Q3 2026 13F · SEC CIK 2056418

Grant Private Wealth Management Inc

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $222.9M
Reported positions: 156
Holdings vs S&P 500, 3 yrs: —
Assets under management: $255.0M

Grant Private Wealth Management Inc is a wealth manager that reported 156 positions worth $222.9M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Nvidia Corporation (NVDA, 9.7%), Meta Platforms Inc (META, 6.5%), Apple Inc (AAPL, 6.1%).

Grant Private Wealth Management Inc holdings largest 50 of 156 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Grant Private Wealth Management Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	9.7%	11.9%	94,402	-33.2%	$21.6M
METAMeta Platforms Inc	6.5%	6.2%	19,912	-23.9%	$14.4M
AAPLApple Inc	6.1%	6.1%	40,815	-18.9%	$13.6M
AMZNAmazon Com Inc	5.2%	5.6%	46,784	-16.3%	$11.7M
MSFTMicrosoft Corp	4.0%	2.8%	17,395	-3.8%	$8.9M
AMDAdvanced Micro Devices Inc	3.7%	3.6%	13,548	-7.1%	$8.3M
GOOGLAlphabet Inc	2.9%	3.5%	18,927	-18.6%	$6.5M
GOOGAlphabet Inc	2.7%	1.8%	17,481	+45.3%	$6.0M
AVGOBroadcom Inc	2.5%	5.1%	16,153	-49.6%	$5.7M
MUMicron Technology Inc	2.3%	1.6%	4,740	+48.0%	$5.0M
TSLATesla Inc	2.0%	2.4%	12,365	-10.0%	$4.4M
PLTRPalantir Technologies Inc	1.7%	1.4%	20,406	-25.7%	$3.8M
LRCXLam Research Corp	1.3%	1.8%	8,800	-8.8%	$2.9M
JPMJpmorgan Chase & Co	1.2%	1.3%	8,314	-12.4%	$2.8M
HELOJ P Morgan Exchange Traded F	1.2%	0.8%	38,040	+29.2%	$2.6M
LLYEli Lilly & Co	1.1%	0.6%	2,194	+74.0%	$2.5M
CSCOCisco Sys Inc	0.9%	0.6%	19,245	+55.5%	$2.1M
NOWServicenow Inc	0.9%	0.7%	14,628	-13.8%	$2.0M
DFSVDfa Invt Dimensions Group in	0.9%	—	51,757	—	$1.9M
PANWPalo Alto Networks Inc	0.8%	0.6%	4,739	+18.6%	$1.9M
NFLXNetflix Inc.	0.8%	1.1%	26,640	-27.4%	$1.9M
GSGoldman Sachs Group Inc	0.8%	0.4%	2,050	+102.4%	$1.8M
QQQInvesco Qqq Tr	0.8%	0.8%	2,492	-2.3%	$1.8M
ABTAbbott Laboratories	0.8%	0.8%	17,198	-15.3%	$1.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.7%	0.7%	13,506	-4.9%	$1.7M
XOMExxonmobil Holdings Corp	0.7%	—	10,011	—	$1.6M
INTUIntuit	0.7%	0.5%	5,742	+35.6%	$1.6M
UNHUnitedhealth Group Inc	0.7%	0.7%	4,196	+1.9%	$1.5M
INTCIntel Corp	0.7%	0.9%	12,765	-15.3%	$1.5M
CRMSalesforce Inc	0.7%	0.4%	6,674	+3.4%	$1.5M
JEPIJ P Morgan Exchange Traded F	0.7%	0.8%	26,988	-15.5%	$1.5M
CATCaterpillar Inc	0.7%	0.8%	1,865	+8.4%	$1.5M
NETCloudflare Inc	0.7%	0.6%	4,330	-23.0%	$1.5M
VVisa Inc	0.6%	0.7%	3,970	-20.8%	$1.4M
AMATApplied Matls Inc	0.6%	0.9%	2,707	-6.7%	$1.4M
IBMInternational Business Machs	0.6%	—	6,200	—	$1.4M
MAMastercard Incorporated	0.6%	—	2,468	—	$1.4M
GEGe Aerospace	0.6%	—	4,075	—	$1.3M
JNJJohnson & Johnson	0.6%	—	4,801	—	$1.3M
ORCLOracle Corp	0.6%	—	9,179	—	$1.3M
SHOPShopify Inc	0.6%	0.4%	8,474	-5.6%	$1.3M
UBERUber Technologies Inc	0.6%	1.7%	18,147	-67.8%	$1.2M
ARKKArk ETF Tr	0.6%	0.7%	13,757	-32.3%	$1.2M
CVXChevron Corporation	0.5%	—	5,972	—	$1.2M
ALGNAlign Technology Inc	0.5%	0.6%	7,917	+0.0%	$1.2M
KLACKla Corp	0.5%	—	5,730	—	$1.1M
GEVGe Vernova Inc	0.5%	—	1,149	—	$1.1M
JEPQJ P Morgan Exchange Traded F	0.5%	0.4%	17,306	+1.2%	$1.1M
IVVIshares Tr	0.5%	—	1,384	—	$1.1M
TRVTravelers Companies Inc	0.5%	—	2,966	—	$1.1M

What Grant Private Wealth Management Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GS Goldman Sachs Group Inc+102.4% shares
LLY Eli Lilly & Co+74.0% shares
CSCO Cisco Sys Inc+55.5% shares
MU Micron Technology Inc+48.0% shares
GOOG Alphabet Inc+45.3% shares
INTU Intuit+35.6% shares
HELO J P Morgan Exchange Traded F+29.2% shares
PANW Palo Alto Networks Inc+18.6% shares

Reduced

UBER Uber Technologies Inc-67.8% shares
AVGO Broadcom Inc-49.6% shares
NVDA Nvidia Corporation-33.2% shares
ARKK Ark ETF Tr-32.3% shares
NFLX Netflix Inc.-27.4% shares
PLTR Palantir Technologies Inc-25.7% shares
META Meta Platforms Inc-23.9% shares
NET Cloudflare Inc-23.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.7% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$222.9M	156
Q2 2026	$237.2M	164
Q1 2026	$188.5M	154
Q4 2025	$165.6M	135
Q3 2025	$162.1M	141
Q2 2025	$176.4M	70
Q1 2025	$92.7M	117
Q4 2024	$92.7M	111

Questions about Grant Private Wealth Management Inc's portfolio

What stocks does Grant Private Wealth Management Inc own?

Grant Private Wealth Management Inc's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 156 positions worth $222.9M. The largest are Nvidia Corporation (NVDA) at 9.7%, Meta Platforms Inc (META) at 6.5%, Apple Inc (AAPL) at 6.1%, Amazon Com Inc (AMZN) at 5.2% and Microsoft Corp (MSFT) at 4.0%.

What did Grant Private Wealth Management Inc buy last quarter?

In Q3 2026, Grant Private Wealth Management Inc added Goldman Sachs Group Inc (GS) (+102.4% shares), Eli Lilly & Co (LLY) (+74.0% shares) and Cisco Sys Inc (CSCO) (+55.5% shares), compared with its Q2 2026 filing.

What did Grant Private Wealth Management Inc sell last quarter?

In Q3 2026, Grant Private Wealth Management Inc cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Texas Instrs Inc (TXN), cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Citigroup Inc (C), cut from its top 50 Abbvie Inc (ABBV), Uber Technologies Inc (UBER) (-67.8% shares), Broadcom Inc (AVGO) (-49.6% shares) and Nvidia Corporation (NVDA) (-33.2% shares), compared with its Q2 2026 filing.

When is Grant Private Wealth Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Grant Private Wealth Management Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Grant Private Wealth Management Inc manage?

Grant Private Wealth Management Inc reported $255.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $222.9M.