Gray Private Wealth, LLC

CANTON, MA · CIK 1928877 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCanton, MA

$231.4m reported value +16.4% vs Q1 2026

58positions

88.2%in top 10

12 new 16 added 14 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	139,376	$104.4m45.11%	45.11%	Added +3.4k	+3,411 2.5%
2	ISHARES TR RUS 1000 ETF IWB	IWB	83,372	$34.1m14.75%	14.75%	Reduced -1.9k	-1,894 -2.2%
3	ISHARES TR MSCI EAFE ETF EFA	EFA	138,509	$14.4m6.22%	6.22%	Added +11.6k	+11,557 9.1%
4	ISHARES TR RUSSELL 2000 ETF IWM	IWM	44,256	$13.3m5.75%	5.75%	Added +2.4k	+2,448 5.9%
5	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	98,520	$9.5m4.11%	4.11%	Added +5.4k	+5,387 5.8%
6	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	88,769	$8.5m3.67%	3.67%	Added +2.2k	+2,190 2.5%
7	ISHARES TR CORE HIGH DV ETF HDV	HDV	278,649	$7.6m3.30%	3.30%	Added +11.3k	+11,334 4.2%
8	ISHARES TR S&P 500 GRWT ETF IVW	IVW	31,014	$4.3m1.84%	1.84%	Reduced -1.5k	-1,510 -4.6%
9	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	59,292	$4.2m1.83%	1.83%	Added +575	+575 1.0%
10	ISHARES TR S&P 500 VAL ETF IVE	IVE	16,285	$3.7m1.60%	1.60%	Reduced -306	-306 -1.8%
11	APPLE INC COM AAPL	AAPL	11,560	$3.3m1.45%	1.45%	Reduced -4	-4 -0.0%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	6,535	$2.0m0.86%	0.86%	Added +2	+2 0.0%
13	ISHARES TR U.S. REAL ES ETF IYR	IYR	16,898	$1.7m0.75%	0.75%	Reduced -531	-531 -3.0%
14	MICROSOFT CORP COM MSFT	MSFT	4,323	$1.6m0.70%	0.70%	Added +103	+103 2.4%
15	AMAZON COM INC COM AMZN	AMZN	3,771	$898.8k0.39%	0.39%	Unchanged
16	NVIDIA CORPORATION COM NVDA	NVDA	4,352	$870.8k0.38%	0.38%	Added +1	+1 0.0%
17	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,896	$856.3k0.37%	0.37%	Unchanged
18	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,472	$852.1k0.37%	0.37%	Unchanged
19	MERCK & CO INC COM MRK	MRK	6,199	$796.6k0.34%	0.34%	Reduced -9	-9 -0.1%
20	ORACLE CORP COM ORCL	ORCL	5,029	$737.1k0.32%	0.32%	Reduced -150	-150 -2.9%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,958	$699.9k0.30%	0.30%	Unchanged
22	ISHARES TR NATIONAL MUN ETF MUB	MUB	6,403	$689.1k0.30%	0.30%	Unchanged
23	ISHARES TR CORE MSCI EAFE IEFA	IEFA	6,477	$625.6k0.27%	0.27%	Added +765	+765 13.4%
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,188	$594.5k0.26%	0.26%	Unchanged
25	MCDONALDS CORP COM MCD	MCD	2,194	$593.0k0.26%	0.26%	Reduced -3	-3 -0.1%
26	BROADCOM INC COM AVGO	AVGO	1,423	$537.5k0.23%	0.23%	Added +351	+351 32.7%
27	PROCTER AND GAMBLE CO COM PG	PG	3,343	$490.2k0.21%	0.21%	Reduced -106	-106 -3.1%
28	ISHARES TR CORE US AGGBD ET AGG	AGG	4,886	$483.6k0.21%	0.21%	Added +300	+300 6.5%
29	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,970	$477.6k0.21%	0.21%	Unchanged
30	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	463	$446.8k0.19%	0.19%	New
31	ALPHABET INC CAP STK CL C GOOG	GOOG	1,186	$419.2k0.18%	0.18%	Reduced -81	-81 -6.4%
32	META PLATFORMS INC CL A META	META	726	$408.8k0.18%	0.18%	Unchanged
33	INTEL CORP COM INTC	INTC	2,829	$395.0k0.17%	0.17%	New
34	JPMORGAN CHASE & CO COM JPM	JPM	1,099	$359.8k0.16%	0.16%	Added +393	+393 55.7%
35	ISHARES TR ESG SELECT SCRE XVV	XVV	6,283	$356.8k0.15%	0.15%	Unchanged
36	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	477	$356.0k0.15%	0.15%	Reduced -1	-1 -0.2%
37	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,172	$343.2k0.15%	0.15%	Unchanged
38	HCA HEALTHCARE INC COM HCA	HCA	873	$340.4k0.15%	0.15%	Unchanged
39	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	2,482	$339.3k0.15%	0.15%	New
40	TJX COS INC NEW COM TJX	TJX	2,146	$325.1k0.14%	0.14%	New
41	SELECT SECTOR SPDR TR INDL XLI	XLI	1,753	$324.7k0.14%	0.14%	Unchanged
42	PALO ALTO NETWORKS INC COM PANW	PANW	890	$303.5k0.13%	0.13%	New
43	HOME DEPOT INC COM HD	HD	838	$295.6k0.13%	0.13%	Added +106	+106 14.5%
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	429	$294.4k0.13%	0.13%	Added +25	+25 6.2%
45	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	4,988	$267.4k0.12%	0.12%	Unchanged
46	CATERPILLAR INC COM CAT	CAT	250	$266.2k0.12%	0.12%	New
47	RTX CORPORATION COM RTX	RTX	1,374	$260.7k0.11%	0.11%	New
48	ABBVIE INC COM ABBV	ABBV	991	$249.4k0.11%	0.11%	New
49	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	512	$244.5k0.11%	0.11%	New
50	BANK AMERICA CORP COM BAC	BAC	4,230	$241.0k0.10%	0.10%	Reduced -59	-59 -1.4%
51	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,516	$240.5k0.10%	0.10%	Unchanged
52	VISA INC COM CL A V	V	687	$235.7k0.10%	0.10%	Reduced -71	-71 -9.4%
53	VANGUARD INDEX FDS MID CAP ETF VO	VO	2,812	$226.6k0.10%	0.10%	Unchanged
54	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	448	$224.6k0.10%	0.10%	Reduced -70	-70 -13.5%
55	NB BANCORP INC COM NBBK	NBBK	10,588	$223.7k0.10%	0.10%	Unchanged
56	UNITEDHEALTH GROUP INC COM UNH	UNH	503	$209.1k0.09%	0.09%	New
57	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	6,941	$204.3k0.09%	0.09%	New
58	RITHM CAPITAL CORP COM NEW RITM	RITM	10,875	$102.1k0.04%	0.04%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
VANGUARD INDEX FDS VTI	VTI	1,354	$434.4k1.4k shares
EXXON MOBIL CORP XOM	XOM	1,743	$295.7k1.7k shares
ISHARES TR DVY	DVY	1,729	$261.9k1.7k shares
SELECT SECTOR SPDR TR XLE	XLE	3,416	$209.3k3.4k shares