StockDriftsStockDriftsTop 49 Grand Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 34.63% | 1.87M | $83.1M | +1.30%(+24.07K) | $28.56(+61.22%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 11.1% | 298.7K | $26.6M | +11.12%(+29.89K) | $61.53(+53.30%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 6.85% | 446.0K | $16.4M | -2.23%(-10.18K) | $25.84(+47.62%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 6.58% | 123.3K | $15.8M | -4.92%(-6.38K) | $80.66(+64.14%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.36% | 158.1K | $15.3M | +2.39%(+3.68K) | $57.96(+61.59%) | 2026-06-30 | |
| DFGP | DIMENSIONAL ETF TRUST | 4.47% | 196.9K | $10.7M | +8.88%(+16.07K) | $53.90(-0.84%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.35% | 104.0K | $8.0M | +13.73%(+12.55K) | $77.40(-1.76%) | 2026-06-30 | |
| ITOT | ISHARES TR | 3.27% | 47.7K | $7.8M | -2.18%(-1.06K) | $102.42(+65.83%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 3.15% | 203.0K | $7.6M | -6.30%(-13.64K) | $22.04(+78.44%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.08% | 93.4K | $7.4M | +14.37%(+11.73K) | $79.66(-1.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.35% | +53.48% | — | — | +43.53% |
| Top 20 Holdings Unweighted | +11.22% | +37.59% | — | — | +25.48% |
Grand Wealth Management LLC reports $239.94M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (34.6%), AVDE (11.1%) and DFAX (6.8%). The top 20 holdings account for 95.1% of reported assets. Its disclosed equity book has returned +53.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grand Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1939443). View Grand Wealth Management LLC’s 13F filings on SEC