GRAND WEALTH MANAGEMENT LLC
Q1 2026 Form 13-F
GRAND RAPIDS, MICHIGAN
CIK 0001939443
· CRD 132137
· SEC-registered investment adviser
$212.5M Reported Value Total
GRAND WEALTH MANAGEMENT, LLC reports 929 total accounts under management (AUM). There are 929 discretionary accounts valued at $597,808,427, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-09-25
Reported value
$212.5M
Quarter over quarter
+0.2%
Holdings
87
Top-10 concentration
82.3%
Key People
Form ADV owners & control persons
Jeffrey Scott Williams
MEMBER - MANAGING PRINCIPAL
Janelle Nicole Anderson
CHIEF COMPLIANCE OFFICER
Calvin Daniel Wiersma
FINANCIAL ADVISOR
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13F Metrics
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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 08, 2026 |
| Form | 13F-HR |
| Reported value | $212.5M |
| Positions | 87 |
| Change in reported value | -3.6% |
| New positions | 14 |
| Exited positions | 11 |
| Position turnover | 25.5% |
| Top-10 concentration | 82.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 9, 2026
|
56 | $242.0M |
|
Q2 2026 13F
Filed Aug 11, 2026
|
49 | $239.9M |
|
Q1 2026 13F
Filed May 8, 2026
|
87 | $212.5M |
|
Q4 2025 13F
Filed Jan 26, 2026
|
84 | $220.5M |
|
Q3 2025 13F
Filed Oct 31, 2025
|
72 | $207.2M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
72 | $194.5M |
|
Q1 2025 13F
Filed May 6, 2025
|
68 | $182.0M |
|
Q4 2024 13F
Filed Feb 12, 2025
|
66 | $179.4M |
|
Q3 2024 13F
Filed Nov 4, 2024
|
66 | $177.3M |
|
Q2 2024 13F
Filed Aug 8, 2024
|
58 | $168.5M |
|
Q1 2024 13F
Filed May 9, 2024
|
71 | $209.7M |
|
Q4 2023 13F
Filed Jan 29, 2024
|
74 | $184.2M |
|
Q3 2023 13F
Filed Nov 9, 2023
|
69 | $163.3M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
73 | $168.2M |
|
Q1 2023 13F
Filed May 10, 2023
|
57 | $166.3M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
58 | $160.8M |
|
Q3 2022 13F
Filed Nov 8, 2022
|
58 | $190.3M |
|
Q2 2022 13F
Filed Aug 25, 2022
|
58 | $196.7M |
|
Q1 2022 13F
Filed Aug 25, 2022
|
58 | $214.0M |
|
Q4 2021 13F
Filed Aug 25, 2022
|
58 | $223.0M |
Top 20 holdings · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DFAC DIMENSIONAL ETF TRUST | $71.9M | 33.82% |
| 2 | AVDE AMERICAN CENTY ETF TR | $22.8M | 10.73% |
| 3 | DFAX DIMENSIONAL ETF TRUST | $15.5M | 7.29% |
| 4 | AVUS AMERICAN CENTY ETF TR | $14.4M | 6.78% |
| 5 | AVEM AMERICAN CENTY ETF TR | $12.4M | 5.86% |
| 6 | DFGP DIMENSIONAL ETF TRUST | $9.8M | 4.6% |
| 7 | DFIC DIMENSIONAL ETF TRUST | $7.7M | 3.62% |
| 8 | VCRB VANGUARD MALVERN FDS | $7.1M | 3.33% |
| 9 | ITOT ISHARES TR | $6.9M | 3.27% |
| 10 | VCSH VANGUARD SCOTTSDALE FDS | $6.5M | 3.05% |
| 11 | DFAR DIMENSIONAL ETF TRUST | $4.8M | 2.27% |
| 12 | IEMG ISHARES INC | $4.5M | 2.14% |
| 13 | VTEB VANGUARD MUN BD FDS | $4.2M | 1.96% |
| 14 | DFEM DIMENSIONAL ETF TRUST | $3.8M | 1.78% |
| 15 | DCOR DIMENSIONAL ETF TRUST | $1.8M | 0.83% |
| 16 | MUB ISHARES TR | $1.7M | 0.8% |
| 17 | VTI VANGUARD INDEX FDS | $1.6M | 0.76% |
| 18 | EAGG ISHARES TR | $1.2M | 0.54% |
| 19 | DFAT DIMENSIONAL ETF TRUST | $1.1M | 0.51% |
| 20 | AVIG AMERICAN CENTY ETF TR | $1.1M | 0.51% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.