Long-term investor
Greykasell Wealth Strategies, Inc. @greykasellwealthstrategi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041220).
Record
- Tracked since 2025-12-31 (257 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.4%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IOO · 4.5% · long · since 2025-12-31
- AAPL · 4.5% · long · since 2025-12-31
- GOOGL · 4.0% · long · since 2025-12-31
- GLD · 3.7% · long · since 2025-12-31
- IVV · 3.3% · long · since 2025-12-31
- FBND · 3.1% · long · since 2025-12-31
- AGG · 3.0% · long · since 2025-12-31
- EMXC · 2.8% · long · since 2025-12-31
- 46090E103 · 2.6% · long · since 2025-12-31
- AMZN · 2.3% · long · since 2025-12-31
- IEFA · 2.2% · long · since 2025-12-31
- NVDA · 2.0% · long · since 2025-12-31