• 13F History

GRAND WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$179M
Signature - Title
Janelle Anderson - Chief Compliance Officer
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by GRAND WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GRAND WEALTH MANAGEMENT, LLC reported 66 stock holdings with total value $179M as of Q4 2024. Top holdings included DFAC, AVDE, DFAX, AVEM, and AVUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 66 $179M +$11.4M -$4.64M +$6.73M DFAC, AVDE, DFAX, AVEM, AVUS 13F-HR 2/12/2025, 05:09 PM
Q3 2024 66 $177M +$4.19M -$5.7M -$1.51M DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 11/4/2024, 11:22 AM
Q2 2024 58 $168M +$187K -$42.4M -$42.2M DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 8/8/2024, 09:35 AM
Q1 2024 70 $209M +$18.3M -$4.15M +$14.1M DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 5/9/2024, 03:47 PM
Q4 2023 74 $184M +$10.5M -$5.39M +$5.09M DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 1/29/2024, 02:55 PM
Q3 2023 79 $163M +$4.21M -$3.59M +$624K DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 11/9/2023, 01:20 PM
Q2 2023 78 $168M +$3.36M -$7.81M -$4.46M DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 8/14/2023, 11:27 AM
Q1 2023 57 $166M +$6.13M -$7.89M -$1.75M DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 5/10/2023, 03:47 PM
Q4 2022 55 $160M +$16.4M -$56.4M -$40.1M DFAC, DFAX, AVUS, AVDE, AVEM 13F-HR 2/6/2023, 11:24 AM
Q3 2022 58 $190M +$15.2M -$10.3M +$4.88M DFAC, BND, VCSH, DFAX, AVUS 13F-HR 11/8/2022, 11:43 AM
Q2 2022 58 $197M +$16.2M -$10.6M +$5.51M DFAC, BND, VCSH, DFAX, VTIP 13F-HR 8/25/2022, 05:10 PM
Q1 2022 58 $214M +$10.2M -$8.02M +$2.21M DFAC, BND, VCSH, DFAX, VTIP 13F-HR 8/25/2022, 05:05 PM
Q4 2021 58 $223M DFAC, BND, VCSH, DFAX, VTIP 13F-HR 8/25/2022, 04:48 PM