Home › Grant Private Wealth Management Inc

Grant Private Wealth Management Inc 13F holdings

Filed 2026-07-07 · Grant Private Wealth Management Inc · 164 positions · $237.2M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION141.4K$28.3M11.9%
METAMETA PLATFORMS INC26.2K$14.7M6.2%
AAPLAPPLE INC50.3K$14.6M6.1%
AMZNAMAZON COM INC55.9K$13.3M5.6%
AVGOBROADCOM INC32.0K$12.1M5.1%
AMDADVANCED MICRO DEVICES INC14.6K$8.5M3.6%
GOOGLALPHABET INC23.2K$8.3M3.5%
MSFTMICROSOFT CORP18.1K$6.7M2.8%
TSLATESLA INC13.7K$5.8M2.4%
GOOGALPHABET INC12.0K$4.2M1.8%
LRCXLAM RESEARCH CORP9.7K$4.2M1.8%
UBERUBER TECHNOLOGIES INC56.3K$4.1M1.7%
MUMICRON TECHNOLOGY INC3.2K$3.7M1.6%
PLTRPALANTIR TECHNOLOGIES INC27.5K$3.2M1.4%
JPMJPMORGAN CHASE & CO9.5K$3.1M1.3%
NFLXNETFLIX INC.36.7K$2.6M1.1%
DFSVDIMENSIONAL ETF TRUST57.7K$2.2M0.9%
INTCINTEL CORP15.1K$2.1M0.9%
AMATAPPLIED MATLS INC2.9K$2.1M0.9%
HELOJ P MORGAN EXCHANGE TRADED F29.4K$2.0M0.8%
QQQINVESCO QQQ TR2.6K$1.9M0.8%
ABTABBOTT LABORATORIES20.3K$1.8M0.8%
CATCATERPILLAR INC1.7K$1.8M0.8%
JEPIJ P MORGAN EXCHANGE TRADED F31.9K$1.8M0.8%
VVISA INC5.0K$1.7M0.7%
UNHUNITEDHEALTH GROUP INC4.1K$1.7M0.7%
SPYGSPDR SERIES TRUST14.2K$1.7M0.7%
NOWSERVICENOW INC17.0K$1.7M0.7%
ARKKARK ETF TR20.3K$1.6M0.7%
TXNTEXAS INSTRS INC5.4K$1.6M0.7%
LLYELI LILLY & CO1.3K$1.5M0.6%
ISRGINTUITIVE SURGICAL INC3.7K$1.5M0.6%
CSCOCISCO SYS INC12.4K$1.5M0.6%
NETCLOUDFLARE INC5.6K$1.4M0.6%
PANWPALO ALTO NETWORKS INC4.0K$1.4M0.6%
ALGNALIGN TECHNOLOGY INC7.9K$1.3M0.6%
CCITIGROUP INC8.5K$1.2M0.5%
ABBVABBVIE INC4.7K$1.2M0.5%
VZVERIZON COMMUNICATIONS INC27.3K$1.2M0.5%
ANETARISTA NETWORKS INC6.7K$1.1M0.5%
ISRGINTUIT4.2K$1.1M0.5%
ZMZOOM COMMUNICATIONS INC12.2K$1.1M0.4%
JEPQJ P MORGAN EXCHANGE TRADED F17.1K$1.1M0.4%
BLKBLACKROCK INC1.1K$1.0M0.4%
QCOMQUALCOMM INC5.7K$1.0M0.4%
EXMOCEXXON MOBIL CORP7.5K$1.0M0.4%
GSGOLDMAN SACHS GROUP INC1.0K$1.0M0.4%
SHOPSHOPIFY INC9.0K$1.0M0.4%
CRMSALESFORCE INC6.5K$1.0M0.4%
FHEQFIDELITY GREENWOOD STREET TR29.4K$966,4960.4%
IBMINTERNATIONAL BUSINESS MACHS3.4K$951,7680.4%
HUBBHUBBELL INC1.8K$930,7730.4%
WMTWALMART INC8.2K$923,8120.4%
ORCLORACLE CORP6.3K$917,6960.4%
BABOEING CO4.0K$858,4690.4%
IVVISHARES TR1.1K$845,4970.4%
DUKDUKE ENERGY CORP NEW6.6K$836,1790.4%
COINCOINBASE GLOBAL INC5.6K$824,3650.3%
JNJJOHNSON & JOHNSON3.2K$805,4210.3%
KOCOCA COLA CO9.8K$800,0440.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}