§ 13F · FUND PROFILE
Grant Private Wealth Management Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $162M (13F)Positions · 141Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 130K | $23M | 12.0% | +16% |
| 2 | META | META PLATFORMS INC | 20K | $12M | 6.1% | +65% |
| 3 | AAPL | APPLE INC | 43K | $11M | 5.8% | +36% |
| 4 | AMZN | AMAZON COM INC | 48K | $10M | 5.3% | +42% |
| 5 | AVGO | BROADCOM INC | 29K | $9M | 4.7% | +19% |
| 6 | GOOGL | ALPHABET INC | 22K | $6M | 3.3% | +28% |
| 7 | MSFT | MICROSOFT CORP | 15K | $5M | 2.9% | +57% |
| 8 | TSLA | TESLA INC | 13K | $5M | 2.6% | +11% |
| 9 | UBER | UBER TECHNOLOGIES INC | 54K | $4M | 2.0% | +16% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 25K | $4M | 1.9% | +18% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANT SIGNAL
AC read
Grant Private Wealth Management Inc is a Other fund managing $162 million in assets. The fund runs a portfolio of 141 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed