Grand Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 56 distinct positions held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), which comprise the majority of the holdings. Significant allocations include American Century ETF Trust funds, such as the International Equity ETF, which is listed with 315,025 shares. Dimensional ETF Trust funds also represent a major portion of the portfolio, with the US Corporate Equity 2 ETF holding 1,910,089 shares.
Among individual equities, Microsoft Corporation is the largest holding, listed with 2,195 shares. Other individual stock positions include Apple Inc. (2,203 shares), Alphabet Inc. Class C (899 shares), and Johnson & Johnson (1,073 shares). The filing also lists positions in major industrial and consumer companies, including Caterpillar Inc. (333 shares), Walmart Inc. (2,991 shares), and Visa Inc. Class A (603 shares).
The filing was signed by Janelle Anderson, the Chief Compliance Officer for Grand Wealth Management, on November 9, 2026.
