Grand Wealth Management, LLC Portfolio Holdings by Sector
Grand Wealth Management, LLC
- $191 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC AVDE AVUS AVEM DFIC ITOT VCSH VTEB 59 stocks |
$172,490
98.5% of portfolio
|
  14  
|
  13  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,566
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$632
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$247
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$185
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|