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CIK: 0002056418
Total reported value
$237.2M
$237.2M
141 檔
22.3%
During the Q3 2025 filing period, Grant Private Wealth Management Inc (CIK: 0002056418) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $237.2M across 141 reported positions.
In Q3 2025, Grant Private Wealth Management Inc displayed an active expansion posture, initiating 18 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.82% | -0.11% | +309.31% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.46% | +0.08% | +19.59% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.04% | +0.32% | +17.77% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.77% | +0.37% | +2675.15% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.53% | +0.36% | +1.13% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.16% | -0.15% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.01% | -37.94% | |
| 8 | UBER | Uber Technologies Inc | Stock-Industrials | 2.53% | -0.34% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.25% | — | |
| 10 | NFLX | Netflix Inc | Stock-Comm Services | 2.06% | -0.82% | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.09% | +147.36% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.68% | -0.60% | — | |
| 13 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.48% | -0.30% | — | |
| 14 | NOW | Servicenow Inc | Stock-Tech | 1.42% | -0.08% | — | |
| 15 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.34% | -0.19% | — | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.34% | -0.01% | -62.68% | |
| 17 | ARKK | Ark Innovation ETF | ETF-Other | 1.24% | -0.08% | — | |
| 18 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.22% | -0.22% | — | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.15% | -0.49% | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.14% | -0.15% | — | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 1.10% | +2.17% | — | |
| 22 | SNOW | Snowflake Inc | Stock-Tech | 1.07% | -0.34% | — | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.04% | -0.51% | — | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | -0.10% | — | |
| 25 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.01% | -0.30% | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.90% | -0.27% | — | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.88% | -0.17% | — | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.86% | -0.24% | — | |
| 29 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.84% | -0.13% | — | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.66% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | -0.01% | +37.74% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.04% | — | |
| 33 | ZM | Zoom Communications Inc | Stock-Tech | 0.66% | -0.08% | — | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.08% | +10.17% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.61% | -0.09% | — | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.56% | +0.98% | — | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.56% | — | — | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.55% | -0.15% | -82.96% | |
| 39 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.51% | -0.05% | — | |
| 40 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.51% | -0.03% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.04% | +198.28% | |
| 42 | HUBB | Hubbell Inc | Stock-Industrials | 0.47% | -0.08% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.46% | +0.03% | — | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.07% | +118.81% | |
| 45 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.45% | -0.03% | — | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.18% | +59.98% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.14% | +138.28% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.02% | -83.37% | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.43% | — | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.31% | -64.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +6.3% | +309.31% | Add |
| 2 | AVGO | Broadcom Inc | +3.2% | +2675.15% | Add |
| 3 | UBER | Uber Technologies Inc | +1.3% | — | Add |
| 4 | AAPL | Apple Inc | +0.8% | +17.77% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.8% | +19.59% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.7% | — | Add |
| 7 | SNOW | Snowflake Inc | +0.6% | — | Add |
| 8 | PANW | Palo Alto Networks Inc | +0.5% | — | Add |
| 9 | TSLA | Tesla Inc | +0.5% | — | Add |
| 10 | PLTR | Palantir Technologies Inc-a | +0.5% | — | Add |
| 11 | MSFT | Microsoft CORP | +0.4% | -37.94% | Add |
| 12 | MU | Micron Technology Inc | +0.2% | — | Add |
| 13 | ORCL | Oracle CORP | +0.1% | — | Add |
| 14 | NET | Cloudflare Inc - Class A | +0.1% | — | Add |
| 15 | ANET | Arista Networks Inc | +0.1% | — | Add |
| 16 | RBLX | Roblox CORP -class A | +0.1% | — | Trim |
| 17 | AMZN | Amazon.com Inc | +0.1% | +1.13% | Add |
| 18 | COIN | Coinbase Global Inc -class A | +0.1% | — | Trim |
| 19 | GS | Goldman Sachs Group Inc | 0% | — | Add |
| 20 | LRCX | Lam Research CORP | 0% | — | Trim |
| 21 | CAT | Caterpillar Inc | 0% | +68.47% | Add |
| 22 | ARKK | Ark Innovation ETF | 0% | — | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +37.74% | Add |
| 24 | AMD | Advanced Micro Devices | -0.2% | — | Trim |
| 25 | GOOG | Alphabet Inc-cl C | -0.2% | -62.68% | Add |
| 26 | SHOP | Shopify Inc - Class A | -0.2% | — | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.2% | +147.36% | Add |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | — | Trim |
| 29 | NOW | Servicenow Inc | -0.7% | — | Add |
| 30 | NFLX | Netflix Inc | -0.9% | — | Trim |
| 31 | ISRG | Intuitive Surgical Inc | -1.1% | — | Trim |
| 32 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 33 | FHEQ | Fidelity Hedged Equity ETF | — | NEW | New buy |
| 34 | BABA | Alibaba Group Holding-sp Adr | — | NEW | New buy |
| 35 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 36 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 37 | NEM | Newmont CORP | — | NEW | New buy |
| 38 | MS | Morgan Stanley | — | NEW | New buy |
| 39 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 40 | RTX | Rtx CORP | — | NEW | New buy |
| 41 | AVUV | Avantis US Small Cap Value | — | NEW | New buy |
| 42 | UI | Ubiquiti Inc | — | NEW | New buy |
| 43 | BAH | Booz Allen Hamilton Holdings | — | EXIT | Sold out |
| 44 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 45 | IBP | Installed Building Products | — | NEW | New buy |
| 46 | BWXT | Bwx Technologies Inc | — | NEW | New buy |
| 47 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 48 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 49 | GLPI | Gaming And Leisure Propertie | — | NEW | New buy |
| 50 | CMC | Commercial Metals Co | — | NEW | New buy |
According to official SEC Form 13F filings, Grant Private Wealth Management Inc reported a total U.S. public equity portfolio value of $237.2M across 141 disclosed positions in Q3 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, META, AAPL) accounted for 22.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
CRWD
市值: $1.7M
Top Position Liquidated / Trimmed
BAH
前期市值: $261.5K
During Q3 2025, Grant Private Wealth Management Inc's top holdings by market value included NVDA (12.8%)、META (5.5%)、AAPL (5.0%). The largest single position, NVDA, represented 12.8% of total portfolio value.
In Q3 2025, Grant Private Wealth Management Inc made 50 total portfolio adjustments, initiating 18 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 1 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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