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CIK: 0001766791
Total reported value
$402.6M
$402.6M
139 檔
36.3%
During the Q4 2025 filing period, Grandview Asset Management LLC (CIK: 0001766791) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $402.6M across 139 reported positions.
In Q4 2025, Grandview Asset Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 19.42% | -1.03% | -1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.55% | -0.28% | +0.29% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.40% | -0.72% | +0.60% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.26% | +0.63% | +9.66% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.46% | -0.20% | +1.09% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.65% | -0.46% | +2.54% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.08% | +0.07% | -0.36% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.64% | +0.27% | +9.18% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.40% | -0.31% | -4.98% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -0.02% | +0.69% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.95% | +1.07% | +3.39% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.76% | -0.27% | -0.22% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.71% | +0.09% | +13.09% | |
| 14 | PPL | Ppl CORP | Stock-Utilities | 1.59% | -0.49% | +1.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | +0.02% | +5.16% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.06% | +7.59% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.32% | +0.04% | -0.91% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | -0.05% | +4.22% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | -0.03% | +3.80% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | -0.12% | -7.12% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.03% | -0.06% | -6.28% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.29% | +7.73% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.00% | -0.23% | -0.23% | |
| 24 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.99% | — | -11.24% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.88% | +0.02% | +8.37% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | -0.31% | +851.06% | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.72% | +0.02% | -2.18% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.71% | +1.06% | +3.59% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.04% | -1.02% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.17% | -0.39% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.30% | +0.13% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.63% | +0.03% | +24.26% | |
| 33 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.58% | +0.91% | +15.93% | |
| 34 | MRVL | Marvell Technology Inc | Stock-Tech | 0.55% | +1.07% | -1.86% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | -0.02% | +10.24% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.53% | -0.12% | +107.02% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.52% | -0.18% | +1.54% | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.49% | -0.03% | -7.90% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.49% | -0.02% | +2.02% | |
| 40 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.48% | +0.48% | — | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.48% | -0.11% | +5.90% | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.04% | +34.01% | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.46% | +0.13% | +1.02% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.10% | +7.48% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.45% | +0.16% | -3.81% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.39% | — | -13.01% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.02% | +3.89% | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.36% | +0.02% | +10.85% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.20% | -2.97% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.34% | -0.06% | +58.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +9.18% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +9.66% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.91% | Trim |
| 4 | AAPL | Apple Inc | +0.2% | +0.29% | Add |
| 5 | VTV | Vanguard Value ETF | +0.2% | +13.09% | Add |
| 6 | AMD | Advanced Micro Devices | +0.2% | +3.59% | Add |
| 7 | IGM | Ishares Expanded Tech Sector | +0.2% | +146.93% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +7.48% | Add |
| 9 | RTX | Rtx CORP | +0.2% | +34.01% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +7.73% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +24.26% | Add |
| 12 | SOXX | Ishares Semiconductor ETF | +0.1% | +15.93% | Add |
| 13 | BND | Vanguard Total Bond Market | +0.1% | +58.00% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +7.59% | Add |
| 15 | SLV | Ishares Silver Trust | +0.1% | +6.69% | Add |
| 16 | MS | Morgan Stanley | +0.1% | +39.66% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +0.69% | Add |
| 18 | C | Citigroup Inc | +0.1% | +10.85% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +2.54% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | -0.36% | Trim |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +5.16% | Add |
| 22 | ONEQ | Fidelity Nasdaq Comp Indx | +0.1% | +30.63% | Add |
| 23 | GE | General Electric | +0.1% | +74.81% | Add |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +15.45% | Add |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +10.24% | Add |
| 26 | GLD | Spdr Gold Shares | +0.1% | +1.54% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | -3.81% | Trim |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.09% | Add |
| 29 | TSLA | Tesla Inc | 0% | +3.80% | Add |
| 30 | HD | Home Depot Inc | -0.1% | -6.64% | Trim |
| 31 | STM | Stmicroelectronics Nv-ny Shs | -0.1% | -53.29% | Trim |
| 32 | NET | Cloudflare Inc - Class A | -0.1% | -2.18% | Trim |
| 33 | BUG | Global X Cybersecurity ETF | -0.1% | -26.05% | Trim |
| 34 | VO | Vanguard Mid-cap ETF | -0.1% | -7.12% | Trim |
| 35 | PPL | Ppl CORP | -0.1% | +1.16% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -53.35% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -4.98% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.3% | -0.22% | Trim |
| 39 | IGV | Ishares Expanded Tech-softwa | -0.3% | -11.24% | Trim |
| 40 | NFLX | Netflix Inc | -0.3% | +851.06% | Add |
| 41 | MSFT | Microsoft CORP | -0.5% | +0.60% | Add |
| 42 | NVDA | Nvidia CORP | -0.7% | -1.01% | Trim |
| 43 | XGDVX | Gabelli Dividend & Income Tr | — | NEW | New buy |
| 44 | VAC | Marriott Vacations World | — | EXIT | Sold out |
| 45 | ARKX | Ark Space & Defense Innovati | — | NEW | New buy |
| 46 | ABT | Abbott Laboratories | — | EXIT | Sold out |
| 47 | LEU | Centrus Energy Corp-class A | — | EXIT | Sold out |
| 48 | TTD | Trade Desk Inc/the -class A | — | EXIT | Sold out |
| 49 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 50 | CEF | Sprott Physical Gold And Sil | — | NEW | New buy |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $402.6M across 139 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 36.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
XGDVX
市值: $452.7K
Top Position Liquidated / Trimmed
VAC
前期市值: $316.2K
During Q4 2025, Grandview Asset Management LLC's top holdings by market value included NVDA (19.4%)、AAPL (5.5%)、MSFT (5.4%). The largest single position, NVDA, represented 19.4% of total portfolio value.
In Q4 2025, Grandview Asset Management LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 13 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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