Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Grant Private Wealth Management Inc (CIK 2056418) reported $237.2M across 164 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($28.3M, 11.93%), META ($14.7M, 6.21%), AAPL ($14.6M, 6.14%), AMZN ($13.3M, 5.61%), AVGO ($12.1M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $28.3M | 11.93% | 141,405 | Added |
| 2 | META | META PLATFORMS INC | $14.7M | 6.21% | 26,165 | Added |
| 3 | AAPL | APPLE INC | $14.6M | 6.14% | 50,308 | Added |
| 4 | AMZN | AMAZON COM INC | $13.3M | 5.61% | 55,872 | Added |
| 5 | AVGO | BROADCOM INC | $12.1M | 5.10% | 32,029 | Added |
| 6 | AMD | ADVANCED MICRO DEVICES INC | $8.5M | 3.57% | 14,585 | Added |
| 7 | GOOGL | ALPHABET INC | $8.3M | 3.50% | 23,245 | Added |
| 8 | MSFT | MICROSOFT CORP | $6.7M | 2.84% | 18,075 | Added |
| 9 | TSLA | TESLA INC | $5.8M | 2.44% | 13,740 | Added |
| 10 | GOOG | ALPHABET INC | $4.2M | 1.79% | 12,027 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $4.2M | 1.76% | 9,650 | Trimmed |
| 12 | UBER | UBER TECHNOLOGIES INC | $4.1M | 1.71% | 56,312 | Added |
| 13 | MU | MICRON TECHNOLOGY INC | $3.7M | 1.56% | 3,203 | Trimmed |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $3.2M | 1.35% | 27,462 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $3.1M | 1.31% | 9,490 | Added |
| 16 | NFLX | NETFLIX INC. | $2.6M | 1.11% | 36,716 | Trimmed |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $2.2M | 0.94% | 57,727 | Trimmed |
| 18 | INTC | INTEL CORP | $2.1M | 0.89% | 15,078 | Trimmed |
| 19 | AMAT | APPLIED MATLS INC | $2.1M | 0.88% | 2,900 | Added |
| 20 | HELO | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.84% | 29,448 | Trimmed |
| 21 | QQQ | INVESCO QQQ TR | $1.9M | 0.79% | 2,551 | Trimmed |
| 22 | ABT | ABBOTT LABORATORIES | $1.8M | 0.78% | 20,311 | Added |
| 23 | CAT | CATERPILLAR INC | $1.8M | 0.77% | 1,720 | Added |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.76% | 31,946 | Added |
| 25 | V | VISA INC | $1.7M | 0.72% | 5,011 | Added |
Source: SEC Form 13F filings · as of 2026-06-30