CIK 1794198
Graypoint LLC
Institutional 13F holdings & portfolio
Holdings
526
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
4
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 526
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 216K | $1M+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 188K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 399K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 102K | $1M+ | SH |
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 244K | $1M+ | SH |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 235K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 90K | $1M+ | SH |
| AAPL | APPLE INC COM | 198K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 654K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 106K | $1M+ | SH |
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 543K | $1M+ | SH |
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 202K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 246K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 238K | $1M+ | SH |
| XYZ | BLOCK INC CL A | 382K | $1M+ | SH |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 488K | $1M+ | SH |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 480K | $1M+ | SH |
| SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 627K | $1M+ | SH |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | 420K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 37K | $1M+ | SH |
| XLY | CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 94K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 97K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 80K | $1M+ | SH |
| XLC | COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 158K | $1M+ | SH |
| XLI | INDUSTRIAL SELECT SECTOR SPDR FUND | 111K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 58K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 21K | $1M+ | SH |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 259K | $1M+ | SH |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 244K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 121K | $1M+ | SH |
| VO | VANGUARD MID-CAP ETF | 45K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 42K | $1M+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 99K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 23K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 60K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP COM | 481K | $1M+ | SH |
| FEZ | SPDR EURO STOXX 50 ETF | 166K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 53K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED CL A | 16K | $1M+ | SH |
| NU | NU HLDGS LTD ORD SHS CL A | 654K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 590K | $1M+ | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 97K | $1M+ | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 181K | $1M+ | SH |
| XLU | UTILITIES SELECT SECTOR SPDR FUND | 90K | $1M+ | SH |
| WMT | WALMART INC COM | 74K | $1M+ | SH |
| IEUR | ISHARES CORE MSCI EUROPE ETF | 109K | $1M+ | SH |
| SPYG | SPDR PORTFOLIO S&P 500 GROWTH ETF | 75K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 9K | $1M+ | SH |
| CB | CHUBB LIMITED COM | 24K | $1M+ | SH |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 111K | $1M+ | SH |