DOSSIER · 13F-HR · Q2 2026

Grant Private Wealth Management Inc

$237M in tracked AUM across 164 positions as of Q2 2026.

GP
CIK 0002056418 · last filed Jun 30, 2026
Total AUM
$237M
as of Q2 2026
Holdings
164
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Grant Private Wealth Management Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$28M141K11.9%
02
META
META PLATFORMS INC
$15M26K6.2%
03
AAPL
APPLE INC
$15M50K6.1%
04
AMZN
AMAZON COM INC
$13M56K5.6%
05
AVGO
BROADCOM INC
$12M32K5.1%
06
AMD
ADVANCED MICRO DEVICES INC
$8M15K3.6%
07
GOOGL
ALPHABET INC
$8M23K3.5%
08
MSFT
MICROSOFT CORP
$7M18K2.8%
09
TSLA
TESLA INC
$6M14K2.4%
10
GOOG
ALPHABET INC
$4M12K1.8%

Filing history

2026Q2Jun 30
$237M 25.8%
164 positionsView →
2026Q1Mar 31
$188M 13.8%
154 positionsView →
2025Q4Dec 31
$166M 58.9%
135 positionsView →
2025Q3Sep 30
$104M 11.0%
69 positionsView →
2025Q2Jun 30
$94M 67.6%
28 positionsLocked
2025Q1Mar 31
$56M 39.6%
60 positionsLocked
2024Q4Dec 31
$93M
111 positionsLocked