# EDGAR Filing Document

**Accession Number:** 0002053877
**File Stem:** 0002053877-26-000002
**Filing Date:** 2026-4
**Character Count:** 11904
**Document Hash:** e52612e9d3d05f9f2ff61b60d1be277d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002053877-26-000002.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0002053877-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Graetz Wealth LLC
- **CENTRAL INDEX KEY:** 0002053877

**ORGANIZATION NAME:**
- **EIN:** 873022394
- **STATE OF INCORPORATION:** MI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26237
- **FILM NUMBER:** 26925452

**BUSINESS ADDRESS:**
- **STREET 1:** 501 BALDWIN STREET
- **STREET 2:** SUITE 207
- **CITY:** JENISON
- **STATE:** MI
- **ZIP:** 49428
- **BUSINESS PHONE:** 616-226-8867

**MAIL ADDRESS:**
- **STREET 1:** 501 BALDWIN STREET
- **STREET 2:** SUITE 207
- **CITY:** JENISON
- **STATE:** MI
- **ZIP:** 49428

### 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:** Graetz Wealth LLC<br>**Address:** 501 BALDWIN STREET<br>SUITE 207<br>JENISON, MI 49428

**Form 13F File Number:** 028-26237

**CRD Number (if applicable):** 000317857

**SEC File Number (if applicable):** 801-129537

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:** Rita Rhodes<br>**Title:** Consultant<br>**Phone:** 815-900-2202

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

Rita Rhodes  Rockford, IL  04-30-2026<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:** 80

**Form 13F Information Table Value Total:** $112023450

      (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 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 8877986 | 14857 | SH |  | SOLE | 0 | 14857 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 6816803 | 82378 | SH |  | SOLE | 0 | 82378 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 6060955 | 94584 | SH |  | SOLE | 0 | 94584 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 5751727 | 74524 | SH |  | SOLE | 0 | 74524 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5604159 | 9710 | SH |  | SOLE | 0 | 9710 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 5047337 | 68541 | SH |  | SOLE | 0 | 68541 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 4510689 | 83454 | SH |  | SOLE | 0 | 83454 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 3148180 | 34399 | SH |  | SOLE | 0 | 34399 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3031452 | 15795 | SH |  | SOLE | 0 | 15795 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 2870366 | 29987 | SH |  | SOLE | 0 | 29987 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2861677 | 13306 | SH |  | SOLE | 0 | 13306 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 2675309 | 43671 | SH |  | SOLE | 0 | 43671 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 2533049 | 51307 | SH |  | SOLE | 0 | 51307 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2486343 | 18708 | SH |  | SOLE | 0 | 18708 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 2443433 | 80588 | SH |  | SOLE | 0 | 80588 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET IND | 81369Y704 |  | 2438179 | 15076 | SH |  | SOLE | 0 | 15076 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 2432769 | 51816 | SH |  | SOLE | 0 | 51816 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2342279 | 3586 | SH |  | SOLE | 0 | 3586 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 2290939 | 47678 | SH |  | SOLE | 0 | 47678 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 2269647 | 38113 | SH |  | SOLE | 0 | 38113 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 |  | 2013930 | 36382 | SH |  | SOLE | 0 | 36382 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1925997 | 50130 | SH |  | SOLE | 0 | 50130 | 0 | 0 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1780703 | 19211 | SH |  | SOLE | 0 | 19211 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1564288 | 4876 | SH |  | SOLE | 0 | 4876 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1498326 | 3430 | SH |  | SOLE | 0 | 3430 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1497395 | 16882 | SH |  | SOLE | 0 | 16882 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1452131 | 5544 | SH |  | SOLE | 0 | 5544 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1434632 | 7312 | SH |  | SOLE | 0 | 7312 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1430239 | 4980 | SH |  | SOLE | 0 | 4980 | 0 | 0 |
| GRAYSCALE ETHEREUM STAKING | SHS NEW | 38964R203 |  | 1334414 | 67191 | SH |  | SOLE | 0 | 67191 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 1205984 | 5551 | SH |  | SOLE | 0 | 5551 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1173028 | 3881 | SH |  | SOLE | 0 | 3881 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 1149694 | 6239 | SH |  | SOLE | 0 | 6239 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 878323 | 10637 | SH |  | SOLE | 0 | 10637 | 0 | 0 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 |  | 811762 | 16190 | SH |  | SOLE | 0 | 16190 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 668089 | 9893 | SH |  | SOLE | 0 | 9893 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 621706 | 2416 | SH |  | SOLE | 0 | 2416 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 570087 | 1668 | SH |  | SOLE | 0 | 1668 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 510806 | 19422 | SH |  | SOLE | 0 | 19422 | 0 | 0 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 504258 | 18950 | SH |  | SOLE | 0 | 18950 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 487943 | 1923 | SH |  | SOLE | 0 | 1923 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 484922 | 6134 | SH |  | SOLE | 0 | 6134 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 455634 | 5953 | SH |  | SOLE | 0 | 5953 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 439960 | 4145 | SH |  | SOLE | 0 | 4145 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 432325 | 3967 | SH |  | SOLE | 0 | 3967 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 416343 | 5233 | SH |  | SOLE | 0 | 5233 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 398857 | 7995 | SH |  | SOLE | 0 | 7995 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 381706 | 2189 | SH |  | SOLE | 0 | 2189 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 367131 | 2953 | SH |  | SOLE | 0 | 2953 | 0 | 0 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 348980 | 17643 | SH |  | SOLE | 0 | 17643 | 0 | 0 |
| HIMS  HERS HEALTH INC | COM CL A | 433000106 |  | 329907 | 15891 | SH |  | SOLE | 0 | 15891 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 319227 | 3621 | SH |  | SOLE | 0 | 3621 | 0 | 0 |
| BITWISE XRP ETF | BENEFICIAL INT | 09174F107 |  | 302416 | 20121 | SH |  | SOLE | 0 | 20121 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 296950 | 6330 | SH |  | SOLE | 0 | 6330 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 288384 | 692 | SH |  | SOLE | 0 | 692 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 277563 | 750 | SH |  | SOLE | 0 | 750 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 275683 | 959 | SH |  | SOLE | 0 | 959 | 0 | 0 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 |  | 268315 | 3338 | SH |  | SOLE | 0 | 3338 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 262530 | 1795 | SH |  | SOLE | 0 | 1795 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 258791 | 836 | SH |  | SOLE | 0 | 836 | 0 | 0 |
| FLEXTRONICS INTL LTD | ORD | Y2573F102 |  | 254974 | 3895 | SH |  | SOLE | 0 | 3895 | 0 | 0 |
| CHEWY INC | CL A | 16679L109 |  | 246307 | 9122 | SH |  | SOLE | 0 | 9122 | 0 | 0 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 246137 | 1868 | SH |  | SOLE | 0 | 1868 | 0 | 0 |
| ISHARES TR | MBS ETF | 464288588 |  | 245720 | 2588 | SH |  | SOLE | 0 | 2588 | 0 | 0 |
| EXELIXIS INC | COM | 30161Q104 |  | 243721 | 5682 | SH |  | SOLE | 0 | 5682 | 0 | 0 |
| TOAST INC | CL A | 888787108 |  | 238898 | 9012 | SH |  | SOLE | 0 | 9012 | 0 | 0 |
| MONOLITHIC PWR SYS INC | COM | 609839105 |  | 238374 | 218 | SH |  | SOLE | 0 | 218 | 0 | 0 |
| RALPH LAUREN CORP | CL A | 751212101 |  | 236512 | 688 | SH |  | SOLE | 0 | 688 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 231480 | 252 | SH |  | SOLE | 0 | 252 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 230599 | 3568 | SH |  | SOLE | 0 | 3568 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 229961 | 1104 | SH |  | SOLE | 0 | 1104 | 0 | 0 |
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 |  | 226695 | 9473 | SH |  | SOLE | 0 | 9473 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 226092 | 568 | SH |  | SOLE | 0 | 568 | 0 | 0 |
| MERIT MED SYS INC | COM | 589889104 |  | 223338 | 3240 | SH |  | SOLE | 0 | 3240 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 215664 | 1834 | SH |  | SOLE | 0 | 1834 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 212975 | 2252 | SH |  | SOLE | 0 | 2252 | 0 | 0 |
| INSULET CORP | COM | 45784P101 |  | 211678 | 1009 | SH |  | SOLE | 0 | 1009 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 208543 | 617 | SH |  | SOLE | 0 | 617 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 200028 | 3535 | SH |  | SOLE | 0 | 3535 | 0 | 0 |
| ANAVEX LIFE SCIENCES CORP | COM NEW | 032797300 |  | 43117 | 14044 | SH |  | SOLE | 0 | 14044 | 0 | 0 |

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