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Greykasell Wealth Strategies - Q2 2026 13F Filings

GR

Greykasell Wealth Strategies, Inc.

CIK: 0002041220
Address: California Danville 145 E. Prospect Suite 202
$275.47 M
Portfolio Value
483
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VEA Vanguard Ftse Developed Markets Etf
+$648,874.84
2. MU Micron Technology
+$615,248.2
3. FBND Fidelity Total Bond Etf
+$480,373.79
4. EMXC Ishares Msci Emerging Markets Ex China Etf
+$416,974.83
5. CGGO Capital Group Global Growth Equity Etf
+$414,535.3

Top Sells

Q2 2026
1. ISTB Ishares Core 1-5 Year Usd Bond Etf
−$2.18 M
2. AGG Ishares Core Us Aggregate Bond Etf
−$1.4 M
3. HON Honeywell International
−$413,971
4. JBND Jpmorgan Active Bond Etf
−$354,803
5. INTU Intuit
−$314,525.3

Asset Allocation

Stocks/ETFs
+11.27%
$273.8 M 99.39%
Options
$0 0.00%
Debt
$0 0.00%
Other
-15.50%
$1.67 M 0.61%

Sector Allocation (Stocks)

Greykasell Wealth Strategies Q2 2026 Filing Summary

Greykasell Wealth Strategies, Inc. filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 275.47 M reflecting a +11.06% change from the prior quarter, spanning 483 assets. The top 10 holdings comprised 33.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 86 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Greykasell Wealth Strategies’s Q2 2026 Filing

Greykasell Wealth Strategies submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Greykasell Wealth Strategies reported a managed portfolio value of 275.47 M, consisting of 483 individual positions.

This page displays the raw filing documents. To see which stocks Greykasell Wealth Strategies bought or sold during Q2 2026, please visit Greykasell Wealth Strategies's Portfolio Analysis page.