Grand Wealth Management, LLC has disclosed its latest investment holdings in a recent filing, highlighting its strategic asset management approach. The firm reported significant investments in major companies, including Alphabet Inc., Amazon.com Inc., and Apple Inc., as of September 30, 2026. This filing is crucial as it showcases the firm’s investment strategy and positions it within a competitive financial advisory market.

Background

Grand Wealth Management, LLC is a financial advisory firm based in Grand Rapids, Michigan. The company is registered with the SEC under the Central Index Key (CIK) number 0001939443. The firm primarily operates in the investment management sector, focusing on managing client assets and providing financial advice. As of its recent filings, the firm has been active in reporting its holdings, including a series of 13F-HR forms.

What the Filing Says

In its latest 13F-HR filing, Grand Wealth Management reported total holdings valued at approximately $241.96 million. The firm disclosed a total of 56 entries in its investment portfolio. Notable holdings include:

  • Alphabet Inc. (Class C): 899 shares valued at $306,325
  • Alphabet Inc. (Class A): 701 shares valued at $241,200
  • Amazon.com Inc.: 1,468 shares valued at $365,752
  • Apple Inc.: 2,203 shares valued at $733,643
  • Caterpillar Inc.: 333 shares valued at $269,993

These figures illustrate Grand Wealth Management's focus on large-cap technology and consumer goods companies, which are often seen as stable investments.

Impact

This filing may impact various stakeholders, including clients and competitors. Clients can gain insights into the firm’s investment strategy, while competitors can assess Grand Wealth Management's positioning in the market. The disclosure of holdings in major companies like Alphabet and Amazon may also influence potential clients considering investment management services.

What's Next

The filing does not specify what happens next for Grand Wealth Management, LLC. However, it is expected that the firm will continue to monitor its investments and may make further disclosures in upcoming filings.

This report is based on the SEC filing with accession number 0001398344-26-019753.