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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYR ISHARES TR 2,264.0 $231K 0.18% +12.0 +0.5% $102.24 +1.6%
82 MO ALTRIA GROUP INC Consumer Defensive 2,849.0 $205K 0.16% NEW $71.94 -5.8%
83 CAG CONAGRA BRANDS INC Consumer Defensive 12,513.0 $168K 0.13% NEW $13.46 +19.0%
84 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 14,044.0 $36K 0.03% $2.59 +22.2%
Page 5 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%