§ 13F · FUND PROFILE
Greykasell Wealth Strategies, Inc..
AUM · $275M (13F)Positions · 483Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$743K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IOO | ISHARES GLOBAL 100 ETF | 92K | $13M | 4.5% | ±0% |
| 2 | AAPL | APPLE INC COM | 43K | $12M | 4.5% | ±0% |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | 30K | $11M | 4.0% | ±0% |
| 4 | GLD | SPDR GOLD SHARES | 27K | $10M | 3.7% | ±0% |
| 5 | IVV | ISHARES CORE S&P 500 ETF | 12K | $9M | 3.3% | +3% |
| 6 | FBND | FIDELITY TOTAL BOND ETF | 188K | $9M | 3.1% | +6% |
| 7 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 83K | $8M | 3.0% | −15% |
| 8 | EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 76K | $8M | 2.8% | +6% |
| 9 | QQQ | INVESCO QQQ TRUST SERIES I | 10K | $7M | 2.6% | +4% |
| 10 | AMZN | AMAZON COM INC COM | 26K | $6M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREYKASELL SIGNAL
AC read
Greykasell Wealth Strategies, Inc. is a Other fund managing $275 million in assets. The fund runs a broad portfolio of 483 positions.
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