Gray Wealth Management Inc. - Portfolio overview

Gray Wealth Management Inc. has 132 reported holdings in this dataset, with the latest filing dated 2025-02-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. VIG - VANGUARD SPECIALIZED FUNDS, 11.00%
2. VUG - VANGUARD INDEX FDS, 8.68%
3. IVV - ISHARES TR, 6.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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