GRAND WEALTH MANAGEMENT, LLC — 13F holdings

GRAND WEALTH MANAGEMENT, LLC reported 49 holdings worth $240M in its 13F filing for Q2 2026, filed August 11, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $83.1M (34.6%)
  2. AVDE AMERICAN CENTY ETF TR — $26.6M (11.1%)
  3. DFAX DIMENSIONAL ETF TRUST — $16.4M (6.8%)
  4. AVUS AMERICAN CENTY ETF TR — $15.8M (6.6%)
  5. AVEM AMERICAN CENTY ETF TR — $15.3M (6.4%)
  6. DFGP DIMENSIONAL ETF TRUST — $10.7M (4.5%)
  7. VCRB VANGUARD MALVERN FDS — $8.03M (3.3%)
  8. ITOT ISHARES TR — $7.83M (3.3%)
  9. DFIC DIMENSIONAL ETF TRUST — $7.56M (3.2%)
  10. VCSH VANGUARD SCOTTSDALE FDS — $7.38M (3.1%)