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GSB Wealth Management

Latest statistics and disclosures from Grey Ledge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, USFR, PYLD, AGGY, OSEA, and represent 16.05% of Grey Ledge Advisors's stock portfolio.
Added to shares of these 10 stocks: VMBS, SCHF, PYLD, KDP, VDC, DELL, DGRW, VEA, SWK, EPI.
Started 13 new stock positions in ESGD, CABA, BJ, TREX, VKTX, XLV, WM, AIG, KYTX, MLPX. GEV, SCHR, KDP.
Reduced shares in these 10 stocks: JPLD, FLOT, OSEA, CMI, JPST, TSM, GOOG, AMD, PYPL, PFFD.
Sold out of its positions in FDX, PYPL, PTY, FLRN, SCHP, UBER, VWEHX.
Grey Ledge Advisors was a net buyer of stock by $4.6M.
Grey Ledge Advisors has $443M in assets under management (AUM), dropping by 0.17%.
Central Index Key (CIK): 0001660694

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Portfolio Holdings for Grey Ledge Advisors

Grey Ledge Advisors holds 239 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	5.1	$23M		34k	653.23	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	3.1	$14M		270k	50.34	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.8	$12M	+23%	471k	26.20	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	2.6	$12M	+2%	265k	43.45	View chart
Harbor International Compounders Etf Etf (OSEA)	2.5	$11M	-7%	386k	28.92	View chart
Schwab Fundamental U.s. Small Company Etf (FNDA)	2.4	$11M		329k	32.43	View chart
Apple (AAPL)	2.0	$9.0M		36k	253.79	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.8	$7.8M	-2%	100k	78.66	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	1.7	$7.3M	-23%	144k	50.95	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	1.6	$7.2M	+2%	138k	52.54	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.6	$7.0M	+2%	241k	29.13	View chart
Johnson & Johnson (JNJ)	1.5	$6.7M		27k	244.44	View chart
Schwab International Equity Etf (SCHF)	1.5	$6.7M	+65%	270k	24.75	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.5	$6.6M		10k	650.33	View chart
Vanguard Value Etf (VTV)	1.5	$6.6M	+5%	34k	196.20	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$6.2M	+9%	97k	64.08	View chart
Microsoft Corporation (MSFT)	1.4	$6.1M	+4%	17k	370.18	View chart
Alphabet Inc Class C cs (GOOG)	1.3	$6.0M	-6%	21k	286.86	View chart
Ishares Core S&p Mid-cap Etf (IJH)	1.3	$5.9M		87k	67.53	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.3	$5.8M		36k	158.58	View chart
Advanced Micro Devices (AMD)	1.3	$5.6M	-5%	28k	203.43	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.2	$5.4M		9.3k	577.17	View chart
Ishares 1-5 Year Invmt Grd Corp Bd Etf (IGSB)	1.2	$5.3M	+5%	101k	52.56	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	1.2	$5.3M	+12%	60k	87.84	View chart
Alphabet Inc Class A cs (GOOGL)	1.2	$5.2M	-2%	18k	287.56	View chart
NVIDIA Corporation (NVDA)	1.1	$4.8M		28k	174.40	View chart
Amgen (AMGN)	1.0	$4.5M		13k	351.86	View chart
Wisdomtree India Earnings Fund Etf (EPI)	1.0	$4.4M	+9%	108k	40.80	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.9	$4.2M	+6%	89k	47.08	View chart
Costco Wholesale Corporation (COST)	0.9	$4.1M		4.1k	996.42	View chart
First Trust Nasdaq Cybersecurity Etf (CIBR)	0.9	$4.0M	+3%	63k	62.68	View chart
Merck & Co (MRK)	0.9	$3.9M		33k	120.29	View chart
AFLAC Incorporated (AFL)	0.9	$3.8M		35k	109.71	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.9	$3.8M	-3%	202k	18.82	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.7M	-2%	13k	294.16	View chart
Jpmorgan Limited Duration Bond Etf Etf (JPLD)	0.8	$3.7M	-39%	71k	52.19	View chart
Home Depot (HD)	0.8	$3.6M		11k	328.88	View chart
Cummins (CMI)	0.8	$3.5M	-16%	6.6k	538.04	View chart
Chevron Corporation (CVX)	0.8	$3.5M		17k	206.89	View chart
Spdr Gold Shares Etf (GLD)	0.8	$3.5M	+2%	8.1k	430.28	View chart
Berkshire Hathaway (BRK.B)	0.8	$3.4M		7.1k	479.22	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.4M	-2%	20k	169.66	View chart
Raytheon Technologies Corp (RTX)	0.8	$3.4M	-2%	18k	192.91	View chart
TJX Companies (TJX)	0.7	$3.3M	-2%	21k	159.70	View chart
Fidelity Msci Utilities Index Etf (FUTY)	0.7	$3.3M		56k	59.07	View chart
Cisco Systems (CSCO)	0.7	$3.2M		42k	77.59	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.7	$3.2M	+520%	68k	46.95	View chart
Snap-on Incorporated (SNA)	0.7	$3.2M		8.7k	363.21	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.7	$3.2M	-14%	9.3k	337.97	View chart
Lockheed Martin Corporation (LMT)	0.7	$3.1M		5.1k	604.38	View chart
Vanguard Consumer Staples Etf (VDC)	0.7	$3.0M	+23%	13k	224.58	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.7	$2.9M		14k	211.15	View chart
International Business Machines (IBM)	0.6	$2.8M		12k	242.39	View chart
Unilever Adr (UL)	0.6	$2.8M		49k	56.97	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.6	$2.8M		34k	82.43	View chart
DNP Select Income Fund (DNP)	0.6	$2.7M		265k	10.30	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.6	$2.6M	-18%	52k	50.61	View chart
Travelers Companies (TRV)	0.6	$2.6M		9.0k	291.68	View chart
Amazon (AMZN)	0.6	$2.5M		12k	208.26	View chart
General Dynamics Corporation (GD)	0.5	$2.4M	-3%	7.1k	343.23	View chart
Pepsi (PEP)	0.5	$2.4M		15k	155.29	View chart
O'reilly Automotive (ORLY)	0.5	$2.4M		26k	92.31	View chart
Honeywell International (HON)	0.5	$2.4M		11k	226.04	View chart
Ishares Russell 2000 Growth Etf (IWO)	0.5	$2.3M	+6%	7.4k	313.84	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$2.2M	+8%	22k	99.27	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.5	$2.1M		15k	142.43	View chart
Procter & Gamble Company (PG)	0.5	$2.0M		14k	144.44	View chart
Applied Materials (AMAT)	0.4	$1.9M	-9%	5.7k	341.79	View chart
Ishares Core S&p Small-cap Etf (IJR)	0.4	$1.9M		15k	124.31	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.4	$1.9M	-6%	63k	30.32	View chart
Facebook Inc cl a (META)	0.4	$1.9M	+9%	3.3k	572.07	View chart
Oracle Corporation (ORCL)	0.4	$1.9M		13k	147.11	View chart
Ishares S&p Mid-cap 400 Growth Etf (IJK)	0.4	$1.9M		18k	100.62	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.4	$1.8M		36k	50.27	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$1.8M	-3%	13k	141.42	View chart
Kenvue (KVUE)	0.4	$1.8M	-5%	105k	17.24	View chart
McDonald's Corporation (MCD)	0.4	$1.8M	+4%	5.7k	310.78	View chart
Dell Technologies (DELL)	0.4	$1.8M	+47%	11k	164.13	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$1.7M		16k	113.11	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$1.7M		24k	70.18	View chart
Roper Industries (ROP)	0.4	$1.6M	+24%	4.6k	353.84	View chart
Amphenol Corporation (APH)	0.4	$1.6M	-4%	13k	126.35	View chart
Toyota Motor Corp Ads Adr (TM)	0.3	$1.5M		7.4k	206.09	View chart
Abbott Laboratories (ABT)	0.3	$1.5M	-11%	15k	102.67	View chart
Air Products & Chemicals (APD)	0.3	$1.4M		4.7k	290.48	View chart
Rollins (ROL)	0.3	$1.4M		26k	53.41	View chart
Genuine Parts Company (GPC)	0.3	$1.4M	+3%	13k	105.75	View chart
Coca-Cola Company (KO)	0.3	$1.3M		17k	76.05	View chart
Sherwin-Williams Company (SHW)	0.3	$1.3M	+3%	4.0k	320.55	View chart
Chubb (CB)	0.3	$1.3M		3.9k	325.89	View chart
Zoetis Inc Cl A (ZTS)	0.3	$1.3M	+5%	11k	118.21	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$1.2M		4.1k	302.26	View chart
Stanley Black & Decker (SWK)	0.3	$1.2M	+64%	16k	71.06	View chart
Ishares Gold Trust Etf (IAU)	0.3	$1.1M		13k	88.16	View chart
Automatic Data Processing (ADP)	0.3	$1.1M	+10%	5.5k	203.19	View chart
Eli Lilly & Co. (LLY)	0.3	$1.1M		1.2k	919.64	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$1.1M		1.8k	597.51	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$1.1M		21k	53.22	View chart
Illinois Tool Works (ITW)	0.2	$1.1M		4.1k	260.27	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.2	$1.1M	-21%	58k	18.40	View chart
Deere & Company (DE)	0.2	$1.1M	-14%	1.9k	563.20	View chart
Tractor Supply Company (TSCO)	0.2	$1.1M		23k	45.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$1.0M		4.8k	215.05	View chart
Abbvie (ABBV)	0.2	$969k		4.5k	217.48	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$951k	+6%	16k	59.22	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.2	$944k		20k	46.19	View chart
Caterpillar (CAT)	0.2	$943k	-15%	1.3k	708.71	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.2	$922k		18k	50.63	View chart
Novo-nordisk A S Adr (NVO)	0.2	$904k		25k	36.75	View chart
Pfizer (PFE)	0.2	$847k	-14%	30k	28.08	View chart
Accenture (ACN)	0.2	$839k		4.2k	198.30	View chart
Emerson Electric (EMR)	0.2	$828k		6.3k	131.02	View chart
Kimberly-Clark Corporation (KMB)	0.2	$819k	+2%	8.5k	96.47	View chart
Southern Company (SO)	0.2	$791k		8.2k	96.52	View chart
Church & Dwight (CHD)	0.2	$771k	+2%	8.3k	93.32	View chart
Moderna (MRNA)	0.2	$769k		15k	50.80	View chart
Palantir Technologies (PLTR)	0.2	$759k	-13%	5.2k	146.28	View chart
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)	0.2	$754k		10k	75.65	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$741k		24k	30.50	View chart
Ross Stores (ROST)	0.2	$704k	-2%	3.2k	216.66	View chart
Wal-Mart Stores (WMT)	0.2	$691k	+2%	5.6k	124.28	View chart
Deckers Outdoor Corporation (DECK)	0.2	$678k	+4%	6.8k	100.09	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$663k	-9%	14k	46.84	View chart
MasterCard Incorporated (MA)	0.1	$653k		1.3k	499.66	View chart
W.W. Grainger (GWW)	0.1	$645k	-7%	591.00	1091.57	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$638k		1.0k	616.82	View chart
United Parcel Service (UPS)	0.1	$636k		6.5k	98.38	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$611k	+2%	2.1k	287.14	View chart
A. O. Smith Corporation (AOS)	0.1	$596k		9.0k	65.94	View chart
Ishares Ultra Short Duration Bond Active Etf Etf (ICSH)	0.1	$596k		12k	50.62	View chart
Keurig Dr Pepper (KDP)	0.1	$587k	NEW	22k	26.33	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.1	$570k		7.8k	73.12	View chart
McCormick & Company, Incorporated (MKC)	0.1	$549k	+5%	11k	50.44	View chart
Stryker Corporation (SYK)	0.1	$549k	+104%	1.7k	328.65	View chart
Ishares Msci Australia Etf Etf (EWA)	0.1	$512k		18k	27.76	View chart
Ametek (AME)	0.1	$507k		2.4k	214.36	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$505k	-5%	20k	25.64	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$496k	-3%	5.2k	95.96	View chart
Danaher Corporation (DHR)	0.1	$493k		2.6k	189.60	View chart
Generac Holdings (GNRC)	0.1	$492k		2.5k	195.33	View chart
Hartford Financial Services (HIG)	0.1	$490k	-5%	3.6k	135.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$490k		2.5k	194.14	View chart
Duke Energy (DUK)	0.1	$483k		3.7k	130.94	View chart
Citigroup (C)	0.1	$467k		4.1k	113.42	View chart
Analog Devices (ADI)	0.1	$465k		1.5k	318.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$463k		942.00	491.71	View chart
Ishares Silver Trust Etf (SLV)	0.1	$455k	-24%	6.7k	68.14	View chart
Canadian Natl Ry (CNI)	0.1	$451k		4.4k	102.77	View chart
Tor Dom Bk Cad (TD)	0.1	$446k	-5%	4.8k	93.31	View chart
Becton, Dickinson and (BDX)	0.1	$440k	+20%	2.8k	157.24	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$436k	-3%	6.2k	70.91	View chart
Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE)	0.1	$435k		7.3k	59.55	View chart
Bank of America Corporation (BAC)	0.1	$427k	-3%	8.8k	48.75	View chart
Trane Technologies (TT)	0.1	$424k		1.0k	416.84	View chart
Schwab Emerging Markets Equity Etf (SCHE)	0.1	$420k		13k	32.95	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$414k		9.0k	45.89	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$402k	+10%	2.1k	191.81	View chart
Fastenal Company (FAST)	0.1	$402k		8.7k	46.40	View chart
UnitedHealth (UNH)	0.1	$396k	+4%	1.5k	270.61	View chart
Novartis Adr (NVS)	0.1	$394k		2.6k	152.77	View chart
Visa (V)	0.1	$391k		1.3k	302.35	View chart
Zscaler Incorporated (ZS)	0.1	$391k	+39%	2.8k	140.29	View chart
ConocoPhillips (COP)	0.1	$388k	+34%	2.9k	132.00	View chart
At&t (T)	0.1	$377k		13k	28.99	View chart
Paychex (PAYX)	0.1	$365k	+12%	4.0k	92.12	View chart
Starbucks Corporation (SBUX)	0.1	$359k		4.0k	89.60	View chart
Coinbase Global (COIN)	0.1	$350k	+99%	2.0k	174.61	View chart
Moody's Corporation (MCO)	0.1	$346k		794.00	436.25	View chart
Nike (NKE)	0.1	$344k	-2%	6.5k	52.82	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$340k		1.3k	261.99	View chart
Vanguard Information Technology Etf (VGT)	0.1	$340k	-4%	488.00	697.28	View chart
Ishares 10 Year Invmt Grd Corp Bd Etf (IGLB)	0.1	$334k		6.7k	49.63	View chart
Goldman Sachs (GS)	0.1	$333k		393.00	846.42	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$331k		6.3k	52.33	View chart
BP Adr (BP)	0.1	$329k		7.0k	47.00	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$322k		6.6k	48.46	View chart
Nextera Energy (NEE)	0.1	$321k		3.5k	92.88	View chart
Union Pacific Corporation (UNP)	0.1	$321k	-22%	1.3k	242.53	View chart
American International (AIG)	0.1	$318k	NEW	4.2k	75.25	View chart
Ishares Global 100 Etf Etf (IOO)	0.1	$311k		2.6k	120.95	View chart
Broadcom (AVGO)	0.1	$311k		1.0k	309.39	View chart
Armata Pharmaceuticals (ARMP)	0.1	$307k		30k	10.24	View chart
Walt Disney Company (DIS)	0.1	$306k		3.2k	96.38	View chart
Palo Alto Networks (PANW)	0.1	$304k	+34%	1.9k	160.32	View chart
Carrier Global Corporation (CARR)	0.1	$294k	+7%	5.2k	56.31	View chart
Intel Corporation (INTC)	0.1	$290k	+5%	6.6k	44.13	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$289k		3.0k	97.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$288k	+5%	3.2k	90.53	View chart
General Electric (GE)	0.1	$285k		1.0k	283.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$282k	-8%	661.00	426.36	View chart
Otis Worldwide Corp (OTIS)	0.1	$277k		3.6k	77.09	View chart
Netflix (NFLX)	0.1	$274k		2.9k	96.15	View chart
Schwab Us Aggregate Bond Etf (SCHZ)	0.1	$272k		12k	23.22	View chart
Valero Energy Corporation (VLO)	0.1	$267k	-12%	1.1k	247.08	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$263k		7.5k	34.91	View chart
American Express Company (AXP)	0.1	$263k		868.00	302.41	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$262k	-2%	2.4k	110.36	View chart
Hdfc Bank Adr (HDB)	0.1	$260k	-10%	10k	24.88	View chart
Colgate-Palmolive Company (CL)	0.1	$253k	-6%	3.0k	85.24	View chart
Trex Company (TREX)	0.1	$252k	NEW	6.9k	36.42	View chart
Lowe's Companies (LOW)	0.1	$251k		1.1k	236.28	View chart
Viking Therapeutics (VKTX)	0.1	$251k	NEW	7.7k	32.54	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$250k	NEW	2.5k	98.42	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$243k	NEW	1.7k	146.61	View chart
Linde (LIN)	0.1	$241k	+2%	486.00	495.40	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$239k		458.00	522.71	View chart
Dover Corporation (DOV)	0.1	$239k		1.1k	208.53	View chart
Schwab U.s. Small-cap Etf (SCHA)	0.1	$229k		7.9k	29.08	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$229k		523.00	437.02	View chart
U.S. Bancorp (USB)	0.1	$228k		4.4k	52.01	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$221k	-15%	2.4k	92.75	View chart
Ge Vernova (GEV)	0.0	$217k	NEW	248.00	872.90	View chart
Philip Morris International (PM)	0.0	$212k		1.3k	165.38	View chart
PNC Financial Services (PNC)	0.0	$211k		1.0k	208.09	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$210k	NEW	2.2k	95.61	View chart
Waste Management (WM)	0.0	$209k	NEW	910.00	229.79	View chart
Blackrock (BLK)	0.0	$207k	+2%	215.00	962.60	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$204k	-4%	3.4k	59.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$200k	-7%	1.7k	114.99	View chart
Schwab Us Dividend Equity Etf (SCHD)	0.0	$117k	-24%	3.8k	30.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$109k		1.6k	69.76	View chart
State Street Spdr S&p 600 Sml Cap Val Etf (SLYV)	0.0	$97k	-2%	1.0k	94.61	View chart
Kyverna Therapeutics (KYTX)	0.0	$86k	NEW	10k	8.63	View chart
Vanguard Interm-term Bond Etf (BIV)	0.0	$85k	+33%	1.1k	77.15	View chart
Spdr S&p China Etf (GXC)	0.0	$67k	-8%	715.00	93.11	View chart
Cabaletta Bio (CABA)	0.0	$54k	NEW	20k	2.69	View chart
State Street Spdr Portf S&p 500 High Div Etf Etf (SPYD)	0.0	$42k	+4%	918.00	45.53	View chart
Schwab Us Reit Etf (SCHH)	0.0	$39k	-7%	1.8k	21.49	View chart
Schwab Short-term Us Trs Etf (SCHO)	0.0	$37k	+4%	1.5k	24.28	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$16k	-22%	510.00	30.97	View chart
Spdr S&p Global Natural Resources Etf (GNR)	0.0	$14k	+3%	190.00	74.48	View chart
Schwab International Small-cap Eq Etf (SCHC)	0.0	$12k	+6%	248.00	46.70	View chart
Vanguard Ftse Emerging Markets Etf (VWO)	0.0	$11k	-49%	198.00	54.05	View chart
Invesco Fundamental HY Corp Bd Etf (IFLN)	0.0	$2.8k	+13%	156.00	17.96	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$892.999800		7.00	127.57	View chart
Xtrackers Usd High Yield Corp Bd Etf (HYLB)	0.0	$706.000000	+5%	20.00	35.30	View chart
Schwab Intermediate-term Us Trs Etf (SCHR)	0.0	$276.999800	NEW	11.00	25.18	View chart
Global X Mlp & Energy Infrastructure Etf (MLPX)	0.0	$237.999900	NEW	3.00	79.33	View chart
Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$0		0	0.00	View chart

Past Filings by Grey Ledge Advisors

SEC 13F filings are viewable for Grey Ledge Advisors going back to 2016

Grey Ledge Advisors 2026 Q1 filed April 21, 2026
Grey Ledge Advisors 2025 Q4 filed Feb. 5, 2026
Grey Ledge Advisors 2025 Q3 filed Oct. 21, 2025
GSB Wealth Management 2025 Q2 filed July 15, 2025
GSB Wealth Management 2025 Q1 filed April 18, 2025
GSB Wealth Management 2024 Q4 filed Jan. 21, 2025
GSB Wealth Management 2024 Q3 filed Oct. 25, 2024
GSB Wealth Management 2024 Q2 filed July 18, 2024
GSB Wealth Management 2024 Q1 filed May 2, 2024
GSB Wealth Management 2023 Q3 filed Nov. 13, 2023
GSB Wealth Management 2023 Q2 filed Aug. 8, 2023
GSB Wealth Management 2023 Q1 restated filed May 18, 2023
GSB Wealth Management 2023 Q1 filed May 15, 2023
GSB Wealth Management 2022 Q4 filed Feb. 16, 2023
GSB Wealth Management 2022 Q3 filed Oct. 18, 2022
GSB Wealth Management 2022 Q2 filed July 20, 2022

View all past filings

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