Filed: 10/7/2025ACC: 0001754960-25-000636
📋 What this filing means
GRANT PRIVATE WEALTH MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 141 equity positions with a total reported market value of $162.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
141
Positions
$162.11M
Total AUM (reported)
1.06M
Total Shares
Allocation by class
COM$101.72M62.7%
CL A$18.13M11.2%
COM NEW$4.34M2.7%
COM CL A$4.18M2.6%
CAP STK CL A$3.51M2.2%
COM SHS$2.41M1.5%
HEDGED EQUITY LA$2.39M1.5%
Portfolio Concentration
Top 3$37.81M23.3%
4–10$35.66M22.0%
11–25$30.75M19.0%
Rest$57.90M35.7%
Top 3 weight
23.3%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 1.06M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole141
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings141
Rows:
NVIDIA CORPORATION
SOLEShares111.41K
TypeSH
Market value$20.79M
12.82%
Sole
0.00
Shared
0.00
None
111.41K
META PLATFORMS INC
SOLEShares12.04K
TypeSH
Market value$8.84M
5.46%
Sole
0.00
Shared
0.00
None
12.04K
APPLE INC
SOLEShares32.11K
TypeSH
Market value$8.18M
5.04%
Sole
0.00
Shared
0.00
None
32.11K
BROADCOM INC
SOLEShares23.45K
TypeSH
Market value$7.74M
4.77%
Sole
0.00
Shared
0.00
None
23.45K
AMAZON COM INC
SOLEShares33.45K
TypeSH
Market value$7.34M
4.53%
Sole
0.00
Shared
0.00
None
33.45K
TESLA INC
SOLEShares11.52K
TypeSH
Market value$5.12M
3.16%
Sole
0.00
Shared
0.00
None
11.52K
MICROSOFT CORP
SOLEShares8.70K
TypeSH
Market value$4.50M
2.78%
Sole
0.00
Shared
0.00
None
8.70K
UBER TECHNOLOGIES INC
SOLEShares41.88K
TypeSH
Market value$4.10M
2.53%
Sole
0.00
Shared
0.00
None
41.88K
ALPHABET INC
SOLEShares14.45K
TypeSH
Market value$3.51M
2.17%
Sole
0.00
Shared
0.00
None
14.45K
NETFLIX INC
SOLEShares2.78K
TypeSH
Market value$3.34M
2.06%
Sole
0.00
Shared
0.00
None
2.78K
JPMORGAN CHASE & CO.
SOLEShares8.95K
TypeSH
Market value$2.82M
1.74%
Sole
0.00
Shared
0.00
None
8.95K
PALANTIR TECHNOLOGIES INC
SOLEShares14.89K
TypeSH
Market value$2.72M
1.68%
Sole
0.00
Shared
0.00
None
14.89K
J P MORGAN EXCHANGE TRADED F
SOLEShares36.83K
TypeSH
Market value$2.39M
1.48%
Sole
0.00
Shared
0.00
None
36.83K
SERVICENOW INC
SOLEShares2.50K
TypeSH
Market value$2.30M
1.42%
Sole
0.00
Shared
0.00
None
2.50K
COINBASE GLOBAL INC
SOLEShares6.46K
TypeSH
Market value$2.18M
1.34%
Sole
0.00
Shared
0.00
None
6.46K
ALPHABET INC
SOLEShares8.93K
TypeSH
Market value$2.17M
1.34%
Sole
0.00
Shared
0.00
None
8.93K
ARK ETF TR
SOLEShares23.30K
TypeSH
Market value$2.01M
1.24%
Sole
0.00
Shared
0.00
None
23.30K
DIMENSIONAL ETF TRUST
SOLEShares62.03K
TypeSH
Market value$1.98M
1.22%
Sole
0.00
Shared
0.00
None
62.03K
INTUIT
SOLEShares2.72K
TypeSH
Market value$1.86M
1.15%
Sole
0.00
Shared
0.00
None
2.72K
J P MORGAN EXCHANGE TRADED F
SOLEShares32.22K
TypeSH
Market value$1.84M
1.14%
Sole
0.00
Shared
0.00
None
32.22K
ADVANCED MICRO DEVICES INC
SOLEShares11.03K
TypeSH
Market value$1.78M
1.10%
Sole
0.00
Shared
0.00
None
11.03K
SNOWFLAKE INC
SOLEShares7.70K
TypeSH
Market value$1.74M
1.07%
Sole
0.00
Shared
0.00
None
7.70K
CROWDSTRIKE HLDGS INC
SOLEShares3.45K
TypeSH
Market value$1.69M
1.04%
Sole
0.00
Shared
0.00
None
3.45K
SPDR SERIES TRUST
SOLEShares15.63K
TypeSH
Market value$1.63M
1.01%
Sole
0.00
Shared
0.00
None
15.63K
INTUITIVE SURGICAL INC
SOLEShares3.65K
TypeSH
Market value$1.63M
1.01%
Sole
0.00
Shared
0.00
None
3.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 111.41K | SH | $20.79M 12.82% | 0.00 | 0.00 | 111.41K |
META PLATFORMS INCSOLE | CL A | 12.04K | SH | $8.84M 5.46% | 0.00 | 0.00 | 12.04K |
APPLE INCSOLE | COM | 32.11K | SH | $8.18M 5.04% | 0.00 | 0.00 | 32.11K |
BROADCOM INCSOLE | COM | 23.45K | SH | $7.74M 4.77% | 0.00 | 0.00 | 23.45K |
AMAZON COM INCSOLE | COM | 33.45K | SH | $7.34M 4.53% | 0.00 | 0.00 | 33.45K |
TESLA INCSOLE | COM | 11.52K | SH | $5.12M 3.16% | 0.00 | 0.00 | 11.52K |
MICROSOFT CORPSOLE | COM | 8.70K | SH | $4.50M 2.78% | 0.00 | 0.00 | 8.70K |
UBER TECHNOLOGIES INCSOLE | COM | 41.88K | SH | $4.10M 2.53% | 0.00 | 0.00 | 41.88K |
ALPHABET INCSOLE | CAP STK CL A | 14.45K | SH | $3.51M 2.17% | 0.00 | 0.00 | 14.45K |
NETFLIX INCSOLE | COM | 2.78K | SH | $3.34M 2.06% | 0.00 | 0.00 | 2.78K |
JPMORGAN CHASE & CO.SOLE | COM | 8.95K | SH | $2.82M 1.74% | 0.00 | 0.00 | 8.95K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 14.89K | SH | $2.72M 1.68% | 0.00 | 0.00 | 14.89K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 36.83K | SH | $2.39M 1.48% | 0.00 | 0.00 | 36.83K |
SERVICENOW INCSOLE | COM | 2.50K | SH | $2.30M 1.42% | 0.00 | 0.00 | 2.50K |
COINBASE GLOBAL INCSOLE | COM CL A | 6.46K | SH | $2.18M 1.34% | 0.00 | 0.00 | 6.46K |
ALPHABET INCSOLE | CAP STK CL C | 8.93K | SH | $2.17M 1.34% | 0.00 | 0.00 | 8.93K |
ARK ETF TRSOLE | INNOVATION ETF | 23.30K | SH | $2.01M 1.24% | 0.00 | 0.00 | 23.30K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 62.03K | SH | $1.98M 1.22% | 0.00 | 0.00 | 62.03K |
INTUITSOLE | COM | 2.72K | SH | $1.86M 1.15% | 0.00 | 0.00 | 2.72K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 32.22K | SH | $1.84M 1.14% | 0.00 | 0.00 | 32.22K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.03K | SH | $1.78M 1.10% | 0.00 | 0.00 | 11.03K |
SNOWFLAKE INCSOLE | COM SHS | 7.70K | SH | $1.74M 1.07% | 0.00 | 0.00 | 7.70K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.45K | SH | $1.69M 1.04% | 0.00 | 0.00 | 3.45K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 15.63K | SH | $1.63M 1.01% | 0.00 | 0.00 | 15.63K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.65K | SH | $1.63M 1.01% | 0.00 | 0.00 | 3.65K |
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