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 $188.5M across 154 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($22.7M, 12.04%), META ($11.5M, 6.13%), AAPL ($11.0M, 5.82%), AMZN ($9.9M, 5.25%), AVGO ($8.9M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $22.7M | 12.04% | 130,142 | Added |
| 2 | META | META PLATFORMS INC | $11.5M | 6.13% | 20,181 | Added |
| 3 | AAPL | APPLE INC | $11.0M | 5.82% | 43,195 | Added |
| 4 | AMZN | AMAZON COM INC | $9.9M | 5.25% | 47,547 | Added |
| 5 | AVGO | BROADCOM INC | $8.9M | 4.73% | 28,777 | Added |
| 6 | GOOGL | ALPHABET INC | $6.1M | 3.25% | 22,331 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.4M | 2.85% | 14,518 | Added |
| 8 | TSLA | TESLA INC | $4.9M | 2.59% | 13,127 | Added |
| 9 | UBER | UBER TECHNOLOGIES INC | $3.9M | 2.05% | 53,632 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | $3.7M | 1.95% | 25,082 | Added |
| 11 | NFLX | NETFLIX INC. | $3.6M | 1.93% | 37,823 | Added |
| 12 | GOOG | ALPHABET INC | $3.4M | 1.80% | 10,805 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.40% | 8,978 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.6M | 1.40% | 12,955 | Added |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $2.2M | 1.16% | 62,257 | Added |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | $2.1M | 1.14% | 33,611 | Trimmed |
| 17 | LRCX | LAM RESEARCH CORP | $2.1M | 1.10% | 9,690 | Trimmed |
| 18 | INTU | INTUIT | $1.8M | 0.96% | 4,195 | Added |
| 19 | ISRG | INTUITIVE SURGICAL INC | $1.7M | 0.92% | 3,744 | Added |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.7M | 0.91% | 30,373 | Added |
| 21 | SPYG | SPDR SERIES TRUST | $1.5M | 0.81% | 15,521 | Trimmed |
| 22 | QQQ | INVESCO QQQ TR | $1.5M | 0.80% | 2,615 | Added |
| 23 | NOW | SERVICENOW INC | $1.5M | 0.79% | 14,165 | Added |
| 24 | ARKK | ARK ETF TR | $1.5M | 0.77% | 21,505 | Trimmed |
| 25 | QQQI | NEOS ETF TRUST | $1.4M | 0.76% | 28,995 | New |
Source: SEC Form 13F filings · as of 2026-03-31