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CIK: 0002041220
Total reported value
$275.5M
$275.5M
492 檔
19.7%
During the Q4 2025 filing period, Greykasell Wealth Strategies, Inc. (CIK: 0002041220) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $275.5M across 492 reported positions.
In Q4 2025, Greykasell Wealth Strategies, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 492 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IOO | Ishares Global 100 ETF | ETF-Other | 4.80% | +0.09% | +0.27% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.12% | +1.39% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.34% | -1.11% | +8.73% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.86% | +0.42% | +0.33% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.79% | -0.91% | +2.33% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.18% | -0.16% | +4.11% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +0.20% | +10.77% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.19% | +0.50% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.07% | +0.28% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.27% | +0.43% | +1.58% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.10% | -0.01% | +5.80% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.14% | +2.69% | |
| 13 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.92% | +0.54% | +5.22% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.61% | +0.13% | -6.93% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.59% | +0.06% | -8.80% | |
| 16 | CGIE | Cap Group Intl Equity | ETF-Other | 1.44% | +0.06% | +766.16% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | +0.07% | +1.37% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.42% | +0.09% | +0.81% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.41% | +0.24% | -1.87% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.30% | -0.14% | +0.02% | |
| 21 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.27% | +0.17% | +1.15% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.17% | -4.38% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | +0.01% | +7.34% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.02% | — | +8.45% | |
| 25 | IHDG | Wisdomtree International Hed | ETF-Other | 0.99% | -0.02% | -56.34% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.97% | -0.89% | -3.34% | |
| 27 | CGGO | Cap Group Global Growth | ETF-Other | 0.95% | +0.29% | +0.13% | |
| 28 | MFSI | Mfs Active International | ETF-Other | 0.91% | +0.09% | +1.05% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | — | +25.31% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | -0.06% | +1.77% | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.84% | +0.08% | +0.03% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.84% | -0.06% | +1.91% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.17% | +0.74% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.82% | +0.82% | +0.06% | |
| 35 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.80% | +0.03% | -4.51% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.80% | -0.04% | -5.08% | |
| 37 | PLD | Prologis Inc | Stock-Real Estate | 0.74% | -0.06% | +0.03% | |
| 38 | NOW | Servicenow Inc | Stock-Tech | 0.68% | -0.12% | +395.56% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | +0.02% | +3.87% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.14% | — | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.60% | +0.05% | +8.62% | |
| 42 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.55% | +0.10% | +0.12% | |
| 43 | INTU | Intuit Inc | Stock-Tech | 0.54% | -0.26% | +7.97% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.51% | -0.15% | -0.55% | |
| 45 | ARKK | Ark Innovation ETF | ETF-Other | 0.50% | +0.01% | -2.96% | |
| 46 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 0.50% | -0.12% | -9.39% | |
| 47 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.49% | -0.18% | +0.05% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.18% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.03% | -0.50% | |
| 50 | PGR | Progressive CORP | Stock-Financials | 0.49% | -0.01% | -1.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGIE | Cap Group Intl Equity | +1.3% | +766.16% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.33% | Add |
| 3 | GLD | Spdr Gold Shares | +0.5% | +8.73% | Add |
| 4 | IAU | Ishares Gold Trust | +0.3% | +1107.55% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +133.81% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +10.77% | Add |
| 7 | CGSM | Cap Group Short Muni Income | +0.2% | +99.51% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +25.31% | Add |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +100.00% | Add |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +5.22% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +21500.00% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +36.66% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 14 | BX | Blackstone Inc | +0.1% | +528.35% | Add |
| 15 | KKR | Kkr & Co Inc | +0.1% | +331.11% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | +8.62% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +1.39% | Add |
| 18 | MAR | Marriott International -cl A | +0.1% | — | Unchanged |
| 19 | KLAC | Kla CORP | 0% | +0.06% | Add |
| 20 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.80% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +7.34% | Add |
| 22 | PLD | Prologis Inc | 0% | +0.03% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | +8.45% | Add |
| 24 | VFLO | Victoryshares Free Cash Flow | 0% | +1.15% | Add |
| 25 | IOO | Ishares Global 100 ETF | 0% | +0.27% | Add |
| 26 | AMZN | Amazon.com Inc | 0% | +0.28% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.58% | Add |
| 28 | FBND | Fidelity Total Bond ETF | -0.1% | +4.11% | Add |
| 29 | FAST | Fastenal Co | -0.1% | +0.03% | Add |
| 30 | MUB | Ishares National Muni Bond E | -0.1% | -22.37% | Trim |
| 31 | HD | Home Depot Inc | -0.1% | +0.07% | Add |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -87.52% | Trim |
| 33 | PWZ | Invesco California Amt-free | -0.1% | -37.73% | Trim |
| 34 | ARKK | Ark Innovation ETF | -0.1% | -2.96% | Trim |
| 35 | ADBE | Adobe Inc | -0.1% | -29.75% | Trim |
| 36 | TMUS | T-mobile US Inc | -0.1% | -0.55% | Trim |
| 37 | ORCL | Oracle CORP | -0.2% | — | Unchanged |
| 38 | EMQQ | Emg Mkt Internet Etf-usa Inc | -0.2% | -9.39% | Trim |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.2% | +2.33% | Add |
| 40 | NOW | Servicenow Inc | -0.2% | +395.56% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | -6.93% | Trim |
| 42 | META | Meta Platforms Inc-class A | -0.2% | +0.02% | Add |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -8.80% | Trim |
| 44 | MSFT | Microsoft CORP | -0.4% | +0.50% | Add |
| 45 | IHDG | Wisdomtree International Hed | -1.3% | -56.34% | Trim |
| 46 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 47 | CMI | Cummins Inc | — | NEW | New buy |
| 48 | CEF | Sprott Physical Gold And Sil | — | NEW | New buy |
| 49 | FTCA | Franklin Ca Muni Inc ETF | — | NEW | New buy |
| 50 | TRGP | Targa Resources CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Greykasell Wealth Strategies, Inc. reported a total U.S. public equity portfolio value of $275.5M across 492 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 IOO, AAPL, GLD) accounted for 19.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
VIG
市值: $452.7K
Top Position Liquidated / Trimmed
IHDG
前期市值: $5.5M
During Q4 2025, Greykasell Wealth Strategies, Inc.'s top holdings by market value included IOO (4.8%)、AAPL (4.6%)、GLD (4.3%). The largest single position, IOO, represented 4.8% of total portfolio value.
In Q4 2025, Greykasell Wealth Strategies, Inc. made 47 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 10 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.
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