Grant Private Wealth Management Inc Top Holdings and 13F Report (2026) About Grant Private Wealth Management IncInvestment ActivityGrant Private Wealth Management Inc has $188.50 million in total holdings as of March 31, 2026.Grant Private Wealth Management Inc owns shares of 154 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 21.28% of the portfolio was purchased this quarter.About 2.26% of the portfolio was sold this quarter.This quarter, Grant Private Wealth Management Inc has purchased 135 new stocks and bought additional shares in 79 stocks.Grant Private Wealth Management Inc sold shares of 36 stocks and completely divested from 9 stocks this quarter.Largest Holdings NVIDIA $22,696,770Meta Platforms $11,546,258Apple $10,962,343Amazon.com $9,902,614Broadcom $8,906,804 Largest New Holdings this Quarter 78433H675 - NEOS ETF TRUST $1,440,762 Holding016255101 - Align Technology $1,200,010 Holding464288620 - iShares Broad USD Investment Grade Corporate Bond ETF $1,063,381 Holding92204A876 - Vanguard Utilities ETF $436,304 Holding12572Q105 - CME Group $379,680 Holding Largest Purchases this Quarter Meta Platforms 7,961 shares (about $4.55M)NVIDIA 18,222 shares (about $3.18M)Amazon.com 14,007 shares (about $2.92M)Apple 11,461 shares (about $2.91M)Microsoft 5,276 shares (about $1.95M) Largest Sales this Quarter iShares Core S&P 500 ETF 730 shares (about $476.84K)J P MORGAN EXCHANGE TRADED F 4,733 shares (about $302.48K)SPDR S&P 600 Small Cap Growth ETF 1,500 shares (about $144.93K)FIDELITY GREENWOOD STREET TR 3,850 shares (about $113.27K)ARK ETF TR 1,564 shares (about $105.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGrant Private Wealth Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$22,696,770$3,177,918 ▲16.3%130,14212.0%Computer and TechnologyMETAMeta Platforms$11,546,258$4,554,767 ▲65.1%20,1816.1%Computer and TechnologyAAPLApple$10,962,343$2,908,656 ▲36.1%43,1955.8%Computer and TechnologyAMZNAmazon.com$9,902,614$2,917,238 ▲41.8%47,5475.3%Retail/WholesaleAVGOBroadcom$8,906,804$1,418,490 ▲18.9%28,7774.7%Computer and TechnologyGOOGLAlphabet$6,133,840$1,328,619 ▲27.6%22,3313.3%Computer and TechnologyMSFTMicrosoft$5,374,147$1,953,024 ▲57.1%14,5182.9%Computer and TechnologyTSLATesla$4,879,968$487,737 ▲11.1%13,1272.6%Auto/Tires/TrucksUBERUber Technologies$3,857,750$535,303 ▲16.1%53,6322.0%Computer and TechnologyPALANTIR TECHNOLOGIES INC$3,668,995$571,809 ▲18.5%25,0821.9%CL ANFLXNetflix$3,636,681$975,442 ▲36.7%37,8231.9%Consumer DiscretionaryGOOGAlphabet$3,386,377$534,988 ▲18.8%10,8051.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,640,951$61,185 ▲2.4%8,9781.4%FinanceAMDAdvanced Micro Devices$2,635,436$381,024 ▲16.9%12,9551.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,181,485$163,427 ▲8.1%62,2571.2%ETFJ P MORGAN EXCHANGE TRADED F$2,148,054$302,483 ▼-12.3%33,6111.1%HEDGED EQUITY LALAM RESEARCH CORP$2,070,365$53,415 ▼-2.5%9,6901.1%COM NEWINTUIntuit$1,813,834$639,922 ▲54.5%4,1951.0%Computer and TechnologyISRGIntuitive Surgical$1,725,947$145,212 ▲9.2%3,7440.9%MedicalJEPIJPMorgan Equity Premium Income ETF$1,721,542$14,283 ▲0.8%30,3730.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,519,661$4,895 ▼-0.3%15,5210.8%ETFQQQInvesco QQQ$1,509,076$2,885 ▲0.2%2,6150.8%FinanceNOWServiceNow$1,480,951$203,350 ▲15.9%14,1650.8%Computer and TechnologyARK ETF TR$1,453,523$105,711 ▼-6.8%21,5050.8%INNOVATION ETFNEOS ETF TRUST$1,440,762$1,440,762 ▲New Holding28,9950.8%NASDAQ 100 HIGHVVisa$1,434,597$410,101 ▲40.0%4,7470.8%Business ServicesPANWPalo Alto Networks$1,403,281$194,628 ▲16.1%8,7530.7%Computer and TechnologyCRWDCrowdStrike$1,387,127$41,774 ▲3.1%3,5530.7%Computer and TechnologyCRMSalesforce$1,328,157$107,709 ▲8.8%7,1150.7%Computer and TechnologySHOPIFY INC$1,260,219$23,724 ▼-1.8%10,6240.7%CL A SUB VTG SHSVZVerizon Communications$1,215,445$135,088 ▲12.5%24,2120.6%Computer and TechnologyALGNAlign Technology$1,200,010$1,200,010 ▲New Holding7,0000.6%MedicalXOMExxonMobil$1,186,370$247,351 ▲26.3%6,9930.6%EnergyCOSTCostco Wholesale$1,168,801$676,569 ▲137.4%1,1730.6%Retail/WholesaleCATCaterpillar$1,132,822$171,446 ▲17.8%1,5990.6%IndustrialsSNOWSnowflake$1,122,855$34,538 ▼-3.0%7,4450.6%Computer and TechnologyNETCloudflare$1,092,777$218,720 ▲25.0%5,2960.6%Computer and TechnologyMUMicron Technology$1,092,419$77,692 ▼-6.6%3,2340.6%Computer and TechnologyLLYEli Lilly and Company$1,081,770$218,930 ▲25.4%1,1760.6%MedicalUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,063,381$1,063,381 ▲New Holding20,7570.6%ManufacturingCOINCoinbase Global$1,023,913$70,193 ▼-6.4%5,8640.5%FinanceFIDELITY GREENWOOD STREET TR$1,016,461$113,267 ▼-10.0%34,5500.5%HEDGED EQTY ETFWALMART INC$1,001,608$157,717 ▲18.7%8,0590.5%COMZMZoom Communications$988,797$32,880 ▲3.4%12,3000.5%Computer and TechnologyBLACKROCK INC$972,289$47,124 ▲5.1%1,0110.5%COMTXNTexas Instruments$925,660$113,378 ▲14.0%4,7680.5%Computer and TechnologyABBVAbbVie$896,561$197,278 ▲28.2%4,1220.5%MedicalHUBBHubbell$877,9340.0%1,7890.5%IndustrialsBABoeing$841,651$63,089 ▼-7.0%4,2290.4%AerospaceDUKDuke Energy$815,887$191,041 ▲30.6%6,2310.4%UtilitiesGSThe Goldman Sachs Group$800,307$109,133 ▲15.8%9460.4%FinanceUNHUnitedHealth Group$772,264$202,943 ▲35.6%2,8540.4%MedicalIVViShares Core S&P 500 ETF$762,296$476,843 ▼-38.5%1,1670.4%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$756,571$104,211 ▲16.0%13,6270.4%ETFCCitigroup$750,019$128,046 ▲20.6%6,6130.4%Financial ServicesMCDMcDonald's$740,039$145,770 ▲24.5%2,3810.4%Retail/WholesaleARISTA NETWORKS INC$731,646$156,544 ▲27.2%5,9590.4%COM SHSAMATApplied Materials$728,354$63,915 ▼-8.1%2,1310.4%Computer and TechnologyIBMInternational Business Machines$714,131$95,993 ▲15.5%2,9460.4%Computer and TechnologyJNJJohnson & Johnson$708,876$93,621 ▲15.2%2,9000.4%MedicalINTCIntel$708,062$16,063 ▲2.3%16,0450.4%Computer and TechnologyCVXChevron$697,954$101,600 ▲17.0%3,3730.4%EnergyCSCOCisco Systems$688,862$65,410 ▲10.5%8,8780.4%Computer and TechnologyORCLOracle$680,108$277,016 ▲68.7%4,6230.4%Computer and TechnologyKOCocaCola$672,449$85,178 ▲14.5%8,8420.4%Consumer StaplesHDHome Depot$626,973$127,302 ▲25.5%1,9060.3%Retail/WholesalePGProcter & Gamble$626,774$144,162 ▲29.9%4,3390.3%Consumer StaplesMMM3M$614,416$56,054 ▲10.0%4,2310.3%Multi-Sector ConglomeratesAMEAMETEK$580,2730.0%2,7070.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$557,992$50,076 ▲9.9%8580.3%FinanceMAMastercard$550,258$126,944 ▲30.0%1,1010.3%Business ServicesIJRiShares Core S&P Small-Cap ETF$539,505$44,503 ▼-7.6%4,3400.3%ETFBMYBristol Myers Squibb$535,116$71,628 ▲15.5%8,8230.3%MedicalQCOMQualcomm$528,828$166,659 ▲46.0%4,1060.3%Computer and TechnologyPMPhilip Morris International$520,656$62,003 ▲13.5%3,1490.3%Consumer StaplesRTXRTX$510,583$210,251 ▲70.0%2,6470.3%AerospaceVOOVanguard S&P 500 ETF$506,856$153,013 ▲43.2%8480.3%ETFWFCWells Fargo & Company$494,493$9,474 ▼-1.9%6,2110.3%FinanceMOAltria Group$485,554$118,254 ▲32.2%7,3580.3%Consumer StaplesDKNGDraftKings$481,1310.0%22,2540.3%Consumer DiscretionaryXSWSPDR S&P Software & Services ETF$480,798$42,829 ▼-8.2%3,3790.3%ETFAPHAmphenol$480,383$379 ▼-0.1%3,8020.3%Computer and TechnologyIDUiShares U.S. Utilities ETF$479,186$82,903 ▼-14.7%4,1270.3%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$476,626$144,930 ▼-23.3%4,9330.3%ETFDISWalt Disney$465,478$40,862 ▼-8.1%4,8300.2%Consumer DiscretionaryVHTVanguard Health Care ETF$453,157$8,170 ▲1.8%1,6640.2%ETFABTAbbott Laboratories$450,786$82,540 ▲22.4%4,3910.2%MedicalTMOThermo Fisher Scientific$450,733$2,458 ▼-0.5%9170.2%MedicalIBBiShares Biotechnology ETF$449,4790.0%2,6620.2%FinanceRNGRingCentral$443,044$44,628 ▼-9.2%11,9130.2%Computer and TechnologyVPUVanguard Utilities ETF$436,304$436,304 ▲New Holding2,2020.2%ETFNOCNorthrop Grumman$428,447$179,429 ▲72.1%6280.2%AerospaceMSMorgan Stanley$415,209$137,416 ▲49.5%2,5230.2%FinanceCMCSAComcast$403,088$67,296 ▲20.0%14,0400.2%Consumer DiscretionaryXYLDGlobal X S&P 500 Covered Call ETF$397,756$38,465 ▲10.7%10,1650.2%ETFNEMNewmont$388,509$12,990 ▼-3.2%3,5890.2%Basic MaterialsICEIntercontinental Exchange$385,3360.0%2,4500.2%FinanceLMTLockheed Martin$379,873$10,267 ▲2.8%6290.2%AerospaceCMECME Group$379,680$379,680 ▲New Holding1,2860.2%FinanceMEDPMedpace$376,9490.0%7850.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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