Institutional Fund
Grand Wealth Management, LLC
Grand Rapids, MICIK 19394435 filings on record
Portfolio Value
$212.49M
Q1 2026
Holdings
87
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-3.6%
from $220.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust33.8%
- American Centy ETF Tr10.7%
- Dimensional ETF Trust7.3%
- American Centy ETF Tr6.8%
- American Centy ETF Tr5.9%
- Dimensional ETF Trust4.6%
- Other30.9%
Portfolio Holdings
87 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.85M | $71.86M | 33.8% | −236.5K | Reduced |
| 2 | American Centy ETF Tr | 268.8K | $22.80M | 10.7% | −3.4K | Reduced |
| 3 | Dimensional ETF Trust | 456.2K | $15.50M | 7.3% | −46.3K | Reduced |
| 4 | American Centy ETF Tr | 129.6K | $14.41M | 6.8% | +337 | Added |
| 5 | American Centy ETF Tr | 154.5K | $12.45M | 5.9% | −8.0K | Reduced |
| 6 | Dimensional ETF Trust | 180.8K | $9.76M | 4.6% | +24.2K | Added |
| 7 | Dimensional ETF Trust | 216.6K | $7.70M | 3.6% | −16.3K | Reduced |
| 8 | Vanguard Malvern Fds | 91.5K | $7.08M | 3.3% | +10.0K | Added |
| 9 | Ishares Tr | 48.8K | $6.94M | 3.3% | 0 | Held |
| 10 | Vanguard Scottsdale Fds | 81.6K | $6.47M | 3.0% | +4.6K | Added |
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