Institutions / Grant Private Wealth Management Inc
Grant Private Wealth Management Inc
CIK 2056418 · Institution · as of Dec 31, 2025
Portfolio value
$165.58M
Positions
135
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $20.87M | 12.6% |
| Apple Inc. | $8.63M | 5.2% |
| Broadcom Inc. | $8.37M | 5.1% |
| Meta Platforms Inc | $8.07M | 4.9% |
| Amazon.com Inc | $7.74M | 4.7% |
| Alphabet Inc. | $5.48M | 3.3% |
| Tesla Inc | $5.31M | 3.2% |
| Microsoft Corp | $4.47M | 2.7% |
| Uber Technologies, Inc | $3.77M | 2.3% |
| Palantir Technologies Inc | $3.76M | 2.3% |
| Alphabet Inc. | $2.85M | 1.7% |
| JPMorgan Chase & Co | $2.83M | 1.7% |
| Netflix Inc | $2.60M | 1.6% |
| J P Morgan Exchange Traded F | $2.55M | 1.5% |
| Advanced Micro Devices Inc | $2.37M | 1.4% |
| Intuitive Surgical Inc | $1.94M | 1.2% |
| Dimensional ETF Trust | $1.89M | 1.1% |
| ServiceNow Inc | $1.87M | 1.1% |
| Intuit Inc. | $1.80M | 1.1% |
| Ark ETF Tr | $1.77M | 1.1% |
| Shopify Inc | $1.74M | 1.1% |
| Salesforce Inc | $1.73M | 1.0% |
| J P Morgan Exchange Traded F | $1.72M | 1.0% |
| Lam Research Corp | $1.70M | 1.0% |
| Snowflake Inc. | $1.68M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.