Grand Wealth Management, LLC Portfolio Holdings

Grand Wealth Management, LLC

  • $171 Million
  • Q4 2024

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.

Portfolio value $171 Million
ETFs: $157 Million
Technology: $564,000
Industrials: $219,000
Healthcare: $186,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $171 Million
  • Prior Value $171 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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