Grand Wealth Management, LLC - Q42025 Holdings

Grand Wealth Management, LLC holds 84 stocks with a total portfolio value of $ 220.52M as of Q42025. In Q42025, Grand Wealth Management, LLC added 14 new positions, increased stakes in 27 stocks, reduced 15 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 37.44% of the total portfolio.