Grant Private Wealth Management Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 5, 2026, for the 2025 Q4 period, Grant Private Wealth Management Inc held in its portfolio 133 assets valued at $165,577,229 (i.e. $165.58M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($20.87M), APPLE INC ($8.63M), and BROADCOM INC ($8.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 133 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Grant Private Wealth Management Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 111920 | 20873086 | COM |
| APPLE INC | 31734 | 8627172 | COM |
| BROADCOM INC | 24194 | 8373524 | COM |
| META PLATFORMS INC | 12220 | 8066555 | CL A |
| AMAZON COM INC | 33540 | 7738933 | COM |
| ALPHABET INC | 17494 | 5475488 | CAP STK CL A |
| TESLA INC | 11815 | 5313490 | COM |
| MICROSOFT CORP | 9242 | 4469397 | COM |
| UBER TECHNOLOGIES INC | 46190 | 3774185 | COM |
| PALANTIR TECHNOLOGIES INC | 21173 | 3763501 | CL A |
| SPDR SERIES TRUST | 25684 | 2956025 | STATE STREET SPD |
| ALPHABET INC | 9098 | 2854919 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 8770 | 2825726 | COM |
| NETFLIX INC | 27678 | 2595089 | COM |
| J P MORGAN EXCHANGE TRADED F | 38344 | 2547166 | HEDGED EQUITY LA |
| ADVANCED MICRO DEVICES INC | 11082 | 2373321 | COM |
| INTUITIVE SURGICAL INC | 3429 | 1942048 | COM NEW |
| DIMENSIONAL ETF TRUST | 57593 | 1894234 | US SMALL CAP VAL |
| SERVICENOW INC | 12220 | 1871982 | COM |
| INTUIT | 2715 | 1798470 | COM |
| ARK ETF TR | 23069 | 1774467 | INNOVATION ETF |
| SHOPIFY INC | 10824 | 1742339 | CL A SUB VTG SHS |
| SALESFORCE INC | 6538 | 1731982 | COM |
| J P MORGAN EXCHANGE TRADED F | 30121 | 1724126 | EQUITY PREMIUM |
| LAM RESEARCH CORP | 9940 | 1701529 | COM NEW |
| SNOWFLAKE INC | 7674 | 1683369 | COM SHS |
| CROWDSTRIKE HLDGS INC | 3446 | 1615347 | CL A |
| INVESCO QQQ TR | 2610 | 1603083 | UNIT SER 1 |
| COINBASE GLOBAL INC | 6266 | 1416993 | COM CL A |
| PALO ALTO NETWORKS INC | 7539 | 1388684 | COM |
| ISHARES TR | 1897 | 1299331 | CORE S&P500 ETF |
| VISA INC | 3390 | 1188741 | COM CL A |
| FIDELITY GREENWOOD STREET TR | 38400 | 1186944 | HEDGED EQTY ETF |
| BLACKROCK INC | 962 | 1029667 | COM |
| ZOOM COMMUNICATIONS INC | 11891 | 1026074 | CL A |
| ELI LILLY & CO | 938 | 1008174 | COM |
| MICRON TECHNOLOGY INC | 3464 | 988526 | COM |
| BOEING CO | 4546 | 986976 | COM |
| VERIZON COMMUNICATIONS INC | 21521 | 876533 | COM |
| CLOUDFLARE INC | 4236 | 835127 | CL A COM |
| HUBBELL INC | 1789 | 794513 | COM |
| CATERPILLAR INC | 1357 | 777366 | COM |
| DRAFTKINGS INC NEW | 22254 | 766873 | COM CL A |
| WALMART INC | 6790 | 756489 | COM |
| INTERNATIONAL BUSINESS MACHS | 2550 | 755341 | COM |
| ABBVIE INC | 3215 | 734662 | COM |
| TEXAS INSTRS INC | 4184 | 725882 | COM |
| GOLDMAN SACHS GROUP INC | 817 | 718143 | COM |
| UNITEDHEALTH GROUP INC | 2104 | 694551 | COM |
| J P MORGAN EXCHANGE TRADED F | 11750 | 682910 | NASDAQ EQT PREM |
| EXXON MOBIL CORP | 5535 | 666023 | COM |
| CITIGROUP INC | 5484 | 639968 | COM NEW |
| CISCO SYS INC | 8035 | 618944 | COM |
| 3M CO | 3845 | 615528 | COM |
| ARISTA NETWORKS INC | 4684 | 613745 | COM SHS |
| DISNEY WALT CO | 5254 | 597787 | COM |
| APPLIED MATLS INC | 2318 | 595703 | COM |
| WELLS FARGO CO NEW | 6330 | 589995 | COM |
| MCDONALDS CORP | 1912 | 584348 | COM |
| INTEL CORP | 15681 | 578626 | COM |
| ISHARES TR | 4698 | 564606 | CORE S&P SCP ETF |
| DUKE ENERGY CORP NEW | 4772 | 559326 | COM NEW |
| AMETEK INC | 2707 | 555774 | COM |
| COCA COLA CO | 7722 | 539858 | COM |
| THERMO FISHER SCIENTIFIC INC | 922 | 534253 | COM |
| ORACLE CORP | 2740 | 534029 | COM |
| SPDR S&P 500 ETF TR | 781 | 532580 | TR UNIT |
| ISHARES TR | 4841 | 524571 | U.S. UTILITS ETF |
| HOME DEPOT INC | 1519 | 522769 | COM |
| JOHNSON & JOHNSON | 2517 | 520893 | COM |
| AMPHENOL CORP NEW | 3805 | 514208 | CL A |
| MASTERCARD INCORPORATED | 847 | 483681 | CL A |
| QUALCOMM INC | 2812 | 481063 | COM |
| PROCTER AND GAMBLE CO | 3341 | 478843 | COM |
| ROBLOX CORP | 5820 | 471595 | CL A |
| VANGUARD WORLD FD | 1634 | 470347 | HEALTH CAR ETF |
| ABBOTT LABS | 3587 | 449365 | COM |
| ISHARES TR | 2662 | 449266 | ISHARES BIOTECH |
| PHILIP MORRIS INTL INC | 2774 | 444950 | COM |
| MEDPACE HLDGS INC | 785 | 440895 | COM |
| CHEVRON CORP NEW | 2882 | 439261 | COM |
| COSTCO WHSL CORP NEW | 494 | 425975 | COM |
| BANK AMERICA CORP | 7673 | 422014 | COM |
| BRISTOL-MYERS SQUIBB CO | 7642 | 412194 | COM |
| WILLIAMS SONOMA INC | 2302 | 411114 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2450 | 396802 | COM |
| ISHARES TR | 2854 | 390827 | RUS MD CP GR ETF |
| WORKDAY INC | 1778 | 381879 | CL A |
| RINGCENTRAL INC | 13113 | 378703 | CL A |
| GOLDMAN SACHS ETF TR | 7141 | 377045 | S&P 500 PREMIUM |
| GLOBAL X FDS | 9182 | 373065 | S&P 500 COVERED |
| VANGUARD INDEX FDS | 592 | 371003 | S&P 500 ETF SHS |
| NEWMONT CORP | 3709 | 370344 | COM |
| AGILENT TECHNOLOGIES INC | 2700 | 367389 | COM |
| COMCAST CORP NEW | 11696 | 349593 | CL A |
| SPDR GOLD TR | 869 | 344393 | GOLD SHS |
| ISHARES TR | 1066 | 321026 | ISHARES SEMICDTR |
| ALTRIA GROUP INC | 5566 | 320936 | COM |
| LOWES COS INC | 1302 | 313990 | COM |
| MORGAN STANLEY | 1688 | 299663 | COM NEW |
| LOCKHEED MARTIN CORP | 612 | 296239 | COM |
| BLOCK INC | 4522 | 294337 | CL A |
| MICROCHIP TECHNOLOGY INC. | 4493 | 286294 | COM |
| RTX CORPORATION | 1557 | 285528 | COM |
| COMMERCIAL METALS CO | 3919 | 271273 | COM |
| INSTALLED BLDG PRODS INC | 1031 | 267431 | COM |
| SS&C TECHNOLOGIES HLDGS INC | 3054 | 266981 | COM |
| GAMING & LEISURE PPTYS INC | 5962 | 266442 | COM |
| MERCK & CO INC | 2476 | 260620 | COM |
| STIFEL FINL CORP | 2050 | 256701 | COM |
| SELECT SECTOR SPDR TR | 5711 | 255339 | STATE STREET ENE |
| INVESCO ACTIVELY MANAGED EXC | 6797 | 254486 | S&P500 DOWNSID |
| INVESCO EXCH TRADED FD TR II | 3489 | 249184 | S&P500 LOW VOL |
| PROSHARES TR | 2368 | 246438 | S&P 500 DV ARIST |
| SCHWAB STRATEGIC TR | 8304 | 236498 | US SML CAP ETF |
| AMERICAN CENTY ETF TR | 2272 | 231699 | US SML CP VALU |
| ULTA BEAUTY INC | 375 | 226879 | COM |
| UBIQUITI INC | 409 | 226320 | COM |
| BARRICK MNG CORP | 5193 | 226155 | COM SHS |
| BWX TECHNOLOGIES INC | 1301 | 224878 | COM |
| NASDAQ INC | 2289 | 222331 | COM |
| M & T BK CORP | 1103 | 222232 | COM |
| PNC FINL SVCS GROUP INC | 1063 | 221880 | COM |
| AUTODESK INC | 726 | 214903 | COM |
| HEALTHEQUITY INC | 2306 | 211253 | COM |
| NORTHROP GRUMMAN CORP | 365 | 208127 | COM |
| ADOBE INC | 588 | 205794 | COM |
| VANGUARD INDEX FDS | 700 | 203154 | MID CAP ETF |
| SNAP INC | 24203 | 195318 | CL A |
| FORD MTR CO | 14772 | 193811 | COM |
| 10X GENOMICS INC | 10763 | 175545 | CL A COM |
| PROSHARES TR | 11322 | 137675 | BITCOIN ETF |
| SOLANA CO | 15805 | 45676 | COM CL A NEW |
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