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Grey Ledge Advisors, LLC - Portfolio Stock Holdings

Grey Ledge Advisors, LLC disclosed 253 stock positions in a recent SEC 13F filing. $495,052,519 of stock holdings were filed, with the largest holdings including IVV, USFR, and PYLD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $616,042,789 and has 12 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:

253

Est. Stock Holding Value:

$495,052,519

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Grey Ledge Advisors, LLC

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

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