Gray Private Wealth, LLC - Portfolio Stock Holdings
Gray Private Wealth, LLC disclosed 61 stock positions in a recent SEC 13F filing. $231,050,955 of stock holdings were filed, with the largest holdings including IVV, IWB, and EFA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $540,678,977 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
61Est. Stock Holding Value:
$231,050,955Top Stock Holdings By Sector
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Portfolio Stock Holdings - Gray Private Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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