GRAYBILL WEALTH MANAGEMENT, LTD.
CIK 1252007 · Holdings on Mar 31, 2025 · First reported May 2, 2025
Top ten holdings
Q1 2025- AAPL4.99%
- GLD3.93%
- GOOGL3.52%
- BRK.B3.49%
- RTX3.14%
- IEF3.08%
- WMB2.94%
- SHY2.88%
- ADP2.87%
- IEMG2.65%
Share classes counted separately33.49%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $14.54M | 4.99% | 65.46K shares | Prior unavailable +3.33K (+5.40%) | Added | ↗▾ |
| 02 | GLDSPDR GOLD SHARESETF View history and evidence | $11.46M | 3.93% | 39.76K shares | Prior unavailable +668 (+1.70%) | Added | ↗▾ |
| 03 | GOOGLALPHABET INC-CL AStock View history and evidence | $10.27M | 3.52% | 66.40K shares | Prior unavailable +2.71K (+4.30%) | Added | ↗▾ |
| 04 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $10.18M | 3.49% | 19.11K shares | Prior unavailable -274 (-1.40%) | Reduced | ↗▾ |
| 05 | RTXRTX CORPStock View history and evidence | $9.15M | 3.14% | 69.07K shares | Prior unavailable -4.55K (-6.20%) | Reduced | ↗▾ |
| 06 | IEFISHARES 7-10 YEAR TREASURY BETF View history and evidence | $8.97M | 3.08% | 94.05K shares | Prior unavailable +159 (+0.20%) | Added | ↗▾ |
| 07 | WMBWILLIAMS COS INCStock View history and evidence | $8.56M | 2.94% | 143.17K shares | Prior unavailable -9.79K (-6.40%) | Reduced | ↗▾ |
| 08 | SHYISHARES 1-3 YEAR TREASURY BOETF View history and evidence | $8.41M | 2.88% | 101.60K shares | Prior unavailable -15 (0.00%) | Reduced | ↗▾ |
| 09 | ADPAUTOMATIC DATA PROCESSINGStock View history and evidence | $8.38M | 2.87% | 27.42K shares | Prior unavailable +3.95K (+16.80%) | Added | ↗▾ |
| 10 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $7.72M | 2.65% | 143.09K shares | Prior unavailable +10.91K (+8.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1252007 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported May 2, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 291486902
}Research all 190 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.