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CIK: 0001766791
Total reported value
$361.0M
$361.0M
146 檔
40.3%
The Q2 2026 SEC filing reveals that Grandview Asset Management LLC held a total portfolio value of $361.0M, covering 146 public equity positions.
Grandview Asset Management LLC executed strategic sector rebalancing during Q2 2026, establishing 14 new positions while fully exiting 5 holdings and trimming 70 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.30% | +3.67% | -2.72% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.46% | +1.57% | +5.65% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.95% | -0.84% | -2.04% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.90% | +0.13% | -2.37% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.48% | +1.51% | -2.87% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 3.40% | -0.02% | -2.58% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.99% | — | -0.59% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.95% | +0.09% | +10.25% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.87% | -1.43% | +5.65% | |
| 10 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.75% | +0.74% | -1.17% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.05% | +0.14% | +1.79% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | +0.08% | -2.16% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.89% | -0.53% | +18.17% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.76% | +0.11% | +3.43% | |
| 15 | MRVL | Marvell Technology Inc | Stock-Tech | 1.73% | -0.11% | +2.23% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.32% | +1.40% | |
| 17 | PPL | Ppl CORP | Stock-Utilities | 1.33% | -0.09% | -9.35% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.33% | -0.97% | +506.00% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | +0.48% | -0.52% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | -0.07% | -2.24% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | +0.20% | -2.03% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.01% | — | -3.48% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | -0.28% | +1.78% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.12% | +1.56% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | -0.04% | +273.04% | |
| 26 | WM | Waste Management Inc | Stock-Industrials | 0.88% | -0.07% | -3.27% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.86% | -0.24% | +4.39% | |
| 28 | TECL | Dire Dai Tec Bull 3x Etf-usd | ETF-Other | 0.86% | +0.11% | — | |
| 29 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.82% | +0.36% | +1.19% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.76% | -0.26% | +1.50% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | -0.66% | +32.44% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.69% | +0.18% | +2.82% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | +0.01% | -0.85% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.62% | -0.62% | EXIT | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.62% | -0.14% | -0.78% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.13% | +6.50% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.10% | +9.35% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | -0.02% | -2.47% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.06% | +14.44% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.51% | -0.06% | -0.59% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.51% | — | +49.24% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.50% | -0.05% | -0.62% | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.47% | -0.04% | -4.43% | |
| 44 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.46% | -0.11% | +5.34% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | -0.02% | -2.60% | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | +0.01% | -0.04% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.15% | +7.57% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.40% | -0.08% | -3.51% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.40% | -0.01% | +0.10% | |
| 50 | ARKX | Ark Space & Defense Innovati | ETF-Other | 0.40% | -0.11% | +39.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | -1.17% | Trim |
| 2 | MRVL | Marvell Technology Inc | +1.1% | +2.23% | Add |
| 3 | AMD | Advanced Micro Devices | +1.1% | +3.43% | Add |
| 4 | SOXX | Ishares Semiconductor ETF | +0.9% | +18.17% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +5.65% | Add |
| 6 | TECL | Dire Dai Tec Bull 3x Etf-usd | +0.5% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +5.65% | Add |
| 8 | ✓ | +0.2% | NEW | New buy | |
| 9 | CAT | Caterpillar Inc | +0.2% | +1.50% | Add |
| 10 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 11 | SCHG | Schwab US Large-cap Growth | +0.1% | +32.44% | Add |
| 12 | GEV | GE Vernova Inc | +0.1% | +4.39% | Add |
| 13 | SCHV | Schwab US Large-cap Value | +0.1% | +49.24% | Add |
| 14 | ARKX | Ark Space & Defense Innovati | +0.1% | +39.31% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | +9.35% | Add |
| 16 | ✓ | +0.1% | NEW | New buy | |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | VTV | Vanguard Value ETF | +0.1% | +10.25% | Add |
| 19 | SPHB | Invesco S&p 500 High Beta Et | +0.1% | NEW | New buy |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 21 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 22 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 23 | AVGO | Broadcom Inc | +0.1% | -0.59% | Trim |
| 24 | UNH | Unitedhealth Group Inc | +0.1% | +11.25% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | -2.32% | Trim |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 28 | MS | Morgan Stanley | +0.1% | +8.45% | Add |
| 29 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | -6.58% | Trim |
| 30 | LRCX | Lam Research CORP | +0.1% | +7.92% | Add |
| 31 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 32 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 33 | GE | General Electric | +0.1% | +24.21% | Add |
| 34 | SCHB | Schwab US Broad Market ETF | +0.1% | +28.03% | Add |
| 35 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 36 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | NEW | New buy |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -2.24% | Trim |
| 38 | PAVE | Global X US Infrastructure | 0% | +25.85% | Add |
| 39 | QLD | Proshares Ultra Qqq | 0% | — | Unchanged |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.50% | Add |
| 41 | VRT | Vertiv Holdings Co-a | 0% | +0.03% | Add |
| 42 | XMMO | Invesco S&p Midcap Momentum | 0% | +7.09% | Add |
| 43 | OIH | Vaneck Oil Services ETF | 0% | +69.54% | Add |
| 44 | QCOM | Qualcomm Inc | 0% | +15.27% | Add |
| 45 | VUG | Vanguard Growth ETF | 0% | +506.00% | Add |
| 46 | NET | Cloudflare Inc - Class A | 0% | +1.19% | Add |
| 47 | BX | Blackstone Inc | 0% | +20.40% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | +7.57% | Add |
| 49 | C | Citigroup Inc | 0% | +0.10% | Add |
| 50 | SSO | Proshares Ultra S&p500 | 0% | — | Unchanged |
According to official SEC Form 13F filings, Grandview Asset Management LLC reported a total U.S. public equity portfolio value of $361.0M across 146 disclosed positions in Q2 2026.
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, QQQ, AAPL) accounted for 40.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $952.7K
Top Position Liquidated / Trimmed
HON
前期市值: $852.9K
During Q2 2026, Grandview Asset Management LLC's top holdings by market value included NVDA (18.3%)、QQQ (5.5%)、AAPL (5.0%). The largest single position, NVDA, represented 18.3% of total portfolio value.
In Q2 2026, Grandview Asset Management LLC made 146 total portfolio adjustments, initiating 14 new buys, adding to 57 positions, trimming 70 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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