Greykasell Wealth Strategies, Inc.
CIK: 0002041220SEC EDGAR →
Portfolio Value
$253.3M
Holdings
492
As of
Q4 2025
New Positions
492
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GLOBAL 100 ETF | 95,876 | $12.1M | 4.79% |
| 2 | APPLE INC COM | 42,896 | $11.7M | 4.60% |
| 3 | SPDR GOLD SHARES | 27,747 | $11.0M | 4.34% |
| 4 | ALPHABET INC CAP STK CL A | 31,259 | $9.8M | 3.86% |
| 5 | ISHARES CORE U.S. AGGREGATE BOND ETF | 96,203 | $9.6M | 3.79% |
| 6 | FIDELITY TOTAL BOND ETF | 174,815 | $8.0M | 3.18% |
| 7 | ISHARES CORE S&P 500 ETF | 11,649 | $8.0M | 3.15% |
| 8 | MICROSOFT CORP COM | 13,738 | $6.6M | 2.62% |
| 9 | AMAZON COM INC COM | 27,155 | $6.3M | 2.47% |
| 10 | INVESCO QQQ TRUST SERIES I | 9,363 | $5.8M | 2.27% |
Quarterly Changes
New Positions (492)
$12.1M · 96K shares
$11.7M · 43K shares
$11.0M · 28K shares
$9.8M · 31K shares
$9.6M · 96K shares
$8.0M · 175K shares
$8.0M · 12K shares
$6.6M · 14K shares
$6.3M · 27K shares
$5.8M · 9K shares
$5.3M · 59K shares
$4.9M · 27K shares
$4.9M · 67K shares
$4.1M · 34K shares
$4.0M · 61K shares
$3.6M · 105K shares
$3.6M · 5K shares
$3.6M · 37K shares
$3.6M · 57K shares
$3.3M · 5K shares
$3.2M · 82K shares
$2.9M · 8K shares
$2.8M · 9K shares
$2.6M · 48K shares
$2.5M · 52K shares
$2.5M · 51K shares
$2.4M · 69K shares
$2.3M · 76K shares
$2.2M · 12K shares
$2.2M · 4K shares
$2.1M · 21K shares
$2.1M · 37K shares
$2.1M · 2K shares
$2.1M · 2K shares
$2.0M · 12K shares
$2.0M · 3K shares
$1.9M · 15K shares
$1.7M · 11K shares
$1.6M · 5K shares
$1.5M · 14K shares
$1.5M · 2K shares
$1.4M · 23K shares
$1.4M · 2K shares
$1.3M · 6K shares
$1.3M · 17K shares
$1.3M · 31K shares
$1.2M · 2K shares
$1.2M · 2K shares
$1.2M · 5K shares
$1.2M · 5K shares
$1.2M · 4K shares
$1.1M · 2 shares
$1.1M · 6K shares
$1.1M · 24K shares
$1.1M · 10K shares
$1.1M · 3K shares
$1.1M · 36K shares
$1.1M · 11K shares
$1.0M · 27K shares
$1.0M · 3K shares
$1.0M · 4K shares
$1.0M · 3K shares
$1.0M · 38K shares
$1.0M · 11K shares
$938K · 6K shares
$922K · 4K shares
$902K · 11K shares
$890K · 3K shares
$875K · 15K shares
$867K · 11K shares
$859K · 21K shares
$841K · 786 shares
$831K · 10K shares
$814K · 39K shares
$797K · 2K shares
$768K · 4K shares
$741K · 7K shares
$735K · 3K shares
$722K · 11K shares
$681K · 2K shares
$680K · 4K shares
$669K · 6K shares
$665K · 6K shares
$640K · 2K shares
$629K · 7K shares
$628K · 3K shares
$618K · 2K shares
$589K · 2K shares
$554K · 2K shares
$548K · 5K shares
$526K · 909 shares
$503K · 2K shares
$479K · 1K shares
$475K · 89 shares
$452K · 2K shares
$441K · 5K shares
$437K · 857 shares
$418K · 893 shares
$417K · 1K shares
$413K · 17K shares
$413K · 386 shares
$412K · 8K shares
$403K · 6K shares
$392K · 7K shares
$381K · 2K shares
$371K · 769 shares
$368K · 478 shares
$356K · 7K shares
$353K · 5K shares
$347K · 5K shares
$342K · 1K shares
$340K · 2K shares
$330K · 8K shares
$328K · 306 shares
$325K · 1K shares
$323K · 161 shares
$322K · 14K shares
$312K · 1K shares
$306K · 9K shares
$304K · 2K shares
$301K · 3K shares
$298K · 3K shares
$298K · 3K shares
$290K · 3K shares
$289K · 2K shares
$279K · 6K shares
$278K · 6K shares
$277K · 2K shares
$275K · 38K shares
$274K · 5K shares
$270K · 432 shares
$268K · 1K shares
$262K · 3K shares
$252K · 2K shares
$250K · 2K shares
$247K · 2K shares
$242K · 2K shares
$229K · 8K shares
$227K · 2K shares
$217K · 1K shares
$215K · 162 shares
$208K · 1K shares
$205K · 204 shares
$200K · 2K shares
$197K · 2K shares
$195K · 899 shares
$193K · 453 shares
$192K · 1K shares
$186K · 2K shares
$179K · 971 shares
$179K · 1K shares
$177K · 2K shares
$173K · 3K shares
$165K · 2K shares
$163K · 919 shares
$159K · 757 shares
$159K · 1K shares
$158K · 794 shares
$156K · 879 shares
$154K · 470 shares
$151K · 616 shares
$149K · 453 shares
$147K · 2K shares
$141K · 585 shares
$134K · 2K shares
$132K · 612 shares
$132K · 3K shares
$131K · 923 shares
$131K · 920 shares
$126K · 1K shares
$126K · 790 shares
$126K · 2K shares
$124K · 539 shares
$124K · 165 shares
$122K · 576 shares
$118K · 328 shares
$115K · 2K shares
$112K · 2K shares
$110K · 2K shares
$110K · 612 shares
$110K · 527 shares
$110K · 622 shares
$107K · 5K shares
$107K · 502 shares
$106K · 1K shares
$106K · 361 shares
$102K · 555 shares
$95K · 301 shares
$94K · 1K shares
$94K · 720 shares
$92K · 207 shares
$91K · 635 shares
$91K · 980 shares
$88K · 1K shares
$88K · 2K shares
$88K · 5K shares
$87K · 946 shares
$85K · 2K shares
$85K · 286 shares
$84K · 1K shares
$83K · 4K shares
$82K · 1K shares
$76K · 4K shares
$76K · 470 shares
$76K · 1K shares
$75K · 3K shares
$74K · 7K shares
$74K · 1K shares
$73K · 268 shares
$71K · 761 shares
$71K · 2K shares
$70K · 373 shares
$68K · 696 shares
$67K · 385 shares
$67K · 564 shares
$66K · 2K shares
$65K · 506 shares
$64K · 175 shares
$63K · 3K shares
$62K · 968 shares
$62K · 168 shares
$60K · 200 shares
$58K · 585 shares
$58K · 4K shares
$58K · 731 shares
$58K · 208 shares
$57K · 3K shares
$56K · 390 shares
$56K · 430 shares
$55K · 362 shares
$54K · 295 shares
$53K · 374 shares
$52K · 385 shares
$52K · 188 shares
$51K · 595 shares
$51K · 2K shares
$50K · 380 shares
$50K · 144 shares
$49K · 566 shares
$49K · 1K shares
$49K · 774 shares
$47K · 296 shares
$46K · 203 shares
$45K · 502 shares
$45K · 372 shares
$45K · 1K shares
$44K · 377 shares
$44K · 1K shares
$43K · 125 shares
$43K · 316 shares
$43K · 439 shares
$43K · 245 shares
$42K · 505 shares
$41K · 290 shares
$40K · 270 shares
$39K · 3K shares
$38K · 523 shares
$38K · 150 shares
$38K · 70 shares
$38K · 186 shares
$37K · 516 shares
$37K · 55 shares
$37K · 808 shares
$36K · 454 shares
$34K · 61 shares
$34K · 285 shares
$34K · 43 shares
$34K · 442 shares
$33K · 190 shares
$32K · 212 shares
$32K · 1K shares
$32K · 114 shares
$32K · 692 shares
$31K · 294 shares
$31K · 269 shares
$30K · 549 shares
$29K · 90 shares
$29K · 200 shares
$29K · 100 shares
$28K · 886 shares
$27K · 131 shares
$27K · 95 shares
$26K · 93 shares
$26K · 286 shares
$26K · 306 shares
$26K · 100 shares
$26K · 276 shares
$25K · 180 shares
$25K · 552 shares
$25K · 582 shares
$25K · 480 shares
$24K · 3K shares
$24K · 220 shares
$24K · 160 shares
$23K · 246 shares
$23K · 44 shares
$23K · 178 shares
$23K · 165 shares
$23K · 340 shares
$23K · 333 shares
$23K · 250 shares
$23K · 200 shares
$23K · 259 shares
$23K · 200 shares
$22K · 39 shares
$22K · 100 shares
$22K · 440 shares
$21K · 106 shares
$20K · 126 shares
$20K · 240 shares
$20K · 400 shares
$20K · 173 shares
$20K · 201 shares
$19K · 700 shares
$19K · 65 shares
$19K · 136 shares
$19K · 360 shares
$19K · 200 shares
$18K · 189 shares
$18K · 350 shares
$18K · 226 shares
$18K · 350 shares
$18K · 203 shares
$18K · 235 shares
$17K · 58 shares
$16K · 650 shares
$16K · 213 shares
$16K · 120 shares
$15K · 172 shares
$15K · 560 shares
$15K · 195 shares
$15K · 1K shares
$14K · 323 shares
$14K · 17 shares
$14K · 135 shares
$14K · 157 shares
$14K · 533 shares
$14K · 1K shares
$13K · 43 shares
$13K · 170 shares
$13K · 129 shares
$13K · 136 shares
$13K · 24 shares
$12K · 160 shares
$12K · 499 shares
$12K · 74 shares
$11K · 53 shares
$11K · 140 shares
$11K · 127 shares
$11K · 520 shares
$11K · 75 shares
$11K · 200 shares
$11K · 204 shares
$11K · 100 shares
$10K · 112 shares
$10K · 900 shares
$10K · 207 shares
$10K · 237 shares
$10K · 216 shares
$9K · 49 shares
$9K · 238 shares
$9K · 100 shares
$9K · 20 shares
$9K · 220 shares
$9K · 73 shares
$9K · 333 shares
$9K · 301 shares
$9K · 199 shares
$9K · 72 shares
$8K · 49 shares
$8K · 100 shares
$8K · 32 shares
$8K · 327 shares
$8K · 165 shares
$8K · 50 shares
$8K · 40 shares
$8K · 115 shares
$8K · 60 shares
$8K · 269 shares
$7K · 75 shares
$7K · 88 shares
$7K · 174 shares
$7K · 117 shares
$7K · 160 shares
$7K · 82 shares
$7K · 95 shares
$7K · 120 shares
$7K · 200 shares
$7K · 80 shares
$7K · 103 shares
$6K · 150 shares
$6K · 33 shares
$6K · 18 shares
$6K · 190 shares
$6K · 79 shares
$6K · 40 shares
$6K · 152 shares
$6K · 133 shares
$6K · 20 shares
$6K · 28 shares
$6K · 224 shares
$6K · 225 shares
$5K · 55 shares
$5K · 162 shares
$5K · 76 shares
$5K · 100 shares
$5K · 95 shares
$5K · 576 shares
$5K · 100 shares
$5K · 24 shares
$4K · 40 shares
$4K · 51 shares
$4K · 9 shares
$4K · 90 shares
$4K · 135 shares
$4K · 35 shares
$4K · 97 shares
$4K · 55 shares
$4K · 17 shares
$4K · 100 shares
$4K · 15 shares
$4K · 9 shares
$3K · 138 shares
$3K · 37 shares
$3K · 34 shares
$3K · 54 shares
$3K · 92 shares
$3K · 26 shares
$3K · 30 shares
$3K · 68 shares
$3K · 11 shares
$3K · 14 shares
$3K · 40 shares
$3K · 150 shares
$3K · 116 shares
$3K · 68 shares
$3K · 20 shares
$3K · 60 shares
$2K · 42 shares
$2K · 17 shares
$2K · 3 shares
$2K · 45 shares
$2K · 12 shares
$2K · 23 shares
$2K · 15 shares
$2K · 36 shares
$2K · 10 shares
$1K · 50 shares
$1K · 5 shares
$1K · 18 shares
$1K · 14 shares
$1K · 5 shares
$1K · 3 shares
$1K · 24 shares
$1K · 15 shares
$1K · 71 shares
$1K · 11 shares
$1K · 37 shares
$1K · 9 shares
$1K · 103 shares
$1K · 4 shares
$1K · 4 shares
$1K · 6 shares
$1K · 25 shares
$1K · 36 shares
$1K · 52 shares
$1K · 7 shares
$1K · 12 shares
$1K · 61 shares
$1K · 8 shares
$1K · 80 shares
$1K · 56 shares
$0 · 8 shares
$0 · 3 shares
$0 · 3 shares
$0 · 26 shares
$0 · 3 shares
$0 · 6 shares
$0 · 10 shares
$0 · 7 shares
$0 · 6 shares
$0 · 2 shares
$0 · 6 shares
$0 · 1 shares
$0 · 11 shares
$0 · 7 shares
$0 · 14 shares
$0 · 3 shares
$0 · 6 shares
$0 · 18 shares
$0 · 66 shares
$0 · 5 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 222 | $125.7M | 49.7% |
| Technology | 64 | $41.2M | 16.3% |
| Unknown | 23 | $31.9M | 12.6% |
| Communication Services | 18 | $16.5M | 6.5% |
| Consumer Cyclical | 30 | $11.3M | 4.5% |
| Industrials | 44 | $9.3M | 3.7% |
| Healthcare | 33 | $5.4M | 2.1% |
| Real Estate | 11 | $4.7M | 1.9% |
| Consumer Defensive | 10 | $4.0M | 1.6% |
| Energy | 18 | $1.7M | 0.7% |
| Basic Materials | 12 | $946K | 0.4% |
| Utilities | 7 | $196K | 0.1% |