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CIK: 0002056418
Total reported value
$222.9M
$222.9M
164 檔
37.2%
As reported in its official Q2 2026 Form 13F filing, Grant Private Wealth Management Inc's tracked investment portfolio stood at $222.9M with 164 total positions.
In Q2 2026, Grant Private Wealth Management Inc displayed an active expansion posture, initiating 17 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 | 11.93% | -2.26% | +8.65% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.21% | +0.27% | +29.65% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.14% | -0.04% | +16.47% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.61% | -0.38% | +17.51% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 5.10% | -2.56% | +11.30% | |
| 6 | AMD | Advanced Micro Devices | Stock-Tech | 3.57% | +0.15% | +12.58% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.50% | -0.58% | +4.09% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | +1.16% | +24.50% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.44% | -0.47% | +4.67% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.79% | +0.88% | +11.31% | |
| 11 | LRCX | Lam Research CORP | Stock-Tech | 1.76% | -0.46% | -0.41% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 1.71% | -1.15% | +5.00% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.56% | +0.70% | -0.96% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.35% | +0.36% | +9.49% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.31% | -0.08% | +5.70% | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 1.11% | -0.28% | -2.93% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.94% | -0.94% | EXIT | |
| 18 | INTC | Intel CORP | Stock-Tech | 0.89% | -0.20% | -6.03% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.88% | -0.26% | +36.09% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.84% | +0.34% | -12.39% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.04% | -2.45% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 0.78% | -0.02% | +362.56% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | -0.09% | +7.57% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.76% | -0.08% | +5.18% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.08% | +5.56% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | -0.03% | +44.25% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.71% | +0.04% | -8.47% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.71% | +0.17% | +19.74% | |
| 29 | ARKK | Ark Innovation ETF | ETF-Other | 0.69% | -0.14% | -5.52% | |
| 30 | TXN | Texas Instruments Inc | Stock-Tech | 0.67% | -0.28% | +12.23% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.50% | +7.23% | |
| 32 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.19% | -1.15% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.32% | +39.38% | |
| 34 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.58% | +0.09% | +6.16% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.57% | +0.27% | -54.35% | |
| 36 | ALGN | Align Technology Inc | Stock-Healthcare | 0.56% | -0.04% | +13.10% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.50% | -0.30% | +29.00% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.21% | +12.86% | |
| 39 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.16% | +12.64% | |
| 40 | ANET | Arista Networks Inc | Stock-Tech | 0.48% | -0.06% | +12.75% | |
| 41 | INTU | Intuit Inc | Stock-Tech | 0.47% | +0.24% | +0.93% | |
| 42 | ZM | Zoom Communications Inc | Stock-Tech | 0.44% | -0.11% | -0.93% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.44% | +0.04% | +25.54% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.44% | -0.16% | +8.01% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | -0.25% | +37.82% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.43% | EXIT | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.43% | +0.40% | +7.08% | |
| 48 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.43% | +0.13% | -15.53% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.43% | +0.26% | -9.25% | |
| 50 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.41% | +0.02% | -15.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.2% | +12.58% | Add |
| 2 | MU | Micron Technology Inc | +1% | -0.96% | Trim |
| 3 | LRCX | Lam Research CORP | +0.7% | -0.41% | Trim |
| 4 | ABT | Abbott Laboratories | +0.5% | +362.56% | Add |
| 5 | INTC | Intel CORP | +0.5% | -6.03% | Trim |
| 6 | AMAT | Applied Materials Inc | +0.5% | +36.09% | Add |
| 7 | AVGO | Broadcom Inc | +0.4% | +11.30% | Add |
| 8 | AMZN | Amazon.com Inc | +0.4% | +17.51% | Add |
| 9 | AAPL | Apple Inc | +0.3% | +16.47% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +44.25% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.09% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +39.38% | Add |
| 13 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 14 | TXN | Texas Instruments Inc | +0.2% | +12.23% | Add |
| 15 | CAT | Caterpillar Inc | +0.2% | +7.57% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | New buy |
| 17 | QCOM | Qualcomm Inc | +0.2% | +37.82% | Add |
| 18 | HDV | Ishares Core High Dividend E | +0.1% | NEW | New buy |
| 19 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 20 | TXG | 10x Genomics Inc-class A | +0.1% | NEW | New buy |
| 21 | GNRC | Generac Holdings Inc | +0.1% | NEW | New buy |
| 22 | AVT | Avnet Inc | +0.1% | +37.69% | Add |
| 23 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 24 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | NEW | New buy |
| 25 | C | Citigroup Inc | +0.1% | +29.00% | Add |
| 26 | XLV | Ss Health Care Select Sector | +0.1% | NEW | New buy |
| 27 | RKLB | Rocket Lab CORP | +0.1% | NEW | New buy |
| 28 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 30 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | NEW | New buy |
| 31 | ANET | Arista Networks Inc | +0.1% | +12.75% | Add |
| 32 | SOXX | Ishares Semiconductor ETF | +0.1% | -6.24% | Trim |
| 33 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 34 | SPHD | Invesco S&p 500 High Dividen | +0.1% | NEW | New buy |
| 35 | HQY | Healthequity Inc | +0.1% | NEW | New buy |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +29.65% | Add |
| 37 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 38 | LLY | Eli Lilly & Co | +0.1% | +7.23% | Add |
| 39 | ASML | ASML Holding N.V. | +0.1% | +20.26% | Add |
| 40 | MTB | M & T Bank CORP | +0.1% | +52.41% | Add |
| 41 | PSA | Public Storage | +0.1% | +45.99% | Add |
| 42 | MS | Morgan Stanley | +0.1% | +23.42% | Add |
| 43 | ADP | Automatic Data Processing | +0.1% | +53.67% | Add |
| 44 | F | Ford Motor Co | +0.1% | +42.90% | Add |
| 45 | JEPQ | JPM Nasdaq Equity Premium | 0% | +25.54% | Add |
| 46 | MO | Altria Group Inc | 0% | +32.43% | Add |
| 47 | XYLD | Global X S&p 500 Cove Call E | 0% | +42.45% | Add |
| 48 | DAL | Delta Air Lines Inc | 0% | +6.82% | Add |
| 49 | ORCL | Oracle CORP | 0% | +35.45% | Add |
| 50 | RTX | Rtx CORP | 0% | +40.12% | Add |
According to official SEC Form 13F filings, Grant Private Wealth Management Inc reported a total U.S. public equity portfolio value of $222.9M across 164 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, META, AAPL) accounted for 37.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
KLAC
市值: $488.8K
Top Position Liquidated / Trimmed
QQQI
前期市值: $1.4M
During Q2 2026, Grant Private Wealth Management Inc's top holdings by market value included NVDA (11.9%)、META (6.2%)、AAPL (6.1%). The largest single position, NVDA, represented 11.9% of total portfolio value.
In Q2 2026, Grant Private Wealth Management Inc made 157 total portfolio adjustments, initiating 17 new buys, adding to 79 positions, trimming 54 holdings, and fully liquidating 7 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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