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Greykasell Wealth Strategies

Latest statistics and disclosures from Greykasell Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, IOO, AAPL, AGG, GOOGL, and represent 21.04% of Greykasell Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: ABNB, CGIE, BRK.B, EMXC, VEA, GRID, IWR, AZN, FBND, PDBC.
Started 82 new stock positions in PNR, BBEU, NDSN, VTR, CBOE, PDBC, AIG, NTRS, GEV, NDAQ.
Reduced shares in these 10 stocks: BRK.A, IHDG, IOO, WDAY, GOOGL, AMZN, ADBE, ISTB, CRM, MSFT.
Sold out of its positions in AstraZeneca, MHN, GSHD, OKTA, TSLX, UNH, CYBR.
Greykasell Wealth Strategies was a net buyer of stock by $836k.
Greykasell Wealth Strategies has $248M in assets under management (AUM), dropping by -2.07%.
Central Index Key (CIK): 0002041220

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Portfolio Holdings for Greykasell Wealth Strategies

Greykasell Wealth Strategies holds 567 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Greykasell Wealth Strategies has 567 total positions. Only the first 250 positions are shown.

Sign up to view all of the Greykasell Wealth Strategies March 31, 2026 positions
Download the Greykasell Wealth Strategies March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Shares Etf (GLD)	4.8	$12M		28k	430.29	View chart
Ishares Global 100 Etf Etf (IOO)	4.5	$11M	-4%	91k	120.97	View chart
Apple Stock (AAPL)	4.4	$11M		43k	253.79	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	3.9	$9.6M		97k	99.27	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	3.5	$8.8M	-2%	31k	287.56	View chart
Fidelity Total Bond Etf Etf (FBND)	3.3	$8.1M		178k	45.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.1	$7.6M		12k	653.22	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.3	$5.7M	+7%	72k	78.66	View chart
Amazon Stock (AMZN)	2.2	$5.5M	-3%	26k	208.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	2.2	$5.4M		60k	90.53	View chart
Invesco Qqq Trust Series I Etf (QQQ)	2.2	$5.4M		9.3k	577.16	View chart
Microsoft Corp Stock (MSFT)	2.0	$4.9M	-3%	13k	370.17	View chart
Nvidia Corporation Stock (NVDA)	1.9	$4.7M	+2%	27k	174.40	View chart
Capital Group International Equity Etf Etf (CGIE)	1.8	$4.3M	+22%	129k	33.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.7	$4.2M		34k	124.31	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.6	$4.0M		60k	67.53	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.6	$4.0M	+8%	62k	64.08	View chart
Ishares Russell Midcap Etf Etf (IWR)	1.5	$3.8M	+4%	39k	97.23	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.4	$3.5M		5.4k	650.33	View chart
Victoryshares Free Cash Flow Etf Etf (VFLO)	1.3	$3.3M		83k	39.48	View chart
Meta Platforms Inc Cl A Stock (META)	1.1	$2.8M		4.9k	572.16	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	1.1	$2.6M		49k	54.05	View chart
Broadcom Stock (AVGO)	1.0	$2.5M		8.2k	309.49	View chart
Kla Corp Stock (KLAC)	1.0	$2.5M		1.7k	1472.16	View chart
Jpmorgan Chase & Co Stock (JPM)	1.0	$2.5M		8.6k	294.16	View chart
Equinix Reit (EQIX)	1.0	$2.5M	-3%	2.5k	980.30	View chart
Costco Wholesale Corporation Stock (COST)	1.0	$2.5M		2.5k	996.58	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	1.0	$2.4M	+3%	72k	33.37	View chart
Mfs Active International Etf Etf (MFSI)	0.9	$2.3M		77k	29.72	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.9	$2.3M	-7%	47k	48.46	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$2.2M		12k	191.92	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.8	$2.0M	-5%	35k	56.68	View chart
Prologis Reit (PLD)	0.8	$2.0M		15k	132.18	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.8	$1.9M		20k	95.48	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.8	$1.9M		12k	158.44	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)	0.7	$1.8M	-27%	37k	48.15	View chart
Mastercard Incorporated Cl A Stock (MA)	0.7	$1.8M	-5%	3.6k	499.61	View chart
Walmart Stock (WMT)	0.7	$1.7M	-2%	14k	124.28	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$1.6M	+35%	3.3k	479.20	View chart
Northrop Grumman Corp Stock (NOC)	0.6	$1.5M		2.2k	682.34	View chart
Goldman Sachs Group Stock (GS)	0.6	$1.5M		1.7k	845.89	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.4M		4.6k	302.24	View chart
Ishares Select U.s. Reit Etf Etf (ICF)	0.6	$1.4M	-3%	22k	61.89	View chart
T-mobile Us Stock (TMUS)	0.5	$1.3M	-2%	6.2k	210.03	View chart
Chevron Corporation Stock (CVX)	0.5	$1.3M		6.2k	206.90	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.5	$1.3M	+71707%	10k	126.28	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.5	$1.2M	-3%	3.7k	327.04	View chart
Abbvie Stock (ABBV)	0.5	$1.2M	+3%	5.6k	217.50	View chart
Rtx Corporation Stock (RTX)	0.5	$1.2M		6.2k	192.89	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.4	$1.1M		11k	101.79	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.4	$1.1M		24k	45.47	View chart
Amgen Stock (AMGN)	0.4	$1.1M		3.1k	351.86	View chart
Paccar Stock (PCAR)	0.4	$1.1M	-3%	9.5k	115.50	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.4	$1.1M	+7%	41k	26.28	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.4	$1.1M		37k	29.49	View chart
Servicenow Stock (NOW)	0.4	$1.1M	-8%	10k	104.55	View chart
Progressive Corp Stock (PGR)	0.4	$1.1M		5.4k	198.23	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$1.0M	+3%	3.6k	286.89	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.4	$990k		2.9k	337.96	View chart
Ark Innovation Etf Etf (ARKK)	0.4	$976k	-12%	14k	67.59	View chart
Deere & Co Stock (DE)	0.4	$975k		1.7k	563.41	View chart
Fastenal Stock (FAST)	0.4	$972k	-2%	21k	46.40	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.4	$932k	-2%	10k	89.86	View chart
Emqq The Emerging Markets Internet Etf Etf (EMQQ)	0.4	$921k	-11%	28k	33.08	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.4	$915k		11k	83.57	View chart
Home Depot Stock (HD)	0.4	$906k	-8%	2.8k	328.84	View chart
Ishares Gold Trust Etf (IAU)	0.4	$903k		10k	88.16	View chart
Cisco Sys Stock (CSCO)	0.4	$886k		11k	77.59	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.3	$866k		15k	56.86	View chart
Franklin Ftse India Etf Etf (FLIN)	0.3	$819k	-9%	25k	33.22	View chart
Simplify Aggregate Bond Etf Etf (AGGH)	0.3	$815k		40k	20.35	View chart
Intuit Stock (INTU)	0.3	$803k	-9%	1.9k	432.35	View chart
Johnson & Johnson Stock (JNJ)	0.3	$773k	+4%	3.2k	244.47	View chart
Micron Technology Stock (MU)	0.3	$772k		2.3k	337.85	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$756k		3.5k	217.25	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.3	$750k		11k	69.75	View chart
Blackrock Stock (BLK)	0.3	$745k		775.00	961.29	View chart
Marvell Technology Stock (MRVL)	0.3	$733k		7.4k	99.05	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$718k	-50%	1.00	718140.00	View chart
General Dynamics Corp Stock (GD)	0.3	$695k		2.0k	343.15	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$660k		6.2k	106.15	View chart
Citigroup Stock (C)	0.3	$651k		5.7k	113.41	View chart
Sherwin Williams Stock (SHW)	0.2	$592k		1.8k	320.50	View chart
Oracle Corp Stock (ORCL)	0.2	$580k		3.9k	147.12	View chart
Ge Aerospace Stock (GE)	0.2	$578k	+13%	2.0k	283.72	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$559k	+8%	5.9k	93.98	View chart
Salesforce Stock (CRM)	0.2	$555k	-24%	3.0k	186.66	View chart
Qualcomm Stock (QCOM)	0.2	$519k		4.0k	128.77	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$510k		386.00	1321.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$480k	+8%	2.2k	215.03	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$478k	+2%	791.00	604.39	View chart
Disney Walt Stock (DIS)	0.2	$474k	-24%	4.9k	96.37	View chart
Cummins Stock (CMI)	0.2	$461k		857.00	538.02	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$448k	-6%	1.4k	320.85	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$447k		909.00	491.54	View chart
Invesco Db Commodity Index Tracking Fund Etf (DBC)	0.2	$444k	+6%	15k	28.95	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.2	$427k		4.8k	88.46	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.2	$420k	+6%	6.7k	62.64	View chart
Honeywell Intl Stock (HON)	0.2	$414k	-6%	1.8k	226.09	View chart
Fedex Corp Stock (FDX)	0.2	$410k	+2%	1.2k	356.19	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.2	$409k		17k	23.87	View chart
Tesla Stock (TSLA)	0.2	$397k		1.1k	371.75	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$395k		1.4k	272.32	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Etf (FLQM)	0.2	$383k		7.0k	54.93	View chart
Booking Holdings Stock (BKNG)	0.2	$374k		89.00	4202.52	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$369k		478.00	772.37	View chart
Invesco S&p Smallcap Momentum Etf Etf (XSMO)	0.1	$367k		4.8k	76.02	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$366k		7.5k	48.75	View chart
Public Storage Oper Reit (PSA)	0.1	$358k		1.3k	270.80	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$357k		5.1k	70.18	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$355k		6.6k	53.77	View chart
Eli Lilly & Co Stock (LLY)	0.1	$350k	+24%	381.00	919.70	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$349k		893.00	390.41	View chart
Palo Alto Networks Stock (PANW)	0.1	$343k	+29%	2.1k	160.32	View chart
Wisdomtree Dynamic International Equity Fund Etf (DDWM)	0.1	$335k		7.6k	44.11	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$317k		3.5k	91.37	View chart
Workday Inc Cl A Stock (WDAY)	0.1	$317k	-43%	2.4k	129.92	View chart
Novartis Adr (NVS)	0.1	$308k		2.0k	152.75	View chart
Lowes Cos Stock (LOW)	0.1	$306k		1.3k	236.28	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$302k		3.4k	88.70	View chart
Alibaba Group Hldg Adr (BABA)	0.1	$292k		2.3k	125.46	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.1	$290k		6.1k	47.72	View chart
Targa Res Corp Stock (TRGP)	0.1	$284k		1.1k	250.73	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$281k		2.9k	96.92	View chart
Mercadolibre Stock (MELI)	0.1	$278k		161.00	1726.27	View chart
Franklin California Municipal Income Etf Etf (FTCA)	0.1	$274k		38k	7.28	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.1	$270k	-14%	7.4k	36.74	View chart
Ishares Latin America 40 Etf Etf (ILF)	0.1	$267k		7.5k	35.52	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$267k		4.8k	55.24	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$265k		2.3k	113.11	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$261k		1.8k	142.16	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$255k		427.00	597.58	View chart
Welltower Reit (WELL)	0.1	$249k	+7%	1.3k	197.75	View chart
Linde Stock (LIN)	0.1	$245k	+9%	494.00	495.76	View chart
General Mtrs Stock (GM)	0.1	$241k		3.2k	74.49	View chart
Ubs Group Stock (UBS)	0.1	$236k		6.0k	39.07	View chart
Ww Grainger Stock (GWW)	0.1	$233k	+4%	214.00	1090.84	View chart
Adobe Stock (ADBE)	0.1	$230k	-46%	945.00	243.16	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$224k		1.7k	132.88	View chart
Gilead Sciences Stock (GILD)	0.1	$209k	-18%	1.5k	139.33	View chart
Bank Montreal Medium Stock (BMO)	0.1	$206k		1.5k	135.34	View chart
Starbucks Corp Stock (SBUX)	0.1	$200k	-35%	2.2k	89.61	View chart
Blackstone Stock (BX)	0.1	$198k	+4%	1.7k	114.99	View chart
Broadridge Finl Solutions Stock (BR)	0.1	$196k		1.2k	162.48	View chart
Netflix Stock (NFLX)	0.1	$193k		2.0k	96.15	View chart
Simon Ppty Group Reit (SPG)	0.1	$192k	+5%	1.0k	186.53	View chart
Transdigm Group Stock (TDG)	0.1	$188k		162.00	1161.36	View chart
Boeing Stock (BA)	0.1	$185k	+3%	930.00	199.03	View chart
Ishares Biotechnology Etf Etf (IBB)	0.1	$180k		1.1k	168.88	View chart
Kkr & Co Stock (KKR)	0.1	$180k		1.9k	92.52	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Etf (GRID)	0.1	$178k	NEW	1.1k	163.57	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.1	$177k		2.5k	69.51	View chart
Fortinet Stock (FTNT)	0.1	$170k		2.1k	81.71	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.1	$169k		919.00	184.34	View chart
Paychex Stock (PAYX)	0.1	$165k		1.8k	92.12	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$162k		760.00	213.64	View chart
Toll Brothers Stock (TOL)	0.1	$161k		1.2k	136.43	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$160k	+67%	944.00	169.66	View chart
Morgan Stanley Stock (MS)	0.1	$158k	+8%	957.00	164.61	View chart
Netease Adr (NTES)	0.1	$156k		1.4k	111.94	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$153k		616.00	248.09	View chart
Microchip Technology Stock (MCHP)	0.1	$149k		2.3k	64.61	View chart
Kroger Stock (KR)	0.1	$144k	+12%	2.0k	72.36	View chart
Live Nation Entertainment Stock (LYV)	0.1	$141k		923.00	152.43	View chart
Philip Morris Intl Stock (PM)	0.1	$140k	+6%	844.00	165.34	View chart
Procter & Gamble Stock (PG)	0.1	$139k	+4%	962.00	144.44	View chart
Willis Towers Watson Stock (WTW)	0.1	$137k		470.00	290.70	View chart
Astrazeneca Plc Ord Adr (AZN)	0.1	$136k	NEW	690.00	197.22	View chart
Union Pac Corp Stock (UNP)	0.1	$135k	+3%	557.00	242.62	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.1	$134k		3.0k	45.06	View chart
Ross Stores Stock (ROST)	0.1	$133k		612.00	216.73	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$131k	+13%	187.00	697.81	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$127k		2.5k	50.95	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$126k		328.00	383.46	View chart
L3harris Technologies Stock (LHX)	0.1	$125k		361.00	345.27	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	0.0	$122k	NEW	7.0k	17.32	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$122k		576.00	211.15	View chart
Valero Energy Corp Stock (VLO)	0.0	$121k	+3%	488.00	247.08	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$121k		612.00	196.86	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$118k		1.9k	62.67	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$113k	-21%	622.00	181.33	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$112k	+13%	1.8k	60.65	View chart
Williams Cos Stock (WMB)	0.0	$111k	+20%	1.5k	72.78	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$110k		527.00	208.16	View chart
Boston Scientific Corp Stock (BSX)	0.0	$109k	-6%	1.7k	62.76	View chart
Phillips 66 Stock (PSX)	0.0	$107k	+16%	588.00	182.03	View chart
Capital One Finl Corp Stock (COF)	0.0	$107k		585.00	182.43	View chart
Invesco National Amt-free Municipal Bond Etf Etf (PZA)	0.0	$107k		4.6k	22.98	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.0	$106k		1.1k	92.28	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$104k		502.00	206.09	View chart
Conocophillips Stock (COP)	0.0	$101k		761.00	132.00	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.0	$99k		2.4k	40.79	View chart
Wells Fargo & Co Stock (WFC)	0.0	$99k	+26%	1.2k	79.61	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$96k		1.8k	52.65	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$96k		1.1k	83.44	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$94k	+3%	643.00	146.26	View chart
Ishares Silver Trust Etf (SLV)	0.0	$94k		1.4k	68.14	View chart
Cme Group Stock (CME)	0.0	$92k	+16%	312.00	294.88	View chart
Eaton Corp Stock (ETN)	0.0	$90k	-16%	251.00	357.70	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$89k		286.00	312.30	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$89k		946.00	93.74	View chart
Arista Networks Stock (ANET)	0.0	$88k		720.00	122.78	View chart
Aercap Holdings Nv Stock (AER)	0.0	$87k		635.00	137.18	View chart
Invesco S&p Smallcap Information Technology Etf Etf (PSCT)	0.0	$87k		1.5k	60.07	View chart
First Trust Institutional Preferred Securities & Income Etf Etf (FPEI)	0.0	$87k		4.6k	19.00	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$84k	+44%	425.00	198.34	View chart
Novo-nordisk A S Adr (NVO)	0.0	$83k		2.3k	36.74	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.0	$82k		3.5k	23.32	View chart
American Express Stock (AXP)	0.0	$82k	+54%	270.00	302.48	View chart
Verizon Communications Stock (VZ)	0.0	$82k	+33%	1.6k	50.20	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.0	$79k		555.00	142.85	View chart
Uber Technologies Stock (UBER)	0.0	$79k	+5%	1.1k	71.93	View chart
Jd.com Inc Spon Ads Cl A Adr (JD)	0.0	$78k		2.6k	29.57	View chart
Centerpoint Energy Stock (CNP)	0.0	$75k		1.7k	43.16	View chart
Digital Rlty Tr Reit (DLR)	0.0	$75k	+14%	414.00	179.99	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$74k		7.2k	10.33	View chart
Newmont Corp Stock (NEM)	0.0	$72k	+13%	662.00	108.25	View chart
Nuveen Esg Mid-cap Value Etf Etf (NUMV)	0.0	$71k		1.8k	38.77	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.0	$71k		1.0k	70.36	View chart
Biogen Stock (BIIB)	0.0	$71k		385.00	183.33	View chart
Huntington Bancshares Stock (HBAN)	0.0	$69k		4.4k	15.65	View chart
Pimco Investment Grade Corporate Bond Index Etf Etf (CORP)	0.0	$67k		696.00	96.82	View chart
Cintas Corp Stock (CTAS)	0.0	$65k	+3%	385.00	168.92	View chart
Diamondback Energy Stock (FANG)	0.0	$64k	+20%	325.00	197.79	View chart
Air Lease Corp Cl A Stock	0.0	$63k		968.00	64.91	View chart
Landstar Sys Stock (LSTR)	0.0	$63k		390.00	160.31	View chart
Southern Stock (SO)	0.0	$62k	+14%	647.00	96.52	View chart
Mcdonalds Corp Stock (MCD)	0.0	$62k		200.00	310.51	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$61k		3.0k	20.41	View chart
Mckesson Corp Stock (MCK)	0.0	$59k	+58%	68.00	860.40	View chart
Pepsico Stock (PEP)	0.0	$58k		375.00	155.43	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.0	$58k		731.00	78.77	View chart
Stryker Corporation Stock (SYK)	0.0	$58k	+40%	175.00	328.59	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$57k		430.00	132.50	View chart
Ferrari N V Stock (RACE)	0.0	$57k		168.00	338.83	View chart
Lam Research Corp Stock (LRCX)	0.0	$56k	+1429%	260.00	213.57	View chart
Ubiquiti Stock (UI)	0.0	$55k		70.00	790.29	View chart
Ishares Msci Taiwan Etf Etf (EWT)	0.0	$55k		774.00	70.87	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$55k		595.00	91.77	View chart
Constellation Energy Corp Stock (CEG)	0.0	$55k	+35%	195.00	279.75	View chart
Slr Investment Corp Cef (SLRC)	0.0	$54k		3.8k	14.31	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$53k		207.00	257.35	View chart
State Street Spdr Bloomberg Investment Grade Floating Rate Etf Etf (FLRN)	0.0	$51k		1.7k	30.79	View chart
Ares Capital Corp Cef (ARCC)	0.0	$51k		2.8k	18.02	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$49k		385.00	128.12	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$49k		523.00	93.00	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.0	$48k		380.00	125.29	View chart
American Tower Corp Reit (AMT)	0.0	$48k	+12%	275.00	172.58	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$47k		188.00	248.84	View chart
Vaneck Oil Services Etf Etf (OIH)	0.0	$46k		114.00	404.80	View chart

Past Filings by Greykasell Wealth Strategies

SEC 13F filings are viewable for Greykasell Wealth Strategies going back to 2024

Greykasell Wealth Strategies 2026 Q1 filed May 7, 2026
Greykasell Wealth Strategies 2025 Q4 filed Feb. 11, 2026
Greykasell Wealth Strategies 2025 Q3 filed Nov. 4, 2025
Greykasell Wealth Strategies 2025 Q2 filed Aug. 11, 2025
Greykasell Wealth Strategies 2025 Q1 filed May 9, 2025
Greykasell Wealth Strategies 2024 Q4 filed Feb. 10, 2025

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