Gray Private Wealth, LLC
Gray Private Wealth, LLC reported 58 positions worth $231.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IVV (45.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $104.4M | 45.11% | 139,376 | — | — | |
| ▸ 2 | IWB | SH | $34.1M | 14.75% | 83,372 | — | — | |
| ▸ 3 | EFA | SH | $14.4M | 6.22% | 138,509 | — | — | |
| ▸ 4 | IWM | SH | $13.3M | 5.75% | 44,256 | — | — | |
| ▸ 5 | VNQ | SH | $9.5M | 4.11% | 98,520 | — | — | |
| ▸ 6 | DGRW | SH | $8.5M | 3.67% | 88,769 | — | — | |
| ▸ 7 | HDV | SH | $7.6M | 3.30% | 278,649 | — | — | |
| ▸ 8 | IVW | SH | $4.3M | 1.84% | 31,014 | — | — | |
| ▸ 9 | VEA | SH | $4.2M | 1.83% | 59,292 | — | — | |
| ▸ 10 | IVE | SH | $3.7M | 1.60% | 16,285 | — | — |
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Frequently Asked Questions
What stocks does Gray Private Wealth, LLC hold as of Q2 2026?
Gray Private Wealth, LLC reported 58 positions worth $231.4M in its Q2 2026 13F filing. Largest positions: IVV (45.1%), IWB (14.8%), EFA (6.2%), IWM (5.7%) and VNQ (4.1%).
What did Gray Private Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Gray Private Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.