13F Filings History of Gray Private Wealth, LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$204,758,273
Signature - Title
Stephen Kenney - Chief Compliance Officer
Location
Canton, MA
Summary
This page shows a list of all the recent 13F filings made by Gray Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gray Private Wealth, LLC reported 49 stock holdings with total value $204,758,273 as of Q4 2025. Top holdings included IVV, IWB, EFA, IWM, and VNQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 49 $204,758,273 +$5,316,864 -$2,059,508 +$3,257,356 IVV, IWB, EFA, IWM, VNQ 13F-HR 04 Feb 2026, 15:03
Q3 2025 46 $198,276,403 +$983,912 -$2,847,157 -$1,863,245 IVV, IWB, EFA, IWM, VNQ 13F-HR 27 Oct 2025, 16:09
Q2 2025 46 $185,970,947 +$6,517,606 -$1,281,528 +$5,236,078 IVV, IWB, EFA, IWM, VNQ 13F-HR 21 Jul 2025, 17:22
Q1 2025 40 $166,133,815 +$7,098,462 -$3,476,318 +$3,622,144 IVV, IWB, EFA, IWM, VNQ 13F-HR 23 Apr 2025, 11:47
Q4 2024 42 $167,845,301 +$2,955,857 -$2,261,980 +$693,877 IVV, IWB, EFA, IWM, VNQ 13F-HR 28 Jan 2025, 12:09
Q3 2024 40 $167,327,291 +$1,837,207 -$837,380 +$999,827 IVV, IWB, EFA, IWM, VNQ 13F-HR 17 Oct 2024, 16:33
Q2 2024 39 $156,039,089 +$1,624,221 -$1,220,796 +$403,425 IVV, IWB, EFA, IWM, VNQ 13F-HR 23 Jul 2024, 15:40
Q1 2024 37 $151,923,724 $0 $0 $0 IVV, IWB, EFA, IWM, VNQ 13F-HR 22 Apr 2024, 10:33