Gray Private Wealth, LLC
All 13F Filings
- Location
- Canton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 231,390
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 58 | 231,390 | 13F-HR | Gray Private Wealth, LLC |
| Q1 2026 | 5/6/2026 | 50 | 198,833 | 13F-HR | Gray Private Wealth, LLC |
| Q4 2025 | 2/4/2026 | 49 | 204,758 | 13F-HR | Gray Private Wealth, LLC |
| Q3 2025 | 10/27/2025 | 46 | 198,276 | 13F-HR | Gray Private Wealth, LLC |
| Q2 2025 | 7/21/2025 | 46 | 185,971 | 13F-HR | Gray Private Wealth, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 25.56 K | 11.0% | 4.903 K | 0 | 4.903 K |
| ETFs | 205.8 K | 89.0% | 27.66 K | 0 | 27.66 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
231,390
Holdings
58
QoQ value change ($000)
32,557
(16.4%)
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.