Gray Private Wealth, LLC Portfolio Holdings

Gray Private Wealth, LLC

  • $186 Billion
  • Q2 2025

Gray Private Wealth, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $186 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $83.6B, Ishares Tr Russell 1000 ETF with a value of $30.6B, Ishares Tr Msci Eafe ETF with a value of $10.3B, Ishares Russell 2000 ETF with a value of $8.25B, and Vanguard Specialized Funds Van with a value of $7.64B.

Examining the 13F form we can see an increase of $19.8B in the current position value, from $166B to 186B.

Gray Private Wealth, LLC is based out at Canton, MA

Below you can find more details about Gray Private Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $186 Billion
ETFs: $173 Billion
Technology: $6.57 Billion
Consumer Cyclical: $1.82 Billion
Healthcare: $1.45 Billion
Communication Services: $1.15 Billion
Financial Services: $1.05 Billion
Consumer Defensive: $279 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $186 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Gray Private Wealth, LLC Portfolio

Follow Gray Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gray Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gray Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email