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Greykasell Wealth Strategies, Inc.
Greykasell Wealth Strategies, Inc. is a registered SEC investment adviser headquartered in Danville, California. Founded by David J. Eisenhauer and staffed by a small team with over 50 years of combined financial services expertise, the firm specializes in comprehensive wealth management for individuals, families, and small businesses. Their approach is focused on education, transparency, and personalized financial planning, acting as fiduciaries for their clients. Greykasell has distinguished itself through client advocacy and holistic financial guidance, and currently employs 4 professionals.
Investment Strategy
Greykasell Wealth Strategies provides tailored financial planning and investment management. Their strategy centers on holistic wealth accumulation, long-term retirement planning, and small business owner financial health. They emphasize personalized support, research-driven decisions, and integrating all elements of the client's financial life. The firm acts as a fiduciary, maintaining a client-first philosophy and promoting education and transparency in every step of the financial journey to align investment strategies with clients' unique goals and values.
Latest 13F Filing Activity
Greykasell Wealth Strategies, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 310 equity positions with a total 13F market value of $209M. The fund increased holdings in Fidelity Total Bond Etf, Ishares Core U.s. Aggregate Bond Etf, Nvidia Corporation Com among other positions. Greykasell Wealth Strategies, Inc. reduced exposure to Unitedhealth Group Inc. Com, Ishares Morningstar U.s. Equity Etf, Apple Inc. Com among others.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IOO | ISHARES GLOBAL 100 ETF | 4.84% | $10.1M | 93,779 | $100.89 | $107.81 | +$1.3M |
G GLD | SPDR GOLD SHARES | 3.72% | $7.8M | 25,501 | $247.00 | $304.83 | +$642.9K |
I IVV | ISHARES CORE S&P 500 ETF | 3.69% | $7.7M | 12,387 | $587.48 | $620.90 | +$929.8K |
F FBND | FIDELITY TOTAL BOND ETF | 3.62% | $7.6M | 165,126 | $45.33 | $45.75 | +$1.9M |
A AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.45% | $7.2M | 72,493 | $98.29 | $99.20 | +$1.8M |
Industry Allocation
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