13F Filings History of Graetz Wealth LLC
- Latest 13F filing
- Q2 2026 - 13 Aug 2026
- Latest reported 13F value
- $125,377,262
- Largest 13F holdings
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VOO QQQ VCIT BND VEA BIV VWO JNK CWB VIG XLI VMBS
+8 more
XLF XLB IVV PFF XLRE VBK VGLT BNDX - Form 13F summary
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- Graetz Wealth LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Graetz Wealth LLC reported 84 equity holdings with a total reported market value of $125,377,262 for Q2 2026. Top reported holdings included VOO, QQQ, VCIT, BND, and VEA.
- Manager signature
- Rita Rhodes - Consultant
- Manager location
- Jenison, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$125,377,262
Quarter delta
+$13,353,812
Accepted
13 Aug 2026, 14:29
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 84 | $125,377,262 | +$20,148,079 | -$13,425,252 | +$6,722,827 | VOO, QQQ, VCIT, BND, VEA | 13F-HR | 13 Aug 2026, 14:29 |
| Q1 2026 | 80 | $112,023,450 | +$18,273,079 | -$14,021,475 | +$4,251,604 | VOO, VCIT, VEA, BIV, QQQ | 13F-HR | 30 Apr 2026, 16:12 |
| Q4 2025 | 77 | $109,844,013 | $0 | $0 | $0 | VOO, QQQ, VCIT, VEA, BND | 13F-HR | 11 Feb 2026, 19:04 |