Grant Private Wealth Management Inc

Est. AUM

$186.8M

13F long equity, this entity only

Positions

153

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$22.7M	130142	12.15%	SOLE
2	META PLATFORMS INC	CL A	$11.5M	20181	6.18%	SOLE
3	APPLE INC	COM	$11.0M	43195	5.87%	SOLE
4	AMAZON COM INC	COM	$9.9M	47547	5.30%	SOLE
5	BROADCOM INC	COM	$8.9M	28777	4.77%	SOLE
6	ALPHABET INC	CAP STK CL A	$6.1M	22331	3.28%	SOLE
7	MICROSOFT CORP	COM	$5.4M	14518	2.88%	SOLE
8	TESLA INC	COM	$4.9M	13127	2.61%	SOLE
9	UBER TECHNOLOGIES INC	COM	$3.9M	53632	2.07%	SOLE
10	PALANTIR TECHNOLOGIES INC	CL A	$3.7M	25082	1.96%	SOLE
11	NETFLIX INC.	COM	$3.6M	37823	1.95%	SOLE
12	ALPHABET INC	CAP STK CL C	$3.4M	10805	1.81%	SOLE
13	JPMORGAN CHASE & CO	COM	$2.6M	8978	1.41%	SOLE
14	ADVANCED MICRO DEVICES INC	COM	$2.6M	12955	1.41%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.2M	62257	1.17%	SOLE
16	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.1M	33611	1.15%	SOLE
17	LAM RESEARCH CORP	COM NEW	$2.1M	9690	1.11%	SOLE
18	INTUIT	COM	$1.8M	4195	0.97%	SOLE
19	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.7M	30373	0.92%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	15521	0.81%	SOLE
21	INVESCO QQQ TR	UNIT SER 1	$1.5M	2615	0.81%	SOLE
22	SERVICENOW INC	COM	$1.5M	14165	0.79%	SOLE
23	ARK ETF TR	INNOVATION ETF	$1.5M	21505	0.78%	SOLE
24	NEOS ETF TRUST	NASDAQ 100 HIGH	$1.4M	28995	0.77%	SOLE
25	VISA INC	COM CL A	$1.4M	4747	0.77%	SOLE
26	PALO ALTO NETWORKS INC	COM	$1.4M	8753	0.75%	SOLE
27	CROWDSTRIKE HLDGS INC	CL A	$1.4M	3553	0.74%	SOLE
28	SALESFORCE INC	COM	$1.3M	7115	0.71%	SOLE
29	SHOPIFY INC	CL A SUB VTG SHS	$1.3M	10624	0.67%	SOLE
30	VERIZON COMMUNICATIONS INC	COM	$1.2M	24212	0.65%	SOLE
31	ALIGN TECHNOLOGY INC	COM	$1.2M	7000	0.64%	SOLE
32	EXXON MOBIL CORP	COM	$1.2M	6993	0.64%	SOLE
33	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1173	0.63%	SOLE
34	CATERPILLAR INC	COM	$1.1M	1599	0.61%	SOLE
35	SNOWFLAKE INC	COM SHS	$1.1M	7445	0.60%	SOLE
36	CLOUDFLARE INC	CL A COM	$1.1M	5296	0.59%	SOLE
37	MICRON TECHNOLOGY INC	COM	$1.1M	3234	0.58%	SOLE
38	ELI LILLY & CO	COM	$1.1M	1176	0.58%	SOLE
39	ISHARES TR	USD INV GRDE ETF	$1.1M	20757	0.57%	SOLE
40	COINBASE GLOBAL INC	COM CL A	$1.0M	5864	0.55%	SOLE
41	FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$1.0M	34550	0.54%	SOLE
42	WALMART INC	COM	$1.0M	8059	0.54%	SOLE
43	ZOOM COMMUNICATIONS INC	CL A	$989K	12300	0.53%	SOLE
44	BLACKROCK INC	COM	$972K	1011	0.52%	SOLE
45	TEXAS INSTRS INC	COM	$926K	4768	0.50%	SOLE
46	ABBVIE INC	COM	$897K	4122	0.48%	SOLE
47	HUBBELL INC	COM	$878K	1789	0.47%	SOLE
48	BOEING CO	COM	$842K	4229	0.45%	SOLE
49	DUKE ENERGY CORP NEW	COM NEW	$816K	6231	0.44%	SOLE
50	GOLDMAN SACHS GROUP INC	COM	$800K	946	0.43%	SOLE

1–50 of 153

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.