Greykasell Wealth Strategies, Inc. - Portfolio overview

Greykasell Wealth Strategies, Inc. has 580 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLD - SPDR GOLD SHARES, 4.75%
2. IOO - ISHARES GLOBAL 100 ETF, 4.45%
3. AAPL - APPLE INC COM, 4.39%

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

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