Grandview Asset Management LLC holds a focused book of 146 stocks worth $402.6M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
69% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Grandview Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Steward Partners Investment Advisory, LLC | 80 / 80 | $7.1B |
| MORGAN STANLEY | 79 / 80 | $635.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $567.1B |
| UBS Group AG | 79 / 80 | $169.9B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $169.1B |
| PNC FINANCIAL SERVICES GROUP, INC. | 79 / 80 | $89.8B |
| LPL Financial LLC | 79 / 80 | $84.3B |
| Creative Planning | 79 / 80 | $40.9B |
Ranked by how many of Grandview Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $73.7M | 368.1K | 18.3% | ▼−2.7% Reduced · −10K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $22.0M | 30.0K | 5.5% | ▲+5.6% Added · +2K sh | |
| 3 | Apple Inc COM | $19.9M | 68.9K | 5.0% | ▼−2.0% Reduced · −1K sh | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $15.7M | 21.1K | 3.9% | ▼−2.4% Reduced · −512 sh | |
| 5 | Microsoft Corp COM | $14.0M | 37.6K | 3.5% | ▼−2.9% Reduced · −1K sh | |
| 6 | Vanguard Whitehall FDS HIGH DIV YLD | $13.7M | 86.4K | 3.4% | ▼−2.6% Reduced · −2K sh | |
| 7 | Broadcom Inc COM | $12.0M | 32.1K | 3.0% | ▼−0.6% Reduced · −192 sh | |
| 8 | Vanguard Index FDS VALUE ETF | $11.9M | 54.4K | 2.9% | ▲+10% Added · +5K sh | |
| 9 | Alphabet Inc CAP STK CL C | $11.6M | 32.7K | 2.9% | ▲+5.6% Added · +2K sh | |
| 10 | Crowdstrike Hldgs Inc CL A | $11.1M | 14.5K | 2.7% | ▼−1.2% Reduced · −172 sh | |
| 11 | Amazon Com Inc COM | $8.2M | 34.6K | 2.0% | ▲+1.8% Added · +607 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $8.2M | 16.4K | 2.0% | ▼−2.2% Reduced · −363 sh | |
| 13 | Ishares TR ISHARES SEMICDTR | $7.6M | 11.8K | 1.9% | ▲+18% Added · +2K sh | |
| 14 | Advanced Micro Devices Inc COM | $7.1M | 12.2K | 1.8% | ▲+3.4% Added · +404 sh | |
| 15 | Marvell Technology Inc COM | $7.0M | 23.3K | 1.7% | ▲+2.2% Added · +508 sh | |
| 16 | JPMorgan Chase & Co COM | $5.7M | 17.5K | 1.4% | ▲+1.4% Added · +242 sh | |
| 17 | PPL Corp COM | $5.4M | 147.7K | 1.3% | ▼−9.3% Reduced · −15K sh | |
| 18 | Vanguard Index FDS GROWTH ETF | $5.4M | 62.3K | 1.3% | ▲+506% Added · +52K sh | |
| 19 | Meta Platforms Inc CL A | $5.3M | 9.5K | 1.3% | ▼−0.5% Reduced · −49 sh | |
| 20 | Alphabet Inc CAP STK CL A | $5.1M | 14.2K | 1.3% | ▼−2.2% Reduced · −326 sh | |
| 21 | Abbvie Inc COM | $4.5M | 18.0K | 1.1% | ▼−2.0% Reduced · −373 sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $4.1M | 13.4K | 1.0% | ▼−3.5% Reduced · −484 sh | |
| 23 | Tesla Inc COM | $4.0M | 9.4K | 1.0% | ▲+1.8% Added · +165 sh | |
| 24 | Walmart Inc COM | $3.9M | 34.2K | 1.0% | ▲+1.6% Added · +526 sh | |
| 25 | Vanguard Index FDS MID CAP ETF | $3.7M | 46.9K | 0.9% | ▲+273% Added · +34K sh | |
| 26 | Waste Mgmt Inc Del COM | $3.5M | 15.9K | 0.9% | ▼−3.3% Reduced · −538 sh | |
| 27 | Ge Vernova Inc COM | $3.5M | 2.9K | 0.9% | ▲+4.4% Added · +123 sh | |
| 28 | Direxion Shares ETF Trust DA TE BU 3X ETF | $3.5M | 15.0K | 0.9% | —Held | |
| 29 | Cloudflare Inc CL A COM | $3.3M | 13.4K | 0.8% | ▲+1.2% Added · +158 sh | |
| 30 | Caterpillar Inc COM | $3.1M | 2.9K | 0.8% | ▲+1.5% Added · +43 sh | |
| 31 | Schwab Strategic TR US LCAP GR ETF | $3.0M | 88.4K | 0.7% | ▲+32% Added · +22K sh | |
| 32 | Chevron Corporation COM | $2.8M | 16.7K | 0.7% | ▲+2.8% Added · +459 sh | |
| 33 | Costco Wholesale Corporation COM | $2.6M | 2.8K | 0.6% | ▼−0.8% Reduced · −24 sh | |
| 34 | Blackstone Inc COM | $2.5M | 21.3K | 0.6% | ▲+20% Added · +4K sh | |
| 35 | Select Sector SPDR TR ST STR UTIL ETF | $2.5M | 55.0K | 0.6% | ▼−0.8% Reduced · −432 sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $2.5M | 6.7K | 0.6% | ▲+6.5% Added · +411 sh | |
| 37 | Eli Lilly & Co COM | $2.4M | 2.0K | 0.6% | ▲+9.3% Added · +169 sh | |
| 38 | Visa Inc COM CL A | $2.3M | 6.8K | 0.6% | ▼−2.5% Reduced · −173 sh | |
| 39 | RTX Corporation COM | $2.1M | 10.9K | 0.5% | ▲+14% Added · +1K sh | |
| 40 | Netflix Inc. COM | $2.1M | 28.8K | 0.5% | ▼−0.6% Reduced · −171 sh | |
| 41 | Schwab Strategic TR US LCAP VA ETF | $2.0M | 58.5K | 0.5% | ▲+49% Added · +19K sh | |
| 42 | State STR SPDR Dow Jones Ind UT SER 1 | $2.0M | 3.8K | 0.5% | ▼−0.6% Reduced · −24 sh | |
| 43 | SPDR Series Trust ST STR SP REGBNK | $1.9M | 25.1K | 0.5% | ▼−4.4% Reduced · −1K sh | |
| 44 | Caseys Gen Stores Inc COM | $1.9M | 2.3K | 0.5% | ▲+5.3% Added · +117 sh | |
| 45 | Duke Energy Corp New COM NEW | $1.8M | 14.5K | 0.5% | ▼−2.6% Reduced · −387 sh | |
| 46 | SPDR Gold TR GOLD SHS | $1.8M | 4.8K | 0.4% | ▼~0% Reduced · −2 sh | |
| 47 | Goldman Sachs Group Inc COM | $1.7M | 1.7K | 0.4% | ▲+7.6% Added · +119 sh | |
| 48 | International Business Machs COM | $1.6M | 5.7K | 0.4% | ▼−3.5% Reduced · −208 sh | |
| 49 | Citigroup Inc COM NEW | $1.6M | 11.5K | 0.4% | ▲+0.1% Added · +12 sh | |
| 50 | Ark ETF TR SPACE & DEFENSE | $1.6M | 47.0K | 0.4% | ▲+39% Added · +13K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766791/holdings"
Use Arkolith to show Grandview Asset Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 146 | $402.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 137 | $341.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 139 | $364.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 141 | $355.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 135 | $312.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 123 | $263.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 13, 2025 | 116 | $272.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 64 | $174.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.