Grant Private Wealth Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 7, 2026, Grant Private Wealth Management Inc disclosed 160 stock positions valued at approximately $237.17M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, META PLATFORMS INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 160
- Portfolio Value
- $237.17M
Holdings by Sector
Grant Private Wealth Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 11.93% | 141,405 | +11,263 | +8.65% | $28,293,803 |
| META PLATFORMS INC | META | Communication Services | 6.21% | 26,165 | +5,984 | +29.65% | $14,738,579 |
| APPLE INC | AAPL | Technology | 6.14% | 50,308 | +7,113 | +16.47% | $14,557,242 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.61% | 55,872 | +8,325 | +17.51% | $13,316,532 |
| BROADCOM INC | AVGO | Technology | 5.10% | 32,029 | +3,252 | +11.30% | $12,099,117 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.57% | 14,585 | +1,630 | +12.58% | $8,472,572 |
| ALPHABET INC | GOOGL | Communication Services | 3.50% | 23,245 | +914 | +4.09% | $8,307,121 |
| MICROSOFT CORP | MSFT | Technology | 2.84% | 18,075 | +3,557 | +24.50% | $6,742,479 |
| TESLA INC | TSLA | Consumer Cyclical | 2.44% | 13,740 | +613 | +4.67% | $5,779,089 |
| ALPHABET INC | GOOG | Communication Services | 1.79% | 12,027 | +1,222 | +11.31% | $4,249,609 |
| LAM RESEARCH CORP | LRCX | Other | 1.76% | 9,650 | -40 | -0.41% | $4,181,634 |
| UBER TECHNOLOGIES INC | UBER | Technology | 1.71% | 56,312 | +2,680 | +5.00% | $4,063,474 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.56% | 3,203 | -31 | -0.96% | $3,696,667 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.35% | 27,462 | +2,380 | +9.49% | $3,203,992 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.31% | 9,490 | +512 | +5.70% | $3,106,468 |
| NETFLIX INC. | NFLX | Communication Services | 1.11% | 36,716 | -1,107 | -2.93% | $2,621,522 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.94% | 57,727 | -4,530 | -7.28% | $2,239,217 |
| INTEL CORP | INTC | Technology | 0.89% | 15,078 | -967 | -6.03% | $2,105,330 |
| APPLIED MATLS INC | AMAT | Technology | 0.88% | 2,900 | +769 | +36.09% | $2,096,782 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.84% | 29,448 | -4,163 | -12.39% | $1,990,070 |
| INVESCO QQQ TR | QQQ | Other | 0.79% | 2,551 | -64 | -2.45% | $1,878,238 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.78% | 20,311 | +15,920 | +362.56% | $1,842,991 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 1,720 | +121 | +7.57% | $1,831,642 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.76% | 31,946 | +1,573 | +5.18% | $1,804,310 |
| VISA INC | V | Financial Services | 0.72% | 5,011 | +264 | +5.56% | $1,719,077 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.72% | 4,117 | +1,263 | +44.25% | $1,711,199 |
| SPDR SERIES TRUST | SPYG | Other | 0.71% | 14,206 | -1,315 | -8.47% | $1,690,372 |
| SERVICENOW INC | NOW | Technology | 0.71% | 16,961 | +2,796 | +19.74% | $1,683,888 |
| ARK ETF TR | ARKK | Other | 0.69% | 20,318 | -1,187 | -5.52% | $1,642,101 |
| TEXAS INSTRS INC | TXN | Technology | 0.67% | 5,351 | +583 | +12.23% | $1,594,973 |
Showing 30 of 160 holdings in the latest reporting period.