Graetz Wealth LLC
All 13F Filings
- Location
- Jenison, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 125,377
- 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 | 8/13/2026 | 84 | 125,377 | 13F-HR | Graetz Wealth LLC |
| Q1 2026 | 4/30/2026 | 80 | 112,023 | 13F-HR | Graetz Wealth LLC |
| Q4 2025 | 2/12/2026 | 77 | 109,844 | 13F-HR | Graetz Wealth LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.9 K | 8.7% | 2.057 K | 0 | 2.057 K |
| ETFs | 114.5 K | 91.3% | 11.3 K | 0 | 11.3 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
125,377
Holdings
84
QoQ value change ($000)
13,354
(11.9%)
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.