Greykasell Wealth Strategies, Inc. 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 484 individual equity positions held by the firm.
The report indicates that the firm’s principal owner and president is David Eisenhauer, located in Danville, California. The filing does not provide specific dollar values for the holdings, but it details the number of shares held for each security.
The portfolio includes a mix of large-cap technology companies, industrial firms, and exchange-traded funds. Major holdings listed include Apple Inc., with 14,190,357 shares, and Alphabet Inc. Class A and Class C shares, with 10,336,392 and 1,099,584 shares respectively. Other notable positions include Microsoft, Amazon.com Inc., and Visa Inc.
The filing also lists significant investments in exchange-traded funds, including the iShares Core S&P 500 ETF, the Invesco QQQ Trust Series I, and various municipal bond and emerging market funds. Additionally, the portfolio includes stakes in energy companies such as Exxon Mobil and Chevron Corporation, as well as healthcare firms like Eli Lilly & Co. and Gilead Sciences.
