77 GRNY TIDAL TRUST I 8,870.0 $245K 0.20% NEW $27.65 +1.6%
78 MPWR MONOLITHIC PWR SYS INC Technology 173.0 $240K 0.19% -45.0 -20.6% $1385.69 -5.4%
79 PLTR PALANTIR TECHNOLOGIES INC Technology 2,031.0 $237K 0.19% +236.0 +13.2% $116.70 +59.3%
80 ZM ZOOM COMMUNICATIONS INC Technology 2,740.0 $236K 0.19% -598.0 -17.9% $86.31 +16.2%
Page 4 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%