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Greykasell Wealth Strategies - Q4 2025 13F Filings

GR

Greykasell Wealth Strategies, Inc.

CIK: 0002041220
Address: California Danville 145 E. Prospect Suite 202
$253.27 M
Portfolio Value
492
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. CGIE Capital Group International Equity Etf
+$3.22 M
2. GLD Spdr Gold Shares
+$882,977.03
3. IVV Ishares Core S&P 500 Etf
+$776,054.52
4. IAU Ishares Gold Trust
+$762,324.06
5. GOOG Alphabet
+$617,332.96

Top Sells

Q4 2025
1. IHDG Wisdomtree International Hed
−$3.24 M
2. IJH Ishares Core S&P Mid-Cap Etf
−$388,078.46
3. IJR Ishares Core S&P Small Cap Etf
−$304,536.62
4. IUSB Ishares Core Total Usd Bond Market Etf
−$263,600.32
5. ADBE Adobe
−$261,789.41

Asset Allocation

Stocks/ETFs
+6.53%
$251.65 M 99.36%
Options
$0 0.00%
Debt
$0 0.00%
Other
+27.86%
$1.62 M 0.64%

Sector Allocation (Stocks)

Greykasell Wealth Strategies Q4 2025 Filing Summary

Greykasell Wealth Strategies, Inc. filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 253.27 M reflecting a +6.65% change from the prior quarter, spanning 492 assets. The top 10 holdings comprised 35.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 89 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Greykasell Wealth Strategies’s Q4 2025 Filing

Greykasell Wealth Strategies submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Greykasell Wealth Strategies reported a managed portfolio value of 253.27 M, consisting of 492 individual positions.

This page displays the raw filing documents. To see which stocks Greykasell Wealth Strategies bought or sold during Q4 2025, please visit Greykasell Wealth Strategies's Portfolio Analysis page.