Grant Private Wealth Management Inc holds a focused book of 164 stocks worth $237.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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.
Grant Private Wealth Management Inc is a wealth platform: this book aggregates client accounts across many advisers.
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
+4 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Grant Private Wealth Management Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 11 / 80 | $250.2M |
| Swiss Re Ltd | 60 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Draper Asset Management, LLC | 11 / 80 | $178.8M |
| Howard Hughes Medical Institute | 23 / 80 | $389.5M |
| Ramsey Quantitative Systems | 8 / 80 | $95.6M |
| Conway Capital Management, Inc. | 17 / 80 | $192.2M |
| 9823 Capital, L.P. | 8 / 80 | $126.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Grant Private Wealth Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
This wealth platform 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/2056418/holdings"
Use Arkolith to show Grant Private Wealth Management Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 164 | $237.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 154 | $188.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 5, 2026 | 5d | 135 | $165.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 141 | $162.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 11d | 70 | $176.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 17, 2025 | 17d | 117 | $92.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 111 | $92.7M | 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.