Greykasell Wealth Strategies, Inc. Portfolio Holdings

Greykasell Wealth Strategies, Inc.

  • $209 Billion
  • Q2 2025

Greykasell Wealth Strategies, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Billion distributed in 311 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Global 100 ETF with a value of $10.1B, Spdr Gold Trust with a value of $7.77B, Ishares Core S&P 500 ETF with a value of $7.69B, Fidelity Merrimack Str Tr Tota with a value of $7.55B, and Ishares Core U.S. Aggregate Bo with a value of $7.19B.

Examining the 13F form we can see an increase of $21.3B in the current position value, from $187B to 209B.

Greykasell Wealth Strategies, Inc. is based out at Danville, CA

Below you can find more details about Greykasell Wealth Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $209 Billion
ETFs: $113 Billion
Technology: $32.6 Billion
Financial Services: $12.1 Billion
Communication Services: $11.6 Billion
Consumer Cyclical: $10.3 Billion
Industrials: $8.3 Billion
Healthcare: $4.72 Billion
Real Estate: $4.62 Billion
Other: $6.12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$6.46 Billion 3.1% of portfolio
12,988
Q2 2025 Reduced 0.35%
$3.69T
$6.16 Billion 2.95% of portfolio
30,005
Q2 2025 Reduced 3.33%
$2.26T
$5.31 Billion 2.54% of portfolio
24,209
Q2 2025 Added 1.96%
$1.21T
$5.15 Billion 2.47% of portfolio
29,223
Q2 2025 Added 1.23%
$456B
$3.82 Billion 1.83% of portfolio
24,201
Q2 2025 Added 28.01%
$1.78T
$3.6 Billion 1.73% of portfolio
4,880
Q2 2025 Added 4.99%
-
$2.85 Billion 1.36% of portfolio
-
Q2 2025 Added 0.69%
$439B
$2.31 Billion 1.11% of portfolio
2,335
Q2 2025 Reduced 3.55%
$172B
$2.23 Billion 1.07% of portfolio
2,172
Q2 2025 Reduced 1.14%
$71.7B
$2.21 Billion 1.06% of portfolio
2,775
Q2 2025 Reduced 3.21%
$127B
$2.22 Billion 1.06% of portfolio
8,055
Q2 2025 Added 0.85%
$548B
$2.06 Billion 0.98% of portfolio
3,657
Q2 2025 Added 0.85%
$859B
$2 Billion 0.96% of portfolio
6,916
Q2 2025 Added 2.11%
$133B
$1.54 Billion 0.74% of portfolio
1,714
Q2 2025 Reduced 3.92%
$96.8B
$1.55 Billion 0.74% of portfolio
14,744
Q2 2025 Reduced 2.76%
$551B
$1.48 Billion 0.71% of portfolio
4,165
Q2 2025 Added 1.29%
$201B
$1.46 Billion 0.7% of portfolio
1,856
Q2 2025 Reduced 0.96%
$142B
$1.43 Billion 0.69% of portfolio
5,374
Q2 2025 Added 0.49%
$281B
$1.3 Billion 0.62% of portfolio
13,322
Q2 2025 Added 2.83%
$621B
$1.18 Billion 0.57% of portfolio
2,439
Q2 2025 Added 19.73%
$232B
$1.11 Billion 0.53% of portfolio
4,054
Q2 2025 Added 2.4%
$254B
$1.09 Billion 0.52% of portfolio
1,536
Q2 2025 Added 0.07%
$89.4B
$1.09 Billion 0.52% of portfolio
2,184
Q2 2025 Added 1.96%
$405B
$1.08 Billion 0.52% of portfolio
2,936
Q2 2025 Added 2.84%
$86B
$997 Million 0.48% of portfolio
3,649
Q2 2025 Added 0.55%
$43.1B
$1.01 Billion 0.48% of portfolio
4,196
Q2 2025 Added 3.35%
$157B
$982 Million 0.47% of portfolio
2,537
Q2 2025 Added 0.44%
$351B
$952 Million 0.46% of portfolio
5,130
Q2 2025 Added 1.7%
$34.4B
$929 Million 0.45% of portfolio
9,770
Q2 2025 Added 1.97%
$229B
$895 Million 0.43% of portfolio
6,132
Q2 2025 Added 0.23%
$27.8B
$899 Million 0.43% of portfolio
21,408
Q2 2025 Added 94.62%
$153B
$883 Million 0.42% of portfolio
1,737
Q2 2025 Reduced 2.42%
$684B
$853 Million 0.41% of portfolio
3,901
Q4 2024 New
$302B
$852 Million 0.41% of portfolio
5,953
Q2 2025 Added 3.05%
$152B
$829 Million 0.4% of portfolio
2,968
Q2 2025 Added 3.16%
$207B
$785 Million 0.38% of portfolio
6,328
Q2 2025 Added 0.65%
$293B
$756 Million 0.36% of portfolio
10,890
Q2 2025 Added 2.97%
$423B
$729 Million 0.35% of portfolio
1
Q4 2024 New
$173B
$647 Million 0.31% of portfolio
4,065
Q2 2025 Added 3.57%
$92.8B
$638 Million 0.31% of portfolio
1,859
Q2 2025 Added 3.45%
$86.2B
$590 Million 0.28% of portfolio
2,022
Q2 2025 Added 2.07%
$66.3B
$573 Million 0.27% of portfolio
7,404
Q4 2024 New
$108B
$513 Million 0.25% of portfolio
5,599
Q2 2025 Added 3.44%
$49.2B
$499 Million 0.24% of portfolio
1,700
Q2 2025 Added 0.12%
$179B
$501 Million 0.24% of portfolio
5,488
Q2 2025 Added 4.81%
$185B
$488 Million 0.23% of portfolio
5,737
Q2 2025 Added 0.03%
$245B
$465 Million 0.22% of portfolio
1,490
Q2 2025 Reduced 42.32%
$146B
$452 Million 0.22% of portfolio
1,941
Q2 2025 Added 4.19%
$217B
$450 Million 0.22% of portfolio
78
Q2 2025 Added 6.85%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $209 Billion
  • Prior Value $187 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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