# EDGAR Filing Document

**Accession Number:** 0001939443
**File Stem:** 0001398344-26-008767
**Filing Date:** 2026-5
**Character Count:** 12535
**Document Hash:** 73ac94736410c6d52850d3677bac0969
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-26-008767.hdr.sgml**: 20260508

**ACCESSION NUMBER**: 0001398344-26-008767

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260508

**DATE AS OF CHANGE**: 20260508

**EFFECTIVENESS DATE**: 20260508

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** GRAND WEALTH MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001939443

**ORGANIZATION NAME:**
- **EIN:** 201183428
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22645
- **FILM NUMBER:** 26957002

**BUSINESS ADDRESS:**
- **STREET 1:** 333 BRIDGE STREET NW
- **STREET 2:** SUITE 800
- **CITY:** GRAND RAPIDS
- **STATE:** MI
- **ZIP:** 49504
- **BUSINESS PHONE:** 616-451-4228

**MAIL ADDRESS:**
- **STREET 1:** 333 BRIDGE STREET NW
- **STREET 2:** SUITE 800
- **CITY:** GRAND RAPIDS
- **STATE:** MI
- **ZIP:** 49504

### 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:** GRAND WEALTH MANAGEMENT LLC<br>**Address:** 333 BRIDGE STREET NW<br>SUITE 800<br>GRAND RAPIDS, MI 49504

**Form 13F File Number:** 028-22645

**CRD Number (if applicable):** 000132137

**SEC File Number (if applicable):** 801-63306

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:** Janelle Anderson<br>**Title:** Chief Compliance Officer<br>**Phone:** 616-451-4228

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

/s/ Janelle Anderson  Grand Rapids, MI  05-08-2026<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:** 87

**Form 13F Information Table Value Total:** $212487407

      (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 |
| AMERICAN CENTY ETF TR | AVANTIS RESPON U | 025072281 |  | 49899 | 675 | SH |  | SOLE |  | 0 | 0 | 675 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 |  | 206211 | 2800 | SH |  | SOLE |  | 0 | 0 | 2800 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 |  | 1074103 | 25857 | SH |  | SOLE |  | 0 | 0 | 25857 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 12445737 | 154452 | SH |  | SOLE |  | 0 | 0 | 154452 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 22804929 | 268799 | SH |  | SOLE |  | 0 | 0 | 268799 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 330526 | 2992 | SH |  | SOLE |  | 0 | 0 | 2992 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 14413423 | 129640 | SH |  | SOLE |  | 0 | 0 | 129640 |
| APPLE INC | COM | 037833100 |  | 207600 | 818 | SH |  | SOLE |  | 0 | 0 | 818 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 251340 | 525 | SH |  | SOLE |  | 0 | 0 | 525 |
| CATERPILLAR INC | COM | 149123101 |  | 277008 | 391 | SH |  | SOLE |  | 0 | 0 | 391 |
| CENCORA INC | COM | 03073E105 |  | 314140 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| CISCO SYS INC | COM | 17275R102 |  | 220356 | 2840 | SH |  | SOLE |  | 0 | 0 | 2840 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 47376 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 53837 | 1590 | SH |  | SOLE |  | 0 | 0 | 1590 |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTE | 25434V575 |  | 265767 | 5067 | SH |  | SOLE |  | 0 | 0 | 5067 |
| DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 |  | 9763864 | 180846 | SH |  | SOLE |  | 0 | 0 | 180846 |
| DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 |  | 102688 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 1091064 | 17471 | SH |  | SOLE |  | 0 | 0 | 17471 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 |  | 2761 | 37 | SH |  | SOLE |  | 0 | 0 | 37 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 |  | 1753400 | 24326 | SH |  | SOLE |  | 0 | 0 | 24326 |
| DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 |  | 361363 | 6984 | SH |  | SOLE |  | 0 | 0 | 6984 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 374967 | 8850 | SH |  | SOLE |  | 0 | 0 | 8850 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 811135 | 19131 | SH |  | SOLE |  | 0 | 0 | 19131 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 71857815 | 1849146 | SH |  | SOLE |  | 0 | 0 | 1849146 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 293714 | 7148 | SH |  | SOLE |  | 0 | 0 | 7148 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 173524 | 3581 | SH |  | SOLE |  | 0 | 0 | 3581 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 3779659 | 109397 | SH |  | SOLE |  | 0 | 0 | 109397 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 |  | 20144 | 563 | SH |  | SOLE |  | 0 | 0 | 563 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 7695660 | 216596 | SH |  | SOLE |  | 0 | 0 | 216596 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 |  | 4829917 | 204225 | SH |  | SOLE |  | 0 | 0 | 204225 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 52733 | 1249 | SH |  | SOLE |  | 0 | 0 | 1249 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 15497260 | 456204 | SH |  | SOLE |  | 0 | 0 | 456204 |
| EATON CORP PLC | SHS | G29183103 |  | 236062 | 660 | SH |  | SOLE |  | 0 | 0 | 660 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 254436 | 6724 | SH |  | SOLE |  | 0 | 0 | 6724 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 282860 | 490 | SH |  | SOLE |  | 0 | 0 | 490 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 4537098 | 65048 | SH |  | SOLE |  | 0 | 0 | 65048 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 15041 | 191 | SH |  | SOLE |  | 0 | 0 | 191 |
| ISHARES TR | S 100 ETF | 464287101 |  | 7952 | 25 | SH |  | SOLE |  | 0 | 0 | 25 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 6944350 | 48756 | SH |  | SOLE |  | 0 | 0 | 48756 |
| ISHARES TR | CORE S ETF | 464287200 |  | 354693 | 543 | SH |  | SOLE |  | 0 | 0 | 543 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 8565 | 76 | SH |  | SOLE |  | 0 | 0 | 76 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 27450 | 130 | SH |  | SOLE |  | 0 | 0 | 130 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 12162 | 180 | SH |  | SOLE |  | 0 | 0 | 180 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 4930 | 15 | SH |  | SOLE |  | 0 | 0 | 15 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 31623 | 148 | SH |  | SOLE |  | 0 | 0 | 148 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 143330 | 756 | SH |  | SOLE |  | 0 | 0 | 756 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 21025 | 67 | SH |  | SOLE |  | 0 | 0 | 67 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 12155 | 67 | SH |  | SOLE |  | 0 | 0 | 67 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 31326 | 252 | SH |  | SOLE |  | 0 | 0 | 252 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 1709227 | 16102 | SH |  | SOLE |  | 0 | 0 | 16102 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 890577 | 16944 | SH |  | SOLE |  | 0 | 0 | 16944 |
| ISHARES TR | ESG OPTIMIZED | 464288802 |  | 9775 | 74 | SH |  | SOLE |  | 0 | 0 | 74 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 13234 | 178 | SH |  | SOLE |  | 0 | 0 | 178 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 6699 | 60 | SH |  | SOLE |  | 0 | 0 | 60 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 317323 | 3068 | SH |  | SOLE |  | 0 | 0 | 3068 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 9207 | 48 | SH |  | SOLE |  | 0 | 0 | 48 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 466746 | 5156 | SH |  | SOLE |  | 0 | 0 | 5156 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 260074 | 10376 | SH |  | SOLE |  | 0 | 0 | 10376 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 14001 | 99 | SH |  | SOLE |  | 0 | 0 | 99 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 14056 | 147 | SH |  | SOLE |  | 0 | 0 | 147 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 625500 | 12500 | SH |  | SOLE |  | 0 | 0 | 12500 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 1154083 | 24271 | SH |  | SOLE |  | 0 | 0 | 24271 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 292715 | 6225 | SH |  | SOLE |  | 0 | 0 | 6225 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 225251 | 922 | SH |  | SOLE |  | 0 | 0 | 922 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 219296 | 746 | SH |  | SOLE |  | 0 | 0 | 746 |
| MICROSOFT CORP | COM | 594918104 |  | 699436 | 1890 | SH |  | SOLE |  | 0 | 0 | 1890 |
| ONEOK INC NEW | COM | 682680103 |  | 218021 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 67193 | 686 | SH |  | SOLE |  | 0 | 0 | 686 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 47584 | 841 | SH |  | SOLE |  | 0 | 0 | 841 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A631 |  | 2032 | 8 | SH |  | SOLE |  | 0 | 0 | 8 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 1401 | 22 | SH |  | SOLE |  | 0 | 0 | 22 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 86571 | 1095 | SH |  | SOLE |  | 0 | 0 | 1095 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 250786 | 1015 | SH |  | SOLE |  | 0 | 0 | 1015 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 21376 | 116 | SH |  | SOLE |  | 0 | 0 | 116 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 17500 | 68 | SH |  | SOLE |  | 0 | 0 | 68 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 27505 | 91 | SH |  | SOLE |  | 0 | 0 | 91 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 422587 | 1945 | SH |  | SOLE |  | 0 | 0 | 1945 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 146325 | 335 | SH |  | SOLE |  | 0 | 0 | 335 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 85151 | 434 | SH |  | SOLE |  | 0 | 0 | 434 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1606780 | 5009 | SH |  | SOLE |  | 0 | 0 | 5009 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 7076904 | 91457 | SH |  | SOLE |  | 0 | 0 | 91457 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 200749 | 4019 | SH |  | SOLE |  | 0 | 0 | 4019 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 4165466 | 83493 | SH |  | SOLE |  | 0 | 0 | 83493 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 6472061 | 81646 | SH |  | SOLE |  | 0 | 0 | 81646 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 13272 | 121 | SH |  | SOLE |  | 0 | 0 | 121 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 |  | 11905 | 127 | SH |  | SOLE |  | 0 | 0 | 127 |
| WALMART INC | COM | 931142103 |  | 270060 | 2173 | SH |  | SOLE |  | 0 | 0 | 2173 |

---