GRAYBILL WEALTH MANAGEMENT, LTD.
All 13F Filings
- Location
- Elmhurst, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 328,459
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 83 | 328,459 | 13F-HR | GRAYBILL WEALTH MANAGEMENT, LTD. |
| Q4 2025 | 2/13/2026 | 81 | 338,919 | 13F-HR | GRAYBILL WEALTH MANAGEMENT, LTD. |
| Q3 2025 | 11/24/2025 | 82 | 325,294 | 13F-HR | GRAYBILL WEALTH MANAGEMENT, LTD. |
| Q2 2025 | 7/31/2025 | 79 | 306,243 | 13F-HR | GRAYBILL WEALTH MANAGEMENT, LTD. |
| Q1 2014 | 4/28/2014 | 50 | 121,471 | 13F-HR | GRAYBILL BARTZ & ASSOC LTD |
| Q4 2013 | 1/22/2014 | 49 | 114,441 | 13F-HR | GRAYBILL BARTZ & ASSOC LTD |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 259.9 K | 79.1% | 0 | 12.43 K | -12.43 K |
| ETFs | 68.6 K | 20.9% | 1.972 K | 0 | 1.972 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
328,459
Holdings
83
QoQ value change ($000)
-10,460
(-3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.