Grant Private Wealth Management Inc
Grant Private Wealth Management Inc reported 164 holdings worth US$237M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 7, 2026
Grant Private Wealth Management Inc reported 164 holdings worth US$237M as of Jun 30, 2026. Largest: Nvidia Corporation, Meta Platforms, Inc. and Apple Inc. Filed Jul 7, 2026 (Form 13F).
- Holdings
- 164
- Value as reported
- US$237M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 141K | US$28.3M | 11.9% |
| Meta Platforms, Inc. | 26,165 | US$14.7M | 6.2% |
| Apple Inc | 50,308 | US$14.6M | 6.1% |
| Amazon.com, Inc. | 55,872 | US$13.3M | 5.6% |
| Alphabet Inc (google) Class C | 35,136 | US$12.6M | 5.3% |
| Broadcom Inc. | 32,029 | US$12.1M | 5.1% |
| Advanced Micro Devices Inc | 14,585 | US$8.47M | 3.6% |
| Microsoft Corp. | 18,075 | US$6.74M | 2.8% |
| Tesla, Inc. | 13,740 | US$5.78M | 2.4% |
| Lam Research Corporation | 9,650 | US$4.18M | 1.8% |
| Uber Technologies, Inc. | 56,312 | US$4.06M | 1.7% |
| Micron Technology, Inc. | 3,203 | US$3.7M | 1.6% |
| Palantir Technologies Inc. | 27,462 | US$3.2M | 1.4% |
| Jp Morgan Chase & Co. | 9,490 | US$3.11M | 1.3% |
| Netflix, Inc. | 36,716 | US$2.62M | 1.1% |
| Intel Corporation | 15,078 | US$2.11M | 0.89% |
| Applied Materials, Inc. | 2,900 | US$2.1M | 0.88% |
| Abbott Laboratories | 20,311 | US$1.84M | 0.78% |
| Caterpillar, Inc. | 1,720 | US$1.83M | 0.77% |
| Visa Inc. | 5,011 | US$1.72M | 0.72% |
| Unitedhealth Group Incorporated | 4,117 | US$1.71M | 0.72% |
| Servicenow, Inc. | 16,961 | US$1.68M | 0.71% |
| Texas Instruments Incorporated | 5,351 | US$1.59M | 0.67% |
| Eli Lilly And Company | 1,261 | US$1.51M | 0.64% |
| Intuitive Surgical, Inc. | 3,701 | US$1.47M | 0.62% |
| Cisco Systems, Inc. | 12,374 | US$1.45M | 0.61% |
| Cloudflare, Inc. | 5,622 | US$1.38M | 0.58% |
| Palo Alto Networks, Inc. | 3,996 | US$1.36M | 0.57% |
| Align Technology, Inc. | 7,917 | US$1.34M | 0.56% |
| Citigroup, Inc. | 8,531 | US$1.19M | 0.50% |
| Abbvie Inc. | 4,652 | US$1.17M | 0.49% |
| Verizon Communications Inc. | 27,273 | US$1.15M | 0.49% |
| Arista Networks, Inc. | 6,719 | US$1.14M | 0.48% |
| Intuit Inc. | 4,234 | US$1.11M | 0.47% |
| Zoom Communications, Inc. | 12,186 | US$1.05M | 0.44% |
| Blackrock, Inc. | 1,092 | US$1.05M | 0.44% |
| Qualcomm Incorporated | 5,659 | US$1.05M | 0.44% |
| Exxon Mobil Corporation | 7,514 | US$1.03M | 0.43% |
| Goldman Sachs Group, Inc. (the) | 1,013 | US$1.02M | 0.43% |
| Shopify Inc. | 8,974 | US$1.02M | 0.43% |
| Salesforce, Inc. | 6,457 | US$1.01M | 0.43% |
| International Business Machines Corporation | 3,385 | US$952K | 0.40% |
| Hubbell Inc | 1,779 | US$931K | 0.39% |
| Walmart Inc. | 8,157 | US$924K | 0.39% |
| Oracle Corporation | 6,262 | US$918K | 0.39% |
| Boeing Company (the) | 3,966 | US$858K | 0.36% |
| Duke Energy Corporation (holding Company) | 6,606 | US$836K | 0.35% |
| Coinbase Global, Inc. | 5,639 | US$824K | 0.35% |
| Johnson & Johnson | 3,171 | US$805K | 0.34% |
| Coca-cola Company (the) | 9,844 | US$800K | 0.34% |
| Mcdonald's Corporation | 2,877 | US$778K | 0.33% |
| 3m Company | 4,700 | US$761K | 0.32% |
| Home Depot, Inc. (the) | 2,103 | US$742K | 0.31% |
| Procter & Gamble Company (the) | 4,800 | US$704K | 0.30% |
| Rtx Corporation | 3,709 | US$704K | 0.30% |
| Avnet, Inc. | 7,905 | US$702K | 0.30% |
| Altria Group, Inc. | 9,744 | US$701K | 0.30% |
| Costco Wholesale Corporation | 746 | US$698K | 0.29% |
| Mastercard Incorporated | 1,305 | US$670K | 0.28% |
| Amphenol Corporation | 3,730 | US$658K | 0.28% |
| Ametek, Inc. | 2,707 | US$655K | 0.28% |
| Morgan Stanley | 3,114 | US$651K | 0.27% |
| Philip Morris International Inc | 3,558 | US$644K | 0.27% |
| Chevron Corporation | 3,799 | US$630K | 0.27% |
| Snowflake Inc. | 2,392 | US$609K | 0.26% |
| Bristol-myers Squibb Company | 10,096 | US$582K | 0.25% |
| Delta Air Lines, Inc. | 6,050 | US$567K | 0.24% |
| M&t Bank Corporation | 2,367 | US$563K | 0.24% |
| Public Storage | 1,765 | US$562K | 0.24% |
| Asml Holding Nv | 279 | US$555K | 0.23% |
| Crowdstrike Holdings, Inc. | 705 | US$538K | 0.23% |
| Northrop Grumman Corporation | 1,056 | US$538K | 0.23% |
| Draftkings Inc. | 21,254 | US$537K | 0.23% |
| Wells Fargo & Company | 6,312 | US$522K | 0.22% |
| Kla Corporation | 1,620 | US$489K | 0.21% |
| Automatic Data Processing, Inc. | 2,156 | US$483K | 0.20% |
| American Water Works Company, Inc. | 3,498 | US$460K | 0.19% |
| Ford Mtr Co Del | 32,611 | US$453K | 0.19% |
| Gaming And Leisure Properties, Inc. | 9,821 | US$437K | 0.18% |
| Williams-sonoma, Inc. | 1,876 | US$437K | 0.18% |
| Ringcentral, Inc. | 11,214 | US$437K | 0.18% |
| Wec Energy Group, Inc. | 3,741 | US$437K | 0.18% |
| W. P. Carey Inc. Reit | 6,078 | US$435K | 0.18% |
| Medpace Holdings, Inc. | 785 | US$416K | 0.18% |
| Comcast Corporation | 16,923 | US$415K | 0.18% |
| Bank Of America Corporation | 7,281 | US$415K | 0.17% |
| Thermo Fisher Scientific Inc | 820 | US$411K | 0.17% |
| Cme Group Inc. | 1,848 | US$408K | 0.17% |
| Valero Energy Corporation | 1,512 | US$394K | 0.17% |
| Vici Properties Inc. | 14,438 | US$383K | 0.16% |
| Walt Disney Company (the) | 3,874 | US$373K | 0.16% |
| Synopsys, Inc. | 765 | US$341K | 0.14% |
| Newmont Corporation | 3,585 | US$335K | 0.14% |
| Microchip Technology Incorporated | 3,637 | US$332K | 0.14% |
| Helmerich & Payne, Inc. | 9,925 | US$325K | 0.14% |
| Lockheed Martin Corporation | 629 | US$320K | 0.14% |
| Agilent Technologies, Inc. | 2,300 | US$306K | 0.13% |
| Merck & Company, Inc. | 2,355 | US$303K | 0.13% |
| Intercontinental Exchange Inc. | 2,451 | US$302K | 0.13% |
| Clorox Company (the) | 3,141 | US$300K | 0.13% |
Every holding of Grant Private Wealth Management Inc
Source
View original at SEC
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