Holders — by stockHoldings — by fund
Grant Private Wealth Management Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056418
$237.2M
disclosed book value
164
positions
11.9%
largest position share
Positions, as of 2026-06-30
top 100 of 164 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 141,405 | $28.3M | 11.9% |
| 2 | METAMETA PLATFORMS INC | 26,165 | $14.7M | 6.2% |
| 3 | AAPLAPPLE INC | 50,308 | $14.6M | 6.1% |
| 4 | AMZNAMAZON COM INC | 55,872 | $13.3M | 5.6% |
| 5 | AVGOBROADCOM INC | 32,029 | $12.1M | 5.1% |
| 6 | AMDADVANCED MICRO DEVICES INC | 14,585 | $8.5M | 3.6% |
| 7 | GOOGLALPHABET INC | 23,245 | $8.3M | 3.5% |
| 8 | MSFTMICROSOFT CORP | 18,075 | $6.7M | 2.8% |
| 9 | TSLATESLA INC | 13,740 | $5.8M | 2.4% |
| 10 | GOOGALPHABET INC | 12,027 | $4.2M | 1.8% |
| 11 | LRCXLAM RESEARCH CORP | 9,650 | $4.2M | 1.8% |
| 12 | UBERUBER TECHNOLOGIES INC | 56,312 | $4.1M | 1.7% |
| 13 | MUMICRON TECHNOLOGY INC | 3,203 | $3.7M | 1.6% |
| 14 | PLTRPALANTIR TECHNOLOGIES INC | 27,462 | $3.2M | 1.4% |
| 15 | JPMJPMORGAN CHASE & CO | 9,490 | $3.1M | 1.3% |
| 16 | NFLXNETFLIX INC. | 36,716 | $2.6M | 1.1% |
| 17 | DFSVDIMENSIONAL ETF TRUST | 57,727 | $2.2M | 0.9% |
| 18 | INTCINTEL CORP | 15,078 | $2.1M | 0.9% |
| 19 | AMATAPPLIED MATLS INC | 2,900 | $2.1M | 0.9% |
| 20 | HELOJ P MORGAN EXCHANGE TRADED F | 29,448 | $2.0M | 0.8% |
| 21 | QQQINVESCO QQQ TR | 2,551 | $1.9M | 0.8% |
| 22 | ABTABBOTT LABORATORIES | 20,311 | $1.8M | 0.8% |
| 23 | CATCATERPILLAR INC | 1,720 | $1.8M | 0.8% |
| 24 | JEPIJ P MORGAN EXCHANGE TRADED F | 31,946 | $1.8M | 0.8% |
| 25 | VVISA INC | 5,011 | $1.7M | 0.7% |
| 26 | UNHUNITEDHEALTH GROUP INC | 4,117 | $1.7M | 0.7% |
| 27 | SPYGSPDR SERIES TRUST | 14,206 | $1.7M | 0.7% |
| 28 | NOWSERVICENOW INC | 16,961 | $1.7M | 0.7% |
| 29 | ARKKARK ETF TR | 20,318 | $1.6M | 0.7% |
| 30 | TXNTEXAS INSTRS INC | 5,351 | $1.6M | 0.7% |
| 31 | LLYELI LILLY & CO | 1,261 | $1.5M | 0.6% |
| 32 | ISRGINTUITIVE SURGICAL INC | 3,701 | $1.5M | 0.6% |
| 33 | CSCOCISCO SYS INC | 12,374 | $1.5M | 0.6% |
| 34 | NETCLOUDFLARE INC | 5,622 | $1.4M | 0.6% |
| 35 | PANWPALO ALTO NETWORKS INC | 3,996 | $1.4M | 0.6% |
| 36 | ALGNALIGN TECHNOLOGY INC | 7,917 | $1.3M | 0.6% |
| 37 | CCITIGROUP INC | 8,531 | $1.2M | 0.5% |
| 38 | ABBVABBVIE INC | 4,652 | $1.2M | 0.5% |
| 39 | VZVERIZON COMMUNICATIONS INC | 27,273 | $1.2M | 0.5% |
| 40 | ANETARISTA NETWORKS INC | 6,719 | $1.1M | 0.5% |
| 41 | INTUINTUIT | 4,234 | $1.1M | 0.5% |
| 42 | ZMZOOM COMMUNICATIONS INC | 12,186 | $1.1M | 0.4% |
| 43 | JEPQJ P MORGAN EXCHANGE TRADED F | 17,108 | $1.1M | 0.4% |
| 44 | BLKBLACKROCK INC | 1,092 | $1.0M | 0.4% |
| 45 | QCOMQUALCOMM INC | 5,659 | $1.0M | 0.4% |
| 46 | EXMOCEXXON MOBIL CORP | 7,514 | $1.0M | 0.4% |
| 47 | GSGOLDMAN SACHS GROUP INC | 1,013 | $1.0M | 0.4% |
| 48 | SHOPSHOPIFY INC | 8,974 | $1.0M | 0.4% |
| 49 | CRMSALESFORCE INC | 6,457 | $1.0M | 0.4% |
| 50 | FHEQFIDELITY GREENWOOD STREET TR | 29,350 | $966,496 | 0.4% |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 3,385 | $951,768 | 0.4% |
| 52 | HUBBHUBBELL INC | 1,779 | $930,773 | 0.4% |
| 53 | WMTWALMART INC | 8,157 | $923,812 | 0.4% |
| 54 | ORCLORACLE CORP | 6,262 | $917,696 | 0.4% |
| 55 | BABOEING CO | 3,966 | $858,469 | 0.4% |
| 56 | IVVISHARES TR | 1,129 | $845,497 | 0.4% |
| 57 | DUKDUKE ENERGY CORP NEW | 6,606 | $836,179 | 0.4% |
| 58 | COINCOINBASE GLOBAL INC | 5,639 | $824,365 | 0.3% |
| 59 | JNJJOHNSON & JOHNSON | 3,171 | $805,421 | 0.3% |
| 60 | KOCOCA COLA CO | 9,844 | $800,044 | 0.3% |
| 61 | MCDMCDONALDS CORP | 2,877 | $777,576 | 0.3% |
| 62 | MMM3M CO | 4,700 | $760,914 | 0.3% |
| 63 | HDHOME DEPOT INC | 2,103 | $741,563 | 0.3% |
| 64 | PGPROCTER & GAMBLE CO | 4,800 | $703,858 | 0.3% |
| 65 | RTXRTX CORPORATION | 3,709 | $703,696 | 0.3% |
| 66 | AVTAVNET INC | 7,905 | $702,136 | 0.3% |
| 67 | MOALTRIA GROUP INC | 9,744 | $701,081 | 0.3% |
| 68 | COSTCOSTCO WHOLESALE CORPORATION | 746 | $697,863 | 0.3% |
| 69 | MAMASTERCARD INCORPORATED | 1,305 | $670,390 | 0.3% |
| 70 | SOXXISHARES TR | 1,037 | $664,472 | 0.3% |
| 71 | APHAMPHENOL CORP | 3,730 | $657,674 | 0.3% |
| 72 | AMEAMETEK INC | 2,707 | $654,966 | 0.3% |
| 73 | MSMORGAN STANLEY | 3,114 | $650,956 | 0.3% |
| 74 | PMPHILIP MORRIS INTL INC | 3,558 | $643,678 | 0.3% |
| 75 | SPYSTATE STR SPDR S&P 500 ETF T | 850 | $634,755 | 0.3% |
| 76 | CVXCHEVRON CORPORATION | 3,799 | $629,728 | 0.3% |
| 77 | SNOWSNOWFLAKE INC | 2,392 | $608,764 | 0.3% |
| 78 | IJRISHARES TR | 4,040 | $599,172 | 0.3% |
| 79 | XYLDGLOBAL X FDS | 14,480 | $590,639 | 0.2% |
| 80 | BMYBRISTOL-MYERS SQUIBB CO | 10,096 | $581,749 | 0.2% |
| 81 | DALDELTA AIR LINES INC | 6,050 | $566,643 | 0.2% |
| 82 | SLYGSPDR SERIES TRUST | 4,740 | $564,676 | 0.2% |
| 83 | MTBM & T BK CORP | 2,367 | $563,266 | 0.2% |
| 84 | PSAPUBLIC STORAGE | 1,765 | $561,805 | 0.2% |
| 85 | ASML HLDG NV | 279 | $555,054 | 0.2% |
| 86 | CRWDCROWDSTRIKE HLDGS INC | 705 | $538,014 | 0.2% |
| 87 | NOCNORTHROP GRUMMAN CORP | 1,056 | $537,605 | 0.2% |
| 88 | XSWSPDR SERIES TRUST | 3,129 | $537,587 | 0.2% |
| 89 | DKNGDRAFTKINGS INC NEW | 21,254 | $536,876 | 0.2% |
| 90 | WFCWELLS FARGO & CO | 6,312 | $521,663 | 0.2% |
| 91 | VHTVANGUARD WORLD FD | 1,664 | $497,553 | 0.2% |
| 92 | KLACKLA CORP | 1,620 | $488,770 | 0.2% |
| 93 | ADPAUTOMATIC DATA PROCESSING IN | 2,156 | $482,836 | 0.2% |
| 94 | IDUISHARES TR | 4,127 | $472,995 | 0.2% |
| 95 | IBBISHARES TR | 2,481 | $471,862 | 0.2% |
| 96 | AWKAMERICAN WTR WKS CO INC NEW | 3,498 | $460,267 | 0.2% |
| 97 | FFORD MTR CO | 32,611 | $453,293 | 0.2% |
| 98 | VOOVANGUARD INDEX FDS | 652 | $447,676 | 0.2% |
| 99 | GLPIGAMING & LEISURE P | 9,821 | $437,307 | 0.2% |
| 100 | WSMWILLIAMS SONOMA INC | 1,876 | $437,296 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.