Grandview Asset Management
Latest statistics and disclosures from Grandview Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, QQQ, MSFT, SPY, and represent 37.69% of Grandview Asset Management's stock portfolio.
- Added to shares of these 10 stocks: VTV, SCHG, SCHV, XLE, SOXX, ARKX, SCHB, XLU, OIH, XOM.
- Started 8 new stock positions in OIH, XME, SCHV, LRCX, VEU, SCHB, UNP, MO.
- Reduced shares in these 10 stocks: IGV, QQQ, SPY, , AAPL, CSX, BUG, MSFT, VYM, .
- Sold out of its positions in ADBE, FAS, DIS, BUG, SPHD, IGV, MELI, NRG, SPYG, CRM.
- Grandview Asset Management was a net seller of stock by $-6.9M.
- Grandview Asset Management has $342M in assets under management (AUM), dropping by -6.29%.
- Central Index Key (CIK): 0001766791
Tip: Access up to 7 years of quarterly data
Positions held by Grandview Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Grandview Asset Management
Grandview Asset Management holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 19.3 | $66M | 378k | 174.55 |
|
|
| Apple (AAPL) | 5.2 | $18M | -5% | 70k | 253.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.8 | $17M | -9% | 28k | 580.99 |
|
| Microsoft Corporation (MSFT) | 4.2 | $14M | -4% | 39k | 370.17 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.1 | $14M | -9% | 22k | 650.38 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.9 | $13M | -4% | 89k | 148.51 |
|
| Broadcom (AVGO) | 2.9 | $10M | 32k | 309.51 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.9 | $9.8M | +51% | 49k | 198.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $8.9M | 31k | 287.52 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $8.0M | -3% | 17k | 479.21 |
|
| Amazon (AMZN) | 2.1 | $7.1M | 34k | 208.27 |
|
|
| PPL Corporation (PPL) | 1.8 | $6.2M | 163k | 38.20 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $5.7M | -3% | 15k | 391.21 |
|
| Meta Platforms Cl A (META) | 1.6 | $5.4M | -2% | 9.5k | 572.11 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $5.1M | +4% | 17k | 294.75 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $4.5M | -9% | 10k | 436.54 |
|
| Wal-Mart Stores (WMT) | 1.3 | $4.3M | 34k | 127.18 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.2M | -5% | 15k | 287.55 |
|
| Abbvie (ABBV) | 1.2 | $4.0M | 18k | 217.49 |
|
|
| Waste Management (WM) | 1.1 | $3.8M | 17k | 229.80 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $3.6M | -4% | 14k | 262.31 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $3.6M | -9% | 13k | 285.55 |
|
| Tesla Motors (TSLA) | 1.0 | $3.4M | 9.3k | 372.31 |
|
|
| Chevron Corporation (CVX) | 1.0 | $3.4M | +4% | 16k | 206.90 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.0 | $3.4M | +43% | 10k | 335.29 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $2.8M | 2.8k | 996.52 |
|
|
| Netflix (NFLX) | 0.8 | $2.8M | -4% | 29k | 96.15 |
|
| Cloudflare Cl A Com (NET) | 0.8 | $2.7M | 13k | 206.34 |
|
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $2.5M | +21% | 56k | 45.84 |
|
| Ge Vernova (GEV) | 0.7 | $2.5M | +8% | 2.8k | 895.57 |
|
| Advanced Micro Devices (AMD) | 0.7 | $2.4M | -2% | 12k | 203.43 |
|
| Marvell Technology (MRVL) | 0.7 | $2.3M | -3% | 23k | 99.05 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.1M | 4.8k | 441.61 |
|
|
| Visa Com Cl A (V) | 0.6 | $2.1M | -2% | 7.0k | 302.22 |
|
| Caterpillar (CAT) | 0.6 | $2.1M | 2.9k | 719.46 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.0M | +790% | 67k | 30.50 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.6 | $2.0M | -15% | 18k | 114.99 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $2.0M | -8% | 6.3k | 320.80 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.0M | +22% | 12k | 169.66 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.9M | 15k | 130.94 |
|
|
| Raytheon Technologies Corp (RTX) | 0.6 | $1.9M | 9.6k | 199.08 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.5 | $1.8M | -5% | 3.9k | 463.22 |
|
| Spdr Series Trust State Street Spd (KRE) | 0.5 | $1.7M | -5% | 26k | 65.15 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $1.7M | +190% | 28k | 61.26 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $1.7M | +16% | 1.8k | 919.78 |
|
| Casey's General Stores (CASY) | 0.5 | $1.6M | +12% | 2.2k | 727.67 |
|
| International Business Machines (IBM) | 0.4 | $1.4M | 5.9k | 242.40 |
|
|
| Johnson & Johnson (JNJ) | 0.4 | $1.4M | -4% | 5.6k | 244.43 |
|
| Goldman Sachs (GS) | 0.4 | $1.4M | 1.6k | 858.89 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $1.3M | NEW | 39k | 33.35 |
|
| Pepsi (PEP) | 0.4 | $1.3M | -4% | 8.6k | 151.55 |
|
| Citigroup Com New (C) | 0.4 | $1.3M | 12k | 113.40 |
|
|
| Direxion Shares Etf Trust Daily Technology (TECL) | 0.4 | $1.3M | 15k | 86.55 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.2M | 17k | 73.64 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $1.1M | -10% | 13k | 82.75 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.1M | +9% | 6.4k | 164.58 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | +3% | 13k | 79.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $1.0M | 3.6k | 293.10 |
|
|
| PNC Financial Services (PNC) | 0.3 | $1.0M | -7% | 4.9k | 207.43 |
|
| Ark Etf Tr Space & Defense (ARKX) | 0.3 | $1.0M | +216% | 34k | 29.77 |
|
| Ishares Silver Tr Ishares (SLV) | 0.3 | $998k | 15k | 68.14 |
|
|
| Honeywell International (HON) | 0.2 | $853k | -3% | 3.8k | 226.06 |
|
| Bank of America Corporation (BAC) | 0.2 | $846k | 17k | 48.75 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $820k | -2% | 6.9k | 118.62 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $818k | -5% | 3.3k | 250.62 |
|
| Hershey Company (HSY) | 0.2 | $778k | 3.7k | 207.89 |
|
|
| Toyota Motor Corp Ads (TM) | 0.2 | $755k | 3.7k | 206.09 |
|
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.2 | $747k | 14k | 51.88 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $732k | -19% | 24k | 30.32 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.2 | $729k | -5% | 5.1k | 141.72 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $669k | -21% | 5.6k | 118.53 |
|
| Home Depot (HD) | 0.2 | $669k | -10% | 2.1k | 323.45 |
|
| Xpo Logistics Inc equity (XPO) | 0.2 | $665k | +9% | 3.4k | 194.55 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $664k | NEW | 26k | 25.90 |
|
| Boeing Company (BA) | 0.2 | $633k | +10% | 3.2k | 199.03 |
|
| Bwx Technologies (BWXT) | 0.2 | $602k | 2.9k | 208.84 |
|
|
| Alps Etf Tr Oshares Us Qualt (OUSA) | 0.2 | $601k | -10% | 11k | 55.67 |
|
| Constellation Energy (CEG) | 0.2 | $596k | 2.1k | 277.37 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.2 | $595k | 6.7k | 89.33 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $583k | -34% | 6.9k | 84.90 |
|
| Lowe's Companies (LOW) | 0.2 | $582k | 2.5k | 236.26 |
|
|
| Verizon Communications (VZ) | 0.2 | $579k | -2% | 12k | 50.45 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.2 | $566k | +4% | 11k | 50.81 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $563k | -15% | 9.9k | 56.68 |
|
| UnitedHealth (UNH) | 0.2 | $532k | -41% | 2.0k | 270.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $512k | 1.0k | 489.67 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $496k | +7% | 1.7k | 283.78 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.1 | $447k | NEW | 1.0k | 431.97 |
|
| Gabelli Dividend & Income Trust (GDV) | 0.1 | $439k | 16k | 26.93 |
|
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.1 | $439k | -10% | 6.2k | 70.51 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $429k | +10% | 7.3k | 58.53 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $429k | -11% | 3.9k | 110.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $423k | +6% | 11k | 36.95 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $414k | -6% | 692.00 | 597.65 |
|
| McDonald's Corporation (MCD) | 0.1 | $409k | -2% | 1.3k | 310.96 |
|
| Labcorp Holdings Com Shs (LH) | 0.1 | $403k | -18% | 1.5k | 266.88 |
|
| McKesson Corporation (MCK) | 0.1 | $396k | 457.00 | 866.86 |
|
|
| Proshares Tr Pshs Ultra Qqq (QLD) | 0.1 | $390k | 6.4k | 61.00 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $380k | -8% | 7.7k | 49.37 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $370k | -8% | 5.0k | 73.93 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $354k | +7% | 2.7k | 130.95 |
|
| Southern Company (SO) | 0.1 | $353k | 3.7k | 96.52 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $351k | -7% | 1.6k | 215.07 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $350k | -11% | 6.2k | 56.58 |
|
| Merck & Co (MRK) | 0.1 | $348k | 2.9k | 120.28 |
|
|
| Norfolk Southern (NSC) | 0.1 | $335k | -25% | 1.2k | 286.94 |
|
| TJX Companies (TJX) | 0.1 | $328k | 2.1k | 159.76 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $327k | -24% | 2.2k | 150.82 |
|
| Eaton Corp SHS (ETN) | 0.1 | $323k | -7% | 903.00 | 357.67 |
|
| O'reilly Automotive (ORLY) | 0.1 | $322k | -16% | 3.7k | 87.32 |
|
| Coca-Cola Company (KO) | 0.1 | $320k | 4.2k | 76.05 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $318k | +2% | 2.0k | 160.32 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $312k | -21% | 4.6k | 67.06 |
|
| ConocoPhillips (COP) | 0.1 | $311k | 2.4k | 132.01 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $298k | -34% | 3.2k | 92.72 |
|
| Live Nation Entertainment (LYV) | 0.1 | $295k | -16% | 1.9k | 152.51 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $283k | -2% | 1.9k | 151.44 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.1 | $281k | -10% | 8.1k | 34.55 |
|
| Union Pacific Corporation (UNP) | 0.1 | $280k | NEW | 1.2k | 242.47 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $269k | -15% | 1.8k | 146.28 |
|
| Consolidated Edison (ED) | 0.1 | $268k | 2.4k | 113.18 |
|
|
| United Rentals (URI) | 0.1 | $260k | +10% | 358.00 | 727.49 |
|
| Procter & Gamble Company (PG) | 0.1 | $260k | -15% | 1.8k | 144.45 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $254k | NEW | 3.4k | 75.11 |
|
| Qualcomm (QCOM) | 0.1 | $253k | +2% | 2.0k | 128.81 |
|
| Air Products & Chemicals (APD) | 0.1 | $249k | 858.00 | 290.61 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $245k | +6% | 1.7k | 143.53 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $232k | -14% | 26k | 9.02 |
|
| Spdr Series Trust State Street Spd (XME) | 0.1 | $230k | NEW | 2.2k | 104.34 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.1 | $229k | 4.8k | 47.72 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $215k | 2.7k | 79.61 |
|
|
| Ford Motor Company (F) | 0.1 | $214k | -8% | 20k | 10.94 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $213k | -11% | 4.5k | 47.16 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $210k | NEW | 985.00 | 213.59 |
|
| Altria (MO) | 0.1 | $201k | NEW | 3.0k | 65.99 |
|
| CSX Corporation (CSX) | 0.1 | $201k | -81% | 4.9k | 41.05 |
|
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.0 | $109k | 80k | 1.35 |
|
Past Filings by Grandview Asset Management
SEC 13F filings are viewable for Grandview Asset Management going back to 2018
- Grandview Asset Management 2026 Q1 filed May 7, 2026
- Grandview Asset Management 2025 Q4 filed Jan. 26, 2026
- Grandview Asset Management 2025 Q3 filed Oct. 22, 2025
- Grandview Asset Management 2025 Q2 filed July 17, 2025
- Grandview Asset Management 2025 Q1 filed April 21, 2025
- Grandview Asset Management 2024 Q4 filed Jan. 13, 2025
- Grandview Asset Management 2024 Q3 filed Oct. 4, 2024
- Grandview Asset Management 2024 Q2 filed July 16, 2024
- Grandview Asset Management 2024 Q1 filed April 10, 2024
- Grandview Asset Management 2023 Q4 filed Jan. 11, 2024
- Grandview Asset Management 2023 Q3 filed Oct. 27, 2023
- Grandview Asset Management 2023 Q2 filed July 7, 2023
- Grandview Asset Management 2023 Q1 filed April 13, 2023
- Grandview Asset Management 2022 Q4 filed Jan. 9, 2023
- Grandview Asset Management 2022 Q3 filed Oct. 11, 2022
- Grandview Asset Management 2022 Q2 filed July 11, 2022