GRAND WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 239,941
- Description
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- Website
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- Founded
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- 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 | 8/11/2026 | 49 | 239,941 | 13F-HR | GRAND WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/8/2026 | 87 | 212,487 | 13F-HR | GRAND WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/26/2026 | 84 | 220,520 | 13F-HR | GRAND WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/31/2025 | 72 | 207,234 | 13F-HR | GRAND WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/24/2025 | 72 | 194,508 | 13F-HR | GRAND WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 3.303 K | 1.4% | 0 | 339 | -339 |
| ETFs | 236.6 K | 98.6% | 27.8 K | 0 | 27.8 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
239,941
Holdings
49
QoQ value change ($000)
27,454
(12.9%)
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.