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CIK: 0001939443
Total reported value
$239.9M
$239.9M
84 檔
61.8%
As reported in its official Q4 2025 Form 13F filing, Grand Wealth Management, LLC's tracked investment portfolio stood at $239.9M with 84 total positions.
In Q4 2025, Grand Wealth Management, LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 37.44% | +0.81% | +2.85% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 10.16% | +0.37% | +4.51% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 7.46% | -0.44% | -0.65% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.55% | -0.20% | -0.66% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 5.67% | +0.50% | +5.08% | |
| 6 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 3.84% | -0.13% | +27.24% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 3.64% | -0.47% | -0.86% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.29% | — | -1.22% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.88% | +0.02% | +37.91% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.78% | +0.03% | +16.88% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.15% | +0.05% | -0.18% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.96% | +0.12% | +13.26% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.96% | +0.13% | +4.52% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.79% | -0.14% | -0.09% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.08% | +1.08% | |
| 16 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.83% | -0.01% | -2.03% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.06% | +4.23% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.53% | -0.05% | +0.60% | |
| 19 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.49% | -0.07% | -22.77% | |
| 20 | DFAT | Dimensional US Target Value | ETF-Other | 0.47% | — | — | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.41% | +0.17% | -0.01% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.38% | -0.04% | +0.06% | |
| 23 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.34% | +0.05% | -1.91% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.01% | — | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.19% | +0.06% | +11.59% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.19% | — | +11.73% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | — | +0.37% | |
| 28 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.16% | +0.03% | +5.17% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.09% | -40.92% | |
| 30 | COR | Cencora Inc | Stock-Healthcare | 0.15% | -0.03% | — | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.14% | +0.08% | -0.25% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.14% | — | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.14% | +0.02% | — | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | +0.04% | -1.17% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.13% | +0.01% | +2.52% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.12% | -0.01% | +0.65% | |
| 37 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.12% | -0.01% | +0.35% | |
| 38 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 0.11% | -0.02% | — | |
| 39 | ETN | Eaton Corporation plc | Stock-Industrials | 0.10% | +0.01% | — | |
| 40 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.09% | -0.01% | — | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.08% | — | +39.71% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.08% | -0.08% | EXIT | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.07% | -0.07% | EXIT | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.06% | -0.07% | EXIT | |
| 45 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.06% | +0.09% | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.05% | — | — | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.04% | -0.04% | EXIT | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.03% | -0.03% | EXIT | |
| 50 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.03% | -0.02% | EXIT |
According to official SEC Form 13F filings, Grand Wealth Management, LLC reported a total U.S. public equity portfolio value of $239.9M across 84 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, AVDE, DFAX) accounted for 61.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
DUSB
市值: $133.5K
Top Position Liquidated / Trimmed
FREL
前期市值: $215.9K
During Q4 2025, Grand Wealth Management, LLC's top holdings by market value included DFAC (37.4%)、AVDE (10.2%)、DFAX (7.5%). The largest single position, DFAC, represented 37.4% of total portfolio value.
In Q4 2025, Grand Wealth Management, LLC made 41 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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