Grant Private Wealth Management Inc
Net buyer this quarter
$237M
129
+$19.5M
49.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $28.3M | 11.93% | 0.00% | +8.7% | Q4 2024 |
 META | $14.7M | 6.21% | Not reported | +29.7% | Q4 2024 |
 AAPL | $14.6M | 6.14% | 0.00% | +16.5% | Q4 2024 |
 AMZN | $13.3M | 5.61% | 0.00% | +17.5% | Q4 2024 |
 AVGO | $12.1M | 5.10% | 0.00% | +11.3% | Q4 2024 |
 AMD | $8.47M | 3.57% | 0.00% | +12.6% | Q4 2024 |
 GOOGL | $8.31M | 3.50% | 0.00% | +4.1% | Q4 2024 |
 MSFT | $6.74M | 2.84% | 0.00% | +24.5% | Q4 2024 |
 TSLA | $5.78M | 2.44% | 0.00% | +4.7% | Q4 2024 |
| GOOG | $4.25M | 1.79% | Not reported | +11.3% | Q4 2024 |
 LRCX | $4.18M | 1.76% | 0.00% | -0.4% | Q4 2024 |
 UBER | $4.06M | 1.71% | 0.00% | +5.0% | Q4 2024 |
 MU | $3.7M | 1.56% | 0.00% | -1.0% | Q4 2024 |
 PLTR | $3.2M | 1.35% | 0.00% | +9.5% | Q4 2024 |
 JPM | $3.11M | 1.31% | 0.00% | +5.7% | Q4 2024 |
 NFLX | $2.62M | 1.11% | 0.00% | -2.9% | Q4 2024 |
 INTC | $2.11M | 0.89% | 0.00% | -6.0% | Q4 2024 |
 AMAT | $2.1M | 0.88% | 0.00% | +36.1% | Q4 2024 |
 QQQ | $1.88M | 0.79% | Not reported | -2.5% | Q4 2024 |
 ABT | $1.84M | 0.78% | 0.00% | +362.6% | Q4 2024 |
 CAT | $1.83M | 0.77% | 0.00% | +7.6% | Q4 2024 |
 V | $1.72M | 0.72% | 0.00% | +5.6% | Q4 2024 |
 UNH | $1.71M | 0.72% | 0.00% | +44.3% | Q4 2024 |
 NOW | $1.68M | 0.71% | 0.00% | +19.7% | Q4 2024 |
 TXN | $1.59M | 0.67% | 0.00% | +12.2% | Q4 2024 |
 LLY | $1.51M | 0.64% | 0.00% | +7.2% | Q4 2024 |
 ISRG | $1.47M | 0.62% | 0.00% | -1.2% | Q4 2024 |
 CSCO | $1.45M | 0.61% | 0.00% | +39.4% | Q4 2024 |
 NET | $1.38M | 0.58% | Not reported | +6.2% | Q1 2025 |
 PANW | $1.36M | 0.57% | 0.00% | -54.4% | Q4 2024 |
 ALGN | $1.34M | 0.56% | 0.01% | +13.1% | Q1 2026 |
 C | $1.19M | 0.50% | 0.00% | +29.0% | Q1 2025 |
 ABBV | $1.17M | 0.49% | 0.00% | +12.9% | Q4 2024 |
 VZ | $1.15M | 0.49% | 0.00% | +12.6% | Q4 2024 |
 ANET | $1.14M | 0.48% | 0.00% | +12.8% | Q4 2024 |
 INTU | $1.11M | 0.47% | 0.00% | +0.9% | Q4 2024 |
 ZM | $1.05M | 0.44% | Not reported | -0.9% | Q4 2024 |
 BLK | $1.05M | 0.44% | 0.00% | +8.0% | Q4 2024 |
 QCOM | $1.05M | 0.44% | 0.00% | +37.8% | Q1 2025 |
 XOM | $1.03M | 0.43% | 0.00% | +7.5% | Q4 2024 |
 GS | $1.02M | 0.43% | 0.00% | +7.1% | Q1 2025 |
 SHOP | $1.02M | 0.43% | 0.00% | -15.5% | Q4 2024 |
 CRM | $1.01M | 0.43% | 0.00% | -9.3% | Q4 2024 |
 IBM | $952K | 0.40% | 0.00% | +14.9% | Q4 2024 |
 HUBB | $931K | 0.39% | 0.00% | -0.6% | Q4 2024 |
 WMT | $924K | 0.39% | 0.00% | +1.2% | Q4 2024 |
 ORCL | $918K | 0.39% | 0.00% | +35.5% | Q4 2024 |
 BA | $858K | 0.36% | 0.00% | -6.2% | Q4 2024 |
| DUK | $836K | 0.35% | 0.00% | +6.0% | Q4 2024 |
 COIN | $824K | 0.35% | 0.00% | -3.8% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $22.7M | 12.04% | 0.00% | +16.3% | Q4 2024 |
| META | $11.5M | 6.13% | Not reported | +65.2% | Q4 2024 |
| AAPL | $11M | 5.82% | 0.00% | +36.1% | Q4 2024 |
| AMZN | $9.9M | 5.25% | 0.00% | +41.8% | Q4 2024 |
| AVGO | $8.91M | 4.73% | 0.00% | +18.9% | Q4 2024 |
| GOOGL | $6.13M | 3.25% | 0.00% | +27.7% | Q4 2024 |
| MSFT | $5.37M | 2.85% | 0.00% | +57.1% | Q4 2024 |
| TSLA | $4.88M | 2.59% | 0.00% | +11.1% | Q4 2024 |
| UBER | $3.86M | 2.05% | 0.00% | +16.1% | Q4 2024 |
| PLTR | $3.67M | 1.95% | 0.00% | +18.5% | Q4 2024 |
| NFLX | $3.64M | 1.93% | 0.00% | +36.7% | Q4 2024 |
| GOOG | $3.39M | 1.80% | Not reported | +18.8% | Q4 2024 |
| JPM | $2.64M | 1.40% | 0.00% | +2.4% | Q4 2024 |
| AMD | $2.64M | 1.40% | 0.00% | +16.9% | Q4 2024 |
| LRCX | $2.07M | 1.10% | 0.00% | -2.5% | Q4 2024 |
| INTU | $1.81M | 0.96% | 0.00% | +54.5% | Q4 2024 |
| ISRG | $1.73M | 0.92% | 0.00% | +9.2% | Q4 2024 |
| QQQ | $1.51M | 0.80% | Not reported | +0.2% | Q4 2024 |
| NOW | $1.48M | 0.79% | 0.00% | +15.9% | Q4 2024 |
| V | $1.43M | 0.76% | 0.00% | +40.0% | Q4 2024 |
| PANW | $1.4M | 0.74% | 0.00% | +16.1% | Q4 2024 |
 CRWD | $1.39M | 0.74% | 0.00% | +3.1% | Q3 2025 |
| CRM | $1.33M | 0.70% | 0.00% | +8.8% | Q4 2024 |
| SHOP | $1.26M | 0.67% | 0.00% | -1.9% | Q4 2024 |
| VZ | $1.22M | 0.64% | 0.00% | +12.5% | Q4 2024 |
| ALGN | $1.2M | 0.64% | 0.01% | New | Q1 2026 |
| XOM | $1.19M | 0.63% | 0.00% | +26.3% | Q4 2024 |
 COST | $1.17M | 0.62% | 0.00% | +137.5% | Q4 2024 |
| CAT | $1.13M | 0.60% | 0.00% | +17.8% | Q4 2024 |
 SNOW | $1.12M | 0.60% | 0.00% | -3.0% | Q4 2024 |
| NET | $1.09M | 0.58% | Not reported | +25.0% | Q1 2025 |
| MU | $1.09M | 0.58% | 0.00% | -6.6% | Q4 2024 |
| LLY | $1.08M | 0.57% | 0.00% | +25.4% | Q4 2024 |
| COIN | $1.02M | 0.54% | 0.00% | -6.4% | Q4 2024 |
| WMT | $1M | 0.53% | 0.00% | +18.7% | Q4 2024 |
| ZM | $989K | 0.52% | Not reported | +3.4% | Q4 2024 |
| BLK | $972K | 0.52% | 0.00% | +5.1% | Q4 2024 |
| TXN | $926K | 0.49% | 0.00% | +14.0% | Q4 2024 |
| ABBV | $897K | 0.48% | 0.00% | +28.2% | Q4 2024 |
| HUBB | $878K | 0.47% | 0.00% | Not reported | Q4 2024 |
| BA | $842K | 0.45% | 0.00% | -7.0% | Q4 2024 |
| DUK | $816K | 0.43% | 0.00% | +30.6% | Q4 2024 |
| GS | $800K | 0.42% | 0.00% | +15.8% | Q1 2025 |
| UNH | $772K | 0.41% | 0.00% | +35.7% | Q4 2024 |
| C | $750K | 0.40% | 0.00% | +20.6% | Q1 2025 |
 MCD | $740K | 0.39% | 0.00% | +24.5% | Q4 2024 |
| ANET | $732K | 0.39% | 0.00% | +27.2% | Q4 2024 |
| AMAT | $728K | 0.39% | 0.00% | -8.1% | Q4 2024 |
| IBM | $714K | 0.38% | 0.00% | +15.5% | Q4 2024 |
 JNJ | $709K | 0.38% | 0.00% | +15.2% | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $20.9M | 12.61% | 0.00% | +0.5% | Q4 2024 |
| AAPL | $8.63M | 5.21% | 0.00% | -1.2% | Q4 2024 |
| AVGO | $8.37M | 5.06% | 0.00% | +3.2% | Q4 2024 |
| META | $8.07M | 4.87% | Not reported | +1.5% | Q4 2024 |
| AMZN | $7.74M | 4.67% | 0.00% | +0.3% | Q4 2024 |
| GOOGL | $5.48M | 3.31% | 0.00% | +21.1% | Q4 2024 |
| TSLA | $5.31M | 3.21% | 0.00% | +2.6% | Q4 2024 |
| MSFT | $4.47M | 2.70% | 0.00% | +6.3% | Q4 2024 |
| UBER | $3.77M | 2.28% | 0.00% | +10.3% | Q4 2024 |
| PLTR | $3.76M | 2.27% | 0.00% | +42.2% | Q4 2024 |
| GOOG | $2.85M | 1.72% | Not reported | +1.9% | Q4 2024 |
| JPM | $2.83M | 1.71% | 0.00% | -2.0% | Q4 2024 |
| NFLX | $2.6M | 1.57% | 0.00% | -0.6% | Q4 2024 |
| AMD | $2.37M | 1.43% | 0.00% | +0.5% | Q4 2024 |
| ISRG | $1.94M | 1.17% | 0.00% | -6.1% | Q4 2024 |
| NOW | $1.87M | 1.13% | 0.00% | -2.1% | Q4 2024 |
| INTU | $1.8M | 1.09% | 0.00% | -0.2% | Q4 2024 |
| SHOP | $1.74M | 1.05% | 0.00% | +14.9% | Q4 2024 |
| CRM | $1.73M | 1.05% | 0.00% | +6.3% | Q4 2024 |
| LRCX | $1.7M | 1.03% | 0.00% | -1.7% | Q4 2024 |
| SNOW | $1.68M | 1.02% | 0.00% | -0.4% | Q4 2024 |
| CRWD | $1.62M | 0.98% | 0.00% | Not reported | Q3 2025 |
| QQQ | $1.6M | 0.97% | Not reported | +25.2% | Q4 2024 |
| COIN | $1.42M | 0.86% | 0.00% | -3.0% | Q4 2024 |
| PANW | $1.39M | 0.84% | 0.00% | +8.2% | Q4 2024 |
| V | $1.19M | 0.72% | 0.00% | -1.2% | Q4 2024 |
| BLK | $1.03M | 0.62% | 0.00% | +12.4% | Q4 2024 |
| ZM | $1.03M | 0.62% | Not reported | -8.5% | Q4 2024 |
| LLY | $1.01M | 0.61% | 0.00% | -1.7% | Q4 2024 |
| MU | $989K | 0.60% | 0.00% | -36.6% | Q4 2024 |
| BA | $987K | 0.60% | 0.00% | -0.7% | Q4 2024 |
| VZ | $877K | 0.53% | 0.00% | +7.0% | Q4 2024 |
| NET | $835K | 0.50% | Not reported | +0.7% | Q1 2025 |
| HUBB | $795K | 0.48% | 0.00% | Not reported | Q4 2024 |
| CAT | $777K | 0.47% | 0.00% | -3.4% | Q4 2024 |
 DKNG | $767K | 0.46% | Not reported | Not reported | Q4 2024 |
| WMT | $756K | 0.46% | 0.00% | -0.6% | Q4 2024 |
| IBM | $755K | 0.46% | 0.00% | +11.0% | Q4 2024 |
| ABBV | $735K | 0.44% | 0.00% | +10.3% | Q4 2024 |
| TXN | $726K | 0.44% | 0.00% | +8.5% | Q4 2024 |
| GS | $718K | 0.43% | 0.00% | -2.9% | Q1 2025 |
| UNH | $695K | 0.42% | 0.00% | +6.8% | Q4 2024 |
| XOM | $666K | 0.40% | 0.00% | +3.5% | Q4 2024 |
| C | $640K | 0.39% | 0.00% | +26.0% | Q1 2025 |
| CSCO | $619K | 0.37% | 0.00% | +17.0% | Q4 2024 |
 MMM | $616K | 0.37% | 0.00% | +9.7% | Q1 2025 |
| ANET | $614K | 0.37% | 0.00% | +1.4% | Q4 2024 |
 DIS | $598K | 0.36% | 0.00% | -1.1% | Q4 2024 |
| AMAT | $596K | 0.36% | 0.00% | -0.2% | Q4 2024 |
 WFC | $590K | 0.36% | 0.00% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $20.8M | 12.82% | 0.00% | +309.3% | Q4 2024 |
| META | $8.84M | 5.46% | Not reported | +19.6% | Q4 2024 |
| AAPL | $8.18M | 5.04% | 0.00% | +17.8% | Q4 2024 |
| AVGO | $7.74M | 4.77% | 0.00% | +2675.2% | Q4 2024 |
| AMZN | $7.34M | 4.53% | 0.00% | +1.1% | Q4 2024 |
| TSLA | $5.12M | 3.16% | 0.00% | Not reported | Q4 2024 |
| MSFT | $4.5M | 2.78% | 0.00% | -37.9% | Q4 2024 |
| UBER | $4.1M | 2.53% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $3.51M | 2.17% | 0.00% | Not reported | Q4 2024 |
| NFLX | $3.34M | 2.06% | 0.00% | Not reported | Q4 2024 |
| JPM | $2.82M | 1.74% | 0.00% | +147.4% | Q4 2024 |
| PLTR | $2.72M | 1.68% | 0.00% | Not reported | Q4 2024 |
| NOW | $2.3M | 1.42% | 0.00% | Not reported | Q4 2024 |
| COIN | $2.18M | 1.34% | 0.00% | Not reported | Q4 2024 |
| GOOG | $2.17M | 1.34% | Not reported | -62.7% | Q4 2024 |
| INTU | $1.86M | 1.15% | 0.00% | Not reported | Q4 2024 |
| AMD | $1.78M | 1.10% | 0.00% | Not reported | Q4 2024 |
| SNOW | $1.74M | 1.07% | 0.00% | Not reported | Q4 2024 |
| CRWD | $1.69M | 1.04% | 0.00% | New | Q3 2025 |
| ISRG | $1.63M | 1.01% | 0.00% | Not reported | Q4 2024 |
| CRM | $1.46M | 0.90% | 0.00% | Not reported | Q4 2024 |
| PANW | $1.42M | 0.88% | 0.00% | Not reported | Q4 2024 |
| SHOP | $1.4M | 0.86% | 0.00% | Not reported | Q4 2024 |
| LRCX | $1.35M | 0.84% | 0.00% | Not reported | Q4 2024 |
| QQQ | $1.25M | 0.77% | Not reported | +37.7% | Q4 2024 |
| V | $1.17M | 0.72% | 0.00% | Not reported | Q4 2024 |
| ZM | $1.07M | 0.66% | Not reported | Not reported | Q4 2024 |
| BLK | $998K | 0.62% | 0.00% | +10.2% | Q4 2024 |
| BA | $988K | 0.61% | 0.00% | Not reported | Q4 2024 |
| MU | $914K | 0.56% | 0.00% | Not reported | Q4 2024 |
| NET | $903K | 0.56% | Not reported | Not reported | Q1 2025 |
| VZ | $884K | 0.55% | 0.00% | -83.0% | Q4 2024 |
 RBLX | $834K | 0.51% | 0.00% | Not reported | Q4 2024 |
| DKNG | $832K | 0.51% | Not reported | Not reported | Q4 2024 |
| HUBB | $770K | 0.47% | 0.00% | Not reported | Q4 2024 |
| ORCL | $749K | 0.46% | 0.00% | Not reported | Q4 2024 |
| LLY | $728K | 0.45% | 0.00% | +118.8% | Q4 2024 |
| TXN | $709K | 0.44% | 0.00% | +60.0% | Q4 2024 |
| WMT | $704K | 0.43% | 0.00% | +138.3% | Q4 2024 |
 HD | $698K | 0.43% | 0.00% | -83.4% | Q4 2024 |
 BABA | $693K | 0.43% | 0.00% | New | Q3 2025 |
| UNH | $680K | 0.42% | 0.00% | -64.4% | Q4 2024 |
| ABBV | $675K | 0.42% | 0.00% | -75.5% | Q4 2024 |
| ANET | $673K | 0.42% | 0.00% | Not reported | Q4 2024 |
| CAT | $670K | 0.41% | 0.00% | +68.5% | Q4 2024 |
| GS | $670K | 0.41% | 0.00% | Not reported | Q1 2025 |
| IBM | $648K | 0.40% | 0.00% | -43.1% | Q4 2024 |
| DUK | $613K | 0.38% | 0.00% | -79.7% | Q4 2024 |
| DIS | $608K | 0.38% | 0.00% | Not reported | Q4 2024 |
| XOM | $603K | 0.37% | 0.00% | -90.5% | Q4 2024 |