Grant Private Wealth Management Inc
Sector Allocation
- Technology57.1%$127.2M
- Other10.2%$22.7M
- Consumer Discretionary8.5%$19.0M
- Financials7.4%$16.5M
- Healthcare6.7%$14.9M
- Industrials4.0%$9.0M
- Communication Services2.0%$4.5M
- Consumer Staples1.7%$3.7M
- Energy1.3%$2.9M
- Utilities0.5%$1.1M
AUM History
13fpro.ai/research/fund/grant-private-wealth-management-inc-2056418
Conviction and streaks
Diversifying · top 10 = 45.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$21.6MMETA
$14.4MAAPL
$13.6MAMZN
$11.7MMSFT
$8.9MAMD
$8.3MGOOGL
$6.5MGOOG
$6.0MAVGO
$5.7MMU
$5.0MTSLA
$4.4MPLTR
$3.8MLRCX
$2.9MJPM
$2.8M- J$2.6M
LLY
$2.5MCSCO
$2.1MNOW
$2.0M- DFA$1.9M
PANW
$1.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/grant-private-wealth-management-inc-2056418
Grant Private Wealth Management Inc 13F holdings — Q3 2026
$222.9M portfolio (-6.0% QoQ) · 156 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
$21.6M
9.7% of stocks
-33%This quarter-0.5%Since filed8+ qtrsHeld$14.4M
6.5% of stocks
-24%This quarter-10.6%Since filed8+ qtrsHeld$13.6M
6.1% of stocks
-19%This quarter+0.3%Since filed8+ qtrsHeld$11.7M
5.2% of stocks
-16%This quarter-5.1%Since filed8+ qtrsHeld$8.9M
4.0% of stocks
-4%This quarter-0.2%Since filed8+ qtrsHeld$8.3M
3.7% of stocks
-7%This quarter-1.3%Since filed5 qtrsHeld$6.5M
2.9% of stocks
-19%This quarter-7.6%Since filed5 qtrsHeld$6.0M
2.7% of stocks
+45%This quarter-7.6%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$5.7M
2.5% of stocks
-50%This quarter-1.6%Since filed8+ qtrsHeld$5.0M
2.3% of stocks
+48%This quarter-0.1%Since filed5 qtrsHeld
All holdings — Grant Private Wealth Management Inc (Q3 2026)
156 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Tesla, Inc. | Consumer Discretionary | $4.4M | 2.0% | 12K | -10% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Palantir Technologies Inc. | Technology | $3.8M | 1.7% | 20K | -26% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | LAM RESEARCH CORP | Technology | $2.9M | 1.3% | 8,800 | -9% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $2.8M | 1.2% | 8,314 | -12% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETFetf/fund | — | $2.6M | 1.2% | 38K | +29% | — | — | 13F |
| 16 | ELI LILLY & Co | Healthcare | $2.5M | 1.1% | 2,194 | +74% | 8+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CISCO SYSTEMS, INC. | Technology | $2.1M | 0.9% | 19K | +56% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ServiceNow, Inc. | Technology | $2.0M | 0.9% | 15K | -14% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL | — | $1.9M | 0.9% | 52K | New | — | — | 13F |
| 20 | Palo Alto Networks Inc | Technology | $1.9M | 0.8% | 4,739 | +19% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NETFLIX INC | Communication Services | $1.9M | 0.8% | 27K | -27% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GOLDMAN SACHS GROUP INC | Financials | $1.8M | 0.8% | 2,050 | +102% | 5 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $1.8M | 0.8% | 2,492 | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ABBOTT LABORATORIES | Healthcare | $1.7M | 0.8% | 17K | -15% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $1.7M | 0.8% | 14K | -5% | — | — | 13F |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.6M | 0.7% | 10K | +33% | |||
| 27 | $INTU | INTUIT INC. | Technology | $1.6M | 0.7% | 5,742 | +36% | |||
| 28 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.5M | 0.7% | 4,196 | +2% | |||
| 29 | $INTC | INTEL CORP | Technology | $1.5M | 0.7% | 13K | -15% | |||
| 30 | $CRM | Salesforce, Inc. | Technology | $1.5M | 0.7% | 6,674 | +3% | |||
| 31 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.5M | 0.7% | 27K | -16% | |||
| 32 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.7% | 1,865 | +8% | |||
| 33 | $NET | Cloudflare, Inc. | Technology | $1.5M | 0.7% | 4,330 | -23% | |||
| 34 | $V | VISA INC. | Financials | $1.4M | 0.6% | 3,970 | -21% | |||
| 35 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.4M | 0.6% | 2,707 | -7% | |||
| 36 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.4M | 0.6% | 6,200 | +83% | |||
| 37 | $MA | Mastercard Inc | Financials | $1.4M | 0.6% | 2,468 | +89% | |||
| 38 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.6% | 4,075 | New | |||
| 39 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.6% | 4,801 | +51% | |||
| 40 | $ORCL | ORACLE CORP | Technology | $1.3M | 0.6% | 9,179 | +47% | |||
| 41 | $SHOP | SHOPIFY INC. | Technology | $1.3M | 0.6% | 8,474 | -6% | |||
| 42 | $UBER | Uber Technologies, Inc | Technology | $1.2M | 0.6% | 18K | -68% | |||
| 43 | — | ARK ETF TR - INNOVATION ETF | — | $1.2M | 0.6% | 14K | -32% | |||
| 44 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.6% | 5,972 | +57% | |||
| 45 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $1.2M | 0.5% | 7,917 | — | |||
| 46 | $KLAC | KLA CORP | Technology | $1.1M | 0.5% | 5,730 | +254% | |||
| 47 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.5% | 1,149 | +495% | |||
| 48 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $1.1M | 0.5% | 17K | +1% | |||
| 49 | — | ISHARES TR - CORE S&P500 ETF | — | $1.1M | 0.5% | 1,384 | +23% | |||
| 50 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $1.1M | 0.5% | 2,966 | New | |||
| 51 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.0M | 0.5% | 4,441 | +54% | |||
| 52 | $USB | US BANCORP \DE\ | Financials | $1.0M | 0.5% | 18K | New | |||
| 53 | $DIS | Walt Disney Co | Communication Services | $1.0M | 0.5% | 9,597 | +148% | |||
| 54 | $SCHW | SCHWAB CHARLES CORP | Financials | $963K | 0.4% | 9,855 | New | |||
| 55 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF | — | $963K | 0.4% | 29K | -3% | |||
| 56 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $949K | 0.4% | 2,334 | -37% | |||
| 57 | $ANET | Arista Networks, Inc. | Technology | $938K | 0.4% | 4,608 | -31% | |||
| 58 | $CI | Cigna Group | Healthcare | $931K | 0.4% | 3,425 | New | |||
| 59 | $COIN | Coinbase Global, Inc. | Financials | $906K | 0.4% | 4,861 | -14% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $870K | 0.4% | 10K | +3% | |||
| 61 | $TXN | TEXAS INSTRUMENTS INC | Technology | $863K | 0.4% | 3,080 | -42% | |||
| 62 | $PHM | PULTEGROUP INC/MI/ | Industrials | $861K | 0.4% | 7,418 | New | |||
| 63 | $APH | AMPHENOL CORP /DE/ | Technology | $842K | 0.4% | 9,994 | +168% | |||
| 64 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $836K | 0.4% | 3,963 | New | |||
| 65 | $CDW | CDW Corp | Consumer Discretionary | $801K | 0.4% | 6,251 | New | |||
| 66 | $PM | Philip Morris International Inc. | Consumer Staples | $790K | 0.3% | 4,142 | +16% | |||
| 67 | $HPE | Hewlett Packard Enterprise Co | Technology | $789K | 0.3% | 12K | New | |||
| 68 | $FDX | FEDEX CORP | Industrials | $785K | 0.3% | 2,754 | New | |||
| 69 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $757K | 0.3% | 1,566 | +48% | |||
| 70 | $ZM | Zoom Communications, Inc. | Technology | $736K | 0.3% | 8,104 | -33% | |||
| 71 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $731K | 0.3% | 16K | -42% | |||
| 72 | $CVS | CVS HEALTH Corp | Healthcare | $678K | 0.3% | 7,908 | New | |||
| 73 | $RNG | RingCentral, Inc. | Technology | $671K | 0.3% | 8,983 | -20% | |||
| 74 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $660K | 0.3% | 2,492 | +253% | |||
| 75 | $HUBB | HUBBELL INC | Technology | $656K | 0.3% | 1,447 | -19% | |||
| 76 | $ROP | ROPER TECHNOLOGIES INC | Technology | $653K | 0.3% | 1,870 | New | |||
| 77 | $WMT | Walmart Inc. | Consumer Staples | $649K | 0.3% | 6,244 | -23% | |||
| 78 | $MS | MORGAN STANLEY | Financials | $641K | 0.3% | 3,407 | +9% | |||
| 79 | $BLK | BlackRock, Inc. | Financials | $624K | 0.3% | 589 | -46% | |||
| 80 | $ABBV | AbbVie Inc. | Healthcare | $623K | 0.3% | 2,380 | -49% | |||
| 81 | $AME | AMETEK INC/ | Industrials | $621K | 0.3% | 2,507 | -7% | |||
| 82 | $CCZ | COMCAST CORP | Communication Services | $618K | 0.3% | 28K | +68% | |||
| 83 | $BA | BOEING CO | Industrials | $613K | 0.3% | 3,297 | -17% | |||
| 84 | $SNOW | Snowflake Inc. | Technology | $598K | 0.3% | 1,762 | -26% | |||
| 85 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $596K | 0.3% | 1,886 | +13% | |||
| 86 | — | ISHARES TR - U.S. UTILITS ETF | — | $588K | 0.3% | 5,829 | +41% | |||
| 87 | $SPY | SPDR S&P 500 ETF TRUST | — | $587K | 0.3% | 770 | -9% | |||
| 88 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $586K | 0.3% | 11K | +48% | |||
| 89 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $577K | 0.3% | 2,872 | New | |||
| 90 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $556K | 0.3% | 4,138 | New | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $546K | 0.2% | 7,737 | +123% | |||
| 92 | $GEN | Gen Digital Inc. | Technology | $545K | 0.2% | 25K | New | |||
| 93 | — | PROSHARES TR - S&P 500 DV ARIST | — | $541K | 0.2% | 9,996 | +111% | |||
| 94 | $TXG | 10x Genomics, Inc. | Healthcare | $530K | 0.2% | 5,865 | -23% | |||
| 95 | — | SPDR SERIES TRUST - ST STR SW SERV | — | $524K | 0.2% | 2,696 | -14% | |||
| 96 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $512K | 0.2% | 759 | -7% | |||
| 97 | — | ISHARES TR - CORE S&P SCP ETF | — | $509K | 0.2% | 3,740 | -7% | |||
| 98 | — | ISHARES TR - ISHARES SEMICDTR | — | $508K | 0.2% | 893 | -14% | |||
| 99 | — | SPDR SERIES TRUST - ST STR SP600GRWO | — | $507K | 0.2% | 4,740 | — | |||
| 100 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $478K | 0.2% | 525 | -30% | |||
| 101 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $472K | 0.2% | 8,460 | +18% | |||
| 102 | $BX | Blackstone Inc. | Financials | $472K | 0.2% | 4,208 | New | |||
| 103 | $MMM | 3M CO | Healthcare | $464K | 0.2% | 2,826 | -40% | |||
| 104 | $ASML | ASML HOLDING NV | Technology | $457K | 0.2% | 252 | -10% | |||
| 105 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $454K | 0.2% | 648 | -0.6% | |||
| 106 | $C | CITIGROUP INC | Financials | $446K | 0.2% | 3,444 | -60% | |||
| 107 | $NEE | NEXTERA ENERGY INC | Utilities | $432K | 0.2% | 5,706 | New | |||
| 108 | $QCOM | QUALCOMM INC/DE | Technology | $429K | 0.2% | 2,329 | -59% | |||
| 109 | $MEDP | Medpace Holdings, Inc. | Healthcare | $418K | 0.2% | 670 | -15% | |||
| 110 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $398K | 0.2% | 4,973 | -21% | |||
| 111 | $MET | METLIFE INC | Financials | $395K | 0.2% | 4,191 | New | |||
| 112 | $CEG | Constellation Energy Corp | Utilities | $394K | 0.2% | 1,550 | New | |||
| 113 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $384K | 0.2% | 9,211 | New | |||
| 114 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $382K | 0.2% | 2,628 | -45% | |||
| 115 | — | ISHARES TR - ISHARES BIOTECH | — | $381K | 0.2% | 1,808 | -27% | |||
| 116 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $372K | 0.2% | 2,496 | New | |||
| 117 | $WDC | WESTERN DIGITAL CORP | Technology | $363K | 0.2% | 799 | New | |||
| 118 | $RTX | RTX Corp | Industrials | $360K | 0.2% | 1,940 | -48% | |||
| 119 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $355K | 0.2% | 6,135 | New | |||
| 120 | $ICE | Intercontinental Exchange, Inc. | Financials | $342K | 0.1% | 2,250 | -8% | |||
| 121 | — | GLOBAL X FDS - S&P 500 COVERED | — | $339K | 0.1% | 8,163 | -44% | |||
| 122 | $A | AGILENT TECHNOLOGIES, INC. | Healthcare | $327K | 0.1% | 1,900 | -17% | |||
| 123 | — | ISHARES TR - RUS MD CP GR ETF | — | $325K | 0.1% | 2,357 | -16% | |||
| 124 | $MRK | Merck & Co., Inc. | Healthcare | $324K | 0.1% | 2,229 | -5% | |||
| 125 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $319K | 0.1% | 1,399 | -25% | |||
| 126 | $DUK | Duke Energy CORP | Utilities | $315K | 0.1% | 2,767 | -58% | |||
| 127 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $313K | 0.1% | 835 | +11% | |||
| 128 | $DKNG | DraftKings Inc. | Communication Services | $303K | 0.1% | 16K | -25% | |||
| 129 | $GLD | SPDR GOLD TRUST | Financials | $302K | 0.1% | 794 | +12% | |||
| 130 | $SNPS | SYNOPSYS INC | Technology | $299K | 0.1% | 687 | -10% | |||
| 131 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $290K | 0.1% | 1,021 | -51% | |||
| 132 | $ADBE | ADOBE INC. | Technology | $285K | 0.1% | 1,189 | -9% | |||
| 133 | — | INVESCO ACTIVELY MANAGED EXC - S&P500 DOWNSID | — | $279K | 0.1% | 6,760 | -0.9% | |||
| 134 | — | VANGUARD WORLD FD - INF TECH ETF | — | $275K | 0.1% | 2,192 | -35% | |||
| 135 | $NEM | NEWMONT Corp /DE/ | Materials | $270K | 0.1% | 2,338 | -35% | |||
| 136 | $BIIB | BIOGEN INC. | Healthcare | $266K | 0.1% | 1,176 | New | |||
| 137 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $265K | 0.1% | 4,245 | -58% | |||
| 138 | $IVZ | Invesco Ltd. | Financials | $250K | 0.1% | 2,457 | — | |||
| 139 | $LMT | LOCKHEED MARTIN CORP | Industrials | $249K | 0.1% | 490 | -22% | |||
| 140 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $246K | 0.1% | 3,165 | -13% | |||
| 141 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $234K | 0.1% | 8,502 | +11% | |||
| 142 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $231K | 0.1% | 1,963 | -14% | |||
| 143 | — | EVERPURE INC - CL A | — | $231K | 0.1% | 1,763 | New | |||
| 144 | $CMC | COMMERCIAL METALS Co | Materials | $230K | 0.1% | 3,701 | -6% | |||
| 145 | — | ISHARES TR - CORE HIGH DV ETF | — | $224K | 0.1% | 8,028 | -28% | |||
| 146 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $220K | 0.1% | 2,800 | — | |||
| 147 | $DAL | DELTA AIR LINES, INC. | Industrials | $217K | 0.1% | 2,600 | -57% | |||
| 148 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $212K | 0.1% | 3,142 | -68% | |||
| 149 | $FNV | FRANCO NEVADA Corp | Materials | $211K | 0.1% | 886 | New | |||
| 150 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $209K | 0.1% | 6,400 | -11% |
What changed in Q3 2026
Against the previous quarter's 13F: 27 new, 39 added to, 84 trimmed, 34 sold out. Share-count changes; largest moves by dollar size first.
New positions (27)
- DFA INVT DIMENSIONS GROUP IN - U.S. SML CP VAL$1.9M
first bought this quarter
$GEGENERAL ELECTRIC CO$1.3M
first bought this quarter
$TRVTRAVELERS COMPANIES, INC.$1.1M
first bought this quarter
$USBUS BANCORP \DE\$1.0M
first bought this quarter
$SCHWSCHWAB CHARLES CORP$963K
first bought this quarter
$CICigna Group$931K
first bought this quarter
+21 more in the Excel export
Added to (39)
now $6.0M · held 8+ qtrs, 4 adds in a row
now $5.0M · held 5 qtrs
now $2.5M · held 8+ qtrs, 3 adds in a row
$GSGOLDMAN SACHS GROUP INC+102%
now $1.8M · held 5 qtrs, 3 adds in a row
$GEVGE Vernova Inc.+495%
now $1.1M · held 2 qtrs, 2 adds in a row
$KLACKLA CORP+254%
now $1.1M · held 2 qtrs, 2 adds in a row
+33 more in the Excel export
Trimmed (84)
now $21.6M · held 8+ qtrs
now $5.7M · held 8+ qtrs
now $14.4M · held 8+ qtrs
now $13.6M · held 8+ qtrs
$UBERUber Technologies, Inc-68%
now $1.2M · held 5 qtrs
now $11.7M · held 8+ qtrs
+78 more in the Excel export
Holdings by quarter
Every 13F Grant Private Wealth Management Inc has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Grant Private Wealth Management?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Grant Private Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter; 26% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Grant Private Wealth Management Inc disclosed 156 positions worth $222.9M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 9.7% of the equity portfolio, followed by $META and $AAPL. During the quarter the fund opened 27 new positions and exited 34. The portfolio is most concentrated in Technology (57.1% of disclosed assets). All figures are sourced directly from Grant Private Wealth Management Inc’s Form 13F-HR filing with the SEC under CIK 2056418.
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