Graetz Wealth LLC: 13F holdings
CIK 20538772026Q2
| Positions | 84 |
|---|---|
| Reported value | $125.4m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 17,237 | $11.8m | 9.4% |
| QQQ INVESCO QQQ TR | 11,974 | $8.8m | 7.0% |
| VCIT VANGUARD SCOTTSDALE FDS | 85,765 | $7.1m | 5.7% |
| BND VANGUARD BD INDEX FDS | 77,561 | $5.7m | 4.5% |
| VEA VANGUARD TAX-MANAGED FDS | 73,944 | $5.3m | 4.2% |
| BIV VANGUARD BD INDEX FDS | 59,356 | $4.6m | 3.6% |
| VWO VANGUARD INTL EQUITY INDEX F | 68,285 | $4.1m | 3.3% |
| JNK SPDR SERIES TRUST | 42,157 | $4.1m | 3.2% |
| CWB SPDR SERIES TRUST | 33,213 | $3.6m | 2.9% |
| VIG VANGUARD SPECIALIZED FUNDS | 13,699 | $3.2m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053877")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.