Sign In
test

David Eisenhauer

Greykasell Wealth Strategies, Inc.

Assets Managed
$248.037M
Holdings
567
Last Quarter
2026 - Q1
Filed Date
2mo 6d ago
Growth Rate
-2.06%(2Q avg: 2.29%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Greykasell Wealth Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 567 positions.

Assets under management

The assets under management (AUM) of Greykasell Wealth Strategies, Inc. 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 248.037M in assets, with a quarterly growth rate of -2.06% and a 2-quarter average growth rate of 2.29%. The portfolio is managed by David Eisenhauer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Shares
Recent Activity
Decreased -0.99%
4.77%
$11.82M
27,471 shares@ $430.29 avg price
IOO
Ishares Global 100 Etf
Recent Activity
Decreased -4.63%
4.46%
$11.06M
91,429 shares@ $120.98 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.31%
4.41%
$10.92M
43,028 shares@ $253.8 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.73%
3.88%
$9.619M
96,900 shares@ $99.27 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.48%
3.54%
$8.765M
30,482 shares@ $287.56 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 1.65%
3.27%
$8.107M
177,699 shares@ $45.63 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.3%
3.06%
$7.586M
11,613 shares@ $653.22 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 7.36%
2.29%
$5.659M
71,942 shares@ $78.66 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.54%
2.2%
$5.455M
26,192 shares@ $208.27 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.74%
2.19%
$5.421M
59,876 shares@ $90.53 avg price

1-10 of 567