Grant Private Wealth Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$188.5M
Q ending 2026-03-31
Prior quarter
$165.6M
Q ending 2025-12-31
Change
+13.8% QoQ · +103.4% YoY
Positions
154
reported holdings
Largest positions
Top 100 of 154 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $22.7M | 130K |
| Meta Platforms Inc | META | Shares | $11.5M | 20K |
| Apple Inc | AAPL | Shares | $11.0M | 43K |
| Amazon Com Inc | AMZN | Shares | $9.9M | 48K |
| Broadcom Inc | AVGO | Shares | $8.9M | 29K |
| Alphabet Inc | GOOGL | Shares | $6.1M | 22K |
| Microsoft Corp | MSFT | Shares | $5.4M | 15K |
| Tesla Inc | TSLA | Shares | $4.9M | 13K |
| Uber Technologies Inc | UBER | Shares | $3.9M | 54K |
| Palantir Technologies Inc | PLTR | Shares | $3.7M | 25K |
| Netflix Inc. | NFLX | Shares | $3.6M | 38K |
| Alphabet Inc | GOOG | Shares | $3.4M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $2.6M | 9K |
| Advanced Micro Devices Inc | AMD | Shares | $2.6M | 13K |
| Dimensional Etf Trust | DFSV | Shares | $2.2M | 62K |
| J P Morgan Exchange Traded F | HELO | Shares | $2.1M | 34K |
| Lam Research Corp | LRCX | Shares | $2.1M | 10K |
| Intuit | INTU | Shares | $1.8M | 4K |
| Intuitive Surgical Inc | ISRG | Shares | $1.7M | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.7M | 30K |
| Spdr Series Trust | SPYG | Shares | $1.5M | 16K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Servicenow Inc | NOW | Shares | $1.5M | 14K |
| Ark Etf Tr | ARKK | Shares | $1.5M | 22K |
| Neos Etf Trust | QQQI | Shares | $1.4M | 29K |
| Visa Inc | V | Shares | $1.4M | 5K |
| Palo Alto Networks Inc | PANW | Shares | $1.4M | 9K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.4M | 4K |
| Salesforce Inc | CRM | Shares | $1.3M | 7K |
| Shopify Inc | SHOP | Shares | $1.3M | 11K |
| Verizon Communications Inc | VZ | Shares | $1.2M | 24K |
| Align Technology Inc | ALGN | Shares | $1.2M | 7K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Caterpillar Inc | CAT | Shares | $1.1M | 2K |
| Snowflake Inc | SNOW | Shares | $1.1M | 7K |
| Cloudflare Inc | NET | Shares | $1.1M | 5K |
| Micron Technology Inc | MU | Shares | $1.1M | 3K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Ishares Tr | USIG | Shares | $1.1M | 21K |
| Coinbase Global Inc | COIN | Shares | $1.0M | 6K |
| Fidelity Greenwood Street Tr | FHEQ | Shares | $1.0M | 35K |
| Walmart Inc | WMT | Shares | $1.0M | 8K |
| Zoom Communications Inc | ZM | Shares | $989K | 12K |
| Blackrock Inc | BLK | Shares | $972K | 1K |
| Texas Instrs Inc | TXN | Shares | $926K | 5K |
| Abbvie Inc | ABBV | Shares | $897K | 4K |
| Hubbell Inc | HUBB | Shares | $878K | 2K |
| Boeing Co | BA | Shares | $842K | 4K |
| Duke Energy Corp New | DUK | Shares | $816K | 6K |
| Goldman Sachs Group Inc | GS | Shares | $800K | 946 |
| Unitedhealth Group Inc | UNH | Shares | $772K | 3K |
| Ishares Tr | IVV | Shares | $762K | 1K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $757K | 14K |
| Citigroup Inc | C | Shares | $750K | 7K |
| Mcdonalds Corp | MCD | Shares | $740K | 2K |
| Arista Networks Inc | ANET | Shares | $732K | 6K |
| Applied Matls Inc | AMAT | Shares | $728K | 2K |
| International Business Machs | IBM | Shares | $714K | 3K |
| Johnson & Johnson | JNJ | Shares | $709K | 3K |
| Intel Corp | INTC | Shares | $708K | 16K |
| Chevron Corporation | CVX | Shares | $698K | 3K |
| Cisco Sys Inc | CSCO | Shares | $689K | 9K |
| Oracle Corp | ORCL | Shares | $680K | 5K |
| Coca Cola Co | KO | Shares | $672K | 9K |
| Home Depot Inc | HD | Shares | $627K | 2K |
| Procter & Gamble Co | PG | Shares | $627K | 4K |
| 3M Co | MMM | Shares | $614K | 4K |
| Ametek Inc | AME | Shares | $580K | 3K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $558K | 858 |
| Mastercard Incorporated | MA | Shares | $550K | 1K |
| Ishares Tr | IJR | Shares | $540K | 4K |
| Bristol-Myers Squibb Co | BMY | Shares | $535K | 9K |
| Qualcomm Inc | QCOM | Shares | $529K | 4K |
| Philip Morris Intl Inc | PM | Shares | $521K | 3K |
| Rtx Corporation | RTX | Shares | $511K | 3K |
| Vanguard Index Fds | VOO | Shares | $507K | 848 |
| Wells Fargo & Co | WFC | Shares | $494K | 6K |
| Altria Group Inc | MO | Shares | $486K | 7K |
| Draftkings Inc New | DKNG | Shares | $481K | 22K |
| Spdr Series Trust | XSW | Shares | $481K | 3K |
| Amphenol Corp | APH | Shares | $480K | 4K |
| Ishares Tr | IDU | Shares | $479K | 4K |
| Spdr Series Trust | SLYG | Shares | $477K | 5K |
| Disney Walt Co | DIS | Shares | $465K | 5K |
| Vanguard World Fd | VHT | Shares | $453K | 2K |
| Abbott Laboratories | ABT | Shares | $451K | 4K |
| Thermo Fisher Scientific Inc | TMO | Shares | $451K | 917 |
| Ishares Tr | IBB | Shares | $449K | 3K |
| Ringcentral Inc | RNG | Shares | $443K | 12K |
| Vanguard World Fd | VPU | Shares | $436K | 2K |
| Northrop Grumman Corp | NOC | Shares | $428K | 628 |
| Morgan Stanley | MS | Shares | $415K | 3K |
| Comcast Corp New | CMCSA | Shares | $403K | 14K |
| Global X Fds | XYLD | Shares | $398K | 10K |
| Newmont Corp | NEM | Shares | $389K | 4K |
| Intercontinental Exchange In | ICE | Shares | $385K | 2K |
| Lockheed Martin Corp | LMT | Shares | $380K | 629 |
| Cme Group Inc | CME | Shares | $380K | 1K |
| Medpace Hldgs Inc | MEDP | Shares | $377K | 785 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.