Grant Private Wealth Management Inc holds a focused book of 164 stocks worth $237.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Kla Corp and trimmed Lam Research Corp. Their largest long position is Nvidia Corp at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056418/holdings"
Use Arkolith to show Grant Private Wealth Management Inc's latest holdings, largest changes, and filing provenance.
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.
90% 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
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 | $28.3M | 141.4K | 11.9% | ▲+8.7% Added · +11K sh | |
| 2 | Meta Platforms Inc CL A | $14.7M | 26.2K | 6.2% | ▲+30% Added · +6K sh | |
| 3 | Apple Inc COM | $14.6M | 50.3K | 6.1% | ▲+16% Added · +7K sh | |
| 4 | Amazon Com Inc COM | $13.3M | 55.9K | 5.6% | ▲+18% Added · +8K sh | |
| 5 | Broadcom Inc COM | $12.1M | 32.0K | 5.1% | ▲+11% Added · +3K sh | |
| 6 | Advanced Micro Devices Inc COM | $8.5M | 14.6K | 3.6% | ▲+13% Added · +2K sh | |
| 7 | Alphabet Inc CAP STK CL A | $8.3M | 23.2K | 3.5% | ▲+4.1% Added · +914 sh | |
| 8 | Microsoft Corp COM | $6.7M | 18.1K | 2.8% | ▲+25% Added · +4K sh | |
| 9 | Tesla Inc COM | $5.8M | 13.7K | 2.4% | ▲+4.7% Added · +613 sh | |
| 10 | Alphabet Inc CAP STK CL C | $4.2M | 12.0K | 1.8% | ▲+11% Added · +1K sh | |
| 11 | Lam Research Corp COM NEW | $4.2M | 9.7K | 1.8% | ▼−0.4% Reduced · −40 sh | |
| 12 | Uber Technologies Inc COM | $4.1M | 56.3K | 1.7% | ▲+5.0% Added · +3K sh | |
| 13 | Micron Technology Inc COM | $3.7M | 3.2K | 1.6% | ▼−0.9% Reduced · −31 sh | |
| 14 | Palantir Technologies Inc CL A | $3.2M | 27.5K | 1.4% | ▲+9.5% Added · +2K sh | |
| 15 | JPMorgan Chase & Co COM | $3.1M | 9.5K | 1.3% | ▲+5.7% Added · +512 sh | |
| 16 | Netflix Inc. COM | $2.6M | 36.7K | 1.1% | ▼−2.9% Reduced · −1K sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $2.2M | 57.7K | 0.9% | ▼−7.3% Reduced · −5K sh | |
| 18 | Intel Corp COM | $2.1M | 15.1K | 0.9% | ▼−6.0% Reduced · −967 sh | |
| 19 | Applied Matls Inc COM | $2.1M | 2.9K | 0.9% | ▲+36% Added · +769 sh | |
| 20 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $2.0M | 29.4K | 0.8% | ▼−12% Reduced · −4K sh | |
| 21 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.8% | ▼−2.4% Reduced · −64 sh | |
| 22 | Abbott Laboratories COM | $1.8M | 20.3K | 0.8% | ▲+363% Added · +16K sh | |
| 23 | Caterpillar Inc COM | $1.8M | 1.7K | 0.8% | ▲+7.6% Added · +121 sh | |
| 24 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.8M | 31.9K | 0.8% | ▲+5.2% Added · +2K sh | |
| 25 | Visa Inc COM CL A | $1.7M | 5.0K | 0.7% | ▲+5.6% Added · +264 sh | |
| 26 | Unitedhealth Group Inc COM | $1.7M | 4.1K | 0.7% | ▲+44% Added · +1K sh | |
| 27 | SPDR Series Trust ST STR P500GRW | $1.7M | 14.2K | 0.7% | ▼−8.5% Reduced · −1K sh | |
| 28 | Servicenow Inc COM | $1.7M | 17.0K | 0.7% | ▲+20% Added · +3K sh | |
| 29 | Ark ETF TR INNOVATION ETF | $1.6M | 20.3K | 0.7% | ▼−5.5% Reduced · −1K sh | |
| 30 | Texas Instrs Inc COM | $1.6M | 5.4K | 0.7% | ▲+12% Added · +583 sh | |
| 31 | Eli Lilly & Co COM | $1.5M | 1.3K | 0.6% | ▲+7.2% Added · +85 sh | |
| 32 | Intuitive Surgical Inc COM NEW | $1.5M | 3.7K | 0.6% | ▼−1.1% Reduced · −43 sh | |
| 33 | Cisco Sys Inc COM | $1.5M | 12.4K | 0.6% | ▲+39% Added · +3K sh | |
| 34 | Cloudflare Inc CL A COM | $1.4M | 5.6K | 0.6% | ▲+6.2% Added · +326 sh | |
| 35 | Palo Alto Networks Inc COM | $1.4M | 4.0K | 0.6% | ▼−54% Reduced · −5K sh | |
| 36 | Align Technology Inc COM | $1.3M | 7.9K | 0.6% | ▲+13% Added · +917 sh | |
| 37 | Citigroup Inc COM NEW | $1.2M | 8.5K | 0.5% | ▲+29% Added · +2K sh | |
| 38 | Abbvie Inc COM | $1.2M | 4.7K | 0.5% | ▲+13% Added · +530 sh | |
| 39 | Verizon Communications Inc COM | $1.2M | 27.3K | 0.5% | ▲+13% Added · +3K sh | |
| 40 | Arista Networks Inc COM SHS | $1.1M | 6.7K | 0.5% | ▲+13% Added · +760 sh | |
| 41 | Intuit COM | $1.1M | 4.2K | 0.5% | ▲+0.9% Added · +39 sh | |
| 42 | Zoom Communications Inc CL A | $1.1M | 12.2K | 0.4% | ▼−0.9% Reduced · −114 sh | |
| 43 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $1.1M | 17.1K | 0.4% | ▲+26% Added · +3K sh | |
| 44 | BlackRock Inc COM | $1.0M | 1.1K | 0.4% | ▲+8.0% Added · +81 sh | |
| 45 | Qualcomm Inc COM | $1.0M | 5.7K | 0.4% | ▲+38% Added · +2K sh | |
| 46 | Exxon Mobil Corp COM | $1.0M | 7.5K | 0.4% | ▲+7.5% Added · +521 sh | |
| 47 | Goldman Sachs Group Inc COM | $1.0M | 1.0K | 0.4% | ▲+7.1% Added · +67 sh | |
| 48 | Shopify Inc CL A SUB VTG SHS | $1.0M | 9.0K | 0.4% | ▼−16% Reduced · −2K sh | |
| 49 | Salesforce Inc COM | $1.0M | 6.5K | 0.4% | ▼−9.2% Reduced · −658 sh | |
| 50 | Fidelity Greenwood Street TR HEDGED EQTY ETF | $966K | 29.4K | 0.4% | ▼−15% Reduced · −5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 164 | $237.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 154 | $188.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 135 | $165.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 141 | $162.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 70 | $176.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 117 | $92.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 111 | $92.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.