Greykasell Wealth Strategies, Inc. Q4 2025 Filing

Filed February 11, 2026

Portfolio Value

$253.3M

Holdings

492

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (492 positions)

StockValue
SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
$83K
PSCTINVESCO S&P SMALLCAP INFORMATION TECHNOLOGY ETF
$82K
HBANHUNTINGTON BANCSHARES INC COM
$76K
VLOVALERO ENERGY CORP COM
$76K
WMBWILLIAMS COS INC COM
$76K
JDJD.COM INC SPON ADS CL A
$75K
VGSRVERT GLOBAL SUSTAINABLE REAL ESTATE ETF
$74K
FHLCFIDELITY MSCI HEALTH CARE INDEX ETF
$74K
CMECME GROUP INC COM
$73K
COPCONOCOPHILLIPS COM
$71K
NUMVNUVEEN ESG MID-CAP VALUE ETF
$71K
CITCINTAS CORP COM
$70K
PMBSPIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
$68K
BIIBBIOGEN INC COM
$67K
XOMEXXON MOBIL CORP COM
$67K
CNPCENTERPOINT ENERGY INC COM
$66K
PSXPHILLIPS 66 COM
$65K
AXPAMERICAN EXPRESS CO COM
$64K
BKLNINVESCO SENIOR LOAN ETF
$63K
ALAIR LEASE CORP CL A
$62K
RACEFERRARI N V COM
$62K
MCDMCDONALDS CORP COM
$60K
SLRCSLR INVESTMENT CORP COM
$58K
NEMNEWMONT CORP COM
$58K
VOTVANGUARD MID-CAP GROWTH ETF
$58K
IMCGISHARES MORNINGSTAR MID-CAP GROWTH ETF
$58K
ARCCARES CAPITAL CORP COM
$57K
LSTRLANDSTAR SYS INC COM
$56K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$56K
FQIDIGITAL RLTY TR INC COM
$55K
VPUVANGUARD UTILITIES ETF
$54K
PEPPEPSICO INC COM
$53K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$52K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$52K
GDXVANECK GOLD MINERS ETF
$51K
FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
$51K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$50K
CEGCONSTELLATION ENERGY CORP COM
$50K
EWTISHARES MSCI TAIWAN ETF
$49K
BACVERIZON COMMUNICATIONS INC COM
$49K
SOSOUTHERN CO COM
$49K
SHOPSHOPIFY INC CL A SUB VTG SHS
$47K
DHRDANAHER CORPORATION COM
$46K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$45K
LUVSOUTHWEST AIRLS CO COM
$45K
AGOASSURED GUARANTY LTD COM
$45K
IEIISHARES 3-7 YEAR TREASURY BOND ETF
$44K
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
$44K
VTWOVANGUARD RUSSELL 2000 ETF
$43K
AMTAMERICAN TOWER CORP NEW COM
$43K
SYKSTRYKER CORPORATION COM
$43K
XMMOINVESCO S&P MIDCAP MOMENTUM ETF
$43K
SYFSYNCHRONY FINANCIAL COM
$42K
APOAPOLLO GLOBAL MGMT INC COM
$41K
FANGDIAMONDBACK ENERGY INC COM
$40K
XFRAXBLACKROCK FLOATING RATE INCOME COM
$39K
VBVANGUARD SMALL-CAP ETF
$38K
UIUBIQUITI INC COM
$38K
SHELSHELL PLC SPON ADS
$38K
CAHCARDINAL HEALTH INC COM
$38K
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$37K
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$37K
IDXXIDEXX LABS INC COM
$37K
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$36K
BSVVANGUARD SHORT-TERM BOND ETF
$34K
ISRGINTUITIVE SURGICAL INC COM NEW
$34K
MCKMCKESSON CORP COM
$34K
XBISTATE STREET SPDR S&P BIOTECH ETF
$34K
WCNWASTE CONNECTIONS INC COM
$33K
OIHVANECK OIL SERVICES ETF
$32K
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
$32K
PFEPFIZER INC COM
$32K
IYEISHARES U.S. ENERGY ETF
$32K
XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
$31K
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$31K
XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
$30K
HEIHEICO CORP NEW COM
$29K
TRVTRAVELERS COMPANIES INC COM
$29K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$29K
CGICCAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
$28K
VMCVULCAN MATLS CO COM
$27K
VAWVANGUARD MATERIALS ETF
$27K
TLTISHARES 20 YEAR TREASURY BOND ETF
$26K
IYRISHARES U.S. REAL ESTATE ETF
$26K
FSLRFIRST SOLAR INC COM
$26K
EFAISHARES MSCI EAFE ETF
$26K
VOVANGUARD MID-CAP ETF
$26K
TFISTATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF
$25K
EQTEQT CORP COM
$25K
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND
$25K
PSCHINVESCO S&P SMALLCAP HEALTH CARE ETF
$25K
YUMYUM BRANDS INC COM
$24K
EXEEXPAND ENERGY CORPORATION COM
$24K
JFRNUVEEN FLOATING RATE INCOME FD COM
$24K
VPLVANGUARD FTSE PACIFIC ETF
$23K
ACWIISHARES MSCI ACWI ETF
$23K
RZVINVESCO S&P SMALLCAP 600 PURE VALUE ETF
$23K
VFHVANGUARD FINANCIALS ETF
$23K
SPGIS&P GLOBAL INC COM
$23K
DALDELTA AIR LINES INC DEL COM NEW
$23K
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