Greykasell Wealth Strategies, Inc.

Est. AUM

$248.0M

13F long equity, this entity only

Positions

566

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR GOLD SHARES	ETF	$11.8M	27471	4.77%	SOLE
2	ISHARES GLOBAL 100 ETF	ETF	$11.1M	91429	4.46%	SOLE
3	APPLE INC COM	Stock	$10.9M	43028	4.40%	SOLE
4	ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$9.6M	96900	3.88%	SOLE
5	ALPHABET INC CAP STK CL A	Stock	$8.8M	30482	3.53%	SOLE
6	FIDELITY TOTAL BOND ETF	ETF	$8.1M	177699	3.27%	SOLE
7	ISHARES CORE S&P 500 ETF	ETF	$7.6M	11613	3.06%	SOLE
8	ISHARES MSCI EMERGING MARKETS EX CHINA ETF	ETF	$5.7M	71942	2.28%	SOLE
9	AMAZON COM INC COM	Stock	$5.5M	26192	2.20%	SOLE
10	ISHARES CORE MSCI EAFE ETF	ETF	$5.4M	59876	2.19%	SOLE
11	INVESCO QQQ TRUST SERIES I	ETF	$5.4M	9349	2.18%	SOLE
12	MICROSOFT CORP COM	Stock	$4.9M	13283	1.98%	SOLE
13	NVIDIA CORPORATION COM	Stock	$4.7M	27042	1.90%	SOLE
14	CAPITAL GROUP INTERNATIONAL EQUITY ETF	ETF	$4.3M	128463	1.75%	SOLE
15	ISHARES CORE S&P SMALL CAP ETF	ETF	$4.2M	33884	1.70%	SOLE
16	ISHARES CORE S&P MID-CAP ETF	ETF	$4.0M	59849	1.63%	SOLE
17	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$4.0M	61703	1.59%	SOLE
18	ISHARES RUSSELL MIDCAP ETF	ETF	$3.8M	38956	1.53%	SOLE
19	STATE STREET SPDR S&P 500 ETF	ETF	$3.5M	5356	1.40%	SOLE
20	VICTORYSHARES FREE CASH FLOW ETF	ETF	$3.3M	82701	1.32%	SOLE
21	META PLATFORMS INC CL A	Stock	$2.8M	4924	1.14%	SOLE
22	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$2.6M	48767	1.06%	SOLE
23	BROADCOM INC COM	Stock	$2.5M	8222	1.03%	SOLE
24	KLA CORP COM NEW	Stock	$2.5M	1715	1.02%	SOLE
25	JPMORGAN CHASE & CO COM	Stock	$2.5M	8557	1.01%	SOLE
26	EQUINIX INC COM	REIT	$2.5M	2529	1.00%	SOLE
27	COSTCO WHOLESALE CORPORATION COM	Stock	$2.5M	2471	0.99%	SOLE
28	CAPITAL GROUP GLOBAL GROWTH EQUITY ETF	ETF	$2.4M	72013	0.97%	SOLE
29	MFS ACTIVE INTERNATIONAL ETF	ETF	$2.3M	76767	0.92%	SOLE
30	ISHARES CORE 1-5 YEAR USD BOND ETF	ETF	$2.3M	46875	0.92%	SOLE
31	INVESCO S&P 500 EQUAL WEIGHT ETF	ETF	$2.2M	11553	0.89%	SOLE
32	JPMORGAN EQUITY PREMIUM INCOME ETF	ETF	$2.0M	35077	0.80%	SOLE
33	PROLOGIS INC. COM	REIT	$2.0M	14780	0.79%	SOLE
34	ISHARES MORNINGSTAR GROWTH ETF	ETF	$1.9M	20366	0.78%	SOLE
35	ISHARES DOW JONES U.S. ETF	ETF	$1.9M	12216	0.78%	SOLE
36	WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND	ETF	$1.8M	37325	0.72%	SOLE
37	MASTERCARD INCORPORATED CL A	Stock	$1.8M	3593	0.72%	SOLE
38	WALMART INC COM	Stock	$1.7M	13521	0.68%	SOLE
39	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.6M	3343	0.65%	SOLE
40	NORTHROP GRUMMAN CORP COM	Stock	$1.5M	2185	0.60%	SOLE
41	GOLDMAN SACHS GROUP INC COM	Stock	$1.5M	1728	0.59%	SOLE
42	VISA INC COM CL A	Stock	$1.4M	4608	0.56%	SOLE
43	ISHARES SELECT U.S. REIT ETF	ETF	$1.4M	22442	0.56%	SOLE
44	T-MOBILE US INC COM	Stock	$1.3M	6215	0.53%	SOLE
45	CHEVRON CORPORATION COM	Stock	$1.3M	6246	0.52%	SOLE
46	AIRBNB INC COM CL A	Stock	$1.3M	10053	0.51%	SOLE
47	MARRIOTT INTL INC NEW CL A	Stock	$1.2M	3738	0.49%	SOLE
48	ABBVIE INC COM	Stock	$1.2M	5589	0.49%	SOLE
49	RTX CORPORATION COM	Stock	$1.2M	6150	0.48%	SOLE
50	ISHARES CONVERTIBLE BOND ETF	ETF	$1.1M	10906	0.45%	SOLE

1–50 of 566

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.