GRAYBILL WEALTH MANAGEMENT, LTD. - Portfolio overview

GRAYBILL WEALTH MANAGEMENT, LTD. has 91 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

  1. GOOGL - ALPHABET INC, 4.57%
  2. GLD - SPDR GOLD SHARES, 4.18%
  3. IEMG - ISHARES CORE EMERGING MARKETS ETF, 3.04%

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

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