Graetz Wealth LLC
Net buyer this quarter
$125M
38
+$1.1M
12.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $8.82M | 7.03% | Not reported | +23.3% | Q4 2025 |
 IBIT | $1.77M | 1.41% | 0.00% | +6.0% | Q1 2026 |
 ETH | $1.38M | 1.10% | 0.10% | +36.8% | Q1 2026 |
 AMAT | $1.2M | 0.96% | 0.00% | -0.2% | Q4 2025 |
 GLDM | $999K | 0.80% | 0.00% | -34.5% | Q4 2025 |
 AAPL | $531K | 0.42% | 0.00% | -4.6% | Q4 2025 |
 VOT | $457K | 0.36% | Not reported | -38.3% | Q4 2025 |
 NVDA | $380K | 0.30% | 0.00% | -13.3% | Q4 2025 |
 MU | $341K | 0.27% | 0.00% | -52.0% | Q4 2025 |
 TT | $340K | 0.27% | 0.00% | Not reported | Q4 2025 |
 AMD | $331K | 0.26% | 0.00% | New | Q2 2026 |
 GOOGL | $306K | 0.24% | 0.00% | -10.7% | Q4 2025 |
 THC | $297K | 0.24% | 0.00% | Not reported | Q4 2025 |
 TOST | $295K | 0.23% | 0.00% | +17.5% | Q1 2026 |
 FLEX | $291K | 0.23% | 0.00% | -53.8% | Q4 2025 |
 HALO | $290K | 0.23% | 0.00% | +3.9% | Q1 2026 |
 LLY | $290K | 0.23% | 0.00% | -4.0% | Q1 2026 |
 XRP | $284K | 0.23% | 0.10% | +21.3% | Q1 2026 |
 BMNR | $284K | 0.23% | 0.00% | +21.1% | Q4 2025 |
 MSFT | $275K | 0.22% | 0.00% | -1.7% | Q4 2025 |
 AVGO | $272K | 0.22% | 0.00% | -13.8% | Q4 2025 |
 MMSI | $272K | 0.22% | 0.01% | +21.2% | Q4 2025 |
 EXEL | $272K | 0.22% | 0.00% | -11.9% | Q4 2025 |
 RL | $272K | 0.22% | Not reported | -1.5% | Q4 2025 |
 META | $272K | 0.22% | Not reported | New | Q2 2026 |
 NBIX | $271K | 0.22% | 0.00% | -14.0% | Q4 2025 |
 ELAN | $267K | 0.21% | 0.00% | +14.4% | Q1 2026 |
 AMZN | $264K | 0.21% | 0.00% | +0.3% | Q4 2025 |
 APP | $263K | 0.21% | 0.00% | -10.2% | Q4 2025 |
 CHWY | $256K | 0.20% | 13015.00% | +42.7% | Q4 2025 |
 PODD | $254K | 0.20% | 0.00% | +65.0% | Q4 2025 |
| IAU | $253K | 0.20% | 0.00% | -7.5% | Q4 2025 |
 MPWR | $240K | 0.19% | 0.00% | -20.6% | Q4 2025 |
 PLTR | $237K | 0.19% | 0.00% | +13.2% | Q4 2025 |
 ZM | $237K | 0.19% | Not reported | -17.9% | Q4 2025 |
 MO | $205K | 0.16% | 0.00% | New | Q2 2026 |
 CAG | $168K | 0.13% | 0.00% | New | Q2 2026 |
 AVXL | $36.4K | 0.03% | 0.02% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| QQQ | $5.6M | 5.00% | Not reported | -24.8% | Q4 2025 |
| IBIT | $1.93M | 1.72% | 0.00% | New | Q1 2026 |
| GLDM | $1.78M | 1.59% | 0.01% | -53.1% | Q4 2025 |
| ETH | $1.33M | 1.19% | 0.08% | New | Q1 2026 |
| VOT | $622K | 0.55% | Not reported | -52.8% | Q4 2025 |
| AMAT | $570K | 0.51% | 0.00% | +0.1% | Q4 2025 |
| AAPL | $488K | 0.44% | 0.00% | +4.5% | Q4 2025 |
| NVDA | $382K | 0.34% | 0.00% | -1.2% | Q4 2025 |
| BMNR | $349K | 0.31% | 0.00% | +70.3% | Q4 2025 |
 HIMS | $330K | 0.29% | Not reported | +156.0% | Q4 2025 |
| IAU | $319K | 0.28% | 0.00% | Not reported | Q4 2025 |
| XRP | $302K | 0.27% | 0.12% | New | Q1 2026 |
| TT | $288K | 0.26% | 0.00% | Not reported | Q4 2025 |
| MSFT | $278K | 0.25% | 0.00% | +20.4% | Q4 2025 |
| GOOGL | $276K | 0.25% | 0.00% | +1.8% | Q4 2025 |
| ZM | $268K | 0.24% | Not reported | +14.7% | Q4 2025 |
| PLTR | $263K | 0.23% | 0.00% | +21.0% | Q4 2025 |
| AVGO | $259K | 0.23% | 0.00% | +22.4% | Q4 2025 |
| FLEX | $255K | 0.23% | 0.00% | -6.5% | Q4 2025 |
| CHWY | $246K | 0.22% | 9122.00% | +26.9% | Q4 2025 |
| NBIX | $246K | 0.22% | 0.00% | +14.1% | Q4 2025 |
| EXEL | $244K | 0.22% | 0.00% | +0.7% | Q4 2025 |
| TOST | $239K | 0.21% | 0.00% | New | Q1 2026 |
| MPWR | $238K | 0.21% | 0.00% | -17.7% | Q4 2025 |
| RL | $237K | 0.21% | Not reported | +7.8% | Q4 2025 |
| LLY | $231K | 0.21% | 0.00% | New | Q1 2026 |
| HALO | $231K | 0.21% | 0.00% | New | Q1 2026 |
| AMZN | $230K | 0.21% | 0.00% | +13.7% | Q4 2025 |
| ELAN | $227K | 0.20% | 0.00% | New | Q1 2026 |
| APP | $226K | 0.20% | 0.00% | +40.3% | Q4 2025 |
| MMSI | $223K | 0.20% | 0.01% | +19.5% | Q4 2025 |
 PHM | $216K | 0.19% | 0.00% | -5.7% | Q4 2025 |
| PODD | $212K | 0.19% | 0.00% | +30.2% | Q4 2025 |
| MU | $209K | 0.19% | 0.00% | -39.0% | Q4 2025 |
| AVXL | $43.1K | 0.04% | 0.02% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $7.93M | 7.22% | Not reported | New | Q4 2025 |
| GLDM | $3.49M | 3.18% | 0.01% | New | Q4 2025 |
| VOT | $1.43M | 1.30% | Not reported | New | Q4 2025 |
| AAPL | $500K | 0.46% | 0.00% | New | Q4 2025 |
 TSLA | $436K | 0.40% | 0.00% | New | Q4 2025 |
| AMAT | $428K | 0.39% | 0.00% | New | Q4 2025 |
| NVDA | $413K | 0.38% | 0.00% | New | Q4 2025 |
| MSFT | $301K | 0.27% | 0.00% | New | Q4 2025 |
| GOOGL | $295K | 0.27% | 0.00% | New | Q4 2025 |
| IAU | $294K | 0.27% | 0.00% | New | Q4 2025 |
| MU | $289K | 0.26% | 0.00% | New | Q4 2025 |
| BMNR | $281K | 0.26% | 0.00% | New | Q4 2025 |
| APP | $273K | 0.25% | 0.00% | New | Q4 2025 |
| TT | $269K | 0.25% | 0.00% | New | Q4 2025 |
| PLTR | $264K | 0.24% | 0.00% | New | Q4 2025 |
 CHTR | $258K | 0.24% | 0.00% | New | Q4 2025 |
| FLEX | $252K | 0.23% | 0.00% | New | Q4 2025 |
| ZM | $251K | 0.23% | Not reported | New | Q4 2025 |
| EXEL | $247K | 0.23% | 0.00% | New | Q4 2025 |
 PINS | $244K | 0.22% | 0.01% | New | Q4 2025 |
 PANW | $240K | 0.22% | 0.00% | New | Q4 2025 |
| MPWR | $240K | 0.22% | 0.00% | New | Q4 2025 |
| MMSI | $239K | 0.22% | 0.00% | New | Q4 2025 |
| CHWY | $238K | 0.22% | 7190.00% | New | Q4 2025 |
| AVGO | $237K | 0.22% | 0.00% | New | Q4 2025 |
| NBIX | $232K | 0.21% | 0.00% | New | Q4 2025 |
| THC | $230K | 0.21% | 0.00% | New | Q4 2025 |
| PHM | $228K | 0.21% | 0.00% | New | Q4 2025 |
| RL | $226K | 0.21% | Not reported | New | Q4 2025 |
| AMZN | $224K | 0.20% | 0.00% | New | Q4 2025 |
| PODD | $220K | 0.20% | 0.00% | New | Q4 2025 |
 JPM | $203K | 0.18% | 0.00% | New | Q4 2025 |
| HIMS | $202K | 0.18% | Not reported | New | Q4 2025 |
| AVXL | $50K | 0.05% | 0.02% | New | Q4 2025 |