Grant Private Wealth Management Inc 13F Holdings
CIK 0002056418 · PLEASANTON, CA
As of Sep 30, 2025, Grant Private Wealth Management Inc reported 141 positions worth
CIK 0002056418 · PLEASANTON, CA
As of Sep 30, 2025, Grant Private Wealth Management Inc reported 141 positions worth
62.1M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 111,410 | $20.8M | 12.82% |
| META PLATFORMS INC | META | Communication Services | 12,042 | $8.8M | 5.46% |
| APPLE INC | AAPL | Technology | 32,111 | $8.2M | 5.04% |
| BROADCOM INC | AVGO | Technology | 23,450 | $7.7M | 4.77% |
| AMAZON.COM INC | AMZN | Equity | 33,449 | $7.3M | 4.53% |
| TESLA INC | TSLA | Consumer Cyclical | 11,516 | $5.1M | 3.16% |
| MICROSOFT CORP | MSFT | Technology | 8,696 | $4.5M | 2.78% |
| UBER TECHNOLOGIES INC | UBER | Technology | 41,877 | $4.1M | 2.53% |
| ALPHABET INC | GOOGL | Equity | 14,447 | $3.5M | 2.17% |
| NETFLIX INC | NFLX | Communication Services | 2,783 | $3.3M | 2.06% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,952 | $2.8M | 1.74% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 14,893 | $2.7M | 1.68% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 36,827 | $2.4M | 1.48% |
| SERVICENOW INC | NOW | Technology | 2,497 | $2.3M | 1.42% |
| COINBASE GLOBAL INC | COIN | Financial Services | 6,458 | $2.2M | 1.34% |
| ALPHABET INC | GOOG | Equity | 8,928 | $2.2M | 1.34% |
| ARK INNOVATION ETF | ARKK | — | 23,303 | $2.0M | 1.24% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 62,031 | $2.0M | 1.22% |
| INTUIT INC | INTU | Technology | 2,719 | .9M | 1.15% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 32,224 | .8M | 1.14% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 11,028 | .8M | 1.10% |
| SNOWFLAKE INC | SNOW | Technology | 7,704 | .7M | 1.07% |
| CROWDSTRIKE HOLDINGS INC | CRWD | Technology | 3,446 | .7M | 1.04% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 15,631 | .6M | 1.01% |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 3,652 | .6M | 1.01% |