Grand Wealth Management, LLC - Q12026 Holdings

Grand Wealth Management, LLC holds 87 stocks with a total portfolio value of $ 212.49M as of Q12026. In Q12026, Grand Wealth Management, LLC added 14 new positions, increased stakes in 16 stocks, reduced 26 holdings, and fully exited 11 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 33.82% of the total portfolio.