Investor
Graetz Wealth LLC
CIK 0002053877 · filed 2026-02-12 · SEC filing
13F book
$109.8M
Positions
77
Largest name
9.4%
Vanguard Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 16.5K | $10.4M | 9.4% | — | Held |
| Invesco Qqq Tr | — | 12.9K | $7.93M | 7.2% | — | Held |
| Vanguard Scottsdale Fds | — | 87.8K | $7.36M | 6.7% | — | Held |
| Vanguard Tax-Managed Fds | — | 83.6K | $5.22M | 4.8% | — | Held |
| Vanguard Bd Index Fds | — | 61.1K | $4.52M | 4.1% | — | Held |
| Vanguard Intl Equity Index F | — | 80.4K | $4.32M | 3.9% | — | Held |
| Vanguard Bd Index Fds | — | 55.2K | $4.3M | 3.9% | — | Held |
| Spdr Series Trust | — | 38.3K | $3.73M | 3.4% | — | Held |
| World Gold Tr | — | 40.9K | $3.49M | 3.2% | — | Held |
| Vanguard Scottsdale Fds | — | 55.6K | $3.1M | 2.8% | — | Held |
| Vanguard Specialized Funds | — | 12.7K | $2.78M | 2.5% | — | Held |
| Select Sector Spdr Tr | — | 49.5K | $2.71M | 2.5% | — | Held |
| Select Sector Spdr Tr | — | 17.2K | $2.66M | 2.4% | — | Held |
| Select Sector Spdr Tr | — | 22.1K | $2.64M | 2.4% | — | Held |
| Select Sector Spdr Tr | — | 18.2K | $2.62M | 2.4% | — | Held |
| Spdr Series Trust | — | 28.9K | $2.58M | 2.3% | — | Held |
| Vanguard Scottsdale Fds | — | 53.5K | $2.52M | 2.3% | — | Held |
| Ishares Tr | — | 3.58K | $2.45M | 2.2% | — | Held |
| Vanguard Growth Etf | — | 4.99K | $2.43M | 2.2% | — | Held |
| Vanguard Charlotte Fds | — | 45.2K | $2.18M | 2.0% | — | Held |
| Vanguard Scottsdale Fds | — | 32.8K | $1.97M | 1.8% | — | Held |
| Vanguard Index Fds | — | 4.85K | $1.63M | 1.5% | — | Held |
| Ishares Tr | — | 52.4K | $1.62M | 1.5% | — | Held |
| Vanguard Index Fds | — | 6.88K | $1.46M | 1.3% | — | Held |
| Vanguard Index Fds | — | 5.12K | $1.43M | 1.3% | — | Held |
| Vanguard Index Fds | — | 5.53K | $1.43M | 1.3% | — | Held |
| Vanguard Index Fds | — | 15.8K | $1.4M | 1.3% | — | Held |
| Vanguard Index Fds | — | 4.62K | $1.4M | 1.3% | — | Held |
| Vanguard Index Fds | — | 4.66K | $1.35M | 1.2% | — | Held |
| Vanguard Index Fds | — | 4.88K | $931.3K | 0.8% | — | Held |
| Ishares Tr | — | 10.6K | $878.2K | 0.8% | — | Held |
| Ishares Tr | — | 9.87K | $651.5K | 0.6% | — | Held |
| Vaneck Etf Trust | — | 12.6K | $646.4K | 0.6% | — | Held |
| Spdr Series Trust | — | 6.53K | $523.6K | 0.5% | — | Held |
| Spdr Series Trust | — | 19.1K | $504.8K | 0.5% | — | Held |
| Spdr Series Trust | — | 6.12K | $504.5K | 0.5% | — | Held |
| Apple Inc. | AAPL | 1.84K | $500.4K | 0.5% | — | Held |
| Schwab Us Tips Etf | — | 18.8K | $498.5K | 0.5% | — | Held |
| Tesla, Inc. | TSLA | 969 | $435.9K | 0.4% | — | Held |
| Ishares Tr | — | 3.9K | $430.3K | 0.4% | — | Held |
| Applied Matls Inc | — | 1.67K | $428.1K | 0.4% | — | Held |
| Nvidia Corp | NVDA | 2.22K | $413.3K | 0.4% | — | Held |
| Ishares Tr | — | 5.12K | $412.7K | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.02K | $357.9K | 0.3% | — | Held |
| Ishares Tr | — | 2.7K | $324.1K | 0.3% | — | Held |
| Microsoft Corp | MSFT | 623 | $301.4K | 0.3% | — | Held |
| Spdr Index Shs Fds | — | 6.43K | $301K | 0.3% | — | Held |
| Ishares Tr | — | 2.78K | $297.3K | 0.3% | — | Held |
| Alphabet Inc | — | 942 | $294.8K | 0.3% | — | Held |
| Ishares Gold Tr | — | 3.62K | $293.9K | 0.3% | — | Held |
| Micron Technology Inc | MU | 1.01K | $288.9K | 0.3% | — | Held |
| Bitmine Immersion Tecnologie | — | 10.4K | $281.4K | 0.3% | — | Held |
| Applovin Corp | APP | 405 | $272.7K | 0.2% | — | Held |
| Trane Technologies Plc | TT | 692 | $269.3K | 0.2% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.48K | $263.8K | 0.2% | — | Held |
| Charter Communications Inc N | — | 1.24K | $258.1K | 0.2% | — | Held |
| Flex Ltd. | FLEX | 4.17K | $251.6K | 0.2% | — | Held |
| Zoom Communications, Inc. | ZM | 2.91K | $251.2K | 0.2% | — | Held |
| Exelixis, Inc. | EXEL | 5.64K | $247.2K | 0.2% | — | Held |
| Ishares Tr | — | 2.58K | $245.5K | 0.2% | — | Held |
| Pinterest, Inc. | PINS | 9.44K | $244.4K | 0.2% | — | Held |
| Palo Alto Networks Inc | PANW | 1.31K | $240.5K | 0.2% | — | Held |
| Monolithic Pwr Sys Inc | — | 265 | $240.5K | 0.2% | — | Held |
| Merit Med Sys Inc | — | 2.71K | $239K | 0.2% | — | Held |
| Chewy, Inc. | CHWY | 7.19K | $237.7K | 0.2% | — | Held |
| Broadcom Inc. | AVGO | 683 | $236.5K | 0.2% | — | Held |
| Neurocrine Biosciences Inc | NBIX | 1.64K | $232.3K | 0.2% | — | Held |
| Tenet Healthcare Corp | THC | 1.16K | $230.3K | 0.2% | — | Held |
| Pulte Group Inc | — | 1.95K | $228K | 0.2% | — | Held |
| Spdr Series Trust | — | 3.99K | $226.9K | 0.2% | — | Held |
| Ralph Lauren Corp | RL | 638 | $225.6K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 971 | $224K | 0.2% | — | Held |
| Insulet Corp | PODD | 775 | $220.3K | 0.2% | — | Held |
| Ishares Tr | — | 2.25K | $210.9K | 0.2% | — | Held |
| Jpmorgan Chase & Co. | — | 630 | $203.1K | 0.2% | — | Held |
| Hims & Hers Health, Inc. | HIMS | 6.21K | $201.6K | 0.2% | — | Held |
| Anavex Life Sciences Corp. | AVXL | 14K | $50K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.