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Apple shares owned by Grand Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Grand Wealth Management from 13F filings

Historical chart of Grand Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Grand Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Grand Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $208k 818 253.79
2023-12-31 $270k 1.4k 192.60
2023-09-30 $213k 1.2k 171.21

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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Core Msci Emkt (IEMG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 1 (DCOR)

View all positions for Grand Wealth Management

Top funds holding Apple

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Legal & General Group
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