Grey Ledge Advisors, LLC
All 13F Filings
- Location
- Guilford, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 497,742
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 256 | 497,742 | 13F-HR | Grey Ledge Advisors, LLC |
| Q1 2026 | 4/20/2026 | 239 | 442,992 | 13F-HR | Grey Ledge Advisors, LLC |
| Q4 2025 | 2/5/2026 | 237 | 442,244 | 13F-HR | Grey Ledge Advisors, LLC |
| Q3 2025 | 10/21/2025 | 239 | 441,348 | 13F-HR | Grey Ledge Advisors, LLC |
| Q2 2025 | 7/15/2025 | 242 | 408,442 | 13F-HR | GSB Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 226.1 K | 45.4% | 32.49 K | 0 | 32.49 K |
| ETFs | 271.6 K | 54.6% | 22.27 K | 0 | 22.27 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
497,742
Holdings
256
QoQ value change ($000)
54,750
(12.4%)
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.