StockDriftsStockDriftsTop 50 Greykasell Wealth Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD SHARES | 4.77% | 27.5K | $11.8M | -0.99%(-276) | $256.12(+47.64%) | 2026-03-31 | |
| IOO | ISHARES GLOBAL 100 ETF | 4.46% | 91.4K | $11.1M | -4.64%(-4.45K) | $100.33(+36.76%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 4.4% | 43.0K | $10.9M | +0.31%(+132) | $233.44(+32.21%) | 2026-03-31 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.88% | 96.9K | $9.6M | +0.72%(+697) | $98.87(-0.27%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 3.53% | 30.5K | $8.8M | -2.49%(-777) | $185.80(+93.71%) | 2026-03-31 | |
| FBND | FIDELITY TOTAL BOND ETF | 3.27% | 177.7K | $8.1M | +1.65%(+2.88K) | $45.62(-0.33%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.06% | 11.6K | $7.6M | -0.31%(-36) | $591.57(+26.52%) | 2026-03-31 | |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 2.28% | 71.9K | $5.7M | +7.35%(+4.93K) | $59.48(+63.03%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.2% | 26.2K | $5.5M | -3.55%(-963) | $204.74(+18.53%) | 2026-03-31 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 2.19% | 59.9K | $5.4M | +0.73%(+436) | $75.76(+28.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.14% |
Greykasell Wealth Strategies, Inc. reports $248.04M in US-listed equity holdings across 567 positions in its most recent 13F filing. Its largest disclosed positions are GLD (4.8%), IOO (4.5%) and AAPL (4.4%). The top 20 holdings account for 51.02% of reported assets. Its disclosed equity book has returned +14.50% cumulatively over 5 quarters. Figures reflect the Q1 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 Greykasell Wealth Strategies, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2041220). View Greykasell Wealth Strategies, Inc.’s 13F filings on SEC