Gray Private Wealth, LLC
Gray Private Wealth, LLC reported 58 holdings worth US$231M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Gray Private Wealth, LLC reported 58 holdings worth US$231M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 58
- Value as reported
- US$231M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 11,560 | US$3.34M | 1.4% |
| Microsoft Corp. | 4,323 | US$1.61M | 0.70% |
| Alphabet Inc (google) Class C | 3,131 | US$1.12M | 0.48% |
| Amazon.com, Inc. | 3,771 | US$899K | 0.39% |
| Nvidia Corporation | 4,352 | US$871K | 0.38% |
| Merck & Company, Inc. | 6,199 | US$797K | 0.34% |
| Oracle Corporation | 5,029 | US$737K | 0.32% |
| Berkshire Hathaway Inc. | 1,188 | US$594K | 0.26% |
| Mcdonald's Corporation | 2,194 | US$593K | 0.26% |
| Broadcom Inc. | 1,423 | US$538K | 0.23% |
| Procter & Gamble Company (the) | 3,343 | US$490K | 0.21% |
| Meta Platforms, Inc. | 726 | US$409K | 0.18% |
| Intel Corporation | 2,829 | US$395K | 0.17% |
| Jp Morgan Chase & Co. | 1,099 | US$360K | 0.16% |
| Hca Healthcare, Inc. | 873 | US$340K | 0.15% |
| Tjx Companies, Inc. (the) | 2,146 | US$325K | 0.14% |
| Palo Alto Networks, Inc. | 890 | US$304K | 0.13% |
| Home Depot, Inc. (the) | 838 | US$296K | 0.13% |
| Caterpillar, Inc. | 250 | US$266K | 0.12% |
| Rtx Corporation | 1,374 | US$261K | 0.11% |
| Abbvie Inc. | 991 | US$249K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 512 | US$245K | 0.11% |
| Bank Of America Corporation | 4,230 | US$241K | 0.10% |
| Visa Inc. | 687 | US$236K | 0.10% |
| Thermo Fisher Scientific Inc | 448 | US$225K | 0.10% |
| Nb Bancorp, Inc. | 10,588 | US$224K | 0.10% |
| Unitedhealth Group Incorporated | 503 | US$209K | 0.09% |
| Rithm Capital Corp. | 10,875 | US$102K | 0.04% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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