Holdings
Grand Wealth Management, LLC
As of Jun 30, 2026, Grand Wealth Management, LLC reported 10 positions worth US$3.02M. Largest: Microsoft Corp., Caterpillar, Inc. and Corning Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 1,558 | US$581K | −332 | Jun 30, 2026 |
| Caterpillar, Inc. | 334 | US$356K | −57 | Jun 30, 2026 |
| Corning Incorporated | 1,180 | US$301K | new | Jun 30, 2026 |
| Kla Corporation | 987 | US$298K | new | Jun 30, 2026 |
| Cencora, Inc. | 1,003 | US$284K | +3 | Jun 30, 2026 |
| Apple Inc | 922 | US$267K | +104 | Jun 30, 2026 |
| Valero Energy Corporation | 975 | US$254K | −40 | Jun 30, 2026 |
| Walmart Inc. | 2,150 | US$244K | −23 | Jun 30, 2026 |
| Cisco Systems, Inc. | 1,985 | US$233K | −855 | Jun 30, 2026 |
| Johnson & Johnson | 790 | US$201K | −132 | Jun 30, 2026 |