GRAND WEALTH MANAGEMENT, LLC

Q3 2026 13F Holdings

Location
Grand Rapids, MI
Holdings as of
9/30/2026
Value
$242M
Num holdings
56
Date filed
11/9/2026
Form type
13F-HR
Prev filing
8/11/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type