Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Nvidia CorporationCOM | COM | $28.3M | 11.9% |
| Meta Platforms Inc.CL A | CL A | $14.7M | 6.2% |
| Apple Inc.COM | COM | $14.6M | 6.1% |
| Amazon Com Inc.COM | COM | $13.3M | 5.6% |
| Broadcom Inc.COM | COM | $12.1M | 5.1% |
| Advanced Micro Devices Inc.COM | COM | $8.47M | 3.6% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $8.31M | 3.5% |
| Microsoft Corp.COM | COM | $6.74M | 2.8% |
| Tesla Inc.COM | COM | $5.78M | 2.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.25M | 1.8% |
| Lam Research Corp.COM NEW | COM NEW | $4.18M | 1.8% |
| Uber Technologies Inc.COM | COM | $4.06M | 1.7% |
| Micron Technology Inc.COM | COM | $3.7M | 1.6% |
| Palantir Technologies Inc.CL A | CL A | $3.2M | 1.4% |
| JPMORGAN Chase & COCOM | COM | $3.11M | 1.3% |
| Netflix Inc..COM | COM | $2.62M | 1.1% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $2.24M | 0.9% |
| Intel Corp.COM | COM | $2.11M | 0.9% |
| Applied Matls Inc.COM | COM | $2.1M | 0.9% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $1.99M | 0.8% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $1.88M | 0.8% |
| Abbott LaboratoriesCOM | COM | $1.84M | 0.8% |
| Caterpillar Inc.COM | COM | $1.83M | 0.8% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $1.8M | 0.8% |
| Visa Inc.COM CL A | COM CL A | $1.72M | 0.7% |
| Unitedhealth Group Inc.COM | COM | $1.71M | 0.7% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $1.69M | 0.7% |
| Servicenow Inc.COM | COM | $1.68M | 0.7% |
| Ark ETF TRINNOVATION ETF | INNOVATION ETF | $1.64M | 0.7% |
| Texas Instrs Inc.COM | COM | $1.59M | 0.7% |
| Eli Lilly & COCOM | COM | $1.51M | 0.6% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $1.47M | 0.6% |
| Cisco Sys Inc.COM | COM | $1.45M | 0.6% |
| Cloudflare Inc.CL A COM | CL A COM | $1.38M | 0.6% |
| Palo Alto Networks Inc.COM | COM | $1.36M | 0.6% |
| Align Technology Inc.COM | COM | $1.34M | 0.6% |
| Citigroup Inc.COM NEW | COM NEW | $1.19M | 0.5% |
| Abbvie Inc.COM | COM | $1.17M | 0.5% |
| Verizon Communications Inc.COM | COM | $1.15M | 0.5% |
| Arista Networks Inc.COM SHS | COM SHS | $1.14M | 0.5% |
| IntuitCOM | COM | $1.11M | 0.5% |
| Zoom Communications Inc.CL A | CL A | $1.05M | 0.4% |
| J P Morgan Exchange Traded FNASDAQ EQT PREM | NASDAQ EQT PREM | $1.05M | 0.4% |
| Blackrock Inc.COM | COM | $1.05M | 0.4% |
| Qualcomm Inc.COM | COM | $1.05M | 0.4% |
| Exxon Mobil Corp.COM | COM | $1.03M | 0.4% |
| Goldman Sachs Group Inc.COM | COM | $1.02M | 0.4% |
| Shopify Inc.CL A SUB VTG SHS | CL A SUB VTG SHS | $1.02M | 0.4% |
| Salesforce Inc.COM | COM | $1.01M | 0.4% |
| Fidelity Greenwood Street TRHEDGED EQTY ETF | HEDGED EQTY ETF | $966K | 0.4% |
Nvidia CorporationCOM$28.3M
- Class
- COM
- Share
- 11.9%
Meta Platforms Inc.CL A$14.7M
- Class
- CL A
- Share
- 6.2%
Apple Inc.COM$14.6M
- Class
- COM
- Share
- 6.1%
Amazon Com Inc.COM$13.3M
- Class
- COM
- Share
- 5.6%
Broadcom Inc.COM$12.1M
- Class
- COM
- Share
- 5.1%
Advanced Micro Devices Inc.COM$8.47M
- Class
- COM
- Share
- 3.6%
Alphabet Inc.CAP STK CL A$8.31M
- Class
- CAP STK CL A
- Share
- 3.5%
Microsoft Corp.COM$6.74M
- Class
- COM
- Share
- 2.8%
Tesla Inc.COM$5.78M
- Class
- COM
- Share
- 2.4%
Alphabet Inc.CAP STK CL C$4.25M
- Class
- CAP STK CL C
- Share
- 1.8%
Lam Research Corp.COM NEW$4.18M
- Class
- COM NEW
- Share
- 1.8%
Uber Technologies Inc.COM$4.06M
- Class
- COM
- Share
- 1.7%
Micron Technology Inc.COM$3.7M
- Class
- COM
- Share
- 1.6%
Palantir Technologies Inc.CL A$3.2M
- Class
- CL A
- Share
- 1.4%
JPMORGAN Chase & COCOM$3.11M
- Class
- COM
- Share
- 1.3%
Netflix Inc..COM$2.62M
- Class
- COM
- Share
- 1.1%
Dimensional ETF TrustUS SMALL CAP ETF$2.24M
- Class
- US SMALL CAP ETF
- Share
- 0.9%
Intel Corp.COM$2.11M
- Class
- COM
- Share
- 0.9%
Applied Matls Inc.COM$2.1M
- Class
- COM
- Share
- 0.9%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$1.99M
- Class
- HEDG EQU LAD ETF
- Share
- 0.8%
Invesco Qqq TRUNIT SER 1$1.88M
- Class
- UNIT SER 1
- Share
- 0.8%
Abbott LaboratoriesCOM$1.84M
- Class
- COM
- Share
- 0.8%
Caterpillar Inc.COM$1.83M
- Class
- COM
- Share
- 0.8%
J P Morgan Exchange Traded FEQUITY PREMIUM$1.8M
- Class
- EQUITY PREMIUM
- Share
- 0.8%
Visa Inc.COM CL A$1.72M
- Class
- COM CL A
- Share
- 0.7%
Unitedhealth Group Inc.COM$1.71M
- Class
- COM
- Share
- 0.7%
SPDR Series TrustST STR P500GRW$1.69M
- Class
- ST STR P500GRW
- Share
- 0.7%
Servicenow Inc.COM$1.68M
- Class
- COM
- Share
- 0.7%
Ark ETF TRINNOVATION ETF$1.64M
- Class
- INNOVATION ETF
- Share
- 0.7%
Texas Instrs Inc.COM$1.59M
- Class
- COM
- Share
- 0.7%
Eli Lilly & COCOM$1.51M
- Class
- COM
- Share
- 0.6%
Intuitive Surgical Inc.COM NEW$1.47M
- Class
- COM NEW
- Share
- 0.6%
Cisco Sys Inc.COM$1.45M
- Class
- COM
- Share
- 0.6%
Cloudflare Inc.CL A COM$1.38M
- Class
- CL A COM
- Share
- 0.6%
Palo Alto Networks Inc.COM$1.36M
- Class
- COM
- Share
- 0.6%
Align Technology Inc.COM$1.34M
- Class
- COM
- Share
- 0.6%
Citigroup Inc.COM NEW$1.19M
- Class
- COM NEW
- Share
- 0.5%
Abbvie Inc.COM$1.17M
- Class
- COM
- Share
- 0.5%
Verizon Communications Inc.COM$1.15M
- Class
- COM
- Share
- 0.5%
Arista Networks Inc.COM SHS$1.14M
- Class
- COM SHS
- Share
- 0.5%
IntuitCOM$1.11M
- Class
- COM
- Share
- 0.5%
Zoom Communications Inc.CL A$1.05M
- Class
- CL A
- Share
- 0.4%
J P Morgan Exchange Traded FNASDAQ EQT PREM$1.05M
- Class
- NASDAQ EQT PREM
- Share
- 0.4%
Blackrock Inc.COM$1.05M
- Class
- COM
- Share
- 0.4%
Qualcomm Inc.COM$1.05M
- Class
- COM
- Share
- 0.4%
Exxon Mobil Corp.COM$1.03M
- Class
- COM
- Share
- 0.4%
Goldman Sachs Group Inc.COM$1.02M
- Class
- COM
- Share
- 0.4%
Shopify Inc.CL A SUB VTG SHS$1.02M
- Class
- CL A SUB VTG SHS
- Share
- 0.4%
Salesforce Inc.COM$1.01M
- Class
- COM
- Share
- 0.4%
Fidelity Greenwood Street TRHEDGED EQTY ETF$966K
- Class
- HEDGED EQTY ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 164 positions by value, with holdings of the same security combined. The 164 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2056418
- File number
- 028-24996
- Options
- 0 call, 0 put
- In the 25 largest
- 65.3%
- Prior quarter
- $188M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 7
Common questions
What are Grant Private Wealth Management’s 13F holdings worth?
$237 million across 164 positions for the quarter ended 30 June 2026.
What is Grant Private Wealth Management’s largest 13F holding?
NVIDIA CORPORATION (COM) was the largest position at $28.3 million, or 11.9% of reported 13F value, as of 30 June 2026.
How concentrated is Grant Private Wealth Management’s 13F portfolio?
The ten largest positions accounted for 49.1% of reported value and the twenty-five largest for 65.3%, across 164 positions as of 30 June 2026.
Does Form 13F show everything Grant Private Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Grant Private Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.