IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Grand Wealth Management, LLCETFConcentrated long-term

CIK: 0001939443 | GRAND RAPIDS, MI

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR49$239.9M2026-08-11SEC ↗
Q1 2026
13F-HR87$212.5M2026-05-08SEC ↗
Q4 2025
13F-HR84$220.5M2026-01-26SEC ↗
Q3 2025
13F-HR72$207.2M2025-10-31SEC ↗
Q2 2025
13F-HR72$194.5M2025-07-24SEC ↗
Q1 2025
13F-HR68$182.0M2025-05-06SEC ↗
Q4 2024
13F-HR66$179.4M2025-02-12SEC ↗
Q3 2024
13F-HR66$177.3M2024-11-04SEC ↗
Q2 2024
13F-HR58$168.5M2024-08-08SEC ↗
Q1 2024
13F-HR71$209.7M2024-05-09SEC ↗
Q4 2023
13F-HR74$184.2M2024-01-29SEC ↗
Q3 2023
13F-HR69$163.3M2023-11-09SEC ↗
Q2 2023
13F-HR73$168.2M2023-08-14SEC ↗
Q1 2023
13F-HR57$166.3M2023-05-10SEC ↗
Q4 2022
13F-HR58$160.8M2023-02-06SEC ↗
Q3 2022
13F-HR59$21.0M2022-11-08SEC ↗
Q2 2022
13F-HR58$16.4M2022-08-25SEC ↗
Q1 2022
13F-HR58$10.0M2022-08-25SEC ↗
Q4 2021
13F-HR59$10.3M2022-08-25SEC ↗