13F Filings History of GRAND WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$220,519,984
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 84 stock holdings with total value $220,519,984 as of Q4 2025. Top holdings included DFAC, AVDE, DFAX, AVUS, and AVEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $220,519,984 +$9,698,883 -$1,253,379 +$8,445,504 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 26 Jan 2026, 15:45
Q3 2025 72 $207,234,479 +$3,149,750 -$3,143,209 +$6,541 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 31 Oct 2025, 10:50
Q2 2025 72 $194,508,196 +$4,548,480 -$7,588,960 -$3,040,480 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 24 Jul 2025, 10:55
Q1 2025 68 $181,991,023 +$10,741,052 -$6,963,416 +$3,777,636 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 06 May 2025, 16:29
Q4 2024 66 $179,442,997 +$11,372,121 -$4,644,683 +$6,727,438 DFAC, AVDE, DFAX, AVEM, AVUS 13F-HR 12 Feb 2025, 17:09
Q3 2024 66 $177,252,721 +$4,192,081 -$5,701,418 -$1,509,337 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 04 Nov 2024, 11:22
Q2 2024 58 $168,454,483 +$187,030 -$42,377,704 -$42,190,674 DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 08 Aug 2024, 09:35
Q1 2024 71 $209,697,370 +$18,313,960 -$4,149,041 +$14,164,919 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 09 May 2024, 15:47
Q4 2023 74 $184,204,376 +$10,476,827 -$5,391,827 +$5,085,000 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 29 Jan 2024, 14:55
Q3 2023 69 $163,303,925 +$4,213,395 -$3,589,757 +$623,638 DFAC, AVDE, DFAX, AVUS, AVEM 13F-HR 09 Nov 2023, 13:20
Q2 2023 73 $168,184,183 +$3,358,309 -$7,814,552 -$4,456,243 DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 14 Aug 2023, 10:27
Q1 2023 57 $166,344,897 +$6,134,331 -$8,332,708 -$2,198,377 DFAC, DFAX, AVDE, AVUS, AVEM 13F-HR 10 May 2023, 15:47
Q4 2022 58 $160,775,471 +$17,212,306 -$59,169,200 -$41,956,894 DFAC, DFAX, AVUS, AVDE, AVEM 13F-HR 06 Feb 2023, 12:24
Q3 2022 59 $190,296,000 +$15,187,721 -$10,721,258 +$4,466,463 DFAC, BND, VCSH, DFAX, AVUS 13F-HR 08 Nov 2022, 12:43
Q2 2022 58 $196,741,000 +$16,151,314 -$10,908,032 +$5,243,282 DFAC, BND, VCSH, DFAX, VTIP 13F-HR 25 Aug 2022, 17:10
Q1 2022 58 $213,957,000 +$10,232,403 -$8,755,006 +$1,477,397 DFAC, BND, VCSH, DFAX, VTIP 13F-HR 25 Aug 2022, 17:05
Q4 2021 58 $223,018,000 $0 $0 $0 DFAC, BND, VCSH, DFAX, VTIP 13F-HR 25 Aug 2022, 16:48