Greykasell Wealth Strategies, Inc.
CIK
2041220
City
DANVILLE
State / Country
CA
Top Portfolio Positions
365 positions ·
$128,421,127 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
27,471 | $11,820,496 | 9.20% | |
| AAPL |
Apple Inc.
Technology
|
43,028 | $10,920,076 | 8.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,482 | $8,765,403 | 6.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,192 | $5,455,007 | 4.25% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,349 | $5,396,055 | 4.20% | |
| MSFT |
Microsoft Corp
Technology
|
13,283 | $4,916,968 | 3.83% | |
| NVDA |
Nvidia Corp
Technology
|
27,042 | $4,716,124 | 3.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,356 | $3,483,221 | 2.71% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,924 | $2,817,168 | 2.19% | |
| AVGO |
Broadcom Inc.
Technology
|
8,222 | $2,544,791 | 1.98% |
Portfolio Trend
6 quarters · across all stocks
Holdings in IDE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,600 | 1,250 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,375 | 1,250 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,162 | 1,250 | Shares | Sole | 2025-11-04 | |
| No 13F history on record for this holder in this stock. | ||||||