Grand Wealth Management, LLC Portfolio Holdings

Grand Wealth Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $171 Million distributed in 66 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 $75.5M, American Centy ETF Tr Avantis with a value of $16.5M, Dimensional ETF Tr with a value of $13.3M, American Centy ETF Tr Avantis with a value of $9.37M, and American Centy ETF Tr Avantis with a value of $8.03M.

Examining the 13F form we can see an increase of $655K in the current position value, from $171M to 171M.

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.