Grand Wealth Management, LLC reported 49 holdings worth US$240M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Grand Wealth Management, LLC reported 49 holdings worth US$240M as of Jun 30, 2026. Largest: Microsoft Corp., Caterpillar, Inc. and Corning Incorporated. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$240M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 1,558 | US$581K | 0.24% |
| Caterpillar, Inc. | 334 | US$356K | 0.15% |
| Corning Incorporated | 1,180 | US$301K | 0.13% |
| Kla Corporation | 987 | US$298K | 0.12% |
| Cencora, Inc. | 1,003 | US$284K | 0.12% |
| Apple Inc | 922 | US$267K | 0.11% |
| Valero Energy Corporation | 975 | US$254K | 0.11% |
| Walmart Inc. | 2,150 | US$244K | 0.10% |
| Cisco Systems, Inc. | 1,985 | US$233K | 0.10% |
| Johnson & Johnson | 790 | US$201K | 0.08% |
| Oneok, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |