Managed by Grand Wealth Management, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $83.6M | 2.62M | 0.00% | — |
| 2 | ? N/A — | $82.6M | 2.09M | 0.00% | — |
| 3 | ? N/A — | $78.2M | 2.03M | 0.00% | — |
| 4 | ? N/A — | $75.5M | 2.18M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $73.3M |
| 2.05M |
| 0.00% |
| — |
| 6 | ? N/A — | $72.9M | 2.13M | 0.00% | — |
| 7 | ? N/A — | $71.8M | 2.23M | 0.00% | — |
| 8 | ? N/A — | $69.7M | 2.39M | 0.00% | — |
| 9 | ? N/A — | $69.7M | 2.11M | 0.00% | — |
| 10 | ? N/A — | $65.3M | 2.41M | 0.00% | — |
| 11 | ? N/A — | $63.7M | 2.50M | 0.00% | — |
| 12 | ? N/A — | $62.8M | 2.40M | 0.00% | — |
| 13 | ? N/A — | $22.4M | 272.2K | 0.00% | — |
| 14 | ? N/A — | $20.5M | 260.5K | 0.00% | — |
| 15 | ? N/A — | $19.6M | 264.9K | 0.00% | — |
| 16 | ? N/A — | $19.3M | 302.6K | 0.00% | — |
| 17 | ? N/A — | $19M | 287.2K | 0.00% | — |
| 18 | ? N/A — | $16.5M | 268.6K | 0.00% | — |
| 19 | X XOM — | $16.4M | 502.5K | 0.00% | — |
| 20 | ? N/A — | $16.2M | 268.8K | 0.00% | — |