GRAND WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, GRAND WEALTH MANAGEMENT, LLC held in its portfolio 81 assets valued at $220,519,984 (i.e. $220.52M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($82.57M), AMERICAN CENTY ETF TR ($22.41M), and DIMENSIONAL ETF TRUST ($16.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 81 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GRAND WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2085651 | 82570938 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 272208 | 22408156 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 502473 | 16445940 | WORLD EX US CORE |
| AMERICAN CENTY ETF TR | 129303 | 14453503 | US EQT ETF |
| AMERICAN CENTY ETF TR | 162479 | 12514102 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 156694 | 8472434 | GLOBAL CORE PLUS |
| DIMENSIONAL ETF TRUST | 232910 | 8026069 | INTL CORE EQUITY |
| ISHARES TR | 48756 | 7249564 | CORE S&P TTL STK |
| VANGUARD MALVERN FDS | 81469 | 6346056 | CORE BD ETF |
| VANGUARD SCOTTSDALE FDS | 77026 | 6141248 | SHRT TRM CORP BD |
| ISHARES INC | 70402 | 4732422 | CORE MSCI EMKT |
| DIMENSIONAL ETF TRUST | 189181 | 4332465 | US REAL ESTATE E |
| VANGUARD MUN BD FDS | 86015 | 4325694 | TAX EXEMPT BD |
| DIMENSIONAL ETF TRUST | 119231 | 3944162 | EMERGING MKTS CO |
| ISHARES TR | 18220 | 1951544 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 24875 | 1831531 | US CORE EQUITY 1 |
| VANGUARD INDEX FDS | 4975 | 1667876 | TOTAL STK MKT |
| ISHARES TR | 24447 | 1169766 | ESG AWR US AGRGT |
| AMERICAN CENTY ETF TR | 26026 | 1091091 | AVANTIS CORE FI |
| DIMENSIONAL ETF TRUST | 17503 | 1042129 | US TARGETED VLU |
| ISHARES TR | 16944 | 895999 | ISHS 1-5YR INVS |
| ISHARES TR | 16905 | 845419 | CORE INTL AGGR |
| DIMENSIONAL ETF TRUST | 17249 | 739037 | INTERNATIONAL |
| ISHARES TR | 5156 | 461230 | CORE MSCI EAFE |
| ISHARES TR | 4198 | 429833 | 0-5 YR TIPS ETF |
| VANGUARD INDEX FDS | 1934 | 409632 | SM CP VAL ETF |
| ISHARES TR | 545 | 373292 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 6831 | 353837 | GLOBAL SUSTAINA |
| MICROSOFT CORP | 722 | 348974 | COM |
| CENCORA INC | 1000 | 337750 | COM |
| DIMENSIONAL ETF TRUST | 7146 | 310349 | US SUSTAINABILTY |
| AMERICAN CENTY ETF TR | 2992 | 305124 | US SML CP VALU |
| INVESCO QQQ TR | 490 | 301056 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 7116 | 295187 | EMERGING MARKETS |
| ISHARES TR | 6214 | 285742 | ESG AWARE MSCI |
| VANGUARD MALVERN FDS | 5398 | 266989 | STRM INFPROIDX |
| SPDR SERIES TRUST | 3142 | 262421 | STATE STREET SPD |
| ISHARES TR | 10261 | 258988 | ESG AWRE 1 5 YR |
| DIMENSIONAL ETF TRUST | 4551 | 239542 | GLOBAL EX US COR |
| EATON CORP PLC | 660 | 210217 | SHS |
| AMERICAN CENTY ETF TR | 2800 | 207928 | AVANTIS RESPONSI |
| ISHARES TR | 1256 | 177272 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 3581 | 166828 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 335 | 163433 | GROWTH ETF |
| ISHARES TR | 756 | 136995 | RUS 2000 VAL ETF |
| DIMENSIONAL ETF TRUST | 2636 | 133513 | ULTRASHORT FIXED |
| ISHARES TR | 918 | 111638 | CORE HIGH DV ETF |
| VANGUARD INDEX FDS | 434 | 82890 | VALUE ETF |
| AMERICAN CENTY ETF TR | 868 | 66228 | AVANTIS RESPON U |
| DIMENSIONAL ETF TRUST | 1259 | 53583 | CORE FIXED INCOM |
| ISHARES TR | 542 | 52048 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 1590 | 51786 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 1050 | 49140 | US CORE EQT MKT |
| ISHARES TR | 148 | 31130 | RUS 1000 VAL ETF |
| ISHARES TR | 252 | 30285 | CORE S&P SCP ETF |
| ISHARES TR | 140 | 29690 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 91 | 27492 | SML CP GRW ETF |
| ISHARES TR | 67 | 21642 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 116 | 20575 | MCAP VL IDXVIP |
| ISHARES TR | 182 | 20055 | IBOXX INV CP ETF |
| ISHARES TR | 208 | 20026 | JPMORGAN USD EMG |
| ISHARES TR | 641 | 19845 | PFD AND INCM SEC |
| VANGUARD INDEX FDS | 71 | 19819 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 562 | 18979 | EMERGING MKTS VA |
| ISHARES TR | 99 | 14749 | ESG AWR MSCI USA |
| VANGUARD SCOTTSDALE FDS | 121 | 14732 | VNG RUS1000GRW |
| ISHARES TR | 196 | 13996 | EAFE VALUE ETF |
| ISHARES TR | 147 | 13978 | ESG AW MSCI EAFE |
| ISHARES INC | 191 | 13897 | MSCI EMRG CHN |
| ISHARES TR | 67 | 13379 | U.S. TECH ETF |
| ISHARES TR | 180 | 11887 | CORE S&P MCP ETF |
| VANGUARD SCOTTSDALE FDS | 127 | 11722 | VNG RUS1000VAL |
| ISHARES TR | 90 | 11059 | S&P 500 GRWT ETF |
| ISHARES TR | 52 | 10328 | MSCI USA QLT FCT |
| ISHARES TR | 74 | 10312 | ESG OPTIMIZED |
| ISHARES TR | 29 | 9946 | S&P 100 ETF |
| ISHARES TR | 60 | 6853 | EAFE GRWTH ETF |
| ISHARES TR | 10 | 1017 | 10-20 YR TRS ETF |
| ISHARES TR | 4 | 1001 | MSCI USA MMENTM |
| ISHARES TR | 6 | 571 | MBS ETF |
| ISHARES TR | 2 | 429 | US AER DEF ETF |
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