GRAND WEALTH MANAGEMENT, LLC - Portfolio overview

GRAND WEALTH MANAGEMENT, LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 33.74%
2. AVDE - AMERICAN CENTY ETF TR, 10.71%
3. DFAX - DIMENSIONAL ETF TRUST, 7.28%

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

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