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Showing Q4 2024 data
Gray Wealth Management Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Gray Wealth Management Inc.
•CIK: 1958397•Filing: Q4 2024
**Gray Wealth Management Inc.** manages $264M across a diversified portfolio of 132 positions. The strategy exhibits a clear tilt toward large-cap growth and quality, evidenced by top holdings including VIG ($29.0M) and VUG ($22.9M). Significant allocations are maintained in core indices such as IVV ($18.4M) and VB ($10.5M), alongside technology leaders like AAPL ($10.4M) and MSFT ($6.8M). This structure suggests a disciplined, factor-aware approach targeting established market leaders.
Total AUM
$263.6M
QoQ Performance
+4.1%
Positions
85
Top 10 Concentration
49.7%
Latest Filing
Q4 2024
Top Holdings Allocation
VIG
VUG
IVV
VIG11.0%
VUG8.7%
IVV7.0%
VB4.0%
AAPL3.9%
VO3.8%
MGC3.3%
VTV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.9%
Technology9.7%
ETF7.1%
Financial3.9%
Consumer3.4%
Healthcare2.3%
Industrial1.3%
Energy1.0%
🚪 Exited Positionssold since Q3 2024
+6 more exited positions
Changes from Q3 2024
NEW2 new positions
↑79 increased
↓35 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023