GRAND WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EPD | 7K | $254.44K |
 | CSCO | 3K | $220.36K |
 | OKE | 2K | $218.02K |
 | WMT | 2K | $270.06K |
 | MSFT | 2K | $699.44K |
 | VLO | 1K | $250.79K |
 | COR | 1K | $314.14K |
 | JNJ | 922 | $225.25K |
 | AAPL | 818 | $207.60K |
 | JPM | 746 | $219.30K |
 | ETN | 660 | $236.06K |
 | BRK-B | 525 | $251.34K |
 | CAT | 391 | $277.01K |
Enterprise Products Partners L.P.
EPD
Shares Held
7K
Value
$254.44K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$220.36K
ONEOK, Inc.
OKE
Shares Held
2K
Value
$218.02K
Walmart Inc.
WMT
Shares Held
2K
Value
$270.06K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$699.44K
Valero Energy Corporation
VLO
Shares Held
1K
Value
$250.79K
Cencora, Inc.
COR
Shares Held
1K
Value
$314.14K
Johnson & Johnson
JNJ
Shares Held
922
Value
$225.25K
Apple Inc.
AAPL
Shares Held
818
Value
$207.60K
JPMorgan Chase & Co.
JPM
Shares Held
746
Value
$219.30K
Eaton Corporation plc
ETN
Shares Held
660
Value
$236.06K
Berkshire Hathaway Inc.
BRK-B
Shares Held
525
Value
$251.34K
Caterpillar Inc.
CAT
Shares Held
391
Value
$277.01K