Greykasell Wealth Strategies, Inc.

DANVILLE, CA · CIK 2041220 · 13F filing filed 2026-08-11

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 nearbyDanville, CA

$275.5m reported value +11.1% vs Q1 2026

483positions

33.7%in top 10

6 new 96 added 90 reduced 90 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 GLOBAL 100 ETF IOO	IOO	91,741	$12.5m4.55%	4.55%	Added +312	+312 0.3%
2	APPLE INC COM AAPL	AAPL	42,995	$12.4m4.52%	4.52%	Reduced -33	-33 -0.1%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	30,478	$10.9m3.95%	3.95%	Reduced -4	-4 -0.0%
4	SPDR GOLD TR GOLD SHS GLD	GLD	27,343	$10.1m3.66%	3.66%	Reduced -128	-128 -0.5%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	12,002	$9.0m3.26%	3.26%	Added +389	+389 3.4%
6	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	188,259	$8.6m3.11%	3.11%	Added +10.6k	+10,560 5.9%
7	ISHARES TR CORE US AGGBD ET AGG	AGG	82,761	$8.2m2.97%	2.97%	Reduced -14.1k	-14,139 -14.6%
8	ISHARES INC MSCI EMRG CHN EMXC	EMXC	76,018	$7.8m2.82%	2.82%	Added +4.1k	+4,076 5.7%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	9,766	$7.2m2.61%	2.61%	Added +417	+417 4.5%
10	AMAZON COM INC COM AMZN	AMZN	26,182	$6.2m2.27%	2.27%	Reduced -10	-10 -0.0%
11	ISHARES TR CORE MSCI EAFE IEFA	IEFA	62,109	$6.0m2.18%	2.18%	Added +2.2k	+2,233 3.7%
12	NVIDIA CORPORATION COM NVDA	NVDA	28,020	$5.6m2.04%	2.04%	Added +978	+978 3.6%
13	KLA CORP COM NEW KLAC	KLAC	16,829	$5.1m1.84%	1.84%	Reduced -321	-321 -1.9%
14	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	70,810	$5.0m1.83%	1.83%	Added +9.1k	+9,107 14.8%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	33,924	$5.0m1.83%	1.83%	Added +40	+40 0.1%
16	CAPITAL GROUP INTERNATIONAL SHS CGIE	CGIE	135,930	$5.0m1.81%	1.81%	Added +7.5k	+7,467 5.8%
17	MICROSOFT CORP COM MSFT	MSFT	13,188	$4.9m1.79%	1.79%	Reduced -95	-95 -0.7%
18	ISHARES TR CORE S&P MCP ETF IJH	IJH	60,353	$4.7m1.69%	1.69%	Added +504	+504 0.8%
19	ISHARES TR RUS MID CAP ETF IWR	IWR	40,338	$4.5m1.62%	1.62%	Added +1.4k	+1,382 3.5%
20	VICTORY PORTFOLIOS II SHARES FREE CASH VFLO	VFLO	89,838	$4.1m1.49%	1.49%	Added +7.1k	+7,137 8.6%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,411	$4.0m1.47%	1.47%	Added +55	+55 1.0%
22	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	81,806	$3.5m1.26%	1.26%	Added +9.8k	+9,793 13.6%
23	BROADCOM INC COM AVGO	AVGO	8,727	$3.3m1.20%	1.20%	Added +505	+505 6.1%
24	MICRON TECHNOLOGY INC COM MU	MU	2,819	$3.3m1.18%	1.18%	Added +533	+533 23.3%
25	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	49,054	$2.9m1.06%	1.06%	Added +287	+287 0.6%
26	JPMORGAN CHASE & CO COM JPM	JPM	8,577	$2.8m1.02%	1.02%	Added +20	+20 0.2%
27	MFS ACTIVE EXCHANGE TRADED F INTERNATINL ETF MFSI	MFSI	85,859	$2.8m1.01%	1.01%	Added +9.1k	+9,092 11.8%
28	META PLATFORMS INC CL A META	META	4,895	$2.8m1.00%	1.00%	Reduced -29	-29 -0.6%
29	EQUINIX INC COM EQIX	EQIX	2,530	$2.6m0.96%	0.96%	Added +1	+1 0.0%
30	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	11,484	$2.4m0.89%	0.89%	Reduced -69	-69 -0.6%
31	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	20,235	$2.4m0.86%	0.86%	Reduced -131	-131 -0.6%
32	MARVELL TECHNOLOGY INC COM MRVL	MRVL	7,660	$2.3m0.83%	0.83%	Added +256	+256 3.5%
33	COSTCO WHSL CORP NEW COM COST	COST	2,428	$2.3m0.82%	0.82%	Reduced -43	-43 -1.7%
34	ISHARES TR DOW JONES US ETF IYY	IYY	12,166	$2.2m0.81%	0.81%	Reduced -50	-50 -0.4%
35	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	35,869	$2.0m0.74%	0.74%	Added +792	+792 2.3%
36	PROLOGIS INC. COM PLD	PLD	14,785	$2.0m0.73%	0.73%	Added +5	+5 0.0%
37	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	37,052	$1.9m0.70%	0.70%	Reduced -273	-273 -0.7%
38	MASTERCARD INCORPORATED CL A MA	MA	3,551	$1.8m0.66%	0.66%	Reduced -42	-42 -1.2%
39	ISHARES TR COHEN STEER REIT ICF	ICF	26,838	$1.8m0.66%	0.66%	Added +4.4k	+4,396 19.6%
40	GOLDMAN SACHS GROUP INC COM GS	GS	1,741	$1.8m0.64%	0.64%	Added +13	+13 0.8%
41	VISA INC COM CL A V	V	4,676	$1.6m0.58%	0.58%	Added +68	+68 1.5%
42	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,272	$1.6m0.57%	0.57%	Added +342	+342 11.7%
43	WALMART INC COM WMT	WMT	13,062	$1.5m0.54%	0.54%	Reduced -459	-459 -3.4%
44	AIRBNB INC COM CL A ABNB	ABNB	10,039	$1.4m0.52%	0.52%	Reduced -14	-14 -0.1%
45	CISCO SYS INC COM CSCO	CSCO	12,188	$1.4m0.52%	0.52%	Added +775	+775 6.8%
46	ABBVIE INC COM ABBV	ABBV	5,664	$1.4m0.52%	0.52%	Added +75	+75 1.3%
47	MARRIOTT INTL INC NEW CL A MAR	MAR	3,771	$1.4m0.51%	0.51%	Added +33	+33 0.9%
48	ISHARES TR CONV BD ETF ICVT	ICVT	11,315	$1.4m0.50%	0.50%	Added +409	+409 3.8%
49	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,593	$1.3m0.47%	0.47%	Reduced -750	-750 -22.4%
50	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	36,490	$1.3m0.46%	0.46%	Unchanged
51	ISHARES INC ESG AWR MSCI EM ESGE	ESGE	22,782	$1.2m0.45%	0.45%	Reduced -1.5k	-1,536 -6.3%
52	RTX CORPORATION COM RTX	RTX	6,444	$1.2m0.44%	0.44%	Added +294	+294 4.8%
53	PROGRESSIVE CORP COM PGR	PGR	5,303	$1.2m0.42%	0.42%	Reduced -75	-75 -1.4%
54	NORTHROP GRUMMAN CORP COM NOC	NOC	2,269	$1.2m0.42%	0.42%	Added +84	+84 3.8%
55	PACCAR INC COM PCAR	PCAR	9,520	$1.1m0.42%	0.42%	Added +4	+4 0.0%
56	ALPHABET INC CAP STK CL C GOOG	GOOG	3,225	$1.1m0.41%	0.41%	Reduced -330	-330 -9.3%
57	AMGEN INC COM AMGN	AMGN	3,119	$1.1m0.41%	0.41%	Reduced -23	-23 -0.7%
58	ARK ETF TR INNOVATION ETF ARKK	ARKK	13,674	$1.1m0.40%	0.40%	Reduced -759	-759 -5.3%
59	DEERE & CO COM DE	DE	1,732	$1.1m0.40%	0.40%	Added +1	+1 0.1%
60	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	41,356	$1.1m0.40%	0.40%	Unchanged
61	CHEVRON CORP NEW COM CVX	CVX	6,501	$1.1m0.39%	0.39%	Added +255	+255 4.1%
62	ISHARES TR MORNINGSTR US EQ MLRG	MLRG	10,374	$1.1m0.39%	0.39%	Added +3	+3 0.0%
63	FASTENAL CO COM FAST	FAST	22,057	$1.1m0.38%	0.38%	Added +1.1k	+1,105 5.3%
64	T-MOBILE US INC COM TMUS	TMUS	6,172	$1.0m0.38%	0.38%	Reduced -43	-43 -0.7%
65	HOME DEPOT INC COM HD	HD	2,848	$1.0m0.36%	0.36%	Added +92	+92 3.3%
66	ISHARES TR CORE MSCI INTL IDEV	IDEV	10,945	$974.2k0.35%	0.35%	Unchanged
67	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	478	$951.8k0.35%	0.35%	Added +92	+92 23.8%
68	ISHARES INC CORE MSCI EMKT IEMG	IEMG	10,755	$890.9k0.32%	0.32%	Unchanged
69	ISHARES TR CALIF MUN BD ETF CMF	CMF	15,232	$878.0k0.32%	0.32%	Unchanged
70	CITIGROUP INC COM NEW C	C	6,127	$857.6k0.31%	0.31%	Added +387	+387 6.7%
71	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	3,481	$845.8k0.31%	0.31%	Added +3	+3 0.1%
72	SERVICENOW INC COM NOW	NOW	8,519	$845.7k0.31%	0.31%	Reduced -1.7k	-1,691 -16.6%
73	SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E AGGH	AGGH	40,759	$822.1k0.30%	0.30%	Added +716	+716 1.8%
74	GE AEROSPACE COM NEW GE	GE	2,175	$812.9k0.30%	0.30%	Added +137	+137 6.7%
75	JOHNSON & JOHNSON COM JNJ	JNJ	3,163	$803.4k0.29%	0.29%	Added +2	+2 0.1%
76	PALO ALTO NETWORKS INC COM PANW	PANW	2,295	$782.7k0.28%	0.28%	Added +153	+153 7.1%
77	GENERAL DYNAMICS CORP COM GD	GD	2,194	$777.1k0.28%	0.28%	Added +169	+169 8.3%
78	QUALCOMM INC COM QCOM	QCOM	4,191	$774.5k0.28%	0.28%	Added +163	+163 4.0%
79	ISHARES GOLD TR ISHARES NEW IAU	IAU	10,240	$773.2k0.28%	0.28%	Unchanged
80	FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA FLIN	FLIN	21,371	$760.2k0.28%	0.28%	Reduced -3.3k	-3,271 -13.3%
81	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.27%	0.27%	Unchanged
82	BLACKROCK INC COM BLK	BLK	772	$742.2k0.27%	0.27%	Reduced -3	-3 -0.4%
83	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	938	$715.8k0.26%	0.26%	Added +45	+45 5.0%
84	EXCHANGE TRADED CONCEPTS TRU EMQQ EM INTERN EMQQ	EMQQ	21,662	$675.9k0.25%	0.25%	Reduced -6.2k	-6,170 -22.2%
85	ISHARES TR NATIONAL MUN ETF MUB	MUB	6,219	$669.3k0.24%	0.24%	Added +2	+2 0.0%
86	SHERWIN WILLIAMS CO COM SHW	SHW	1,823	$627.7k0.23%	0.23%	Reduced -24	-24 -1.3%
87	CUMMINS INC COM CMI	CMI	857	$611.2k0.22%	0.22%	Unchanged
88	ORACLE CORP COM ORCL	ORCL	3,901	$571.7k0.21%	0.21%	Reduced -42	-42 -1.1%
89	SCHWAB CHARLES CORP COM SCHW	SCHW	6,081	$561.1k0.20%	0.20%	Added +136	+136 2.3%
90	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,239	$529.8k0.19%	0.19%	Added +9	+9 0.4%
91	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,397	$517.0k0.19%	0.19%	Unchanged
92	DISNEY WALT CO COM DIS	DIS	5,050	$486.0k0.18%	0.18%	Added +137	+137 2.8%
93	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	2,512	$481.8k0.17%	0.17%	Added +1.4k	+1,427 131.5%
94	ISHARES INC MSCI EURZONE ETF EZU	EZU	6,719	$467.0k0.17%	0.17%	Added +15	+15 0.2%
95	ELI LILLY & CO COM LLY	LLY	381	$457.0k0.17%	0.17%	Unchanged
96	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	4,829	$450.9k0.16%	0.16%	Unchanged
97	TESLA INC COM TSLA	TSLA	1,067	$448.8k0.16%	0.16%	Unchanged
98	LOCKHEED MARTIN CORP COM LMT	LMT	875	$446.0k0.16%	0.16%	Added +84	+84 10.6%
99	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	870	$436.2k0.16%	0.16%	Reduced -39	-39 -4.3%
100	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,449	$433.2k0.16%	0.16%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		916	$414.0k916 shares
J P MORGAN EXCHANGE TRADED F JBND	JBND	6,599	$354.8k6.6k shares
SPROTT ASSET MANAGEMENT LP CEF	CEF	6,075	$289.9k6.1k shares
EXXON MOBIL CORP XOM	XOM	944	$160.2k944 shares
ISHARES TR FLOT	FLOT	2,483	$126.5k2.5k shares
PIMCO ETF TR BOND	BOND	1,144	$105.6k1.1k shares
WISDOMTREE TR EPI	EPI	2,427	$99.0k2.4k shares
SPDR SERIES TRUST SPHY	SPHY	3,512	$81.9k3.5k shares
PIMCO ETF TR CORP	CORP	696	$67.4k696 shares
AIR LEASE CORP AL	AL	968	$62.8k968 shares
ISHARES TR IEI	IEI	379	$44.9k379 shares
ASSURED GUARANTY LTD AGO	AGO	502	$40.9k502 shares
DANAHER CORPORATION DHR	DHR	203	$38.4k203 shares
VANGUARD BD INDEX FDS BND	BND	494	$36.4k494 shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	458	$36.3k458 shares
SELECT SECTOR SPDR TR XLV	XLV	247	$36.2k247 shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	423	$35.0k423 shares
SELECT SECTOR SPDR TR XLC	XLC	311	$34.5k311 shares
SELECT SECTOR SPDR TR XLF	XLF	688	$34.0k688 shares
ISHARES TR IEF	IEF	353	$33.7k353 shares
ISHARES TR TLT	TLT	308	$26.7k308 shares
VANGUARD INTL EQUITY INDEX F VPL	VPL	259	$25.3k259 shares
EXPAND ENERGY CORPORATION EXE	EXE	220	$24.2k220 shares
ISHARES INC EEMA	EEMA	250	$24.0k250 shares
SELECT SECTOR SPDR TR XLY	XLY	217	$23.7k217 shares