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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, FNDA, AGGY, and represent 15.47% of Grey Ledge Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, SCHF, NOW, PGR, HON, HONA, HD, VDC, MSFT, BRK.B.
Started 18 new stock positions in SPCX, PGR, MS, AJG, BSX, HON, AXON, MU, RSP, HONA. VWEHX, PJT, AEM, NOW, BUG, Exxon Mobil Corp, PIMIX, PRI.
Reduced shares in these 10 stocks: AMD, , EMXC, Honeywell International, OSEA, DELL, TSM, VBIL, EPI, CMI.
Sold out of its positions in COIN, XOM, Honeywell International, ICSH, NKE, OTIS, VBIL, VKTX, ZS.
Grey Ledge Advisors was a net buyer of stock by $4.8M.
Grey Ledge Advisors has $498M in assets under management (AUM), dropping by 12.34%.
Central Index Key (CIK): 0001660694

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Portfolio Holdings for Grey Ledge Advisors

Grey Ledge Advisors holds 248 positions in its portfolio as reported in the June 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)	5.2	$26M		34k	748.97	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	2.8	$14M		272k	50.35	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.6	$13M	+3%	487k	26.52	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	2.5	$13M		333k	38.06	View chart
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)	2.4	$12M	+6%	283k	42.61	View chart
Advanced Micro Devices (AMD)	2.3	$11M	-29%	19k	580.91	View chart
Schwab International Equity Etf Etf (SCHF)	2.1	$11M	+40%	380k	27.70	View chart
Apple (AAPL)	2.1	$10M		35k	289.36	View chart
Harbor International Compounders Etf Etf (OSEA)	2.0	$10M	-15%	327k	30.48	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.6	$8.0M	-2%	235k	33.84	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	1.6	$7.8M		139k	56.52	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.6	$7.7M	-24%	76k	102.30	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	1.6	$7.7M	+5%	152k	51.05	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.5	$7.6M		10k	746.77	View chart
Vanguard Value Etf Etf (VTV)	1.5	$7.3M		34k	215.31	View chart
Alphabet Inc Class C cs (GOOG)	1.4	$7.1M	-3%	20k	353.33	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.4	$7.1M	+2%	99k	71.25	View chart
Microsoft Corporation (MSFT)	1.4	$7.1M	+14%	19k	373.02	View chart
Alphabet Inc Class A cs (GOOGL)	1.4	$7.0M	+9%	20k	357.38	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.4	$6.9M		9.4k	736.39	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	1.4	$6.9M	+2%	89k	77.11	View chart
Johnson & Johnson (JNJ)	1.4	$6.9M		27k	253.97	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	1.2	$6.2M	-2%	36k	173.52	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	1.2	$6.1M	+7%	68k	89.85	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	1.2	$6.0M	+3%	62k	95.62	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	1.1	$5.5M	+3%	105k	52.41	View chart
NVIDIA Corporation (NVDA)	1.0	$5.1M	-7%	25k	200.09	View chart
Home Depot (HD)	1.0	$4.8M	+25%	14k	352.69	View chart
Amgen (AMGN)	1.0	$4.8M	+3%	13k	362.13	View chart
Cisco Systems (CSCO)	0.9	$4.6M	-6%	39k	117.46	View chart
Berkshire Hathaway (BRK.B)	0.9	$4.4M	+24%	8.9k	500.41	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	0.9	$4.2M		91k	46.94	View chart
Merck & Co (MRK)	0.8	$4.2M		32k	128.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.1M		13k	327.32	View chart
Raytheon Technologies Corp (RTX)	0.8	$4.1M	+23%	22k	189.73	View chart
AFLAC Incorporated (AFL)	0.8	$4.1M		35k	117.25	View chart
Cummins (CMI)	0.8	$4.0M	-13%	5.7k	713.23	View chart
Exxon Mobil Corp	0.8	$4.0M	NEW	29k	136.72	View chart
Jpmorgan Limited Duration Bond Etf Etf (JPLD)	0.8	$4.0M	+7%	76k	52.19	View chart
Principal Spectrum Preferred Secs Active Etf Etf (PREF)	0.8	$3.9M		206k	19.06	View chart
Wisdomtree India Earnings Fund Etf (EPI)	0.8	$3.9M	-15%	92k	42.78	View chart
Costco Wholesale Corporation (COST)	0.8	$3.9M		4.1k	935.56	View chart
Applied Materials (AMAT)	0.8	$3.8M	-8%	5.2k	723.03	View chart
Dell Technologies (DELL)	0.7	$3.7M	-20%	8.6k	431.45	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.7	$3.6M	-19%	7.5k	477.60	View chart
Snap-on Incorporated (SNA)	0.7	$3.5M		8.8k	402.42	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.7	$3.4M	+8%	15k	227.07	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.7	$3.4M	+7%	73k	46.81	View chart
Unilever Adr (UL)	0.7	$3.3M	+10%	54k	60.12	View chart
Fidelity Msci Utilities Etf Etf (FUTY)	0.6	$3.2M		55k	58.42	View chart
TJX Companies (TJX)	0.6	$3.1M		21k	151.50	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.6	$3.0M		34k	88.54	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.6	$3.0M	+44%	19k	156.71	View chart
Spdr Gold Shares Etf (GLD)	0.6	$3.0M		8.1k	368.37	View chart
Travelers Companies (TRV)	0.6	$2.9M		8.9k	330.14	View chart
International Business Machines (IBM)	0.6	$2.9M	-12%	10k	281.20	View chart
DNP Select Income Fund (DNP)	0.6	$2.8M		263k	10.79	View chart
Amazon (AMZN)	0.6	$2.8M		12k	238.33	View chart
Lockheed Martin Corporation (LMT)	0.6	$2.8M	+6%	5.4k	509.44	View chart
Chevron Corporation (CVX)	0.5	$2.6M	-8%	16k	165.76	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.5	$2.6M	-11%	6.5k	393.94	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.5	$2.5M	+14%	21k	117.48	View chart
General Dynamics Corporation (GD)	0.5	$2.5M		7.0k	354.26	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.5	$2.4M	+7%	24k	98.98	View chart
O'reilly Automotive (ORLY)	0.5	$2.3M	-3%	25k	92.09	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.4	$2.2M		15k	148.31	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$2.2M	-7%	14k	164.27	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.4	$2.2M	-15%	44k	50.57	View chart
Amphenol Corporation (APH)	0.4	$2.2M	-2%	12k	176.33	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.4	$2.1M		13k	163.67	View chart
Procter & Gamble Company (PG)	0.4	$2.1M	+2%	14k	146.64	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.4	$2.1M	-2%	15k	137.53	View chart
Pepsi (PEP)	0.4	$2.1M		15k	135.40	View chart
Roper Industries (ROP)	0.4	$2.1M	+32%	6.1k	338.36	View chart
Fidelity Limited Term Bond Etf Etf (FLTB)	0.4	$1.9M	+3%	38k	50.13	View chart
Automatic Data Processing (ADP)	0.4	$1.9M	+52%	8.4k	223.95	View chart
Servicenow (NOW)	0.4	$1.9M	NEW	19k	99.28	View chart
Abbott Laboratories (ABT)	0.4	$1.9M	+40%	20k	90.74	View chart
Kenvue (KVUE)	0.4	$1.8M	-8%	96k	19.11	View chart
Oracle Corporation (ORCL)	0.4	$1.8M	-5%	12k	146.55	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.4	$1.8M		24k	75.79	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.4	$1.8M	-7%	58k	30.49	View chart
Stanley Black & Decker (SWK)	0.3	$1.7M	+11%	18k	94.12	View chart
Facebook Inc cl a (META)	0.3	$1.6M	-12%	2.9k	563.35	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M	+2%	1.3k	1199.40	View chart
McDonald's Corporation (MCD)	0.3	$1.5M	-2%	5.6k	270.29	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.3	$1.5M	-2%	4.0k	365.71	View chart
Genuine Parts Company (GPC)	0.3	$1.4M	-5%	12k	117.98	View chart
Air Products & Chemicals (APD)	0.3	$1.4M		4.7k	293.17	View chart
Caterpillar (CAT)	0.3	$1.4M		1.3k	1065.12	View chart
Coca-Cola Company (KO)	0.3	$1.4M	-2%	17k	81.27	View chart
Progressive Corporation (PGR)	0.3	$1.3M	NEW	5.9k	218.45	View chart
Chubb (CB)	0.3	$1.3M	-3%	3.8k	340.78	View chart
Sherwin-Williams Company (SHW)	0.3	$1.3M	-6%	3.7k	344.36	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$1.3M		1.8k	686.75	View chart
Toyota Motor Corp Ads Adr (TM)	0.2	$1.2M		7.4k	168.41	View chart
Deere & Company (DE)	0.2	$1.2M		1.9k	634.39	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.2	$1.2M	+5%	22k	53.17	View chart
Abbvie (ABBV)	0.2	$1.1M	+2%	4.6k	251.62	View chart
Honeywell International (HON)	0.2	$1.1M	NEW	5.0k	223.90	View chart
Honeywell Aerospace (HONA)	0.2	$1.1M	NEW	5.0k	221.08	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.2	$1.1M		59k	18.69	View chart
State Street Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.2	$1.1M		16k	67.56	View chart
Illinois Tool Works (ITW)	0.2	$1.1M	-4%	3.9k	270.44	View chart
Moderna (MRNA)	0.2	$1.1M		15k	70.03	View chart
Rollins (ROL)	0.2	$1.1M		25k	41.74	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.0M	-11%	22k	47.94	View chart
Keurig Dr Pepper (KDP)	0.2	$1000k	+37%	31k	32.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$975k	-14%	4.1k	236.62	View chart
Ishares Gold Trust Etf (IAU)	0.2	$962k		13k	75.00	View chart
Kimberly-Clark Corporation (KMB)	0.2	$906k	-2%	8.3k	109.77	View chart
Emerson Electric (EMR)	0.2	$876k	-3%	6.1k	143.15	View chart
Paychex (PAYX)	0.2	$873k	+124%	8.9k	98.33	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$846k		24k	34.81	View chart
Church & Dwight (CHD)	0.2	$810k		8.4k	96.88	View chart
Pjt Partners (PJT)	0.2	$810k	NEW	5.4k	150.94	View chart
Goldman Sachs Physical Gold Etf Etf (AAAU)	0.2	$809k		20k	39.57	View chart
W.W. Grainger (GWW)	0.2	$806k		592.00	1361.17	View chart
Southern Company (SO)	0.2	$785k		8.2k	95.71	View chart
Intel Corporation (INTC)	0.2	$781k	-14%	5.6k	139.63	View chart
Deckers Outdoor Corporation (DECK)	0.2	$769k	+14%	7.7k	99.29	View chart
Palo Alto Networks (PANW)	0.1	$742k	+14%	2.2k	341.02	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$721k	+24%	25k	29.43	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$717k	NEW	3.1k	229.58	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$713k	-2%	1.0k	703.41	View chart
Wal-Mart Stores (WMT)	0.1	$707k	+12%	6.2k	113.26	View chart
United Parcel Service (UPS)	0.1	$706k		6.6k	107.50	View chart
Pfizer (PFE)	0.1	$703k	-3%	29k	24.08	View chart
Ishares Msci India Etf Etf (INDA)	0.1	$687k		14k	49.39	View chart
Agnico (AEM)	0.1	$687k	NEW	4.4k	155.13	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$684k	+1072%	5.7k	119.51	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$675k	+294%	8.4k	80.57	View chart
MasterCard Incorporated (MA)	0.1	$671k		1.3k	513.62	View chart
Ross Stores (ROST)	0.1	$669k	-3%	3.1k	212.88	View chart
Palantir Technologies (PLTR)	0.1	$663k	+9%	5.7k	116.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$661k	-12%	2.2k	298.04	View chart
Zoetis Inc Cl A (ZTS)	0.1	$648k	-16%	9.0k	71.86	View chart
Tractor Supply Company (TSCO)	0.1	$625k	-15%	20k	31.61	View chart
Jpmorgan Betabuilders International Equity Etf Etf (BBIN)	0.1	$616k		7.9k	78.08	View chart
UnitedHealth (UNH)	0.1	$613k		1.5k	415.50	View chart
Analog Devices (ADI)	0.1	$580k		1.5k	397.17	View chart
Citigroup (C)	0.1	$576k		4.1k	139.97	View chart
State Street Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$565k	-2%	5.0k	112.09	View chart
Axon Enterprise (AXON)	0.1	$565k	NEW	1.0k	560.61	View chart
McCormick & Company, Incorporated (MKC)	0.1	$553k		11k	50.42	View chart
Nextera Energy (NEE)	0.1	$549k	+80%	6.3k	87.77	View chart
Stryker Corporation (SYK)	0.1	$539k	+2%	1.7k	314.84	View chart
Carrier Global Corporation (CARR)	0.1	$538k	+40%	7.3k	73.35	View chart
Ametek (AME)	0.1	$520k	-9%	2.1k	241.94	View chart
Ishares Msci Australia Etf Etf (EWA)	0.1	$519k		18k	28.16	View chart
Tor Dom Bk Cad (TD)	0.1	$515k	-11%	4.2k	121.43	View chart
Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE)	0.1	$505k		7.3k	68.86	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$504k		6.2k	81.94	View chart
Bank of America Corporation (BAC)	0.1	$502k		8.8k	56.98	View chart
Canadian Natl Ry (CNI)	0.1	$501k	-4%	4.2k	119.24	View chart
Trane Technologies (TT)	0.1	$500k		1.0k	491.33	View chart
Danaher Corporation (DHR)	0.1	$492k		2.6k	190.50	View chart
Hartford Financial Services (HIG)	0.1	$483k		3.6k	132.52	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$480k	+4%	2.2k	219.43	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$461k		13k	36.34	View chart
Generac Holdings (GNRC)	0.1	$445k	-39%	1.5k	292.81	View chart
Visa (V)	0.1	$445k		1.3k	343.20	View chart
Duke Energy (DUK)	0.1	$442k	-5%	3.5k	126.58	View chart
Micron Technology (MU)	0.1	$418k	NEW	362.00	1154.29	View chart
Fastenal Company (FAST)	0.1	$417k		8.7k	48.03	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$409k		9.0k	45.34	View chart
Starbucks Corporation (SBUX)	0.1	$407k		4.0k	102.18	View chart
Novartis Adr (NVS)	0.1	$404k		2.6k	156.75	View chart
Thermo Fisher Scientific (TMO)	0.1	$403k	-14%	804.00	501.64	View chart
Goldman Sachs (GS)	0.1	$398k		393.00	1011.89	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$397k		1.3k	303.05	View chart
Broadcom (AVGO)	0.1	$379k		1.0k	377.93	View chart
Accenture (ACN)	0.1	$379k	-27%	3.0k	124.44	View chart
General Electric (GE)	0.1	$374k		1.0k	373.74	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$366k		6.6k	55.01	View chart
Ishares Silver Trust Etf (SLV)	0.1	$363k		6.8k	53.47	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$360k	+62%	4.1k	87.22	View chart
Moody's Corporation (MCO)	0.1	$359k		793.00	452.96	View chart
Ishares Global 100 Etf Etf (IOO)	0.1	$349k		2.6k	136.58	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$343k	+26%	15k	23.12	View chart
Becton, Dickinson and (BDX)	0.1	$335k	-20%	2.2k	151.30	View chart
Fidelity Msci Consumer Staples Index Etf Etf (FSTA)	0.1	$333k		6.3k	52.54	View chart
Netflix (NFLX)	0.1	$330k	+62%	4.6k	71.40	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$329k	+300%	2.6k	124.17	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$328k		3.0k	110.32	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)	0.1	$326k	-3%	6.5k	50.04	View chart
Trex Company (TREX)	0.1	$324k	-6%	6.5k	50.04	View chart
Armata Pharmaceuticals (ARMP)	0.1	$324k	+66%	50k	6.48	View chart
American International (AIG)	0.1	$314k		4.2k	74.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$310k		3.2k	96.59	View chart
Walt Disney Company (DIS)	0.1	$307k		3.2k	96.25	View chart
ConocoPhillips (COP)	0.1	$305k		2.9k	103.96	View chart
American Express Company (AXP)	0.1	$296k		874.00	338.17	View chart
A. O. Smith Corporation (AOS)	0.1	$295k	-48%	4.7k	62.72	View chart
Ge Vernova (GEV)	0.1	$291k		248.00	1174.86	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$291k	-3%	7.3k	40.09	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.1	$286k	-68%	5.6k	50.63	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.1	$285k		7.9k	36.13	View chart
Valero Energy Corporation (VLO)	0.1	$282k		1.1k	260.44	View chart
Colgate-Palmolive Company (CL)	0.1	$273k		3.0k	91.69	View chart
At&t (T)	0.1	$267k		13k	20.70	View chart
Pimco Incm I mutual fund (PIMIX)	0.1	$267k	NEW	25k	10.86	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$266k	NEW	1.2k	212.77	View chart
U.S. Bancorp (USB)	0.1	$265k		4.4k	60.39	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$263k		1.7k	158.66	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$259k		2.4k	109.43	View chart
BP Adr (BP)	0.1	$259k		7.0k	36.95	View chart
Dover Corporation (DOV)	0.1	$257k		1.1k	224.29	View chart
Boston Scientific Corporation (BSX)	0.1	$253k	NEW	5.9k	42.68	View chart
Linde (LIN)	0.1	$252k		486.00	518.56	View chart
Primerica (PRI)	0.1	$251k	NEW	884.00	284.20	View chart
PNC Financial Services (PNC)	0.1	$250k		1.0k	246.22	View chart
Hdfc Bank Adr (HDB)	0.0	$245k	-9%	9.5k	25.83	View chart
Union Pacific Corporation (UNP)	0.0	$235k	-34%	863.00	272.13	View chart
Philip Morris International (PM)	0.0	$232k		1.3k	180.95	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$227k		2.2k	102.82	View chart
Ishares Msci India Small Cap Etf Etf (SMIN)	0.0	$227k	-5%	3.2k	70.73	View chart
Morgan Stanley (MS)	0.0	$221k	NEW	1.1k	209.13	View chart
Lowe's Companies (LOW)	0.0	$221k	-5%	1.0k	220.49	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$220k	-4%	2.3k	96.44	View chart
State Street Spdr Msci Acwi Ex-us Etf Etf (CWI)	0.0	$213k		5.2k	40.67	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$212k	+369%	2.5k	86.14	View chart
Global X Cybersecurity Etf Etf (BUG)	0.0	$206k	NEW	5.4k	38.19	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$206k		456.00	450.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$205k		1.7k	117.67	View chart
Space X (SPCX)	0.0	$203k	NEW	1.2k	170.86	View chart
Blackrock (BLK)	0.0	$202k	-2%	210.00	962.48	View chart
Waste Management (WM)	0.0	$201k		901.00	222.88	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$130k		1.6k	82.86	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$120k		3.8k	31.71	View chart
State Street Spdr S&p 600 Sml Cap Val Etf Etf (SLYV)	0.0	$113k		1.0k	109.09	View chart
Cabaletta Bio (CABA)	0.0	$93k	+50%	30k	3.11	View chart
Vanguard Interm-term Bond Etf Etf (BIV)	0.0	$90k	+6%	1.2k	76.71	View chart
Kyverna Therapeutics (KYTX)	0.0	$89k		10k	8.91	View chart
Spdr S&p China Etf Etf (GXC)	0.0	$62k		722.00	86.46	View chart
State Street Spdr Portf S&p 500 High Div Etf Etf (SPYD)	0.0	$44k		926.00	47.70	View chart
Schwab Us Reit Etf Etf (SCHH)	0.0	$44k		1.8k	23.68	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$40k	+10%	1.7k	24.14	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.0	$19k	+3%	527.00	36.87	View chart
Spdr S&p Global Natural Resources Etf Etf (GNR)	0.0	$13k	+4%	199.00	67.19	View chart
Schwab International Small-cap Eq Etf Etf (SCHC)	0.0	$12k	+4%	258.00	48.19	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$12k	+4%	207.00	59.60	View chart
Schwab Intermediate-term Us Trs Etf Etf (SCHR)	0.0	$3.9k	+1327%	157.00	24.62	View chart
Invesco Bloomberg Enh Flln Angls Etf Etf (IFLN)	0.0	$3.4k	+17%	184.00	18.33	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$1.1k	+400%	15.00	74.53	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$1.1k		7.00	157.86	View chart
Dbx Etf Tr Etf (HYLB)	0.0	$723.000000		20.00	36.15	View chart
Vanguard High-yield Corporate Inv Etf (VWEHX)	0.0	$594.998300	NEW	109.00	5.46	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 Q2 filed July 27, 2026
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

View all past filings

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