§ 13F · FUND PROFILE
Grant Private Wealth Management Inc.
AUM · $237M (13F)Positions · 164Turnover · n/a · Q2Filed · Jul 7, 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 141K | $28M | 11.9% | +9% |
| 2 | META | META PLATFORMS INC | 26K | $15M | 6.2% | +30% |
| 3 | AAPL | APPLE INC | 50K | $15M | 6.1% | +16% |
| 4 | AMZN | AMAZON COM INC | 56K | $13M | 5.6% | +18% |
| 5 | AVGO | BROADCOM INC | 32K | $12M | 5.1% | +11% |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 15K | $8M | 3.6% | +13% |
| 7 | GOOGL | ALPHABET INC | 23K | $8M | 3.5% | +4% |
| 8 | MSFT | MICROSOFT CORP | 18K | $7M | 2.8% | +25% |
| 9 | TSLA | TESLA INC | 14K | $6M | 2.4% | +5% |
| 10 | GOOG | ALPHABET INC | 12K | $4M | 1.8% | +11% |
§ 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 $237 million in assets. The fund runs a portfolio of 164 positions.
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