Grey Ledge Advisors, LLC
All 13F Filings
- Location
- Guilford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 442,244
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 195.1 K | 44.1% | 0 | 3.335 K | -3.335 K |
| ETFs | 247.1 K | 55.9% | 4.25 K | 0 | 4.25 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
442,244
Holdings
237
QoQ value change ($000)
896
(0.2%)
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.