Grand Wealth Management, LLC Portfolio Holdings

Grand Wealth Management, LLC

  • $180 Million
  • Q2 2025

Grand Wealth Management, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 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 $73.3M, American Centy ETF Tr Avantis with a value of $19.6M, Dimensional ETF Tr with a value of $14.9M, American Centy ETF Tr Avantis with a value of $13.8M, and American Centy ETF Tr Avantis with a value of $10.6M.

Examining the 13F form we can see an increase of $9.79M in the current position value, from $170M to 180M.

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 $180 Million
ETFs: $164 Million
Technology: $620,000
Energy: $494,000
Industrials: $235,000
Healthcare: $185,000

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 72
  • Current Value $180 Million
  • Prior Value $170 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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