GRAND WEALTH MANAGEMENT, LLC
CIK: 0001939443SEC EDGAR →
Portfolio Value
$220.5B
Holdings
84
As of
Q4 2025
New Positions
84
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,085,651 | $82.6B | 37.44% |
| 2 | AMERICAN CENTY ETF TR | 272,208 | $22.4B | 10.16% |
| 3 | DIMENSIONAL ETF TRUST | 502,473 | $16.4B | 7.46% |
| 4 | AMERICAN CENTY ETF TR | 129,303 | $14.5B | 6.55% |
| 5 | AMERICAN CENTY ETF TR | 162,479 | $12.5B | 5.67% |
| 6 | DIMENSIONAL ETF TRUST | 156,694 | $8.5B | 3.84% |
| 7 | DIMENSIONAL ETF TRUST | 232,910 | $8.0B | 3.64% |
| 8 | ISHARES TR | 48,756 | $7.2B | 3.29% |
| 9 | VANGUARD MALVERN FDS | 81,469 | $6.3B | 2.88% |
| 10 | VANGUARD SCOTTSDALE FDS | 77,026 | $6.1B | 2.78% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (84)
$82.6B · 2.1M shares
$22.4B · 272K shares
$16.4B · 502K shares
$14.5B · 129K shares
$12.5B · 162K shares
$8.5B · 157K shares
$8.0B · 233K shares
$7.2B · 49K shares
$6.3B · 81K shares
$6.1B · 77K shares
$4.7B · 70K shares
$4.3B · 189K shares
$4.3B · 86K shares
$3.9B · 119K shares
$2.0B · 18K shares
$1.8B · 25K shares
$1.7B · 5K shares
$1.2B · 24K shares
$1.1B · 26K shares
$1.0B · 18K shares
$895.0M · 17K shares
$845.0M · 17K shares
$739.0M · 17K shares
$461.0M · 5K shares
$429.0M · 4K shares
$409.0M · 2K shares
$373.0M · 545 shares
$353.0M · 7K shares
$348.0M · 722 shares
$337.0M · 1K shares
$310.0M · 7K shares
$305.0M · 3K shares
$301.0M · 490 shares
$295.0M · 7K shares
$285.0M · 6K shares
$266.0M · 5K shares
$258.0M · 10K shares
$239.0M · 5K shares
$210.0M · 660 shares
$207.0M · 3K shares
$177.0M · 1K shares
$166.0M · 4K shares
$163.0M · 335 shares
$136.0M · 756 shares
$133.0M · 3K shares
$111.0M · 918 shares
$90.0M · 1K shares
$82.0M · 434 shares
$73.0M · 686 shares
$66.0M · 868 shares
$53.0M · 1K shares
$52.0M · 542 shares
$51.0M · 520 shares
$51.0M · 2K shares
$49.0M · 1K shares
$47.0M · 841 shares
$31.0M · 148 shares
$30.0M · 252 shares
$29.0M · 140 shares
$27.0M · 91 shares
$21.0M · 67 shares
$20.0M · 208 shares
$20.0M · 116 shares
$20.0M · 182 shares
$19.0M · 71 shares
$19.0M · 641 shares
$18.0M · 562 shares
$14.0M · 121 shares
$14.0M · 99 shares
$13.0M · 191 shares
$13.0M · 67 shares
$13.0M · 196 shares
$13.0M · 147 shares
$11.0M · 127 shares
$11.0M · 180 shares
$11.0M · 90 shares
$10.0M · 74 shares
$10.0M · 52 shares
$9.0M · 29 shares
$6.0M · 60 shares
$1.0M · 4 shares
$1.0M · 10 shares
$0 · 2 shares
$0 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 77 | $218.6B | 99.2% |
| Unknown | 4 | $939.0M | 0.4% |
| Technology | 1 | $348.0M | 0.2% |
| Consumer Cyclical | 1 | $337.0M | 0.2% |
| Industrials | 1 | $210.0M | 0.1% |