SEC Form 13F

Graetz Wealth LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$125,377,262
Positions84

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$11,838,46117,237
INVESCO QQQ TRQQQUNIT SER 1$8,817,96211,974
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$7,088,44085,765
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$5,693,75777,561
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$5,268,49873,944
VANGUARD BD INDEX FDSBIVINTERMED TERM$4,552,59659,356
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$4,075,94768,285
SPDR SERIES TRUSTJNKST BLOO HIGH ETF$4,062,67742,157
SPDR SERIES TRUSTCWBST STR CONV ETF$3,580,99333,213
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$3,241,57013,699

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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