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Institutional Investor · CIK 0001905162

GPWM LLC

Portfolio data for the last 6 months — sourced from SEC 13F filings

Stocks Held

17

Total Value

$161.93B

Total Shares

1.93M

Latest Filing

Jul 2, 2026

CIK

0001905162

Current Holdings

Company↕Sector↕IndustryPeriod↕Filed↓Shares↕Value ($)↕Ownership↕TypeP/C/SSEC Filing
Financial ServicesAsset Management2026-06-302026-07-02319,977$22.80B0.0071%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-02309,440$22.72B0.0056%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-02447,264$22.62B0.0457%SH—View
Financial ServicesAsset Management2026-06-302026-07-0258,007$17.58B0.0091%SH—View
Financial ServicesAsset Management - Bonds2026-06-302026-07-02313,874$15.77B0.0219%SH—View
Financial ServicesAsset Management2026-06-302026-07-0252,972$11.54B0.0801%SH—View
Financial ServicesAsset Management2026-06-302026-07-0252,972$11.54B0.0046%SH—View
Financial ServicesAsset Management2026-06-302026-07-02115,960$11.18B0.0161%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-02171,801$10.25B0.0062%SH—View
Financial ServicesAsset Management2026-06-302026-07-0234,671$8.42B0.2070%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-0248,358$7.46B0.0532%SH—View
Financial ServicesAsset Management2026-06-302026-07-02437$10.11M0.0001%SH—View
Financial ServicesAsset Management2026-06-302026-07-02296$8.71M0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-07-02181$6.54M0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-02214$5.93M0.0000%SH—View
Financial ServicesAsset Management - Global2026-06-302026-07-02109$3.95M0.0000%SH—View
Financial ServicesAsset Management2026-06-302026-07-0292$2.18M0.0000%SH—View
Showing 1 to 17 of 17 results
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