# EDGAR Filing Document

**Accession Number:** 0001928877
**File Stem:** 0001928877-26-000005
**Filing Date:** 2026-5
**Character Count:** 8600
**Document Hash:** 0a521c897ad6aa1db9b92309b3d3f375
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001928877-26-000005.hdr.sgml**: 20260506

**ACCESSION NUMBER**: 0001928877-26-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260506

**DATE AS OF CHANGE**: 20260506

**EFFECTIVENESS DATE**: 20260506

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gray Private Wealth, LLC
- **CENTRAL INDEX KEY:** 0001928877

**ORGANIZATION NAME:**
- **EIN:** 043470742
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24071
- **FILM NUMBER:** 26947212

**BUSINESS ADDRESS:**
- **STREET 1:** 150 ROYALL STREET
- **STREET 2:** SUITE 102
- **CITY:** CANTON
- **STATE:** MA
- **ZIP:** 02021
- **BUSINESS PHONE:** 781-232-2020

**MAIL ADDRESS:**
- **STREET 1:** 150 ROYALL STREET
- **STREET 2:** SUITE 102
- **CITY:** CANTON
- **STATE:** MA
- **ZIP:** 02021

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Gray Private Wealth LLC<br>**Address:** 150 ROYALL STREET<br>SUITE 102<br>CANTON, MA 02021

**Form 13F File Number:** 028-24071

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Justin Klunder<br>**Title:** Chief Compliance Officer and Chief Executive Officer<br>**Phone:** (781) 232-2020

**Signature, Place, and Date of Signing:**

/s/ Justin Klunder  Canton, MA  05-06-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 50

**Form 13F Information Table Value Total:** $198832976

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 363530 | 1267 | SH |  | SOLE | 0 | 1267 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 563133 | 1958 | SH |  | SOLE | 0 | 1958 | 0 | 0 |
| AMAZON | COM | 023135106 |  | 785386 | 3771 | SH |  | SOLE | 0 | 3771 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2934901 | 11564 | SH |  | SOLE | 0 | 11564 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 209089 | 4289 | SH |  | SOLE | 0 | 4289 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 569290 | 1188 | SH |  | SOLE | 0 | 1188 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 331795 | 1072 | SH |  | SOLE | 0 | 1072 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 295671 | 1743 | SH |  | SOLE | 0 | 1742 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 415081 | 726 | SH |  | SOLE | 0 | 725 | 0 | 0 |
| HCA HEALTHCARE INC. | COM | 40412C101 |  | 413139 | 873 | SH |  | SOLE | 0 | 873 | 0 | 0 |
| HOME DEPOT | COM | 437076102 |  | 240810 | 732 | SH |  | SOLE | 0 | 732 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 261862 | 1729 | SH |  | SOLE | 0 | 1729 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 88813555 | 135965 | SH |  | SOLE | 0 | 135964 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 455256 | 4586 | SH |  | SOLE | 0 | 4586 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3678793 | 32524 | SH |  | SOLE | 0 | 32524 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 3503190 | 16591 | SH |  | SOLE | 0 | 16591 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 12330895 | 126952 | SH |  | SOLE | 0 | 126952 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 420930 | 1970 | SH |  | SOLE | 0 | 1970 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 735114 | 1724 | SH |  | SOLE | 0 | 1724 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 30402351 | 85266 | SH |  | SOLE | 0 | 85265 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 10368306 | 41808 | SH |  | SOLE | 0 | 41807 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 1648065 | 17429 | SH |  | SOLE | 0 | 17428 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 679678 | 6403 | SH |  | SOLE | 0 | 6403 | 0 | 0 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 7256021 | 53463 | SH |  | SOLE | 0 | 53463 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 517148 | 5712 | SH |  | SOLE | 0 | 5712 | 0 | 0 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 |  | 309249 | 6283 | SH |  | SOLE | 0 | 6283 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 207737 | 706 | SH |  | SOLE | 0 | 706 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 682691 | 2197 | SH |  | SOLE | 0 | 2196 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 746760 | 6208 | SH |  | SOLE | 0 | 6208 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1561986 | 4220 | SH |  | SOLE | 0 | 4219 | 0 | 0 |
| NB BANCORP INC | COM | 63945M107 |  | 223089 | 10588 | SH |  | SOLE | 0 | 10588 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 758889 | 4351 | SH |  | SOLE | 0 | 4351 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 761922 | 5179 | SH |  | SOLE | 0 | 5179 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 498230 | 3449 | SH |  | SOLE | 0 | 3449 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 310720 | 478 | SH |  | SOLE | 0 | 477 | 0 | 0 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 222261 | 1516 | SH |  | SOLE | 0 | 1516 | 0 | 0 |
| SELECT SECTOR SPDR TR S | STATE STREET ENE | 81369Y506 |  | 209265 | 3416 | SH |  | SOLE | 0 | 3416 | 0 | 0 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 246272 | 4988 | SH |  | SOLE | 0 | 4988 | 0 | 0 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 283513 | 1753 | SH |  | SOLE | 0 | 1753 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 594379 | 4472 | SH |  | SOLE | 0 | 4472 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 254613 | 518 | SH |  | SOLE | 0 | 518 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3762603 | 58717 | SH |  | SOLE | 0 | 58717 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 321618 | 2172 | SH |  | SOLE | 0 | 2171 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 241592 | 404 | SH |  | SOLE | 0 | 404 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 8260898 | 93133 | SH |  | SOLE | 0 | 93133 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 201888 | 703 | SH |  | SOLE | 0 | 703 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1711237 | 6533 | SH |  | SOLE | 0 | 6533 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 434377 | 1354 | SH |  | SOLE | 0 | 1354 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 229098 | 758 | SH |  | SOLE | 0 | 758 | 0 | 0 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 |  | 7605100 | 86579 | SH |  | SOLE | 0 | 86579 | 0 | 0 |

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