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Grubman Wealth ManagementAggressive Growth

CIK: 0001585550 | BERKELEY, CA

Q1 2025 vs Q2 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2025
13F-HR89$455.1M2025-07-09SEC ↗
Q1 2025
13F-HR81$415.3M2025-04-09SEC ↗
Q4 2024
13F-HR80$424.4M2025-01-13SEC ↗
Q3 2024
13F-HR82$421.2M2024-10-08SEC ↗
Q2 2024
13F-HR80$391.4M2024-07-09SEC ↗
Q1 2024
13F-HR87$388.6M2024-04-10SEC ↗
Q4 2023
13F-HR78$361.1M2024-01-08SEC ↗
Q3 2023
13F-HR79$321.9M2023-10-10SEC ↗
Q2 2023
13F-HR75$322.8M2023-07-10SEC ↗
Q1 2023
13F-HR76$302.1M2023-04-10SEC ↗
Q4 2022
13F-HR82$285.8M2023-01-09SEC ↗
Q3 2022
13F-HR60$2.0M2022-10-12SEC ↗
Q2 2022
13F-HR64$1.0M2022-07-12SEC ↗
Q1 2022
13F-HR68$1.3M2022-04-13SEC ↗
Q4 2021
13F-HR72$1.4M2022-01-13SEC ↗
Q3 2021
13F-HR70$1.2M2021-10-13SEC ↗
Q2 2021
13F-HR70$1.1M2021-07-12SEC ↗
Q1 2021
13F-HR67$1.1M2021-04-09SEC ↗
Q4 2020
13F-HR69$966.1K2021-01-11SEC ↗
Q3 2020
13F-HR61$573.9K2020-10-06SEC ↗
Q2 2020
13F-HR60$625.5K2020-07-08SEC ↗
Q1 2020
13F-HR58$529.8K2020-04-07SEC ↗
Q4 2019
13F-HR71$646.2K2020-01-15SEC ↗
Q3 2019
13F-HR62$624.5K2019-10-09SEC ↗
Q2 2019
13F-HR61$662.7K2019-07-10SEC ↗
Q1 2019
13F-HR58$594.7K2019-04-11SEC ↗
Q4 2018
13F-HR60$498.3K2019-01-11SEC ↗
Q3 2018
13F-HR45$525.4K2018-10-11SEC ↗
Q2 2018
13F-HR41$435.0K2018-07-12SEC ↗
Q1 2018
13F-HR37$433.1K2018-04-10SEC ↗
Q4 2017
13F-HR36$409.9K2018-01-10SEC ↗
Q3 2017
13F-HR38$375.9K2017-10-10SEC ↗
Q2 2017
13F-HR38$615.0K2017-07-10SEC ↗
Q1 2017
13F-HR36$374.8K2017-04-07SEC ↗
Q4 2016
13F-HR28$132.5K2017-01-09SEC ↗
Q3 2016
13F-HR28$135.5K2016-10-07SEC ↗
Q2 2016
13F-HR28$141.4K2016-07-07SEC ↗
Q1 2016
13F-HR33$142.9K2016-04-07SEC ↗
Q4 2015
13F-HR30$134.7K2016-01-08SEC ↗
Q3 2015
13F-HR30$134.9K2015-10-07SEC ↗
Q2 2015
13F-HR31$146.2K2015-07-07SEC ↗
Q1 2015
13F-HR30$145.0K2015-04-07SEC ↗
Q4 2014
13F-HR33$138.5K2015-01-08SEC ↗
Q3 2014
13F-HR32$136.5K2014-10-06SEC ↗
Q2 2014
13F-HR31$140.2K2014-07-09SEC ↗
Q1 2014
13F-HR30$130.3K2014-04-08SEC ↗
Q4 2013
13F-HR29$122.3K2014-01-09SEC ↗