StockDriftsStockDriftsTop 50 Graybill Wealth Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | 5.7% | 130.6K | $21.2M | -4.90%(-6.73K) | $8.74(+1373.09%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.13% | 53.3K | $19.1M | +0.64%(+338) | $53.44(+545.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.21% | 54.1K | $15.6M | -2.14%(-1.18K) | $70.06(+335.90%) | 2026-06-30 | |
| IEMG | ISHARES CORE EMERGING MARKETS ETF | 3.27% | 146.8K | $12.2M | +1.19%(+1.72K) | $52.25(+58.13%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES | 3.26% | 32.9K | $12.1M | +1.84%(+596) | $179.17(+125.59%) | 2026-06-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS | 2.68% | 5.0K | $9.9M | -1.19%(-60) | $683.25(+173.37%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 2.66% | 41.5K | $9.9M | -0.88%(-369) | $156.30(+67.97%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 2.62% | 25.8K | $9.7M | -0.45%(-116) | $231.21(+70.30%) | 2026-06-30 | |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | 2.58% | 116.6K | $9.6M | +2.96%(+3.35K) | $85.23(-3.75%) | 2026-06-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 2.51% | 98.6K | $9.3M | +1.69%(+1.64K) | $102.38(-9.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.69% | +75.82% | +12.17% | +77.56% |
| Top 20 Holdings Unweighted | +20.07% | +73.11% | +11.27% | +70.60% |
Graybill Wealth Management LTD reports $371.53M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are FLEX (5.7%), GOOGL (5.1%) and AAPL (4.2%). The top 20 holdings account for 57.01% of reported assets. Its disclosed equity book has returned +75.82% 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 Graybill Wealth Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1252007). View Graybill Wealth Management LTD’s 13F filings on SEC