Greykasell Wealth Strategies, Inc.
•CIK: 2041220•Filing: Q4 2025
**Greykasell Wealth Strategies, Inc.** manages $253M across a diversified portfolio of 492 positions. The firm maintains significant exposure to mega-cap technology and fixed income, highlighted by top holdings including IOO at $12.1M and AAPL at $11.7M. Further concentration is evident in GQ9 ($11.0M) and GOOGL ($9.8M), alongside substantial allocations to core indices like AGG ($9.6M) and IVV ($8.0M). This structure suggests a mandate balancing high-conviction equity bets with defensive, liquid asset class exposure.
Total AUM
$253.3M
QoQ Performance
+6.7%
Positions
492
Top 10 Concentration
36.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IOO4.8%
AAPL4.6%
GQ94.3%
GOOGL3.9%
AGG3.8%
FBND3.2%
IVV3.2%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
IHDG
WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
-56.3%
1.0% of portfolio
IJH
ISHARES CORE S&P MID-CAP ETF
-8.8%
1.6% of portfolio
IJR
ISHARES CORE S&P SMALL CAP ETF
-6.9%
1.6% of portfolio
ADBE
ADOBE INC COM
-29.8%
0.2% of portfolio
PWZ
INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
-37.7%
0.2% of portfolio
Sector Breakdown
Other59.9%
Technology18.5%
Consumer5.6%
Financial5.0%
ETF4.8%
Healthcare1.7%
Real Estate1.7%
Industrial1.6%
🚪 Exited Positionssold since Q3 2025
+215 more exited positions
Changes from Q3 2025
NEW14 new positions
↑83 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024