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, META, AAPL, AMZN, AVGO, and represent 33.96% of Grant Private Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: META, NVDA, AMZN, AAPL, MSFT, QQQI, AVGO, GOOGL, ALGN, USIG.
- Started 28 new stock positions in QQQI, VPU, GPUS, AVT, SNPS, HP, GD, PEP, SCHF, SO.
- Reduced shares in these 10 stocks: IVV, , HELO, , , B, NDAQ, ADSK, HQY, .
- Sold out of its positions in ADBE, ADSK, B, HQY, NDAQ, SSNC, TXG, ULTA, WDAY.
- Grant Private Wealth Management was a net buyer of stock by $36M.
- Grant Private Wealth Management has $189M in assets under management (AUM), dropping by 13.84%.
- Central Index Key (CIK): 0002056418
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Portfolio Holdings for Grant Private Wealth Management
Grant Private Wealth Management holds 154 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) | 12.0 | $23M | +16% | 130k | 174.40 |
|
| Meta Platforms Cl A (META) | 6.1 | $12M | +65% | 20k | 572.14 |
|
| Apple (AAPL) | 5.8 | $11M | +36% | 43k | 253.79 |
|
| Amazon (AMZN) | 5.3 | $9.9M | +41% | 48k | 208.27 |
|
| Broadcom (AVGO) | 4.7 | $8.9M | +18% | 29k | 309.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $6.1M | +27% | 22k | 274.68 |
|
| Microsoft Corporation (MSFT) | 2.9 | $5.4M | +57% | 15k | 370.17 |
|
| Tesla Motors (TSLA) | 2.6 | $4.9M | +11% | 13k | 371.75 |
|
| Uber Technologies (UBER) | 2.0 | $3.9M | +16% | 54k | 71.93 |
|
| Palantir Technologies Cl A (PLTR) | 1.9 | $3.7M | +18% | 25k | 146.28 |
|
| Netflix (NFLX) | 1.9 | $3.6M | +36% | 38k | 96.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.4M | +18% | 11k | 313.41 |
|
| JPMorgan Chase & Co. (JPM) | 1.4 | $2.6M | +2% | 9.0k | 294.16 |
|
| Advanced Micro Devices (AMD) | 1.4 | $2.6M | +16% | 13k | 203.43 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 1.2 | $2.2M | +8% | 62k | 35.04 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.1 | $2.1M | -12% | 34k | 63.91 |
|
| Lam Research Corp Com New (LRCX) | 1.1 | $2.1M | -2% | 9.7k | 213.66 |
|
| Intuit (INTU) | 1.0 | $1.8M | +54% | 4.2k | 432.38 |
|
| Intuitive Surgical Com New (ISRG) | 0.9 | $1.7M | +9% | 3.7k | 460.99 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $1.7M | 30k | 56.68 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.8 | $1.5M | 16k | 97.91 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.5M | 2.6k | 577.08 |
|
|
| Servicenow (NOW) | 0.8 | $1.5M | +15% | 14k | 104.55 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.8 | $1.5M | -6% | 22k | 67.59 |
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.8 | $1.4M | NEW | 29k | 49.69 |
|
| Visa Com Cl A (V) | 0.8 | $1.4M | +40% | 4.7k | 302.21 |
|
| Palo Alto Networks (PANW) | 0.7 | $1.4M | +16% | 8.8k | 160.32 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $1.4M | +3% | 3.6k | 390.41 |
|
| salesforce (CRM) | 0.7 | $1.3M | +8% | 7.1k | 186.67 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.7 | $1.3M | 11k | 118.62 |
|
|
| Verizon Communications (VZ) | 0.6 | $1.2M | +12% | 24k | 50.20 |
|
| Align Technology (ALGN) | 0.6 | $1.2M | NEW | 7.0k | 171.43 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.2M | +26% | 7.0k | 169.65 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.2M | +137% | 1.2k | 996.42 |
|
| Caterpillar (CAT) | 0.6 | $1.1M | +17% | 1.6k | 708.46 |
|
| Snowflake Com Shs (SNOW) | 0.6 | $1.1M | -2% | 7.4k | 150.82 |
|
| Cloudflare Cl A Com (NET) | 0.6 | $1.1M | +25% | 5.3k | 206.34 |
|
| Micron Technology (MU) | 0.6 | $1.1M | -6% | 3.2k | 337.79 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | +25% | 1.2k | 919.87 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.6 | $1.1M | NEW | 21k | 51.23 |
|
| Coinbase Global Com Cl A (COIN) | 0.5 | $1.0M | -6% | 5.9k | 174.61 |
|
| Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ) | 0.5 | $1.0M | -10% | 35k | 29.42 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.0M | +18% | 8.1k | 124.28 |
|
| Zoom Communications Cl A (ZM) | 0.5 | $989k | +3% | 12k | 80.39 |
|
| Blackrock (BLK) | 0.5 | $972k | +5% | 1.0k | 961.71 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $926k | +13% | 4.8k | 194.14 |
|
| Abbvie (ABBV) | 0.5 | $897k | +28% | 4.1k | 217.51 |
|
| Hubbell (HUBB) | 0.5 | $878k | 1.8k | 490.74 |
|
|
| Boeing Company (BA) | 0.4 | $842k | -6% | 4.2k | 199.02 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $816k | +30% | 6.2k | 130.94 |
|
| Goldman Sachs (GS) | 0.4 | $800k | +15% | 946.00 | 845.99 |
|
| UnitedHealth (UNH) | 0.4 | $772k | +35% | 2.9k | 270.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $762k | -38% | 1.2k | 653.21 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $757k | +15% | 14k | 55.52 |
|
| Citigroup Com New (C) | 0.4 | $750k | +20% | 6.6k | 113.42 |
|
| McDonald's Corporation (MCD) | 0.4 | $740k | +24% | 2.4k | 310.81 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $732k | +27% | 6.0k | 122.78 |
|
| Applied Materials (AMAT) | 0.4 | $728k | -8% | 2.1k | 341.79 |
|
| International Business Machines (IBM) | 0.4 | $714k | +15% | 2.9k | 242.41 |
|
| Johnson & Johnson (JNJ) | 0.4 | $709k | +15% | 2.9k | 244.44 |
|
| Intel Corporation (INTC) | 0.4 | $708k | +2% | 16k | 44.13 |
|
| Chevron Corporation (CVX) | 0.4 | $698k | +17% | 3.4k | 206.92 |
|
| Cisco Systems (CSCO) | 0.4 | $689k | +10% | 8.9k | 77.59 |
|
| Oracle Corporation (ORCL) | 0.4 | $680k | +68% | 4.6k | 147.11 |
|
| Coca-Cola Company (KO) | 0.4 | $672k | +14% | 8.8k | 76.05 |
|
| Home Depot (HD) | 0.3 | $627k | +25% | 1.9k | 328.95 |
|
| Procter & Gamble Company (PG) | 0.3 | $627k | +29% | 4.3k | 144.45 |
|
| 3M Company (MMM) | 0.3 | $614k | +10% | 4.2k | 145.22 |
|
| Ametek (AME) | 0.3 | $580k | 2.7k | 214.36 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $558k | +9% | 858.00 | 650.34 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $550k | +29% | 1.1k | 499.78 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $540k | -7% | 4.3k | 124.31 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $535k | +15% | 8.8k | 60.65 |
|
| Qualcomm (QCOM) | 0.3 | $529k | +46% | 4.1k | 128.79 |
|
| Philip Morris International (PM) | 0.3 | $521k | +13% | 3.1k | 165.34 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $511k | +70% | 2.6k | 192.89 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $507k | +43% | 848.00 | 597.71 |
|
| Wells Fargo & Company (WFC) | 0.3 | $495k | 6.2k | 79.62 |
|
|
| Altria (MO) | 0.3 | $486k | +32% | 7.4k | 65.99 |
|
| Draftkings Com Cl A (DKNG) | 0.3 | $481k | 22k | 21.62 |
|
|
| Spdr Series Trust State Street Spd (XSW) | 0.3 | $481k | -8% | 3.4k | 142.29 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $480k | 3.8k | 126.35 |
|
|
| Ishares Tr U.s. Utilits Etf (IDU) | 0.3 | $479k | -14% | 4.1k | 116.11 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.3 | $477k | -23% | 4.9k | 96.62 |
|
| Walt Disney Company (DIS) | 0.2 | $466k | -8% | 4.8k | 96.37 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $453k | 1.7k | 272.33 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $451k | +22% | 4.4k | 102.66 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $451k | 917.00 | 491.53 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.2 | $450k | 2.7k | 168.85 |
|
|
| Ringcentral Cl A (RNG) | 0.2 | $443k | -9% | 12k | 37.19 |
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $436k | NEW | 2.2k | 198.14 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $428k | +72% | 628.00 | 682.24 |
|
| Morgan Stanley Com New (MS) | 0.2 | $415k | +49% | 2.5k | 164.57 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $403k | +20% | 14k | 28.71 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.2 | $398k | +10% | 10k | 39.13 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $389k | -3% | 3.6k | 108.25 |
|
| Intercontinental Exchange (ICE) | 0.2 | $385k | 2.5k | 157.28 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $380k | +2% | 629.00 | 603.93 |
|
| Cme (CME) | 0.2 | $380k | NEW | 1.3k | 295.24 |
|
| Medpace Hldgs (MEDP) | 0.2 | $377k | 785.00 | 480.19 |
|
|
| Delta Air Lines Com New (DAL) | 0.2 | $377k | NEW | 5.7k | 66.48 |
|
| Bank of America Corporation (BAC) | 0.2 | $374k | 7.7k | 48.75 |
|
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.2 | $372k | +4% | 7.4k | 50.04 |
|
| American Water Works (AWK) | 0.2 | $372k | NEW | 2.7k | 136.09 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $364k | +3% | 1.1k | 328.66 |
|
| Williams-Sonoma (WSM) | 0.2 | $363k | -13% | 2.0k | 182.33 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $359k | 2.8k | 128.12 |
|
|
| Avnet (AVT) | 0.2 | $354k | NEW | 5.7k | 61.62 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $332k | -5% | 5.4k | 61.26 |
|
| Public Storage (PSA) | 0.2 | $328k | NEW | 1.2k | 270.88 |
|
| Gaming & Leisure Pptys (GLPI) | 0.2 | $321k | +21% | 7.2k | 44.37 |
|
| M&T Bank Corporation (MTB) | 0.2 | $321k | +40% | 1.6k | 206.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $312k | -16% | 724.00 | 430.29 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $306k | NEW | 232.00 | 1320.83 |
|
| Wec Energy Group (WEC) | 0.2 | $306k | NEW | 2.6k | 115.77 |
|
| Synopsys (SNPS) | 0.2 | $303k | NEW | 765.00 | 396.48 |
|
| Agilent Technologies Inc C ommon (A) | 0.2 | $302k | 2.7k | 113.98 |
|
|
| Roblox Corp Cl A (RBLX) | 0.2 | $301k | -8% | 5.3k | 56.56 |
|
| Merck & Co (MRK) | 0.2 | $289k | -2% | 2.4k | 120.29 |
|
| Lowe's Companies (LOW) | 0.2 | $289k | -6% | 1.2k | 236.28 |
|
| Wp Carey (WPC) | 0.2 | $285k | NEW | 4.2k | 67.96 |
|
| Automatic Data Processing (ADP) | 0.2 | $285k | NEW | 1.4k | 203.18 |
|
| Ubiquiti (UI) | 0.2 | $284k | -12% | 359.00 | 790.29 |
|
| Microchip Technology (MCHP) | 0.1 | $275k | -5% | 4.3k | 64.61 |
|
| Valero Energy Corporation (VLO) | 0.1 | $274k | NEW | 1.1k | 246.99 |
|
| Installed Bldg Prods (IBP) | 0.1 | $273k | 1.0k | 265.15 |
|
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| Vici Pptys (VICI) | 0.1 | $269k | NEW | 9.8k | 27.32 |
|
| Block Cl A (XYZ) | 0.1 | $265k | -2% | 4.4k | 60.18 |
|
| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.1 | $264k | +2% | 7.0k | 37.79 |
|
| Ford Motor Company (F) | 0.1 | $263k | +54% | 23k | 11.54 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $258k | 3.5k | 73.14 |
|
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| Helmerich & Payne (HP) | 0.1 | $256k | NEW | 7.1k | 36.03 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $251k | 2.4k | 106.01 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $251k | 2.3k | 110.47 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $245k | 8.4k | 29.08 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $241k | NEW | 752.00 | 320.81 |
|
| Commercial Metals Company (CMC) | 0.1 | $241k | 3.9k | 61.43 |
|
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| Amdocs SHS (DOX) | 0.1 | $230k | NEW | 3.5k | 65.26 |
|
| Stifel Financial (SF) | 0.1 | $227k | +50% | 3.1k | 73.92 |
|
| Franco-Nevada Corporation (FNV) | 0.1 | $222k | NEW | 898.00 | 247.05 |
|
| Bwx Technologies (BWXT) | 0.1 | $220k | -17% | 1.1k | 204.51 |
|
| MasTec (MTZ) | 0.1 | $219k | NEW | 682.00 | 321.74 |
|
| General Dynamics Corporation (GD) | 0.1 | $219k | NEW | 637.00 | 343.49 |
|
| PNC Financial Services (PNC) | 0.1 | $217k | 1.0k | 208.09 |
|
|
| Southern Company (SO) | 0.1 | $211k | NEW | 2.2k | 96.52 |
|
| Pepsi (PEP) | 0.1 | $207k | NEW | 1.3k | 155.29 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $206k | NEW | 8.3k | 24.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $203k | 707.00 | 287.18 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $203k | NEW | 486.00 | 416.74 |
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| Snap Cl A (SNAP) | 0.1 | $108k | -3% | 23k | 4.60 |
|
| Proshares Tr Bitcoin Etf (BITO) | 0.1 | $105k | 11k | 9.31 |
|
|
| Solana Com Cl A New (HSDT) | 0.0 | $43k | +58% | 25k | 1.73 |
|
| Hyperscale Data Com Shs (GPUS) | 0.0 | $12k | NEW | 80k | 0.15 |
|
| Kala Bio Com New (KALA) | 0.0 | $3.5k | NEW | 20k | 0.17 |
|
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 2026 Q1 filed April 14, 2026
- 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