Gray Private Wealth, LLC - Portfolio overview

Gray Private Wealth, LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 44.62%
2. IWB - ISHARES TR, 15.27%
3. EFA - ISHARES TR, 6.20%

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

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