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CIK: 0002056418
Total reported value
$237.2M
$237.2M
154 檔
27.0%
In Q1 2026, Grant Private Wealth Management Inc's U.S. equity holdings reached a combined market value of $237.2M, distributed across 154 disclosed stock positions.
In Q1 2026, Grant Private Wealth Management Inc displayed an active expansion posture, initiating 28 new positions and adding to 79 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.04% | -0.11% | +16.28% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.13% | +0.08% | +65.15% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.82% | +0.32% | +36.12% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.25% | +0.36% | +41.76% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 4.73% | +0.37% | +18.94% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.25% | +0.25% | +27.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.01% | +57.09% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.59% | -0.15% | +11.10% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 2.05% | -0.34% | +16.11% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.95% | -0.60% | +18.46% | |
| 11 | NFLX | Netflix Inc | Stock-Comm Services | 1.93% | -0.82% | +36.65% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | -0.01% | +18.76% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.40% | -0.09% | +2.37% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 1.40% | +2.17% | +16.90% | |
| 15 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.16% | -0.22% | +8.10% | |
| 16 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.14% | -0.30% | -12.34% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.10% | +0.66% | -2.52% | |
| 18 | INTU | Intuit Inc | Stock-Tech | 0.96% | -0.49% | +54.51% | |
| 19 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.92% | -0.30% | +9.19% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.91% | -0.15% | +0.84% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.10% | -0.32% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | -0.01% | +0.19% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.79% | -0.08% | +15.92% | |
| 24 | ARKK | Ark Innovation ETF | ETF-Other | 0.77% | -0.08% | -6.78% | |
| 25 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 0.76% | -0.76% | EXIT | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.04% | +40.03% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | -0.17% | +16.10% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.74% | -0.51% | +3.10% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.27% | +8.83% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.67% | -0.24% | -1.85% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.15% | +12.50% | |
| 32 | ALGN | Align Technology Inc | Stock-Healthcare | 0.64% | -0.08% | — | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.20% | +26.34% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.33% | +137.45% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.60% | +0.17% | +17.83% | |
| 36 | SNOW | Snowflake Inc | Stock-Tech | 0.60% | -0.34% | -2.98% | |
| 37 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.58% | — | +25.02% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.58% | +0.98% | -6.64% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.07% | +25.37% | |
| 40 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.56% | -0.56% | EXIT | |
| 41 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.54% | -0.19% | -6.42% | |
| 42 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.54% | -0.13% | -10.03% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.14% | +18.69% | |
| 44 | ZM | Zoom Communications Inc | Stock-Tech | 0.52% | -0.08% | +3.44% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.52% | -0.08% | +5.09% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.18% | +13.96% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.01% | +28.21% | |
| 48 | HUBB | Hubbell Inc | Stock-Industrials | 0.47% | -0.08% | — | |
| 49 | BA | Boeing Co/the | Stock-Industrials | 0.45% | -0.09% | -6.97% | |
| 50 | DUK | Duke Energy CORP | Stock-Utilities | 0.43% | -0.08% | +30.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.3% | +65.15% | Add |
| 2 | AAPL | Apple Inc | +0.6% | +36.12% | Add |
| 3 | AMZN | Amazon.com Inc | +0.6% | +41.76% | Add |
| 4 | NFLX | Netflix Inc | +0.4% | +36.65% | Add |
| 5 | COST | Costco Wholesale CORP | +0.4% | +137.45% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +26.34% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +57.09% | Add |
| 8 | CAT | Caterpillar Inc | +0.1% | +17.83% | Add |
| 9 | VZ | Verizon Communications Inc | +0.1% | +12.50% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +17.04% | Add |
| 11 | RTX | Rtx CORP | +0.1% | +70.01% | Add |
| 12 | NOC | Northrop Grumman CORP | +0.1% | +72.05% | Add |
| 13 | DUK | Duke Energy CORP | +0.1% | +30.57% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +18.76% | Add |
| 15 | NET | Cloudflare Inc - Class A | +0.1% | +25.02% | Add |
| 16 | LRCX | Lam Research CORP | +0.1% | -2.52% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | +18.69% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +15.22% | Add |
| 19 | MO | Altria Group Inc | +0.1% | +32.20% | Add |
| 20 | TXN | Texas Instruments Inc | +0.1% | +13.96% | Add |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +43.24% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | +40.03% | Add |
| 23 | ABBV | Abbvie Inc | 0% | +28.21% | Add |
| 24 | MCD | Mcdonald's CORP | 0% | +24.53% | Add |
| 25 | PG | Procter & Gamble Co/the | 0% | +29.87% | Add |
| 26 | ORCL | Oracle CORP | 0% | +68.72% | Add |
| 27 | MS | Morgan Stanley | 0% | +49.47% | Add |
| 28 | MTB | M & T Bank CORP | 0% | +40.80% | Add |
| 29 | AMAT | Applied Materials Inc | 0% | -8.07% | Trim |
| 30 | KO | Coca-cola Co/the | 0% | +14.50% | Add |
| 31 | INTC | Intel CORP | 0% | +2.32% | Add |
| 32 | BMY | Bristol-myers Squibb Co | 0% | +15.45% | Add |
| 33 | XLE | Ss Energy Select Sector | 0% | -5.25% | Trim |
| 34 | DFSV | Dimensional US Small Cap Val | 0% | +8.10% | Add |
| 35 | ANET | Arista Networks Inc | 0% | +27.22% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | +2.78% | Add |
| 37 | F | Ford Motor Co | 0% | +54.49% | Add |
| 38 | C | Citigroup Inc | 0% | +20.59% | Add |
| 39 | HD | Home Depot Inc | 0% | +25.48% | Add |
| 40 | PM | Philip Morris International | 0% | +13.52% | Add |
| 41 | RNG | Ringcentral Inc-class A | 0% | -9.15% | Trim |
| 42 | UI | Ubiquiti Inc | 0% | -12.22% | Trim |
| 43 | GLPI | Gaming And Leisure Propertie | 0% | +21.37% | Add |
| 44 | CSCO | Cisco Systems Inc | — | +10.49% | Add |
| 45 | MA | Mastercard Inc - A | — | +29.99% | Add |
| 46 | CMCSA | Comcast Corp-class A | — | +20.04% | Add |
| 47 | SOXX | Ishares Semiconductor ETF | — | +3.75% | Add |
| 48 | HUBB | Hubbell Inc | 0% | — | Unchanged |
| 49 | GS | Goldman Sachs Group Inc | 0% | +15.79% | Add |
| 50 | UNH | Unitedhealth Group Inc | 0% | +35.65% | Add |
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 154 disclosed positions in Q1 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, META, AAPL) accounted for 27.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
QQQI
市值: $1.4M
Top Position Liquidated / Trimmed
WDAY
前期市值: $381.9K
During Q1 2026, Grant Private Wealth Management Inc's top holdings by market value included NVDA (12.0%)、META (6.1%)、AAPL (5.8%). The largest single position, NVDA, represented 12.0% of total portfolio value.
In Q1 2026, Grant Private Wealth Management Inc made 152 total portfolio adjustments, initiating 28 new buys, adding to 79 positions, trimming 36 holdings, and fully liquidating 9 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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