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CIK: 0002056418
Total reported value
$237.2M
$237.2M
135 檔
22.6%
The Q4 2025 SEC filing reveals that Grant Private Wealth Management Inc held a total portfolio value of $237.2M, covering 135 public equity positions.
Grant Private Wealth Management Inc executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 12 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.61% | -0.11% | +0.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.21% | +0.32% | -1.17% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.06% | +0.37% | +3.17% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.87% | +0.08% | +1.48% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.67% | +0.36% | +0.27% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.31% | +0.25% | +21.09% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.21% | -0.15% | +2.60% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.70% | -0.01% | +6.28% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 2.28% | -0.34% | +10.30% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.27% | -0.60% | +42.17% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | -0.01% | +1.90% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.09% | -2.03% | |
| 13 | NFLX | Netflix Inc | Stock-Comm Services | 1.57% | -0.82% | +894.54% | |
| 14 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.54% | -0.30% | +4.12% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.43% | +2.17% | +0.49% | |
| 16 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.17% | -0.30% | -6.11% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.14% | -0.22% | -7.15% | |
| 18 | NOW | Servicenow Inc | Stock-Tech | 1.13% | -0.08% | +389.39% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 1.09% | -0.49% | -0.15% | |
| 20 | ARKK | Ark Innovation ETF | ETF-Other | 1.07% | -0.08% | -1.00% | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | -0.24% | +14.86% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.27% | +6.29% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.04% | -0.15% | -6.53% | |
| 24 | LRCX | Lam Research CORP | Stock-Tech | 1.03% | +0.66% | -1.68% | |
| 25 | SNOW | Snowflake Inc | Stock-Tech | 1.02% | -0.34% | -0.39% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | -0.10% | -0.38% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.98% | -0.51% | — | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | -0.01% | +25.24% | |
| 29 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.86% | -0.19% | -2.97% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | -0.17% | +8.15% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.04% | +55.88% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.04% | -1.22% | |
| 33 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.72% | -0.13% | -13.35% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.62% | -0.08% | +12.38% | |
| 35 | ZM | Zoom Communications Inc | Stock-Tech | 0.62% | -0.08% | -8.45% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.07% | -1.68% | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.60% | +0.98% | -36.60% | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.60% | -0.09% | -0.72% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | -0.15% | +6.97% | |
| 40 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.50% | — | +0.71% | |
| 41 | HUBB | Hubbell Inc | Stock-Industrials | 0.48% | -0.08% | — | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.17% | -3.42% | |
| 43 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 0.46% | -0.03% | — | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.46% | -0.14% | -0.64% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.02% | +11.01% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.01% | +10.29% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.18% | +8.48% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.01% | -2.85% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | +0.31% | +6.80% | |
| 50 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-Other | 0.42% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.1% | +21.09% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.6% | +42.17% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | +1.90% | Add |
| 4 | AMD | Advanced Micro Devices | +0.3% | +0.49% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +3.17% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +55.88% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +25.24% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | -1.68% | Trim |
| 9 | SHOP | Shopify Inc - Class A | +0.2% | +14.86% | Add |
| 10 | AAPL | Apple Inc | +0.2% | -1.17% | Trim |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | -6.11% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.2% | -1.68% | Trim |
| 13 | CRM | Salesforce Inc | +0.2% | +6.29% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +0.27% | Add |
| 15 | C | Citigroup Inc | +0.1% | +25.98% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +16.96% | Add |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +30.41% | Add |
| 18 | QCOM | Qualcomm Inc | +0.1% | +33.90% | Add |
| 19 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +4.12% | Add |
| 20 | TSLA | Tesla Inc | +0.1% | +2.60% | Add |
| 21 | COST | Costco Wholesale CORP | -0.1% | -20.19% | Trim |
| 22 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | -35.28% | Trim |
| 23 | NOBL | Proshares S&p 500 Dividend A | -0.1% | -39.28% | Trim |
| 24 | HD | Home Depot Inc | -0.1% | -11.79% | Trim |
| 25 | FHEQ | Fidelity Hedged Equity ETF | -0.1% | -13.35% | Trim |
| 26 | ORCL | Oracle CORP | -0.1% | +2.89% | Add |
| 27 | ARKK | Ark Innovation ETF | -0.2% | -1.00% | Trim |
| 28 | RBLX | Roblox CORP -class A | -0.2% | -3.32% | Trim |
| 29 | UBER | Uber Technologies Inc | -0.3% | +10.30% | Add |
| 30 | NOW | Servicenow Inc | -0.3% | +389.39% | Add |
| 31 | COIN | Coinbase Global Inc -class A | -0.5% | -2.97% | Trim |
| 32 | NFLX | Netflix Inc | -0.5% | +894.54% | Add |
| 33 | META | Meta Platforms Inc-class A | -0.6% | +1.48% | Add |
| 34 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 35 | GPIX | Gldm SA S&p 500 Pr In Etf-us | — | NEW | New buy |
| 36 | XYLD | Global X S&p 500 Cove Call E | — | NEW | New buy |
| 37 | SGOV | Ishares 0-3 Month Treasury B | — | EXIT | Sold out |
| 38 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | Sold out |
| 39 | AWK | American Water Works Co Inc | — | EXIT | Sold out |
| 40 | B | Barrick Mining CORP | — | NEW | New buy |
| 41 | MTB | M & T Bank CORP | — | NEW | New buy |
| 42 | ETN | Eaton Corporation plc | — | EXIT | Sold out |
| 43 | IGV | Ishares Expanded Tech-softwa | — | EXIT | Sold out |
| 44 | SNPS | Synopsys Inc | — | EXIT | Sold out |
| 45 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 46 | TT | Trane Technologies plc | — | EXIT | Sold out |
| 47 | GD | General Dynamics CORP | — | EXIT | Sold out |
| 48 | AMT | American Tower CORP | — | EXIT | Sold out |
| 49 | FNV | Franco-nevada CORP | — | EXIT | Sold out |
| 50 | F | Ford Motor 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 135 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, AVGO) accounted for 22.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
GPIX
市值: $377.0K
Top Position Liquidated / Trimmed
BABA
前期市值: $693.5K
During Q4 2025, Grant Private Wealth Management Inc's top holdings by market value included NVDA (12.6%)、AAPL (5.2%)、AVGO (5.1%). The largest single position, NVDA, represented 12.6% of total portfolio value.
In Q4 2025, Grant Private Wealth Management Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 12 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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