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Graypoint LLC

SEC CIK
0001794198
Latest filing
Jul 15, 2025

The latest 13F from Graypoint LLC covers Q2 2025 (filed Jul 15, 2025): 526 long positions worth $1.78B. The top 10 holdings make up 34.1% of the portfolio, and the largest is iShares Core S&P 500 ETF at 7.5%. Livermore has 18 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2025

Share counts compared with Q1 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
44
Est. +$39.0M
Added
265
Est. +$72.6M
Reduced
186
Est. −$60.3M
Sold out
24
Est. −$20.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    7.5%$134.1M
  2. iShares Russell 1000 Growth ETF464287614
    4.5%$79.9M
  3. NVDANVIDIA Corp
    3.5%$63.0MHistory
  4. SPYSPDR S&P 500 ETF Trust
    3.5%$62.9MHistory
  5. State Street Technology Select Sector SPDR ETF81369Y803
    3.5%$61.7M

Biggest buys

New and added positions, by estimated amount bought

  1. Listed FDS Tr53656G498
    +$23.3MNew
  2. State Street Technology Select Sector SPDR ETF81369Y803
    +$15.9MAdded
  3. Goldman Sachs ETF Tr38149W630
    +$4.38MAdded
  4. State Street SPDR Portfolio Developed World Ex-US ETF78463X889
    +$4.09MAdded
  5. Goldman Sachs ETF Tr38149W622
    +$3.90MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Listed FDS Tr53656G498
    +1.31 pp0.0% → 1.3%
  2. State Street Technology Select Sector SPDR ETF81369Y803
    +1.15 pp2.3% → 3.5%
  3. MSFTMicrosoft Corp
    +0.52 pp2.0% → 2.5%History
  4. AVGOBroadcom Inc.
    +0.31 pp0.6% → 0.9%History
  5. Goldman Sachs ETF Tr38149W630
    +0.25 pp<0.1% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Invesco S&P 500 Equal Weight Technology ETF46137V282
    −$14.2MSold out
  2. iShares Core S&P Small Cap ETF464287804
    −$13.2MReduced
  3. Vanguard S&P 500 Growth ETF921932505
    −$10.4MReduced
  4. J P Morgan Exchange Traded F46641Q332
    −$7.52MReduced
  5. JPMorgan Nasdaq Equity Premium Income ETF46654Q203
    −$2.46MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Invesco S&P 500 Equal Weight Technology ETF46137V282
    −0.88 pp0.9% → 0.0%
  2. iShares Core S&P Small Cap ETF464287804
    −0.87 pp2.3% → 1.5%
  3. AAPLApple Inc.
    −0.60 pp2.9% → 2.3%History
  4. J P Morgan Exchange Traded F46641Q332
    −0.56 pp1.3% → 0.8%
  5. Vanguard S&P 500 Growth ETF921932505
    −0.53 pp0.8% → 0.3%

Metrics

13F metrics for Q2 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.78B
+$172.3M (+10.7%) vs. prior quarter
Positions
526
+20 vs. prior quarter
Top 10 concentration
34.1%
Top 10 as share of value
Turnover
4.8%
Q2 2025, one quarter
Average holding period
15.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

18 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.78B (Q2 2025)

Q1 2021: $656.0MQ2 2021: $753.0MQ3 2021: $814.9MQ4 2021: $954.4MQ1 2022: $1.01BQ2 2022: $779.5MQ3 2022: $777.6MQ4 2022: $838.1MQ1 2023: $921.8MQ2 2023: $1.01BQ3 2023: $1.06BQ4 2023: $1.24BQ1 2024: $1.38BQ2 2024: $1.45BQ3 2024: $1.56BQ4 2024: $1.65BQ1 2025: $1.60BQ2 2025: $1.78B
Q1 2021Q2 2025
13F filings of Graypoint LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2025Jul 15, 2025526$1.78BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFNVDAvs. Q1 2025SEC
Q1 2025May 2, 2025506$1.60BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q4 2024SEC
Q4 2024Jan 10, 2025514$1.65BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q3 2024SEC
Q3 2024Oct 31, 2024488$1.56BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q2 2024SEC
Q2 2024Jul 31, 2024473$1.45BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q1 2024SEC
Q1 2024May 2, 2024455$1.38BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q4 2023SEC
Q4 2023Jan 29, 2024431$1.24BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFSPYvs. Q3 2023SEC
Q3 2023Oct 26, 2023405$1.06BiShares Core S&P 500 ETFiShares Russell 1000 Growth ETFState Street Technology Select Sector SPDR ETFvs. Q2 2023SEC
Q2 2023Jul 21, 2023377$1.01BiShares Core S&P 500 ETFState Street Technology Select Sector SPDR ETFiShares Russell 1000 Growth ETFvs. Q1 2023SEC
Q1 2023May 2, 2023354$921.8MiShares Core S&P 500 ETFState Street Health Care Select Sector SPDR ETFSPYvs. Q4 2022SEC
Q4 2022Jan 31, 2023333$838.1MSPYState Street Health Care Select Sector SPDR ETFiShares Core S&P 500 ETFvs. Q3 2022SEC
Q3 2022Oct 31, 2022319$777.6MSPYiShares Core S&P 500 ETFAAPLvs. Q2 2022SEC
Q2 2022Aug 1, 2022295$779.5MSPYiShares Russell 1000 Growth ETFState Street Technology Select Sector SPDR ETFvs. Q1 2022SEC
Q1 2022Apr 19, 2022316$1.01BSPYiShares Russell 1000 Growth ETFState Street Technology Select Sector SPDR ETFvs. Q4 2021SEC
Q4 2021Jan 31, 2022298$954.4MiShares Core S&P 500 ETFSPYiShares Russell 1000 Growth ETFvs. Q3 2021SEC
Q3 2021Nov 9, 2021275$814.9MSPYState Street SPDR Portfolio S&P 500 Growth ETFVanguard Morningstar Total Stock Market ETFvs. Q2 2021SEC
Q2 2021Aug 4, 2021256$753.0MSPYVanguard Morningstar Total Stock Market ETFiShares Core S&P 500 ETFvs. Q1 2021SEC
Q1 2021May 7, 2021229$656.0MSPYVanguard Morningstar Total Stock Market ETFState Street SPDR Portfolio S&P 500 Growth ETF–SEC