13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002041220
Total reported value
$275.5M
$275.5M
344 檔
13.0%
As reported in its official Q1 2025 Form 13F filing, Greykasell Wealth Strategies, Inc.'s tracked investment portfolio stood at $275.5M with 344 total positions.
During Q1 2025, Greykasell Wealth Strategies, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IOO | Ishares Global 100 ETF | ETF-Other | 4.68% | +0.09% | +1.91% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.81% | -1.11% | +7.25% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.12% | +1.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.61% | +0.20% | +8.88% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 3.31% | -0.02% | -5.73% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.04% | -0.16% | +70.12% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.88% | -0.91% | +116.85% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.19% | +2.01% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | +0.07% | +0.22% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.42% | +0.54% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.21% | +0.09% | -0.26% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.17% | -0.01% | +7.26% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.07% | +0.06% | +3.73% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | +0.13% | +6.51% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | +0.43% | +8.43% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.75% | +0.54% | +0.83% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.07% | +2.31% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | +0.24% | +3.14% | |
| 19 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.56% | +0.03% | -2.62% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.14% | -1.69% | |
| 21 | CGGO | Cap Group Global Growth | ETF-Other | 1.29% | +0.29% | +10.27% | |
| 22 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.26% | +0.08% | -0.53% | |
| 23 | EQIX | Equinix Inc | Stock-Real Estate | 1.25% | -0.04% | -1.44% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.22% | -0.17% | +2.98% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.14% | +3.90% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.06% | -0.96% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | — | -4.99% | |
| 28 | ILCB | Ishares Morningstar U.s. Equ | ETF-Other | 0.96% | +0.01% | -12.74% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.93% | -0.12% | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.93% | — | +3.47% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 0.90% | -0.06% | -1.87% | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.89% | -0.15% | +0.02% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | +0.01% | +0.01% | |
| 34 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.88% | -0.12% | -16.11% | |
| 35 | PGR | Progressive CORP | Stock-Financials | 0.81% | -0.01% | +0.09% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.02% | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | — | — | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.17% | +2.90% | |
| 39 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.71% | — | +1.53% | |
| 40 | ARKK | Ark Innovation ETF | ETF-Other | 0.65% | +0.01% | -36.67% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.65% | +0.82% | — | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.26% | -1.68% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.14% | +0.02% | |
| 44 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.61% | +0.10% | +2.35% | |
| 45 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.59% | -0.18% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.18% | — | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.57% | -0.10% | +0.03% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.03% | +0.04% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.01% | -1.04% | |
| 50 | PWZ | Invesco California Amt-free | ETF-Other | 0.54% | -0.09% | -9.65% |
According to official SEC Form 13F filings, Greykasell Wealth Strategies, Inc. reported a total U.S. public equity portfolio value of $275.5M across 344 disclosed positions in Q1 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 IOO, GLD, AAPL) accounted for 13.0% of total reported equity market value during Q1 2025.
During Q1 2025, Greykasell Wealth Strategies, Inc.'s top holdings by market value included IOO (4.7%)、GLD (3.8%)、AAPL (3.7%). The largest single position, IOO, represented 4.7% of total portfolio value.
In Q1 2025, Greykasell Wealth Strategies, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.