Greykasell Wealth Strategies, Inc. Top Holdings and 13F Report (2025) About Greykasell Wealth Strategies, Inc.Investment ActivityGreykasell Wealth Strategies, Inc. has $208.69 million in total holdings as of June 30, 2025.Greykasell Wealth Strategies, Inc. owns shares of 311 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 6.75% of the portfolio was purchased this quarter.About 3.96% of the portfolio was sold this quarter.This quarter, Greykasell Wealth Strategies, Inc. has purchased 344 new stocks and bought additional shares in 76 stocks.Greykasell Wealth Strategies, Inc. sold shares of 62 stocks and completely divested from 51 stocks this quarter.Largest Holdings iShares Global 100 ETF $10,110,331SPDR Gold Shares $7,773,531iShares Core S&P 500 ETF $7,690,784Fidelity Total Bond ETF $7,554,513iShares Core U.S. Aggregate Bond ETF $7,191,321 Largest New Holdings this Quarter 55286W405 - MFS ACTIVE INTERNATIONAL ETF $481,430 Holding35473P884 - Franklin U.S. Mid Cap Multifactor Index ETF $379,084 Holding46434V621 - iShares Core Dividend Growth ETF $325,327 Holding97717X263 - WisdomTree Dynamic International Equity Fund $300,928 Holding46429B689 - iShares MSCI EAFE Min Vol Factor ETF $291,268 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 40,267 shares (about $1.84M)iShares Core U.S. Aggregate Bond ETF 17,872 shares (about $1.77M)NVIDIA 5,296 shares (about $836.70K)iShares Core MSCI EAFE ETF 8,935 shares (about $745.90K)Invesco QQQ 1,104 shares (about $609.00K) Largest Sales this Quarter iShares Morningstar U.S. Equity ETF 12,497 shares (about $1.07M)WisdomTree International Hedged Quality Dividend Growth Fund 19,348 shares (about $871.63K)iShares Core Total USD Bond Market ETF 13,414 shares (about $620.10K)iShares Russell Mid-Cap ETF 3,943 shares (about $362.64K)UnitedHealth Group 1,093 shares (about $340.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreykasell Wealth Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIOOiShares Global 100 ETF$10,110,331$284,727 ▲2.9%93,7794.8%ETFGLDSPDR Gold Shares$7,773,531$229,844 ▲3.0%25,5013.7%FinanceIVViShares Core S&P 500 ETF$7,690,784$220,411 ▲3.0%12,3873.7%ETFFBNDFidelity Total Bond ETF$7,554,513$1,842,215 ▲32.2%165,1263.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,191,321$1,772,906 ▲32.7%72,4933.4%FinanceMSFTMicrosoft$6,460,559$22,384 ▼-0.3%12,9883.1%Computer and TechnologyAAPLApple$6,156,205$212,149 ▼-3.3%30,0052.9%Computer and TechnologyIHDGWisdomTree International Hedged Quality Dividend Growth Fund$5,567,924$871,630 ▼-13.5%123,5942.7%FinanceAMZNAmazon.com$5,311,213$102,016 ▲2.0%24,2092.5%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$5,225,888$745,900 ▲16.6%62,6002.5%ETFGOOGLAlphabet$5,150,055$62,386 ▲1.2%29,2232.5%Computer and TechnologyQQQInvesco QQQ$4,901,772$608,998 ▲14.2%8,8862.3%FinanceIJHiShares Core S&P Mid-Cap ETF$4,172,712$40,871 ▲1.0%67,2802.0%ETFIWRiShares Russell Mid-Cap ETF$4,118,441$362,640 ▼-8.1%44,7802.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,021,310$254,327 ▲6.8%63,6891.9%ManufacturingIJRiShares Core S&P Small-Cap ETF$3,961,301$55,738 ▼-1.4%36,2461.9%ETFNVDANVIDIA$3,823,461$836,703 ▲28.0%24,2011.8%Computer and TechnologyMETAMeta Platforms$3,602,122$171,248 ▲5.0%4,8801.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,308,891$58,606 ▼-1.7%58,0411.6%ETFSPYSPDR S&P 500 ETF Trust$3,269,329$153,858 ▼-4.5%5,2911.6%FinanceCGGOCapital Group Global Growth Equity ETF$3,266,889$531,725 ▲19.4%102,1861.6%ETFIYYiShares Dow Jones U.S. ETF$3,163,430$73,930 ▼-2.3%20,9671.5%ETFILCGiShares Morningstar Growth ETF$2,847,127$19,477 ▲0.7%29,3821.4%ETFCOSTCostco Wholesale$2,311,082$85,119 ▼-3.6%2,3351.1%Retail/WholesaleNOWServiceNow$2,232,990$25,702 ▼-1.1%2,1721.1%Computer and TechnologyAVGOBroadcom$2,220,360$18,744 ▲0.9%8,0551.1%Computer and TechnologyEQIXEquinix$2,207,214$73,176 ▼-3.2%2,7751.1%FinanceVWOVanguard FTSE Emerging Markets ETF$2,135,016$232,707 ▲12.2%43,1671.0%ETFMAMastercard$2,055,002$17,420 ▲0.9%3,6571.0%Business ServicesJPMJPMorgan Chase & Co.$2,004,991$41,457 ▲2.1%6,9161.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,786,928$211,371 ▼-10.6%9,8320.9%ETFPLDPrologis$1,549,909$44,046 ▼-2.8%14,7440.7%FinanceKLACKLA$1,535,600$62,714 ▼-3.9%1,7140.7%Computer and TechnologyARKKARK Innovation ETF$1,512,535$292,189 ▼-16.2%21,5190.7%ETFEMQQEmerging Markets Internet ETF$1,493,164$314,234 ▼-17.4%35,8330.7%ETFTMUST-Mobile US$1,479,477$10,483 ▼-0.7%6,2100.7%Computer and TechnologyVVisa$1,478,867$18,819 ▲1.3%4,1650.7%Business ServicesINTUIntuit$1,462,094$14,180 ▼-1.0%1,8560.7%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,461,305$32,863 ▼-2.2%37,3070.7%ManufacturingPGRProgressive$1,434,108$6,938 ▲0.5%5,3740.7%FinanceICFiShares Select U.S. REIT ETF$1,330,010$201,404 ▲17.8%21,7460.6%ETFWMTWalmart$1,302,591$35,884 ▲2.8%13,3220.6%Retail/WholesaleBRK.BBerkshire Hathaway$1,184,793$195,280 ▲19.7%2,4390.6%FinanceCRMSalesforce$1,105,432$25,904 ▲2.4%4,0540.5%Computer and TechnologyNOCNorthrop Grumman$1,091,763$20,995 ▲2.0%2,1840.5%AerospaceGSThe Goldman Sachs Group$1,086,819$708 ▲0.1%1,5360.5%FinanceFLINFranklin FTSE India ETF$1,084,813$89,697 ▲9.0%27,2360.5%ETFHDHome Depot$1,076,528$29,700 ▲2.8%2,9360.5%Retail/WholesaleWDAYWorkday$1,006,934$32,637 ▲3.3%4,1960.5%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$1,006,131$9,873 ▲1.0%43,1080.5%ETFMARMarriott International$997,013$5,465 ▲0.6%3,6490.5%Consumer DiscretionaryICVTiShares Convertible Bond ETF$981,914$270 ▲0.0%10,8980.5%ETFADBEAdobe$981,515$4,256 ▲0.4%2,5370.5%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$974,343$133,696 ▲15.9%35,9140.5%ETFABBVAbbVie$952,149$15,962 ▲1.7%5,1300.5%MedicalILCBiShares Morningstar U.S. Equity ETF$931,412$1,072,007 ▼-53.5%10,8580.4%ETFPCARPACCAR$928,699$17,966 ▲2.0%9,7700.4%Auto/Tires/TrucksFASTFastenal$899,146$437,141 ▲94.6%21,4080.4%Retail/WholesaleRTXRTX$895,377$2,044 ▲0.2%6,1320.4%AerospaceDEDeere & Company$883,032$21,860 ▼-2.4%1,7370.4%IndustrialsORCLOracle$852,8760.0%3,9010.4%Computer and TechnologyCVXChevron$852,428$25,202 ▲3.0%5,9530.4%EnergyMUBiShares National Muni Bond ETF$836,723$52,452 ▼-5.9%8,0080.4%ETFAMGNAmgen$828,596$25,405 ▲3.2%2,9680.4%MedicalIDEViShares Core MSCI International Developed Markets ETF$824,6540.0%10,8450.4%ETFBLACKROCK INC COM$824,254$46,141 ▼-5.3%7860.4%StockCMFiShares California Muni Bond ETF$814,972$11,873 ▲1.5%14,6210.4%ETFVFLOVictoryShares Free Cash Flow ETF$788,245$228,187 ▲40.7%22,2980.4%ETFDISWalt Disney$784,695$5,084 ▲0.7%6,3280.4%Consumer DiscretionaryCSCOCisco Systems$755,523$21,785 ▲3.0%10,8900.4%Computer and TechnologyBRK.ABerkshire Hathaway$728,8000.0%10.3%FinanceVBRVanguard Small-Cap Value ETF$675,083$44,265 ▲7.0%3,4620.3%ETFQCOMQUALCOMM$647,321$22,294 ▲3.6%4,0650.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$645,6230.0%10,7550.3%ETFSHWSherwin-Williams$638,373$21,291 ▲3.5%1,8590.3%Basic MaterialsGDGeneral Dynamics$589,811$11,960 ▲2.1%2,0220.3%AerospaceISTBiShares Core 1-5 Year USD Bond ETF$586,961$57,601 ▼-8.9%12,0650.3%ManufacturingMRVLMarvell Technology$573,0700.0%7,4040.3%Computer and TechnologySBUXStarbucks$513,049$17,044 ▲3.4%5,5990.2%Retail/WholesaleSCHWCharles Schwab$500,745$22,993 ▲4.8%5,4880.2%FinancePSAPublic Storage$498,696$587 ▲0.1%1,7000.2%FinanceVTIVanguard Total Stock Market ETF$493,278$9,118 ▼-1.8%1,6230.2%ETFCCitigroup$488,331$170 ▲0.0%5,7370.2%Financial ServicesMFS ACTIVE INTERNATIONAL ETF$481,430$481,430 ▲New Holding16,9220.2%ETFUNHUnitedHealth Group$464,798$340,956 ▼-42.3%1,4900.2%MedicalHONHoneywell International$451,968$18,163 ▲4.2%1,9410.2%Multi-Sector ConglomeratesCRWDCrowdStrike$451,7580.0%8870.2%Computer and TechnologyBKNGBooking$450,322$28,867 ▲6.8%780.2%Retail/WholesaleJNJJohnson & Johnson$439,726$100,500 ▼-18.6%2,8790.2%MedicalVIGIVanguard International Dividend Appreciation ETF$435,1890.0%4,8290.2%ETFMELIMercadoLibre$420,1250.0%1610.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$411,0790.0%1,8150.2%Computer and TechnologyVHTVanguard Health Care ETF$393,6190.0%1,5850.2%ETFAGGHSimplify Aggregate Bond ETF$382,684$7,245 ▲1.9%18,5410.2%ETFEZUiShares MSCI Eurozone ETF$379,801$45,001 ▼-10.6%6,3890.2%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$379,084$379,084 ▲New Holding6,9800.2%ETFTDGTransdigm Group$374,680$176,678 ▲89.2%2460.2%AerospaceTMOThermo Fisher Scientific$352,345$127,720 ▼-26.6%8690.2%MedicalBACBank of America$344,5370.0%7,2810.2%FinanceXSMOInvesco S&P SmallCap Momentum ETF$328,028$9,250 ▼-2.7%4,8230.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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