Graetz Wealth LLC
All 13F Filings
- Location
- Jenison, MI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 112,023
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.838 K | 7.9% | 0 | 59.13 K | -59.13 K |
| ETFs | 103.2 K | 92.1% | 61.31 K | 0 | 61.31 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
112,023
Holdings
80
QoQ value change ($000)
2,179
(2.0%)
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.