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Holders — by stockHoldings — by fund

Grandview Asset Management LLC

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 1766791

$402.6M

disclosed book value

146

positions

18.3%

largest position share

Positions, as of 2026-06-30

top 100 of 146 · 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

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION368,103$73.7M18.3%
2QQQINVESCO QQQ TR30,038$22.0M5.5%
3AAPLAPPLE INC68,935$19.9M5%
4SPYSTATE STR SPDR S&P 500 ETF T21,052$15.7M3.9%
5MSFTMICROSOFT CORP37,614$14.0M3.5%
6VYMVANGUARD WHITEHALL FDS86,416$13.7M3.4%
7AVGOBROADCOM INC32,088$12.0M3%
8VTVVANGUARD INDEX FDS54,413$11.9M2.9%
9GOOGALPHABET INC32,689$11.6M2.9%
10CRWDCROWDSTRIKE HLDGS INC14,498$11.1M2.7%
11AMZNAMAZON COM INC34,571$8.2M2%
12BRK/BBERKSHIRE HATHAWAY INC DEL16,427$8.2M2%
13SOXXISHARES TR11,848$7.6M1.9%
14AMDADVANCED MICRO DEVICES INC12,190$7.1M1.8%
15MRVLMARVELL TECHNOLOGY INC23,281$7.0M1.7%
16JPMJPMORGAN CHASE & CO17,540$5.7M1.4%
17PPLPPL CORP147,727$5.4M1.3%
18VUGVANGUARD INDEX FDS62,273$5.4M1.3%
19METAMETA PLATFORMS INC9,456$5.3M1.3%
20GOOGLALPHABET INC14,221$5.1M1.3%
21ABBVABBVIE INC17,987$4.5M1.1%
22VBVANGUARD INDEX FDS13,417$4.1M1%
23TSLATESLA INC9,420$4.0M1%
24WMTWALMART INC34,189$3.9M1%
25VOVANGUARD INDEX FDS46,947$3.7M0.9%
26WMWASTE MGMT INC DEL15,928$3.5M0.9%
27GEVGE VERNOVA INC2,922$3.5M0.9%
28TECLDIREXION SHARES ETF TRUST15,000$3.5M0.9%
29NETCLOUDFLARE INC13,383$3.3M0.8%
30CATCATERPILLAR INC2,905$3.1M0.8%
31SCHGSCHWAB STRATEGIC TR88,402$3.0M0.7%
32CVXCHEVRON CORPORATION16,731$2.8M0.7%
33COSTCOSTCO WHOLESALE CORPORATION2,794$2.6M0.6%
34BXBLACKSTONE INC21,287$2.5M0.6%
35XLUSELECT SECTOR SPDR TR55,029$2.5M0.6%
36VTIVANGUARD INDEX FDS6,730$2.5M0.6%
37LLYELI LILLY & CO1,976$2.4M0.6%
38VVISA INC6,827$2.3M0.6%
39RTXRTX CORPORATION10,930$2.1M0.5%
40NFLXNETFLIX INC.28,799$2.1M0.5%
41SCHVSCHWAB STRATEGIC TR58,514$2.0M0.5%
42DIASTATE STR SPDR DOW JONES IND3,839$2.0M0.5%
43KRESPDR SERIES TRUST25,136$1.9M0.5%
44CASYCASEYS GEN STORES INC2,307$1.9M0.5%
45DUKDUKE ENERGY CORP NEW14,483$1.8M0.5%
46GLDSPDR GOLD TR4,789$1.8M0.4%
47GSGOLDMAN SACHS GROUP INC1,691$1.7M0.4%
48IBMINTERNATIONAL BUSINESS MACHS5,710$1.6M0.4%
49CCITIGROUP INC11,482$1.6M0.4%
50ARKXARK ETF TR46,953$1.6M0.4%
51EXMOCEXXON MOBIL CORP11,656$1.6M0.4%
52MSMORGAN STANLEY6,959$1.5M0.4%
53XLESELECT SECTOR SPDR TR27,263$1.4M0.4%
54JNJJOHNSON & JOHNSON5,583$1.4M0.4%
55BNDVANGUARD BD INDEX FDS16,636$1.2M0.3%
56PNCPNC FINL SVCS GROUP INC4,758$1.2M0.3%
57VVVANGUARD INDEX FDS3,264$1.1M0.3%
58VRTVERTIV HOLDINGS CO3,265$1.1M0.3%
59VCITVANGUARD SCOTTSDALE FDS12,701$1.0M0.3%
60VCSHVANGUARD SCOTTSDALE FDS13,018$1.0M0.3%
61SSOPROSHARES TR14,400$970,2720.2%
62XMMOINVESCO EXCHANGE TRADED FD T5,511$952,7270.2%
63SPCXSPACE EXPLORATION TECHN CORP5,528$952,7160.2%
64SCHBSCHWAB STRATEGIC TR32,833$950,8590.2%
65BACBANK OF AMER CORP16,560$943,5850.2%
66UNHUNITEDHEALTH GROUP INC2,186$908,5240.2%
67IGMISHARES TR5,129$839,0730.2%
68PAVEGLOBAL X FDS14,015$825,7240.2%
69GEGE AEROSPACE2,170$810,7940.2%
70SLVISHARES SILVER TR14,700$786,0090.2%
71PEPPEPSICO INC5,486$742,7180.2%
72XPOXPO INC3,606$740,2760.2%
73ONEQFIDELITY COMWLTH TR7,084$731,1710.2%
74SHOPSHOPIFY INC6,402$730,9810.2%
75HDHOME DEPOT INC1,980$698,3860.2%
76BABOEING CO3,070$664,5630.2%
77PANWPALO ALTO NETWORKS INC1,940$661,5790.2%
78PFFISHARES TR21,675$660,8830.2%
79BWXTBWX TECHNOLOGIES INC3,352$652,5100.2%
80MUMICRON TECHNOLOGY INC565$652,4050.2%
81OIHVANECK ETF TRUST1,753$652,1680.2%
82HSYHERSHEY CO3,686$646,6140.2%
83DLNWISDOMTREE TR6,574$633,1270.2%
84QLDPROSHARES TR6,400$619,2640.2%
85TMTOYOTA MOTOR CORP3,663$616,9220.2%
86STMSTMICROELECTRONICS N V7,607$569,6890.1%
87LOWLOWES COS INC2,468$529,1890.1%
88MAMASTERCARD INCORPORATED1,027$527,8070.1%
89CEGCONSTELLATION ENERGY CORP2,118$526,2040.1%
90OUSAALPS ETF TR9,197$525,2920.1%
91JEPIJ P MORGAN EXCHANGE TRADED F8,725$492,7960.1%
92XGDVXGABELLI DIVID & INCOME TR16,300$479,2200.1%
93LRCXLAM RESEARCH CORP1,063$477,9130.1%
94VOOVANGUARD INDEX FDS694$476,6750.1%
95VZVERIZON COMMUNICATIONS INC10,991$456,1840.1%
96SCHDSCHWAB STRATEGIC TR14,248$451,8160.1%
97VGSHVANGUARD SCOTTSDALE FDS7,368$428,8190.1%
98XLFSELECT SECTOR SPDR TR7,965$427,0220.1%
99QCOMQUALCOMM INC2,265$412,2520.1%
100URIUNITED RENTALS INC361$409,1570.1%

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.

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