Grant Private Wealth Management Inc

CIK 0002056418 · PLEASANTON, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source

Grant Private Wealth Management Inc reported 164 positions worth $237.2M as of June 30, 2026 (13F filed July 7, 2026). Largest holding: NVDA (11.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$237.2M
2026 Q2
Positions
164
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.1%
Est. Net Flow (Q)
2026 Q2
10 / 164 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$28.3M11.93%141,405
2METAMETA PLATFORMS INCSH$14.7M6.21%26,165
3AAPLAPPLE INCSH$14.6M6.14%50,308
4AMZNAMAZON COM INCSH$13.3M5.61%55,872
5AVGOBROADCOM INCSH$12.1M5.10%32,029
6AMDADVANCED MICRO DEVICES INCSH$8.5M3.57%14,585
7GOOGLALPHABET INCSH$8.3M3.50%23,245
8MSFTMICROSOFT CORPSH$6.7M2.84%18,075
9TSLATESLA INCSH$5.8M2.44%13,740
10GOOGALPHABET INCSH$4.2M1.79%12,027

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Grant Private Wealth Management Inc hold as of Q2 2026?

Grant Private Wealth Management Inc reported 164 positions worth $237.2M in its Q2 2026 13F filing. Largest positions: NVDA (11.9%), META (6.2%), AAPL (6.1%), AMZN (5.6%) and AVGO (5.1%).

What did Grant Private Wealth Management Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Grant Private Wealth Management Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.