Grand Wealth Management, LLC has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Million distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $78.2M, American Centy ETF Tr Avantis with a value of $20.5M, Dimensional ETF Tr with a value of $15.9M, American Centy ETF Tr Avantis with a value of $14.1M, and American Centy ETF Tr Avantis with a value of $11.6M.
Examining the 13F form we can see an increase of $10.9M in the current position value, from $180M to 191M.
Grand Wealth Management, LLC is based out at Grand Rapids, MI
Below you can find more details about Grand Wealth Management, LLC portfolio as well as his latest detailed transactions.
