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GRAYBILL WEALTH MANAGEMENT, LTD. - Portfolio Stock Holdings

GRAYBILL WEALTH MANAGEMENT, LTD. disclosed 83 stock positions in a recent SEC 13F filing. $371,530,808 of stock holdings were filed, with the largest holdings including FLEX, GOOGL, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $525,763,789 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

83

Est. Stock Holding Value:

$371,530,808

Top Stock Holdings By Sector

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Portfolio Stock Holdings - GRAYBILL WEALTH MANAGEMENT, LTD.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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