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Janelle Anderson

Grand Wealth Management, Llc

Assets Managed
$212.487M
Holdings
87
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-3.64%(2Q avg: 1.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Grand Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 87 positions.

Assets under management

The assets under management (AUM) of Grand Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 212.487M in assets, with a quarterly growth rate of -3.64% and a 2-quarter average growth rate of 1.39%. The portfolio is managed by Janelle Anderson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -11.33%
33.82%
$71.858M
1.849M shares@ $38.87 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -1.25%
10.74%
$22.805M
268,799 shares@ $84.85 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -9.2%
7.3%
$15.497M
456,204 shares@ $33.98 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.27%
6.79%
$14.413M
129,640 shares@ $111.19 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -4.94%
5.86%
$12.446M
154,452 shares@ $80.58 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 15.42%
4.6%
$9.764M
180,846 shares@ $53.99 avg price
DFIC
Dimensional International Co
Recent Activity
Decreased -7%
3.63%
$7.696M
216,596 shares@ $35.54 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 12.26%
3.34%
$7.077M
91,457 shares@ $77.38 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
3.27%
$6.944M
48,756 shares@ $142.44 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 6%
3.05%
$6.472M
81,646 shares@ $79.27 avg price

1-10 of 87