Graybill Wealth Management, LTD.
Graybill Wealth Management, Ltd. is an independent SEC Registered Investment Advisory firm headquartered in Elmhurst, Illinois. Founded in 1969, the firm primarily serves individual and institutional clients with a focus on long-term relationships built on trust. The team consists of 5 employees with extensive experience, aiming to help clients achieve their long-term financial goals through personalized portfolio management, fiduciary advice, and holistic planning.
Investment Strategy
Graybill Wealth Management employs a conservative growth and capital preservation strategy, focusing on custom portfolio construction that balances individual financial objectives and risk tolerance. Their investment process emphasizes diversified asset allocation, minimizing losses and volatility, and maintaining a margin of safety to navigate periods of market volatility. The firm commits to its fiduciary obligation, aiming to reduce risk and educate clients while delivering personalized investment management and advisory services.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.51% | $13.8M | 67,328 | $221.66 | $205.17 | -$727.6K |
G GOOGL | ALPHABET INC | 3.92% | $12.0M | 68,040 | $155.16 | $176.23 | +$1.7M |
G GLD | SPDR GOLD SHARES | 3.21% | $9.8M | 32,203 | $288.14 | $304.83 | -$1.6M |
F FLEX | FLEX LTD | 3.13% | $9.6M | 192,083 | $33.08 | $49.92 | +$2.9M |
R RTX | RAYTHEON TECHNOLOGIES CORP | 3.11% | $9.5M | 65,272 | $132.46 | $146.02 | +$382.3K |