Grubman Wealth Management
Portfolio value QoQ: +9.6% 13F does not disclose cash
Top 10 holdings weight67.82%
Top 25 holdings weight89.35%
Positions above 1%20
Effective number of positions16.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.7% Est. buys $13,017,978 · sells $3,057,528
New positions10
Increased24
Decreased23
Closed2
Portfolio value
$455.1M
Positions
89
As of
June 30, 2025 Data as of Q2 2025
Sector breakdown
Full portfolio 89 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWB | $75,110,087 | 16.50% | 221,192 | $6,088,501 | Down ×2 | ||
| IWM | $36,279,090 | 7.97% | 168,122 | $2,991,083 | Up ×2 | ||
| EFA | $31,157,884 | 6.85% | 348,561 | $2,468,121 | Down ×2 | ||
| IEF | $31,050,191 | 6.82% | 324,216 | $413,826 | Up ×1 | ||
| AGG | $27,070,927 | 5.95% | 272,892 | $542,179 | Up ×2 | ||
| VMBS | $27,005,058 | 5.93% | 582,759 | $588,042 | Up ×2 | ||
| QQQM | $24,882,670 | 5.47% | 109,567 | $3,749,254 | Up ×1 | ||
| VEA | $20,463,268 | 4.50% | 358,942 | $2,959,120 | Up ×2 | ||
| STIP | $20,292,272 | 4.46% | 197,185 | $175,908 | Up ×1 | ||
| VOO | $15,337,714 | 3.37% | 26,919 | $2,440,164 | Up ×1 | ||
| VB | $11,601,997 | 2.55% | 48,795 | $2,257,121 | Up ×2 | ||
| IEMG | $11,045,089 | 2.43% | 183,993 | $1,399,952 | Up ×2 | ||
| VCSH | $10,028,728 | 2.20% | 126,148 | $241,510 | Up ×2 | ||
| ESGU | $9,586,700 | 2.11% | 70,855 | $1,125,969 | Up ×1 | ||
| VNQ | $7,965,917 | 1.75% | 89,444 | $22,086 | Up ×2 | ||
| VCIT | $6,622,795 | 1.46% | 79,870 | $275,047 | Up ×2 | ||
| MBB | $6,248,842 | 1.37% | 66,555 | $40,067 | Up ×1 | ||
| VTI | $6,025,009 | 1.32% | 19,764 | $368,173 | Down ×2 | ||
| AAPL | $5,278,750 | 1.16% | 25,729 | $-605,028 | Down ×2 | ||
| ESML | $4,853,480 | 1.07% | 117,432 | $303,664 | Down ×1 | ||
| IVV | $4,188,739 | 0.92% | 6,746 | $2,792,284 | Up ×1 | ||
| AVGO | $4,083,755 | 0.90% | 14,815 | $2,045,630 | Up ×1 | ||
| EAGG | $3,653,863 | 0.80% | 76,859 | $-58,618 | Down ×1 | ||
| SCHK | $3,465,529 | 0.76% | 116,215 | $231,713 | Down ×1 | ||
| MSFT | $3,344,486 | 0.73% | 6,724 | $806,580 | Down ×2 | ||
| ESGD | $3,322,963 | 0.73% | 37,245 | $140,822 | Down ×1 | ||
| DFAC | $3,035,985 | 0.67% | 84,709 | $241,422 | |||
| SUSB | $2,169,453 | 0.48% | 86,192 | $-46,350 | Down ×1 | ||
| XLK | $2,113,787 | 0.46% | 8,347 | $366,079 | Down ×1 | ||
| BND | $1,896,242 | 0.42% | 25,754 | $-65,061 | Down ×2 | ||
| NVDA | $1,882,454 | 0.41% | 11,914 | $590,092 | Down ×2 | ||
| DMXF | $1,838,891 | 0.40% | 24,703 | $175,391 | |||
| IWD | $1,717,943 | 0.38% | 8,845 | $53,688 | |||
| SPY | $1,581,248 | 0.35% | 2,552 | $149,358 | |||
| VGIT | $1,514,680 | 0.33% | 25,325 | $16,975 | Up ×2 | ||
| IYR | $1,514,375 | 0.33% | 15,979 | $9,726 | Up ×1 | ||
| BRK-B | $1,510,745 | 0.33% | 3,110 | $139,884 | Up ×1 | ||
| GOOGL | $1,241,012 | 0.27% | 7,042 | $198,274 | Up ×1 | ||
| SUSA | $1,168,255 | 0.26% | 9,217 | $86,409 | Down ×1 | ||
| PM | $1,083,449 | 0.24% | 5,905 | $138,177 | |||
| XLF | $1,059,392 | 0.23% | 20,229 | $51,786 | |||
| PG | $843,665 | 0.19% | 5,295 | $-63,891 | Down ×1 | ||
| ORCL | $829,647 | 0.18% | 3,795 | $296,446 | Down ×2 | ||
| NFLX | $820,887 | 0.18% | 613 | $249,246 | |||
| VGT | $734,914 | 0.16% | 1,108 | $133,957 | |||
| CSCO | $716,068 | 0.16% | 10,321 | $79,162 | |||
| ESGE | $714,415 | 0.16% | 18,239 | $69,918 | Down ×1 | ||
| CRM | $627,871 | 0.14% | 2,299 | $10,911 | |||
| COST | $591,971 | 0.13% | 598 | $26,407 | |||
| AMZN | $589,282 | 0.13% | 2,686 | $77,102 | Down ×2 | ||
| DE | $560,396 | 0.12% | 1,099 | $42,998 | |||
| JNJ | $554,817 | 0.12% | 3,632 | $-55,837 | Down ×2 | ||
| SCHX | $542,719 | 0.12% | 22,206 | $52,407 | |||
| VCR | $538,770 | 0.12% | 1,487 | $54,737 | |||
| IVE | $530,384 | 0.12% | 2,714 | $109,189 | Up ×2 | ||
| GOOG | $505,562 | 0.11% | 2,850 | $60,306 | |||
| IEFA | $468,195 | 0.10% | 5,608 | Up ×1 | |||
| DIS | $463,586 | 0.10% | 3,738 | $94,617 | |||
| STPZ | $446,290 | 0.10% | 8,294 | $-26,263 | Down ×2 | ||
| HEDJ | $440,943 | 0.10% | 9,163 | $-2,704 | Down ×2 | ||
| XLV | $411,783 | 0.09% | 3,055 | $-34,278 | |||
| WMT | $408,571 | 0.09% | 4,178 | $40,761 | |||
| DSI | $390,435 | 0.09% | 3,361 | $46,274 | |||
| SCHE | $390,278 | 0.09% | 12,949 | $110,668 | Up ×1 | ||
| ADP | $369,155 | 0.08% | 1,191 | $3,435 | |||
| VIG | $359,226 | 0.08% | 1,748 | $20,188 | |||
| VXF | $335,324 | 0.07% | 1,740 | $35,584 | |||
| QQQ | $322,503 | 0.07% | 584 | $33,608 | Down ×1 | ||
| IJR | $317,474 | 0.07% | 2,905 | $38,900 | Up ×1 | ||
| MCD | $316,783 | 0.07% | 1,084 | $-35,646 | Down ×1 | ||
| JPM | $308,464 | 0.07% | 1,064 | $47,465 | |||
| IWR | $299,730 | 0.07% | 3,259 | Up ×1 | |||
| LLY | $297,780 | 0.07% | 382 | $-17,718 | |||
| ABT | $295,142 | 0.06% | 2,170 | $7,291 | |||
| REET | $276,776 | 0.06% | 11,206 | Up ×1 | |||
| CGW | $276,000 | 0.06% | 4,416 | $30,073 | |||
| SCHF | $273,863 | 0.06% | 12,392 | Up ×1 | |||
| TTWO | $271,266 | 0.06% | 1,117 | $39,766 | |||
| BX | $267,346 | 0.06% | 1,787 | $17,516 | |||
| MDY | $261,410 | 0.06% | 460 | Up ×1 | |||
| CVNA | $247,666 | 0.05% | 735 | Up ×1 | |||
| MCK | $233,250 | 0.05% | 318 | $19,013 | |||
| SPEM | $220,147 | 0.05% | 5,151 | Up ×1 | |||
| VUG | $213,308 | 0.05% | 486 | Up ×1 | |||
| BLK | $212,998 | 0.05% | 203 | ||||
| RSP | $212,884 | 0.05% | 1,171 | $9,968 | |||
| WFC | $211,820 | 0.05% | 2,644 | Up ×1 | |||
| SO | $204,564 | 0.04% | 2,228 | $-267 | |||
| HGBL | $75,789 | 0.02% | 34,139 | $1,366 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.