Grant Private Wealth Management Inc Portfolio Stock Holdings
Grant Private Wealth Management Inc disclosed 154 stock positions valued at approximately $188.5 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, META PLATFORMS INC, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 154
- Portfolio Value
- $188.5M
Holdings by Sector
Grant Private Wealth Management Inc Portfolio Holdings in Q1 2026
151 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 12.04% | 130,142 | +18,222 | +16.28% | $22,696,770 |
| META PLATFORMS INC | META | Communication Services | 6.13% | 20,181 | +7,961 | +65.15% | $11,546,258 |
| APPLE INC | AAPL | Technology | 5.82% | 43,195 | +11,461 | +36.12% | $10,962,343 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.25% | 47,547 | +14,007 | +41.76% | $9,902,614 |
| BROADCOM INC | AVGO | Technology | 4.73% | 28,777 | +4,583 | +18.94% | $8,906,804 |
| ALPHABET INC | GOOGL | Communication Services | 3.25% | 22,331 | +4,837 | +27.65% | $6,133,840 |
| MICROSOFT CORP | MSFT | Technology | 2.85% | 14,518 | +5,276 | +57.09% | $5,374,147 |
| TESLA INC | TSLA | Consumer Cyclical | 2.59% | 13,127 | +1,312 | +11.10% | $4,879,968 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.05% | 53,632 | +7,442 | +16.11% | $3,857,750 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.95% | 25,082 | +3,909 | +18.46% | $3,668,995 |
| NETFLIX INC. | NFLX | Communication Services | 1.93% | 37,823 | +10,145 | +36.65% | $3,636,681 |
| ALPHABET INC | GOOG | Communication Services | 1.80% | 10,805 | +1,707 | +18.76% | $3,386,377 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.40% | 8,978 | +208 | +2.37% | $2,640,951 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.40% | 12,955 | +1,873 | +16.90% | $2,635,436 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.16% | 62,257 | +4,664 | +8.10% | $2,181,485 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 1.14% | 33,611 | -4,733 | -12.34% | $2,148,054 |
| LAM RESEARCH CORP | LRCX | Other | 1.10% | 9,690 | -250 | -2.52% | $2,070,365 |
| INTUIT | INTU | Technology | 0.96% | 4,195 | +1,480 | +54.51% | $1,813,834 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.92% | 3,744 | +315 | +9.19% | $1,725,947 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.91% | 30,373 | +252 | +0.84% | $1,721,542 |
| SPDR SERIES TRUST | SPYG | Other | 0.81% | 15,521 | -50 | -0.32% | $1,519,661 |
| INVESCO QQQ TR | QQQ | Other | 0.80% | 2,615 | +5 | +0.19% | $1,509,076 |
| SERVICENOW INC | NOW | Technology | 0.79% | 14,165 | +1,945 | +15.92% | $1,480,951 |
| ARK ETF TR | ARKK | Other | 0.77% | 21,505 | -1,564 | -6.78% | $1,453,523 |
| NEOS ETF TRUST | QQQI | Other | 0.76% | 28,995 | +28,995 | +100.00% | $1,440,762 |
| VISA INC | V | Financial Services | 0.76% | 4,747 | +1,357 | +40.03% | $1,434,597 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.74% | 8,753 | +1,214 | +16.10% | $1,403,281 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.74% | 3,553 | +107 | +3.11% | $1,387,127 |
| SALESFORCE INC | CRM | Technology | 0.70% | 7,115 | +577 | +8.83% | $1,328,157 |
| SHOPIFY INC | SHOP | Technology | 0.67% | 10,624 | -200 | -1.85% | $1,260,219 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.64% | 24,212 | +2,691 | +12.50% | $1,215,445 |
| ALIGN TECHNOLOGY INC | ALGN | Healthcare | 0.64% | 7,000 | +7,000 | +100.00% | $1,200,010 |
| EXXON MOBIL CORP | XOM | Energy | 0.63% | 6,993 | +1,458 | +26.34% | $1,186,370 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.62% | 1,173 | +679 | +137.45% | $1,168,801 |
| CATERPILLAR INC | CAT | Industrials | 0.60% | 1,599 | +242 | +17.83% | $1,132,822 |
| SNOWFLAKE INC | SNOW | Technology | 0.60% | 7,445 | -229 | -2.98% | $1,122,855 |
| CLOUDFLARE INC | NET | Technology | 0.58% | 5,296 | +1,060 | +25.02% | $1,092,777 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.58% | 3,234 | -230 | -6.64% | $1,092,419 |
| ELI LILLY & CO | LLY | Healthcare | 0.57% | 1,176 | +238 | +25.37% | $1,081,770 |
| ISHARES TR | USIG | Other | 0.56% | 20,757 | +20,757 | +100.00% | $1,063,381 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.54% | 5,864 | -402 | -6.42% | $1,023,913 |
| WALMART INC | WMT | Consumer Defensive | 0.53% | 8,059 | +1,269 | +18.69% | $1,001,608 |
| ZOOM COMMUNICATIONS INC | ZM | Technology | 0.52% | 12,300 | +409 | +3.44% | $988,797 |
| BLACKROCK INC | BLK | Other | 0.52% | 1,011 | +49 | +5.09% | $972,289 |
| TEXAS INSTRS INC | TXN | Technology | 0.49% | 4,768 | +584 | +13.96% | $925,660 |
| ABBVIE INC | ABBV | Healthcare | 0.48% | 4,122 | +907 | +28.21% | $896,561 |
| HUBBELL INC | HUBB | Industrials | 0.47% | 1,789 | - | - | $877,934 |
| BOEING CO | BA | Industrials | 0.45% | 4,229 | -317 | -6.97% | $841,651 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.43% | 6,231 | +1,459 | +30.57% | $815,887 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.42% | 946 | +129 | +15.79% | $800,307 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.41% | 2,854 | +750 | +35.65% | $772,264 |
| ISHARES TR | IVV | Other | 0.40% | 1,167 | -730 | -38.48% | $762,296 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.40% | 13,627 | +1,877 | +15.97% | $756,571 |
| CITIGROUP INC | C | Financial Services | 0.40% | 6,613 | +1,129 | +20.59% | $750,019 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.39% | 2,381 | +469 | +24.53% | $740,039 |
| ARISTA NETWORKS INC | ANET | Other | 0.39% | 5,959 | +1,275 | +27.22% | $731,646 |
| APPLIED MATLS INC | AMAT | Technology | 0.39% | 2,131 | -187 | -8.07% | $728,354 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.38% | 2,946 | +396 | +15.53% | $714,131 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 2,900 | +383 | +15.22% | $708,876 |
| INTEL CORP | INTC | Technology | 0.38% | 16,045 | +364 | +2.32% | $708,062 |
| CHEVRON CORPORATION | CVX | Energy | 0.37% | 3,373 | +491 | +17.04% | $697,954 |
| CISCO SYS INC | CSCO | Technology | 0.37% | 8,878 | +843 | +10.49% | $688,862 |
| ORACLE CORP | ORCL | Technology | 0.36% | 4,623 | +1,883 | +68.72% | $680,108 |
| COCA COLA CO | KO | Consumer Defensive | 0.36% | 8,842 | +1,120 | +14.50% | $672,449 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.33% | 1,906 | +387 | +25.48% | $626,973 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 4,339 | +998 | +29.87% | $626,774 |
| 3M CO | MMM | Industrials | 0.33% | 4,231 | +386 | +10.04% | $614,416 |
| AMETEK INC | AME | Industrials | 0.31% | 2,707 | - | - | $580,273 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.30% | 858 | +77 | +9.86% | $557,992 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.29% | 1,101 | +254 | +29.99% | $550,258 |
| ISHARES TR | IJR | Other | 0.29% | 4,340 | -358 | -7.62% | $539,505 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.28% | 8,823 | +1,181 | +15.45% | $535,116 |
| QUALCOMM INC | QCOM | Technology | 0.28% | 4,106 | +1,294 | +46.02% | $528,828 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.28% | 3,149 | +375 | +13.52% | $520,656 |
| RTX CORPORATION | RTX | Industrials | 0.27% | 2,647 | +1,090 | +70.01% | $510,583 |
| VANGUARD INDEX FDS | VOO | Other | 0.27% | 848 | +256 | +43.24% | $506,856 |
| WELLS FARGO & CO | WFC | Financial Services | 0.26% | 6,211 | -119 | -1.88% | $494,493 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.26% | 7,358 | +1,792 | +32.20% | $485,554 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 0.26% | 22,254 | - | - | $481,131 |
| SPDR SERIES TRUST | XSW | Other | 0.26% | 3,379 | -301 | -8.18% | $480,798 |
| AMPHENOL CORP | APH | Technology | 0.25% | 3,802 | -3 | -0.08% | $480,383 |
| ISHARES TR | IDU | Other | 0.25% | 4,127 | -714 | -14.75% | $479,186 |
| SPDR SERIES TRUST | SLYG | Other | 0.25% | 4,933 | -1,500 | -23.32% | $476,626 |
| DISNEY WALT CO | DIS | Communication Services | 0.25% | 4,830 | -424 | -8.07% | $465,478 |
| VANGUARD WORLD FD | VHT | Other | 0.24% | 1,664 | +30 | +1.84% | $453,157 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.24% | 4,391 | +804 | +22.41% | $450,786 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.24% | 917 | -5 | -0.54% | $450,733 |
| ISHARES TR | IBB | Other | 0.24% | 2,662 | - | - | $449,479 |
| RINGCENTRAL INC | RNG | Technology | 0.24% | 11,913 | -1,200 | -9.15% | $443,044 |
| VANGUARD WORLD FD | VPU | Other | 0.23% | 2,202 | +2,202 | +100.00% | $436,304 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.23% | 628 | +263 | +72.05% | $428,447 |
| MORGAN STANLEY | MS | Financial Services | 0.22% | 2,523 | +835 | +49.47% | $415,209 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.21% | 14,040 | +2,344 | +20.04% | $403,088 |
| GLOBAL X FDS | XYLD | Other | 0.21% | 10,165 | +983 | +10.71% | $397,756 |
| NEWMONT CORP | NEM | Basic Materials | 0.21% | 3,589 | -120 | -3.24% | $388,509 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.20% | 2,450 | - | - | $385,336 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.20% | 629 | +17 | +2.78% | $379,873 |
| CME GROUP INC | CME | Financial Services | 0.20% | 1,286 | +1,286 | +100.00% | $379,680 |
| MEDPACE HLDGS INC | MEDP | Healthcare | 0.20% | 785 | - | - | $376,949 |
| DELTA AIR LINES INC | DAL | Industrials | 0.20% | 5,664 | +5,664 | +100.00% | $376,543 |