Grant Private Wealth Management Inc
CIK 0002056418 · PLEASANTON, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-07 · Open the SEC source ↗
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
Top Holdings
NVDA
NVIDIA CORPORATION
11.9%
META
META PLATFORMS INC
6.2%
AAPL
APPLE INC
6.1%
AMZN
AMAZON COM INC
5.6%
AVGO
BROADCOM INC
5.1%
AMD
ADVANCED MICRO DEVICES INC
3.6%
GOOGL
ALPHABET INC
3.5%
MSFT
MICROSOFT CORP
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.