Grant Private Wealth Management Inc Top Holdings and 13F Report (2026) About Grant Private Wealth Management IncInvestment ActivityGrant Private Wealth Management Inc has $222.92 million in total holdings as of September 30, 2026.Grant Private Wealth Management Inc owns shares of 156 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 16.05% of the portfolio was purchased this quarter.About 28.30% of the portfolio was sold this quarter.This quarter, Grant Private Wealth Management Inc has purchased 164 new stocks and bought additional shares in 38 stocks.Grant Private Wealth Management Inc sold shares of 83 stocks and completely divested from 37 stocks this quarter.Largest Holdings NVIDIA $21,559,631Meta Platforms $14,439,643Apple $13,592,061Amazon.com $11,656,234Microsoft $8,921,872 Largest New Holdings this Quarter 25239Y170 - DFA INVT DIMENSIONS GROUP IN $1,939,351 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,629,310 Holding369604301 - GE Aerospace $1,272,625 Holding89417E109 - Travelers Companies $1,057,476 Holding902973304 - U.S. Bancorp $1,013,226 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 51,757 shares (about $1.94M)Alphabet 5,454 shares (about $1.86M)Micron Technology 1,537 shares (about $1.64M)EXXONMOBIL HOLDINGS CORP 10,011 shares (about $1.63M)GE Aerospace 4,075 shares (about $1.27M) Largest Sales this Quarter NVIDIA 47,003 shares (about $10.73M)Broadcom 15,876 shares (about $5.58M)Meta Platforms 6,253 shares (about $4.53M)Apple 9,493 shares (about $3.16M)Uber Technologies 38,165 shares (about $2.61M) 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$21,559,631$10,734,596 ▼-33.2%94,4029.7%TechnologyMETAMeta Platforms$14,439,643$4,534,506 ▼-23.9%19,9126.5%Communication ServicesAAPLApple$13,592,061$3,161,324 ▼-18.9%40,8156.1%TechnologyAMZNAmazon.com$11,656,234$2,264,275 ▼-16.3%46,7845.2%Consumer DiscretionaryMSFTMicrosoft$8,921,872$348,771 ▼-3.8%17,3954.0%TechnologyAMDAdvanced Micro Devices$8,288,124$634,395 ▼-7.1%13,5483.7%TechnologyGOOGLAlphabet$6,512,297$1,485,713 ▼-18.6%18,9272.9%Communication ServicesGOOGAlphabet$5,956,371$1,858,363 ▲45.3%17,4812.7%Communication ServicesAVGOBroadcom$5,672,608$5,575,331 ▼-49.6%16,1532.5%TechnologyMUMicron Technology$5,048,145$1,636,920 ▲48.0%4,7402.3%TechnologyTSLATesla$4,387,263$487,868 ▼-10.0%12,3652.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$3,816,942$1,319,825 ▼-25.7%20,4061.7%CL ALAM RESEARCH CORP$2,890,888$279,234 ▼-8.8%8,8001.3%COM NEWJPMJPMorgan Chase & Co.$2,750,417$389,041 ▼-12.4%8,3141.2%FinanceJ P MORGAN EXCHANGE TRADED F$2,631,231$594,310 ▲29.2%38,0401.2%HEDG EQU LAD ETFLLYEli Lilly and Company$2,539,098$1,079,753 ▲74.0%2,1941.1%HealthcareCSCOCisco Systems$2,071,384$739,542 ▲55.5%19,2450.9%TechnologyNOWServiceNow$1,960,298$312,645 ▼-13.8%14,6280.9%TechnologyDFA INVT DIMENSIONS GROUP IN$1,939,351$1,939,351 ▲New Holding51,7570.9%U.S. SML CP VALPANWPalo Alto Networks$1,882,852$295,201 ▲18.6%4,7390.8%TechnologyNFLXNetflix$1,853,611$701,088 ▼-27.4%26,6400.8%Communication ServicesGSThe Goldman Sachs Group$1,845,986$933,799 ▲102.4%2,0500.8%FinanceQQQInvesco QQQ$1,843,187$43,639 ▼-2.3%2,4920.8%ETFABTAbbott Laboratories$1,699,726$307,666 ▼-15.3%17,1980.8%HealthcareSPYGSPDR Portfolio S&P 500 Growth ETF$1,662,318$86,156 ▼-4.9%13,5060.7%ETFEXXONMOBIL HOLDINGS CORP$1,629,310$1,629,310 ▲New Holding10,0110.7%COM SHSINTUIntuit$1,583,013$415,741 ▲35.6%5,7420.7%TechnologyUNHUnitedHealth Group$1,540,100$28,996 ▲1.9%4,1960.7%HealthcareINTCIntel$1,534,727$278,090 ▼-15.3%12,7650.7%TechnologyCRMSalesforce$1,532,130$49,816 ▲3.4%6,6740.7%TechnologyJEPIJPMorgan Equity Premium Income ETF$1,517,291$278,743 ▼-15.5%26,9880.7%ETFCATCaterpillar$1,512,329$117,581 ▲8.4%1,8650.7%IndustrialsNETCloudflare$1,503,722$448,686 ▼-23.0%4,3300.7%TechnologyVVisa$1,426,407$374,028 ▼-20.8%3,9700.6%FinanceAMATApplied Materials$1,384,306$98,696 ▼-6.7%2,7070.6%TechnologyIBMInternational Business Machines$1,363,484$619,066 ▲83.2%6,2000.6%TechnologyMAMastercard$1,361,303$641,489 ▲89.1%2,4680.6%FinanceGEGE Aerospace$1,272,625$1,272,625 ▲New Holding4,0750.6%IndustrialsJNJJohnson & Johnson$1,271,043$431,535 ▲51.4%4,8010.6%HealthcareORCLOracle$1,260,339$400,524 ▲46.6%9,1790.6%TechnologySHOPIFY INC$1,256,694$74,150 ▼-5.6%8,4740.6%CL A SUB VTG SHSUBERUber Technologies$1,243,251$2,614,684 ▼-67.8%18,1470.6%IndustrialsARK ETF TR$1,225,749$584,585 ▼-32.3%13,7570.5%INNOVATION ETFCVXChevron$1,219,503$443,734 ▲57.2%5,9720.5%EnergyALGNAlign Technology$1,150,7360.0%7,9170.5%HealthcareKLACKLA$1,116,949$801,162 ▲253.7%5,7300.5%TechnologyGE VERNOVA INC$1,092,119$908,673 ▲495.3%1,1490.5%COMJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,060,137$12,129 ▲1.2%17,3060.5%ETFIVViShares Core S&P 500 ETF$1,060,131$195,328 ▲22.6%1,3840.5%ETFTRVTravelers Companies$1,057,476$1,057,476 ▲New Holding2,9660.5%FinanceMCDMcDonald's$1,025,693$361,221 ▲54.4%4,4410.5%Consumer DiscretionaryUSBU.S. Bancorp$1,013,226$1,013,226 ▲New Holding17,5420.5%FinanceDISWalt Disney$1,006,695$600,325 ▲147.7%9,5970.5%Communication ServicesSCHWCharles Schwab$963,228$963,228 ▲New Holding9,8550.4%FinanceFIDELITY GREENWOOD STREET TR$962,676$25,245 ▼-2.6%28,6000.4%HEDGED EQTY ETFISRGIntuitive Surgical$949,074$555,863 ▼-36.9%2,3340.4%HealthcareARISTA NETWORKS INC$938,143$429,779 ▼-31.4%4,6080.4%COM SHSCICigna Group$931,018$931,018 ▲New Holding3,4250.4%HealthcareCOINCoinbase Global$906,139$145,027 ▼-13.8%4,8610.4%FinanceKOCoca-Cola$869,785$22,382 ▲2.6%10,1040.4%Consumer StaplesTXNTexas Instruments$862,621$636,043 ▼-42.4%3,0800.4%TechnologyPHMPulteGroup$860,933$860,933 ▲New Holding7,4180.4%Consumer DiscretionaryAPHAmphenol$842,494$528,055 ▲167.9%9,9940.4%TechnologyHONEYWELL INTL INC$835,955$835,955 ▲New Holding3,9630.4%COMCDWCDW$801,128$801,128 ▲New Holding6,2510.4%TechnologyPMPhilip Morris International$790,464$111,451 ▲16.4%4,1420.4%Consumer StaplesHPEHewlett Packard Enterprise$788,978$788,978 ▲New Holding12,3490.4%TechnologyFDXFedEx$785,138$785,138 ▲New Holding2,7540.4%IndustrialsNOCNorthrop Grumman$757,323$246,638 ▲48.3%1,5660.3%IndustrialsZMZoom Communications$735,600$370,523 ▼-33.5%8,1040.3%TechnologyVZVerizon Communications$731,042$519,991 ▼-41.6%15,9370.3%Communication ServicesCVSCVS Health$677,637$677,637 ▲New Holding7,9080.3%HealthcareRNGRingCentral$671,030$166,656 ▼-19.9%8,9830.3%TechnologyCRWDCrowdStrike$659,757$473,108 ▲253.5%2,4920.3%TechnologyHUBBHubbell$656,359$150,595 ▼-18.7%1,4470.3%IndustrialsROPER TECHNOLOGIES INC$653,397$653,397 ▲New Holding1,8700.3%COMWALMART INC$648,867$198,796 ▼-23.5%6,2440.3%COMMSMorgan Stanley$640,836$55,112 ▲9.4%3,4070.3%FinanceBLACKROCK INC$623,698$532,632 ▼-46.1%5890.3%COMABBVAbbVie$622,569$594,318 ▼-48.8%2,3800.3%HealthcareAMEAMETEK$621,059$49,546 ▼-7.4%2,5070.3%TechnologyCMCSAComcast$617,939$249,695 ▲67.8%28,3980.3%Communication ServicesBABoeing$613,354$124,457 ▼-16.9%3,2970.3%IndustrialsSNOWSnowflake$598,305$213,923 ▼-26.3%1,7620.3%TechnologyVHTVanguard Health Care ETF$596,184$70,176 ▲13.3%1,8860.3%ETFIDUiShares U.S. Utilities ETF$587,817$171,636 ▲41.2%5,8290.3%ETFSPYSPDR S&P 500 ETF Trust$587,225$61,010 ▼-9.4%7700.3%ETFBACBank of America$586,256$189,958 ▲47.9%10,7710.3%FinanceSPGSimon Property Group$576,662$576,662 ▲New Holding2,8720.3%Real EstateDKSDICK'S Sporting Goods$555,692$555,692 ▲New Holding4,1380.2%Consumer DiscretionarySPLVInvesco S&P 500 Low Volatility ETF$545,505$300,849 ▲123.0%7,7370.2%ETFGEN DIGITAL INC$544,533$544,533 ▲New Holding24,7290.2%COMNOBLProShares S&P 500 Aristocrats ETF$540,789$284,569 ▲111.1%9,9960.2%ETFTXG10x Genomics$529,961$158,943 ▼-23.1%5,8650.2%HealthcareXSWSPDR S&P Software & Services ETF$524,480$84,236 ▼-13.8%2,6960.2%ETFTMOThermo Fisher Scientific$512,363$41,178 ▼-7.4%7590.2%HealthcareIJRiShares Core S&P Small-Cap ETF$508,790$40,812 ▼-7.4%3,7400.2%ETFSOXXiShares Semiconductor ETF$507,806$81,886 ▼-13.9%8930.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$507,0380.0%4,7400.2%ETFCOSTCostco Wholesale$477,947$201,193 ▼-29.6%5250.2%Consumer StaplesShowing largest 100 holdings. 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