Gray Wealth Management Inc. — 13F holdings

Gray Wealth Management Inc. reported 132 holdings worth $264M in its 13F filing for Q4 2024, filed February 10, 2025. Its 10 largest positions make up 49.7% of the portfolio.

Gray Wealth Management Inc.'s largest positions in Q4 2024

  1. VIG VANGUARD SPECIALIZED FUNDS — $29.0M (11.0%)
  2. VUG VANGUARD INDEX FDS — $22.9M (8.7%)
  3. IVV ISHARES TR — $18.4M (7.0%)
  4. VB VANGUARD INDEX FDS — $10.5M (4.0%)
  5. AAPL APPLE INC — $10.4M (3.9%)
  6. VO VANGUARD INDEX FDS — $9.95M (3.8%)
  7. MGC VANGUARD WORLD FD — $8.67M (3.3%)
  8. VTV VANGUARD INDEX FDS — $8.09M (3.1%)
  9. MSFT MICROSOFT CORP — $6.82M (2.6%)
  10. QQQ Invesco Qqq Tr — $6.30M (2.4%)
  11. VHT VANGUARD WORLD FD — $5.72M (2.2%)
  12. VCSH VANGUARD SCOTTSDALE FDS — $5.58M (2.1%)
  13. VTI VANGUARD INDEX FDS — $5.33M (2.0%)
  14. PG Procter And Gamble Co — $4.85M (1.8%)
  15. TIP ISHARES TR — $4.55M (1.7%)
  16. GOOGL ALPHABET INC — $4.30M (1.6%)
  17. VCIT VANGUARD SCOTTSDALE FDS — $3.95M (1.5%)
  18. BRK.B BERKSHIRE HATHAWAY INC DEL — $3.79M (1.4%)
  19. AMZN AMAZON COM INC — $3.78M (1.4%)
  20. MGV VANGUARD WORLD FD — $3.72M (1.4%)

What does Gray Wealth Management Inc. own?

Its largest positions in Q4 2024 were VIG, VUG, IVV, VB, AAPL, out of 132 holdings worth $264M.