Grant Private Wealth Management
Latest statistics and disclosures from Grant Private Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, AVGO, META, AMZN, and represent 32.42% of Grant Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX, NOW, PLTR, GOOGL, IVV, GPIX, XYLD, UBER, QQQ, MSFT.
- Started 6 new stock positions in MTB, HSDT, F, GPIX, XYLD, B.
- Reduced shares in these 10 stocks: BABA, MU, SGOV, ZBRA, AWK, ETN, IGV, SNPS, IWM, TT.
- Sold out of its positions in BABA, AMT, AWK, FNV, GD, IGV, IWM, SGOV, SNPS, ZBRA. ETN, TT.
- Grant Private Wealth Management was a net buyer of stock by $5.8M.
- Grant Private Wealth Management has $166M in assets under management (AUM), dropping by 2.14%.
- Central Index Key (CIK): 0002056418
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Portfolio Holdings for Grant Private Wealth Management
Grant Private Wealth Management holds 135 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.6 | $21M | 112k | 186.50 |
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| Apple (AAPL) | 5.2 | $8.6M | 32k | 271.86 |
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| Broadcom (AVGO) | 5.1 | $8.4M | +3% | 24k | 346.10 |
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| Meta Platforms Cl A (META) | 4.9 | $8.1M | 12k | 660.11 |
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| Amazon (AMZN) | 4.7 | $7.7M | 34k | 230.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $5.5M | +21% | 18k | 312.99 |
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| Tesla Motors (TSLA) | 3.2 | $5.3M | +2% | 12k | 449.72 |
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| Microsoft Corporation (MSFT) | 2.7 | $4.5M | +6% | 9.2k | 483.60 |
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| Uber Technologies (UBER) | 2.3 | $3.8M | +10% | 46k | 81.71 |
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| Palantir Technologies Cl A (PLTR) | 2.3 | $3.8M | +42% | 21k | 177.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $2.9M | 9.1k | 313.80 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $2.8M | -2% | 8.8k | 322.20 |
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| Netflix (NFLX) | 1.6 | $2.6M | +894% | 28k | 93.76 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.5 | $2.5M | +4% | 38k | 66.43 |
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| Advanced Micro Devices (AMD) | 1.4 | $2.4M | 11k | 214.16 |
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| Intuitive Surgical Com New (ISRG) | 1.2 | $1.9M | -6% | 3.4k | 566.36 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.1 | $1.9M | -7% | 58k | 32.89 |
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| Servicenow (NOW) | 1.1 | $1.9M | +389% | 12k | 153.19 |
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| Intuit (INTU) | 1.1 | $1.8M | 2.7k | 662.42 |
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| Ark Etf Tr Innovation Etf (ARKK) | 1.1 | $1.8M | 23k | 76.92 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.1 | $1.7M | +14% | 11k | 160.97 |
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| salesforce (CRM) | 1.0 | $1.7M | +6% | 6.5k | 264.91 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $1.7M | -6% | 30k | 57.24 |
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| Lam Research Corp Com New (LRCX) | 1.0 | $1.7M | 9.9k | 171.18 |
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| Snowflake Com Shs (SNOW) | 1.0 | $1.7M | 7.7k | 219.36 |
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| Spdr Series Trust State Street Spd (SPYG) | 1.0 | $1.7M | 16k | 106.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.6M | 3.4k | 468.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.6M | +25% | 2.6k | 614.21 |
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| Coinbase Global Com Cl A (COIN) | 0.9 | $1.4M | -2% | 6.3k | 226.14 |
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| Palo Alto Networks (PANW) | 0.8 | $1.4M | +8% | 7.5k | 184.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.3M | +55% | 1.9k | 684.94 |
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| Visa Com Cl A (V) | 0.7 | $1.2M | 3.4k | 350.66 |
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| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.7 | $1.2M | -13% | 38k | 30.91 |
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| Blackrock (BLK) | 0.6 | $1.0M | +12% | 962.00 | 1070.34 |
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| Zoom Communications Cl A (ZM) | 0.6 | $1.0M | -8% | 12k | 86.29 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 938.00 | 1074.81 |
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| Micron Technology (MU) | 0.6 | $989k | -36% | 3.5k | 285.37 |
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| Boeing Company (BA) | 0.6 | $987k | 4.5k | 217.11 |
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| Verizon Communications (VZ) | 0.5 | $877k | +6% | 22k | 40.73 |
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| Cloudflare Cl A Com (NET) | 0.5 | $835k | 4.2k | 197.15 |
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| Hubbell (HUBB) | 0.5 | $795k | 1.8k | 444.11 |
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| Caterpillar (CAT) | 0.5 | $777k | -3% | 1.4k | 572.86 |
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| Draftkings Com Cl A (DKNG) | 0.5 | $767k | 22k | 34.46 |
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| Wal-Mart Stores (WMT) | 0.5 | $757k | 6.8k | 111.41 |
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| International Business Machines (IBM) | 0.5 | $755k | +11% | 2.6k | 296.21 |
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| Abbvie (ABBV) | 0.4 | $735k | +10% | 3.2k | 228.51 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $726k | +8% | 4.2k | 173.49 |
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| Goldman Sachs (GS) | 0.4 | $718k | -2% | 817.00 | 879.00 |
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| UnitedHealth (UNH) | 0.4 | $695k | +6% | 2.1k | 330.11 |
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| Spdr Series Trust State Street Spd (XSW) | 0.4 | $689k | 3.7k | 187.14 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $683k | +2% | 12k | 58.12 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $666k | +3% | 5.5k | 120.33 |
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| Citigroup Com New (C) | 0.4 | $640k | +25% | 5.5k | 116.70 |
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| Cisco Systems (CSCO) | 0.4 | $619k | +16% | 8.0k | 77.03 |
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| 3M Company (MMM) | 0.4 | $616k | +9% | 3.8k | 160.09 |
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| Arista Networks Com Shs (ANET) | 0.4 | $614k | 4.7k | 131.03 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.4 | $606k | +30% | 6.4k | 94.19 |
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| Walt Disney Company (DIS) | 0.4 | $598k | 5.3k | 113.78 |
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| Applied Materials (AMAT) | 0.4 | $596k | 2.3k | 256.99 |
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| Wells Fargo & Company (WFC) | 0.4 | $590k | 6.3k | 93.21 |
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| McDonald's Corporation (MCD) | 0.4 | $584k | +18% | 1.9k | 305.62 |
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| Intel Corporation (INTC) | 0.3 | $579k | 16k | 36.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $565k | 4.7k | 120.18 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $559k | -3% | 4.8k | 117.21 |
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| Ametek (AME) | 0.3 | $556k | 2.7k | 205.31 |
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| Coca-Cola Company (KO) | 0.3 | $540k | +13% | 7.7k | 69.91 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $534k | -2% | 922.00 | 579.45 |
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| Oracle Corporation (ORCL) | 0.3 | $534k | +2% | 2.7k | 194.90 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $533k | -5% | 781.00 | 681.92 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $525k | 4.8k | 108.36 |
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| Home Depot (HD) | 0.3 | $523k | -11% | 1.5k | 344.15 |
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| Johnson & Johnson (JNJ) | 0.3 | $521k | +13% | 2.5k | 206.95 |
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| Amphenol Corp Cl A (APH) | 0.3 | $514k | -8% | 3.8k | 135.14 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $484k | 847.00 | 571.05 |
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| Qualcomm (QCOM) | 0.3 | $481k | +33% | 2.8k | 171.07 |
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| Procter & Gamble Company (PG) | 0.3 | $479k | -13% | 3.3k | 143.32 |
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| Roblox Corp Cl A (RBLX) | 0.3 | $472k | -3% | 5.8k | 81.03 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $470k | 1.6k | 287.85 |
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| Abbott Laboratories (ABT) | 0.3 | $449k | +15% | 3.6k | 125.28 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $449k | 2.7k | 168.77 |
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| Philip Morris International (PM) | 0.3 | $445k | +15% | 2.8k | 160.40 |
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| Medpace Hldgs (MEDP) | 0.3 | $441k | 785.00 | 561.65 |
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| Chevron Corporation (CVX) | 0.3 | $439k | +13% | 2.9k | 152.42 |
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| Costco Wholesale Corporation (COST) | 0.3 | $426k | -20% | 494.00 | 862.30 |
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| Bank of America Corporation (BAC) | 0.3 | $422k | 7.7k | 55.00 |
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| Bristol Myers Squibb (BMY) | 0.2 | $412k | +20% | 7.6k | 53.94 |
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| Williams-Sonoma (WSM) | 0.2 | $411k | 2.3k | 178.59 |
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| Intercontinental Exchange (ICE) | 0.2 | $397k | 2.5k | 161.96 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $391k | 2.9k | 136.94 |
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| Workday Cl A (WDAY) | 0.2 | $382k | 1.8k | 214.78 |
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| Ringcentral Cl A (RNG) | 0.2 | $379k | -2% | 13k | 28.88 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $377k | NEW | 7.1k | 52.80 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $373k | NEW | 9.2k | 40.63 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $371k | 592.00 | 626.69 |
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| Newmont Mining Corporation (NEM) | 0.2 | $370k | 3.7k | 99.85 |
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| Agilent Technologies Inc C ommon (A) | 0.2 | $367k | 2.7k | 136.07 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $350k | +23% | 12k | 29.89 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $344k | -3% | 869.00 | 396.31 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $321k | 1.1k | 301.15 |
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| Altria (MO) | 0.2 | $321k | +44% | 5.6k | 57.66 |
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| Lowe's Companies (LOW) | 0.2 | $314k | 1.3k | 241.16 |
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| Morgan Stanley Com New (MS) | 0.2 | $300k | -10% | 1.7k | 177.53 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $296k | 612.00 | 484.05 |
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| Block Cl A (XYZ) | 0.2 | $294k | -18% | 4.5k | 65.09 |
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| Microchip Technology (MCHP) | 0.2 | $286k | -3% | 4.5k | 63.72 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $286k | -10% | 1.6k | 183.38 |
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| Commercial Metals Company (CMC) | 0.2 | $271k | 3.9k | 69.22 |
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| Installed Bldg Prods (IBP) | 0.2 | $267k | 1.0k | 259.39 |
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| Ss&c Technologies Holding (SSNC) | 0.2 | $267k | 3.1k | 87.42 |
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| Gaming & Leisure Pptys (GLPI) | 0.2 | $266k | +20% | 6.0k | 44.69 |
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| Merck & Co (MRK) | 0.2 | $261k | -8% | 2.5k | 105.26 |
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| Stifel Financial (SF) | 0.2 | $257k | 2.1k | 125.22 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $255k | +99% | 5.7k | 44.71 |
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| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.2 | $255k | -30% | 6.8k | 37.44 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $249k | -35% | 3.5k | 71.42 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $246k | -39% | 2.4k | 104.07 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $237k | -10% | 8.3k | 28.48 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $232k | -20% | 2.3k | 101.98 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $227k | 375.00 | 605.01 |
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| Ubiquiti (UI) | 0.1 | $226k | 409.00 | 553.35 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $226k | NEW | 5.2k | 43.55 |
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| Bwx Technologies (BWXT) | 0.1 | $225k | 1.3k | 172.85 |
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| Nasdaq Omx (NDAQ) | 0.1 | $222k | 2.3k | 97.13 |
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| M&T Bank Corporation (MTB) | 0.1 | $222k | NEW | 1.1k | 201.48 |
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| PNC Financial Services (PNC) | 0.1 | $222k | 1.1k | 208.73 |
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| Autodesk (ADSK) | 0.1 | $215k | 726.00 | 296.01 |
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| Healthequity (HQY) | 0.1 | $211k | 2.3k | 91.61 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $208k | -7% | 365.00 | 570.21 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $206k | -27% | 588.00 | 349.99 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $203k | 700.00 | 290.22 |
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| Snap Cl A (SNAP) | 0.1 | $195k | -17% | 24k | 8.07 |
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| Ford Motor Company (F) | 0.1 | $194k | NEW | 15k | 13.12 |
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| 10x Genomics Cl A Com (TXG) | 0.1 | $176k | -10% | 11k | 16.31 |
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| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $138k | -11% | 11k | 12.16 |
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| Solana Com Cl A New (HSDT) | 0.0 | $46k | NEW | 16k | 2.89 |
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Past Filings by Grant Private Wealth Management
SEC 13F filings are viewable for Grant Private Wealth Management going back to 2024
- Grant Private Wealth Management 2025 Q4 filed Jan. 5, 2026
- Grant Private Wealth Management 2025 Q3 filed Oct. 7, 2025
- Grant Private Wealth Management 2025 Q2 filed July 11, 2025
- Grant Private Wealth Management 2025 Q1 filed April 17, 2025
- Grant Private Wealth Management 2024 Q4 filed Feb. 12, 2025