Arkolith/Funds/Grey Ledge Advisors, LLC

Grey Ledge Advisors, LLC

CIK 1660694
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Grey Ledge Advisors, LLC holds a diversified book of 248 stocks worth $497.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.

Opened
55
bought for the first time
Added to
109
already held, bought more
Trimmed
97
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
25%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

45% mapped to company sectors

ETF / fund or unclassified
55%
Information Technology
17%
Financials
6%
Industrials
6%
Health Care
5%
Consumer Discretionary
5%
Materials
3%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Grey Ledge Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$512.2B
JPMORGAN CHASE & CO79 / 80$448.0B
BANK OF AMERICA CORP /DE/79 / 80$366.8B
WELLS FARGO & COMPANY/MN79 / 80$166.3B
ENVESTNET ASSET MANAGEMENT INC79 / 80$97.9B
RAYMOND JAMES FINANCIAL INC79 / 80$86.9B
LPL Financial LLC79 / 80$82.1B
OSAIC HOLDINGS, INC.79 / 80$16.7B

Ranked by how many of Grey Ledge Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

248 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
ETF
$25.7M34.3K
5.2%
−0.5%
Reduced · −165 sh
2Wisdomtree Floating Rate Treasury Fund
ETF
$13.7M272.0K
2.8%
+0.7%
Added · +2K sh
3Pimco Multisector Bond Active Exchange-Traded Fund
ETF
$12.9M487.3K
2.6%
+3.4%
Added · +16K sh
4Schwab Fundamental U.S. Small Company ETF
ETF
$12.7M332.8K
2.5%
+1.3%
Added · +4K sh
5Wisdomtree Yield Enhanced U.S. Aggregate Bond Fund
ETF
$12.0M282.7K
2.4%
+6.8%
Added · +18K sh
6Advanced Micro Devices Inc Com
COM
$11.2M19.3K
2.3%
−30%
Reduced · −8K sh
7Schwab International Equity ETF
ETF
$10.5M380.1K
2.1%
+41%
Added · +110K sh
8Apple Inc Com
COM
$10.2M35.4K
2.1%
−0.4%
Reduced · −131 sh
9Harbor International Compounders ETF
ETF
$10.0M327.2K
2.0%
−15%
Reduced · −59K sh
10Schwab U.S. Large-Cap Growth ETF
ETF
$8.0M235.1K
1.6%
−2.5%
Reduced · −6K sh
11Wisdomtree U.S. Midcap Dividend Fund
ETF
$7.8M138.8K
1.6%
+0.7%
Added · +1K sh
12Ishares Msci Emerging Markets Ex China ETF
ETF
$7.7M75.7K
1.6%
−24%
Reduced · −24K sh
13Ishares Floating Rate Bond ETF
ETF
$7.7M151.6K
1.6%
+5.7%
Added · +8K sh
14State Street SPDR S&P 500 ETF
ETF
$7.6M10.2K
1.5%
+0.1%
Added · +11 sh
15Vanguard Value ETF
ETF
$7.4M34.1K
1.5%
+1.6%
Added · +540 sh
16Alphabet Inc Cap STK CL C
COM
$7.1M20.1K
1.4%
−3.0%
Reduced · −634 sh
17Vanguard Ftse Developed Markets ETF
ETF
$7.1M99.2K
1.4%
+2.8%
Added · +3K sh
18Microsoft Corp Com
COM
$7.1M18.9K
1.4%
+14%
Added · +2K sh
19Alphabet Inc Cap STK CL A
COM
$7.0M19.6K
1.4%
+9.2%
Added · +2K sh
20Invesco QQQ Trust Series I
ETF
$6.9M9.4K
1.4%
+0.4%
Added · +41 sh
21Ishares Core S&P Mid-Cap ETF
ETF
$6.9M89.2K
1.4%
+2.3%
Added · +2K sh
22Johnson & Johnson Com
COM
$6.9M27.1K
1.4%
−1.3%
Reduced · −356 sh
23Wisdomtree Japan Hedged Equity Fund
ETF
$6.2M35.6K
1.2%
−2.4%
Reduced · −856 sh
24First Trust Nasdaq Cybersecurity ETF
ETF
$6.1M67.7K
1.2%
+7.4%
Added · +5K sh
25Wisdomtree US Quality Dividend Growth Fund
ETF
$6.0M62.4K
1.2%
+3.9%
Added · +2K sh
26Ishares 1-5 Year Investment Grade Corporate Bond ETF
ETF
$5.5M105.2K
1.1%
+3.8%
Added · +4K sh
27Nvidia Corporation Com
COM
$5.1M25.4K
1.0%
−7.8%
Reduced · −2K sh
28Home Depot Inc Com
COM
$4.8M13.7K
1.0%
+25%
Added · +3K sh
29Amgen Inc Com
COM
$4.8M13.3K
1.0%
+3.6%
Added · +463 sh
30Cisco Sys Inc Com
COM
$4.6M38.8K
0.9%
−6.9%
Reduced · −3K sh
31Berkshire Hathaway Inc Del CL B New
COM
$4.4M8.9K
0.9%
+25%
Added · +2K sh
32JPMorgan Core Plus Bond ETF
ETF
$4.2M90.5K
0.9%
+2.0%
Added · +2K sh
33Merck & Co Inc Com
COM
$4.2M32.3K
0.8%
−1.1%
Reduced · −377 sh
34JPMorgan Chase & Co Com
COM
$4.1M12.6K
0.8%
−0.8%
Reduced · −100 sh
35RTX Corporation Com
COM
$4.1M21.6K
0.8%
+23%
Added · +4K sh
36Aflac Inc Com
COM
$4.1M34.7K
0.8%
−0.8%
Reduced · −300 sh
37Cummins Inc Com
COM
$4.0M5.7K
0.8%
−14%
Reduced · −906 sh
38ExxonMobil Holdings Corp Com SHS
COM
$4.0M29.3K
0.8%
New
New position
39JPMorgan Limited Duration Bond ETF
ETF
$4.0M75.7K
0.8%
+7.4%
Added · +5K sh
40Principal Spectrum Preferred Secs Active ETF
ETF
$3.9M205.7K
0.8%
+1.7%
Added · +3K sh
41Wisdomtree India Earnings Fund
ETF
$3.9M91.6K
0.8%
−15%
Reduced · −16K sh
42Costco Wholesale Corporation Com
COM
$3.9M4.1K
0.8%
−0.2%
Reduced · −7 sh
43Applied Matls Inc Com
COM
$3.8M5.2K
0.8%
−8.2%
Reduced · −465 sh
44Dell Technologies Inc CL C
COM
$3.7M8.6K
0.7%
−21%
Reduced · −2K sh
45Taiwan Semiconductor Manufact Sponsored Ads
ADR
$3.6M7.5K
0.7%
−20%
Reduced · −2K sh
46Snap On Inc Com
COM
$3.5M8.8K
0.7%
+0.3%
Added · +28 sh
47Ishares S&P 500 Value ETF
ETF
$3.4M15.1K
0.7%
+8.6%
Added · +1K sh
48Vanguard Mortgage-Backed Securities ETF
ETF
$3.4M73.1K
0.7%
+7.7%
Added · +5K sh
49Unilever PLC Spon ADR New
ADR
$3.3M54.3K
0.7%
+10%
Added · +5K sh
50Fidelity Msci Utilities ETF
ETF
$3.2M55.0K
0.6%
−1.4%
Reduced · −808 sh
Showing 50 of 248 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026266$497.7M13F-HR
Q1 2026Mar 31, 2026Apr 21, 2026239$443.0M13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026237$442.2M13F-HR
Q3 2025Sep 30, 2025Oct 21, 2025239$441.3M13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025242$408.4M13F-HR
Q1 2025Mar 31, 2025Apr 18, 2025227$380.5M13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025216$387.1M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024234$390.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.