Grant Private Wealth Management Inc Top Holdings and 13F Report (2026)

About Grant Private Wealth Management Inc

Investment Activity

Grant Private Wealth Management Inc has $237.17 million in total holdings as of June 30, 2026.
Grant Private Wealth Management Inc owns shares of 164 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 12.42% of the portfolio was purchased this quarter.
About 4.88% of the portfolio was sold this quarter.
This quarter, Grant Private Wealth Management Inc has purchased 154 new stocks and bought additional shares in 79 stocks.
Grant Private Wealth Management Inc sold shares of 54 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA: $28,293,803
Meta Platforms: $14,738,579
Apple: $14,557,242
Amazon.com: $13,316,532
Broadcom: $12,099,117

Largest New Holdings this Quarter

482480100 - KLA: $488,770 Holding
92204A702 - Vanguard Information Technology ETF: $405,412 Holding
46429B663 - iShares Core High Dividend ETF: $305,484 Holding
189054109 - Clorox: $299,765 Holding
88025U109 - 10x Genomics: $292,304 Holding

Largest Purchases this Quarter

Meta Platforms: 5,984 shares (about $3.37M)
NVIDIA: 11,263 shares (about $2.25M)
Apple: 7,113 shares (about $2.06M)
Amazon.com: 8,325 shares (about $1.98M)
Abbott Laboratories: 15,920 shares (about $1.44M)

Largest Sales this Quarter

CrowdStrike: 2,848 shares (about $2.17M)
Palo Alto Networks: 4,757 shares (about $1.62M)
Snowflake: 5,053 shares (about $1.29M)
Costco Wholesale: 427 shares (about $399.45K)
J P MORGAN EXCHANGE TRADED F: 4,163 shares (about $281.33K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$28,293,803	$2,253,620 â–²	8.7%	141,405	11.9%	Computer and Technology
META Meta Platforms	$14,738,579	$3,370,749 â–²	29.7%	26,165	6.2%	Computer and Technology
AAPL Apple	$14,557,242	$2,058,235 â–²	16.5%	50,308	6.1%	Computer and Technology
AMZN Amazon.com	$13,316,532	$1,984,180 â–²	17.5%	55,872	5.6%	Retail/Wholesale
AVGO Broadcom	$12,099,117	$1,228,459 â–²	11.3%	32,029	5.1%	Computer and Technology
AMD Advanced Micro Devices	$8,472,572	$946,883 â–²	12.6%	14,585	3.6%	Computer and Technology
GOOGL Alphabet	$8,307,121	$326,638 â–²	4.1%	23,245	3.5%	Computer and Technology
MSFT Microsoft	$6,742,479	$1,326,860 â–²	24.5%	18,075	2.8%	Computer and Technology
TSLA Tesla	$5,779,089	$257,830 â–²	4.7%	13,740	2.4%	Auto/Tires/Trucks
GOOG Alphabet	$4,249,609	$431,780 â–²	11.3%	12,027	1.8%	Computer and Technology
LAM RESEARCH CORP	$4,181,634	$17,333 â–¼	-0.4%	9,650	1.8%	COM NEW
UBER Uber Technologies	$4,063,474	$193,389 â–²	5.0%	56,312	1.7%	Computer and Technology
MU Micron Technology	$3,696,667	$35,778 â–¼	-1.0%	3,203	1.6%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$3,203,992	$277,675 â–²	9.5%	27,462	1.4%	CL A
JPM JPMorgan Chase & Co.	$3,106,468	$167,599 â–²	5.7%	9,490	1.3%	Finance
NFLX Netflix	$2,621,522	$79,040 â–¼	-2.9%	36,716	1.1%	Consumer Discretionary
DFSV Dimensional US Small Cap Value ETF	$2,239,217	$175,718 â–¼	-7.3%	57,727	0.9%	ETF
INTC Intel	$2,105,330	$135,021 â–¼	-6.0%	15,078	0.9%	Computer and Technology
AMAT Applied Materials	$2,096,782	$556,009 â–²	36.1%	2,900	0.9%	Computer and Technology
J P MORGAN EXCHANGE TRADED F	$1,990,070	$281,332 â–¼	-12.4%	29,448	0.8%	HEDG EQU LAD ETF
QQQ Invesco QQQ	$1,878,238	$47,122 â–¼	-2.4%	2,551	0.8%	Finance
ABT Abbott Laboratories	$1,842,991	$1,444,558 â–²	362.6%	20,311	0.8%	Medical
CAT Caterpillar	$1,831,642	$128,854 â–²	7.6%	1,720	0.8%	Industrials
JEPI JPMorgan Equity Premium Income ETF	$1,804,310	$88,843 â–²	5.2%	31,946	0.8%	ETF
V Visa	$1,719,077	$90,568 â–²	5.6%	5,011	0.7%	Business Services
UNH UnitedHealth Group	$1,711,199	$524,956 â–²	44.3%	4,117	0.7%	Medical
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,690,372	$156,472 â–¼	-8.5%	14,206	0.7%	ETF
NOW ServiceNow	$1,683,888	$277,587 â–²	19.7%	16,961	0.7%	Computer and Technology
ARK ETF TR	$1,642,101	$95,933 â–¼	-5.5%	20,318	0.7%	INNOVATION ETF
TXN Texas Instruments	$1,594,973	$173,775 â–²	12.2%	5,351	0.7%	Computer and Technology
LLY Eli Lilly and Company	$1,512,772	$101,971 â–²	7.2%	1,261	0.6%	Medical
ISRG Intuitive Surgical	$1,471,814	$17,100 â–¼	-1.1%	3,701	0.6%	Medical
CSCO Cisco Systems	$1,453,491	$410,652 â–²	39.4%	12,374	0.6%	Computer and Technology
NET Cloudflare	$1,378,964	$79,961 â–²	6.2%	5,622	0.6%	Computer and Technology
PANW Palo Alto Networks	$1,362,716	$1,622,232 â–¼	-54.3%	3,996	0.6%	Computer and Technology
ALGN Align Technology	$1,335,281	$154,661 â–²	13.1%	7,917	0.6%	Medical
C Citigroup	$1,194,047	$268,454 â–²	29.0%	8,531	0.5%	Financial Services
ABBV AbbVie	$1,170,712	$133,379 â–²	12.9%	4,652	0.5%	Medical
VZ Verizon Communications	$1,154,718	$129,600 â–²	12.6%	27,273	0.5%	Computer and Technology
ARISTA NETWORKS INC	$1,141,424	$129,109 â–²	12.8%	6,719	0.5%	COM SHS
INTU Intuit	$1,105,074	$10,179 â–²	0.9%	4,234	0.5%	Computer and Technology
ZM Zoom Communications	$1,051,774	$9,839 â–¼	-0.9%	12,186	0.4%	Computer and Technology
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$1,051,458	$213,942 â–²	25.5%	17,108	0.4%	ETF
BLACKROCK INC	$1,049,866	$77,875 â–²	8.0%	1,092	0.4%	COM
QCOM Qualcomm	$1,045,673	$286,964 â–²	37.8%	5,659	0.4%	Computer and Technology
XOM ExxonMobil	$1,027,274	$71,228 â–²	7.5%	7,514	0.4%	Energy
GS The Goldman Sachs Group	$1,024,914	$67,788 â–²	7.1%	1,013	0.4%	Finance
SHOPIFY INC	$1,024,651	$188,397 â–¼	-15.5%	8,974	0.4%	CL A SUB VTG SHS
CRM Salesforce	$1,011,554	$103,082 â–¼	-9.2%	6,457	0.4%	Computer and Technology
FIDELITY GREENWOOD STREET TR	$966,496	$171,236 â–¼	-15.1%	29,350	0.4%	HEDGED EQTY ETF
IBM International Business Machines	$951,768	$123,435 â–²	14.9%	3,385	0.4%	Computer and Technology
HUBB Hubbell	$930,773	$5,232 â–¼	-0.6%	1,779	0.4%	Industrials
WALMART INC	$923,812	$11,099 â–²	1.2%	8,157	0.4%	COM
ORCL Oracle	$917,696	$240,195 â–²	35.5%	6,262	0.4%	Computer and Technology
BA Boeing	$858,469	$56,928 â–¼	-6.2%	3,966	0.4%	Aerospace
IVV iShares Core S&P 500 ETF	$845,497	$28,458 â–¼	-3.3%	1,129	0.4%	ETF
DUK Duke Energy	$836,179	$47,467 â–²	6.0%	6,606	0.4%	Utilities
COIN Coinbase Global	$824,365	$32,893 â–¼	-3.8%	5,639	0.3%	Finance
JNJ Johnson & Johnson	$805,421	$68,833 â–²	9.3%	3,171	0.3%	Medical
KO CocaCola	$800,044	$81,435 â–²	11.3%	9,844	0.3%	Consumer Staples
MCD McDonald's	$777,576	$134,056 â–²	20.8%	2,877	0.3%	Retail/Wholesale
MMM 3M	$760,914	$75,930 â–²	11.1%	4,700	0.3%	Multi-Sector Conglomerates
HD Home Depot	$741,563	$69,466 â–²	10.3%	2,103	0.3%	Retail/Wholesale
PG Procter & Gamble	$703,858	$67,600 â–²	10.6%	4,800	0.3%	Consumer Staples
RTX RTX	$703,696	$201,490 â–²	40.1%	3,709	0.3%	Aerospace
AVT Avnet	$702,136	$192,210 â–²	37.7%	7,905	0.3%	Computer and Technology
MO Altria Group	$701,081	$171,673 â–²	32.4%	9,744	0.3%	Consumer Staples
COST Costco Wholesale	$697,863	$399,447 â–¼	-36.4%	746	0.3%	Retail/Wholesale
MA Mastercard	$670,390	$104,797 â–²	18.5%	1,305	0.3%	Business Services
SOXX iShares Semiconductor ETF	$664,472	$44,213 â–¼	-6.2%	1,037	0.3%	ETF
APH Amphenol	$657,674	$12,695 â–¼	-1.9%	3,730	0.3%	Computer and Technology
AME AMETEK	$654,966		0.0%	2,707	0.3%	Computer and Technology
MS Morgan Stanley	$650,956	$123,544 â–²	23.4%	3,114	0.3%	Finance
PM Philip Morris International	$643,678	$73,992 â–²	13.0%	3,558	0.3%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$634,755	$5,974 â–¼	-0.9%	850	0.3%	Finance
CVX Chevron	$629,728	$70,614 â–²	12.6%	3,799	0.3%	Energy
SNOW Snowflake	$608,764	$1,285,989 â–¼	-67.9%	2,392	0.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$599,172	$44,493 â–¼	-6.9%	4,040	0.3%	ETF
XYLD Global X S&P 500 Covered Call ETF	$590,639	$176,009 â–²	42.4%	14,480	0.2%	ETF
BMY Bristol Myers Squibb	$581,749	$73,352 â–²	14.4%	10,096	0.2%	Medical
DAL Delta Air Lines	$566,643	$36,153 â–²	6.8%	6,050	0.2%	Transportation
SLYG SPDR S&P 600 Small Cap Growth ETF	$564,676	$22,992 â–¼	-3.9%	4,740	0.2%	ETF
MTB M&T Bank	$563,266	$193,704 â–²	52.4%	2,367	0.2%	Finance
PSA Public Storage	$561,805	$176,977 â–²	46.0%	1,765	0.2%	Finance
ASML ASML	$555,054	$93,504 â–²	20.3%	279	0.2%	Computer and Technology
CRWD CrowdStrike	$538,014	$2,173,424 â–¼	-80.2%	705	0.2%	Computer and Technology
NOC Northrop Grumman	$537,605	$217,893 â–²	68.2%	1,056	0.2%	Aerospace
XSW SPDR S&P Software & Services ETF	$537,587	$42,952 â–¼	-7.4%	3,129	0.2%	ETF
DKNG DraftKings	$536,876	$25,260 â–¼	-4.5%	21,254	0.2%	Consumer Discretionary
WFC Wells Fargo & Company	$521,663	$8,347 â–²	1.6%	6,312	0.2%	Finance
VHT Vanguard Health Care ETF	$497,553		0.0%	1,664	0.2%	ETF
KLAC KLA	$488,770	$488,770 â–²	New Holding	1,620	0.2%	Computer and Technology
ADP Automatic Data Processing	$482,836	$168,634 â–²	53.7%	2,156	0.2%	Computer and Technology
IDU iShares U.S. Utilities ETF	$472,995		0.0%	4,127	0.2%	ETF
IBB iShares Biotechnology ETF	$471,862	$34,424 â–¼	-6.8%	2,481	0.2%	Finance
AWK American Water Works	$460,267	$100,264 â–²	27.9%	3,498	0.2%	Utilities
F Ford Motor	$453,293	$136,081 â–²	42.9%	32,611	0.2%	Auto/Tires/Trucks
VOO Vanguard S&P 500 ETF	$447,676	$134,577 â–¼	-23.1%	652	0.2%	ETF
GLPI Gaming and Leisure Properties	$437,307	$115,104 â–²	35.7%	9,821	0.2%	Finance
WSM Williams-Sonoma	$437,296	$26,107 â–¼	-5.6%	1,876	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Grant Private Wealth Management Inc Top Holdings and 13F Report (2026)

About Grant Private Wealth Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Grant Private Wealth Management Inc Top Holdings and 13F Report (2026)

About Grant Private Wealth Management Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGrant Private Wealth Management Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools