§ 13F · FUND PROFILE
Grandview Asset Management LLC.
AUM · $403M (13F)Positions · 146Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 368K | $74M | 18.3% | −3% |
| 2 | QQQ | INVESCO QQQ TR | 30K | $22M | 5.5% | +6% |
| 3 | AAPL | APPLE INC | 69K | $20M | 5.0% | −2% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 21K | $16M | 3.9% | −2% |
| 5 | MSFT | MICROSOFT CORP | 38K | $14M | 3.5% | −3% |
| 6 | VYM | VANGUARD WHITEHALL FDS | 86K | $14M | 3.4% | −3% |
| 7 | AVGO | BROADCOM INC | 32K | $12M | 3.0% | −1% |
| 8 | VTV | VANGUARD INDEX FDS | 54K | $12M | 2.9% | +10% |
| 9 | GOOG | ALPHABET INC | 33K | $12M | 2.9% | +6% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 14K | $11M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANDVIEW SIGNAL
AC read
Grandview Asset Management LLC is a Other fund managing $403 million in assets. The fund runs a portfolio of 146 positions.
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