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CIK: 0002041220
Total reported value
$275.5M
$275.5M
567 檔
18.9%
At the close of Q1 2026, Greykasell Wealth Strategies, Inc. disclosed equity holdings valued at approximately $275.5M, spread across 567 reported holdings.
In Q1 2026, Greykasell Wealth Strategies, Inc. displayed an active expansion posture, initiating 21 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 567 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | ETF-Commodities | 4.77% | -1.11% | -0.99% | |
| 2 | IOO | Ishares Global 100 ETF | ETF-Other | 4.46% | +0.09% | -4.64% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.12% | +0.31% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.88% | -0.91% | +0.72% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.53% | +0.42% | -2.49% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.27% | -0.16% | +1.65% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | +0.20% | -0.31% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.28% | +0.54% | +7.35% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.07% | -3.55% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.19% | -0.01% | +0.73% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.18% | +0.43% | -0.15% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.19% | -3.31% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.90% | +0.14% | +2.03% | |
| 14 | CGIE | Cap Group Intl Equity | ETF-Other | 1.75% | +0.06% | +22.72% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | +0.13% | -0.36% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.63% | +0.06% | -1.82% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | +0.24% | +8.31% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.53% | +0.09% | +4.19% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.07% | +0.21% | |
| 20 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.32% | +0.17% | +0.90% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | -0.14% | -0.91% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | — | +1.12% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.03% | +0.17% | -0.71% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 1.02% | +0.82% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | +0.01% | -0.16% | |
| 26 | EQIX | Equinix Inc | Stock-Real Estate | 1.00% | -0.04% | -3.91% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.17% | +0.24% | |
| 28 | CGGO | Cap Group Global Growth | ETF-Other | 0.97% | +0.29% | +3.91% | |
| 29 | MFSI | Mfs Active International | ETF-Other | 0.92% | +0.09% | +1.13% | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.92% | -0.89% | -7.31% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.89% | — | +0.02% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.80% | -0.06% | -5.58% | |
| 33 | PLD | Prologis Inc | Stock-Real Estate | 0.79% | -0.06% | +0.19% | |
| 34 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.78% | +0.08% | -0.67% | |
| 35 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.78% | +0.03% | -0.61% | |
| 36 | IHDG | Wisdomtree International Hed | ETF-Other | 0.72% | -0.02% | -27.72% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.06% | -5.52% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.14% | -2.65% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.18% | +35.62% | |
| 40 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.60% | -0.18% | — | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.59% | +0.05% | +0.06% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | -0.28% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.56% | +0.10% | -3.15% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.53% | -0.15% | -2.03% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.13% | +1.40% | |
| 46 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.51% | +0.01% | +71707.14% | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | +0.02% | -3.19% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.03% | +3.60% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.04% | -0.24% | |
| 50 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.45% | +0.05% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABNB | Airbnb Inc-class A | +0.5% | +71707.14% | Add |
| 2 | GLD | Spdr Gold Shares | +0.4% | -0.99% | Trim |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +7.35% | Add |
| 4 | CGIE | Cap Group Intl Equity | +0.3% | +22.72% | Add |
| 5 | EQIX | Equinix Inc | +0.2% | -3.91% | Trim |
| 6 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.31% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +35.62% | Add |
| 9 | CVX | Chevron CORP | +0.2% | +1.40% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | +0.24% | Add |
| 11 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +4.19% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | -0.36% | Trim |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.73% | Add |
| 15 | FBND | Fidelity Total Bond ETF | +0.1% | +1.65% | Add |
| 16 | DE | Deere & Co | +0.1% | +1.05% | Add |
| 17 | WMT | Walmart Inc | +0.1% | -2.65% | Trim |
| 18 | JNJ | Johnson & Johnson | +0.1% | +4.12% | Add |
| 19 | MU | Micron Technology Inc | +0.1% | +1.87% | Add |
| 20 | DBC | Invesco Db Commodity Index T | +0.1% | +6.17% | Add |
| 21 | FAST | Fastenal Co | +0.1% | -2.19% | Trim |
| 22 | MRVL | Marvell Technology Inc | +0.1% | — | Unchanged |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 24 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 25 | PLD | Prologis Inc | +0.1% | +0.19% | Add |
| 26 | VFLO | Victoryshares Free Cash Flow | +0.1% | +0.90% | Add |
| 27 | LMT | Lockheed Martin CORP | 0% | +2.86% | Add |
| 28 | FDX | Fedex CORP | 0% | +2.22% | Add |
| 29 | AMGN | Amgen Inc | 0% | -0.13% | Trim |
| 30 | CGSM | Cap Group Short Muni Income | 0% | +7.46% | Add |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.12% | Add |
| 32 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.82% | Trim |
| 33 | XOM | Exxon Mobil CORP | 0% | +67.38% | Add |
| 34 | TRGP | Targa Resources CORP | 0% | — | Unchanged |
| 35 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 36 | RTX | Rtx CORP | 0% | -0.24% | Trim |
| 37 | ICVT | Ishares Convertible Bond ETF | 0% | +0.02% | Add |
| 38 | LRCX | Lam Research CORP | 0% | +1429.41% | Add |
| 39 | LIN | Linde plc | 0% | +9.05% | Add |
| 40 | VLO | Valero Energy CORP | 0% | +3.83% | Add |
| 41 | PANW | Palo Alto Networks Inc | 0% | +29.74% | Add |
| 42 | ILF | Ishares Latin America 40 ETF | 0% | +0.01% | Add |
| 43 | KR | Kroger Co | 0% | +12.39% | Add |
| 44 | HON | Honeywell International Inc | 0% | -6.39% | Trim |
| 45 | ESGE | Ishares Inc Ishares Esg Awar | 0% | -0.56% | Trim |
| 46 | MAR | Marriott International -cl A | 0% | -3.19% | Trim |
| 47 | BMY | Bristol-myers Squibb Co | 0% | +13.10% | Add |
| 48 | CMI | Cummins Inc | 0% | — | Unchanged |
| 49 | CSCO | Cisco Systems Inc | 0% | +1.29% | Add |
| 50 | TMUS | T-mobile US Inc | 0% | -2.03% | Trim |
According to official SEC Form 13F filings, Greykasell Wealth Strategies, Inc. reported a total U.S. public equity portfolio value of $275.5M across 567 disclosed positions in Q1 2026.
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 GLD, IOO, AAPL) accounted for 18.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
GRID
市值: $177.5K
Top Position Liquidated / Trimmed
UNH
前期市值: $149.6K
During Q1 2026, Greykasell Wealth Strategies, Inc.'s top holdings by market value included GLD (4.8%)、IOO (4.5%)、AAPL (4.4%). The largest single position, GLD, represented 4.8% of total portfolio value.
In Q1 2026, Greykasell Wealth Strategies, Inc. made 156 total portfolio adjustments, initiating 21 new buys, adding to 82 positions, trimming 50 holdings, and fully liquidating 3 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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