Filed: 1/5/2026ACC: 0001754960-26-000002
📋 What this filing means
GRANT PRIVATE WEALTH MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 135 equity positions with a total reported market value of $165.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
135
Positions
$165.58M
Total AUM (reported)
1.13M
Total Shares
Allocation by class
COM$103.67M62.6%
CL A$17.54M10.6%
CAP STK CL A$5.48M3.3%
COM NEW$5.14M3.1%
COM CL A$3.37M2.0%
STATE STREET SPD$2.96M1.8%
CAP STK CL C$2.85M1.7%
Portfolio Concentration
Top 3$37.87M22.9%
4–10$38.60M23.3%
11–25$31.06M18.8%
Rest$58.04M35.1%
Top 3 weight
22.9%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 1.13M
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
1.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole135
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings135
Rows:
NVIDIA CORPORATION
SOLEShares111.92K
TypeSH
Market value$20.87M
12.61%
Sole
0.00
Shared
0.00
None
111.92K
APPLE INC
SOLEShares31.73K
TypeSH
Market value$8.63M
5.21%
Sole
0.00
Shared
0.00
None
31.73K
BROADCOM INC
SOLEShares24.19K
TypeSH
Market value$8.37M
5.06%
Sole
0.00
Shared
0.00
None
24.19K
META PLATFORMS INC
SOLEShares12.22K
TypeSH
Market value$8.07M
4.87%
Sole
0.00
Shared
0.00
None
12.22K
AMAZON COM INC
SOLEShares33.54K
TypeSH
Market value$7.74M
4.67%
Sole
0.00
Shared
0.00
None
33.54K
ALPHABET INC
SOLEShares17.49K
TypeSH
Market value$5.48M
3.31%
Sole
0.00
Shared
0.00
None
17.49K
TESLA INC
SOLEShares11.81K
TypeSH
Market value$5.31M
3.21%
Sole
0.00
Shared
0.00
None
11.81K
MICROSOFT CORP
SOLEShares9.24K
TypeSH
Market value$4.47M
2.70%
Sole
0.00
Shared
0.00
None
9.24K
UBER TECHNOLOGIES INC
SOLEShares46.19K
TypeSH
Market value$3.77M
2.28%
Sole
0.00
Shared
0.00
None
46.19K
PALANTIR TECHNOLOGIES INC
SOLEShares21.17K
TypeSH
Market value$3.76M
2.27%
Sole
0.00
Shared
0.00
None
21.17K
ALPHABET INC
SOLEShares9.10K
TypeSH
Market value$2.85M
1.72%
Sole
0.00
Shared
0.00
None
9.10K
JPMORGAN CHASE & CO.
SOLEShares8.77K
TypeSH
Market value$2.83M
1.71%
Sole
0.00
Shared
0.00
None
8.77K
NETFLIX INC
SOLEShares27.68K
TypeSH
Market value$2.60M
1.57%
Sole
0.00
Shared
0.00
None
27.68K
J P MORGAN EXCHANGE TRADED F
SOLEShares38.34K
TypeSH
Market value$2.55M
1.54%
Sole
0.00
Shared
0.00
None
38.34K
ADVANCED MICRO DEVICES INC
SOLEShares11.08K
TypeSH
Market value$2.37M
1.43%
Sole
0.00
Shared
0.00
None
11.08K
INTUITIVE SURGICAL INC
SOLEShares3.43K
TypeSH
Market value$1.94M
1.17%
Sole
0.00
Shared
0.00
None
3.43K
DIMENSIONAL ETF TRUST
SOLEShares57.59K
TypeSH
Market value$1.89M
1.14%
Sole
0.00
Shared
0.00
None
57.59K
SERVICENOW INC
SOLEShares12.22K
TypeSH
Market value$1.87M
1.13%
Sole
0.00
Shared
0.00
None
12.22K
INTUIT
SOLEShares2.71K
TypeSH
Market value$1.80M
1.09%
Sole
0.00
Shared
0.00
None
2.71K
ARK ETF TR
SOLEShares23.07K
TypeSH
Market value$1.77M
1.07%
Sole
0.00
Shared
0.00
None
23.07K
SHOPIFY INC
SOLEShares10.82K
TypeSH
Market value$1.74M
1.05%
Sole
0.00
Shared
0.00
None
10.82K
SALESFORCE INC
SOLEShares6.54K
TypeSH
Market value$1.73M
1.05%
Sole
0.00
Shared
0.00
None
6.54K
J P MORGAN EXCHANGE TRADED F
SOLEShares30.12K
TypeSH
Market value$1.72M
1.04%
Sole
0.00
Shared
0.00
None
30.12K
LAM RESEARCH CORP
SOLEShares9.94K
TypeSH
Market value$1.70M
1.03%
Sole
0.00
Shared
0.00
None
9.94K
SNOWFLAKE INC
SOLEShares7.67K
TypeSH
Market value$1.68M
1.02%
Sole
0.00
Shared
0.00
None
7.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 111.92K | SH | $20.87M 12.61% | 0.00 | 0.00 | 111.92K |
APPLE INCSOLE | COM | 31.73K | SH | $8.63M 5.21% | 0.00 | 0.00 | 31.73K |
BROADCOM INCSOLE | COM | 24.19K | SH | $8.37M 5.06% | 0.00 | 0.00 | 24.19K |
META PLATFORMS INCSOLE | CL A | 12.22K | SH | $8.07M 4.87% | 0.00 | 0.00 | 12.22K |
AMAZON COM INCSOLE | COM | 33.54K | SH | $7.74M 4.67% | 0.00 | 0.00 | 33.54K |
ALPHABET INCSOLE | CAP STK CL A | 17.49K | SH | $5.48M 3.31% | 0.00 | 0.00 | 17.49K |
TESLA INCSOLE | COM | 11.81K | SH | $5.31M 3.21% | 0.00 | 0.00 | 11.81K |
MICROSOFT CORPSOLE | COM | 9.24K | SH | $4.47M 2.70% | 0.00 | 0.00 | 9.24K |
UBER TECHNOLOGIES INCSOLE | COM | 46.19K | SH | $3.77M 2.28% | 0.00 | 0.00 | 46.19K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 21.17K | SH | $3.76M 2.27% | 0.00 | 0.00 | 21.17K |
ALPHABET INCSOLE | CAP STK CL C | 9.10K | SH | $2.85M 1.72% | 0.00 | 0.00 | 9.10K |
JPMORGAN CHASE & CO.SOLE | COM | 8.77K | SH | $2.83M 1.71% | 0.00 | 0.00 | 8.77K |
NETFLIX INCSOLE | COM | 27.68K | SH | $2.60M 1.57% | 0.00 | 0.00 | 27.68K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 38.34K | SH | $2.55M 1.54% | 0.00 | 0.00 | 38.34K |
ADVANCED MICRO DEVICES INCSOLE | COM | 11.08K | SH | $2.37M 1.43% | 0.00 | 0.00 | 11.08K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 3.43K | SH | $1.94M 1.17% | 0.00 | 0.00 | 3.43K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 57.59K | SH | $1.89M 1.14% | 0.00 | 0.00 | 57.59K |
SERVICENOW INCSOLE | COM | 12.22K | SH | $1.87M 1.13% | 0.00 | 0.00 | 12.22K |
INTUITSOLE | COM | 2.71K | SH | $1.80M 1.09% | 0.00 | 0.00 | 2.71K |
ARK ETF TRSOLE | INNOVATION ETF | 23.07K | SH | $1.77M 1.07% | 0.00 | 0.00 | 23.07K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 10.82K | SH | $1.74M 1.05% | 0.00 | 0.00 | 10.82K |
SALESFORCE INCSOLE | COM | 6.54K | SH | $1.73M 1.05% | 0.00 | 0.00 | 6.54K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 30.12K | SH | $1.72M 1.04% | 0.00 | 0.00 | 30.12K |
LAM RESEARCH CORPSOLE | COM NEW | 9.94K | SH | $1.70M 1.03% | 0.00 | 0.00 | 9.94K |
SNOWFLAKE INCSOLE | COM SHS | 7.67K | SH | $1.68M 1.02% | 0.00 | 0.00 | 7.67K |
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