Grandview Asset Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Grandview Asset Management LLC reported 146 stock positions worth $402.6 million. Its top holding was Nvidia (NVDA) at 18.3% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.5%) and Apple (AAPL, 5.0%). Compared with Q1 2026, it opened 12 new positions, sold out of 4, added to 56 and reduced 73. The biggest buy was Marvell Technology (MRVL, shares +2%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISBURG, PA
- CIK
- 0001766791
- Portfolio Value
- $402.6M (Q2 2026)
- SEC Filing
- 0001766791-26-000004 ↗ filed Jul 24, 2026
Holdings Value
Holdings 146 stocks · $402.6M
| NVDA Nvidia Corp. | 18.30% | 368,103 | $73.7M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.46% | 30,038 | $22.0M | Add +5.7% |
| AAPL Apple Inc. | 4.95% | 68,935 | $19.9M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.90% | 21,052 | $15.7M | Reduce -2.4% |
| MSFT Microsoft Corp. | 3.48% | 37,614 | $14.0M | Reduce -2.9% |
| VYM Vanguard High DVD Yield ETF | 3.40% | 86,416 | $13.7M | Reduce -2.6% |
| AVGO Broadcom Inc. | 2.99% | 32,088 | $12.0M | Reduce -0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.95% | 54,413 | $11.9M | Add +10.3% |
| GOOG Alphabet Inc. Class C | 2.87% | 32,689 | $11.6M | Add +5.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.75% | 14,498 | $11.1M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.05% | 34,571 | $8.2M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 16,427 | $8.2M | Reduce -2.2% |
| SOXX iShares Semiconductor ETF | 1.89% | 11,848 | $7.6M | Add +18.2% |
| AMD Advanced Micro Devices | 1.76% | 12,190 | $7.1M | Add +3.4% |
| MRVL Marvell Technology Inc. | 1.73% | 23,281 | $7.0M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 1.43% | 17,540 | $5.7M | Add +1.4% |
| PPL PPL Corp. | 1.33% | 147,727 | $5.4M | Reduce -9.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.33% | 62,273 | $5.4M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.32% | 9,456 | $5.3M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 1.26% | 14,221 | $5.1M | Reduce -2.2% |
| ABBV Abbvie Inc. | 1.12% | 17,987 | $4.5M | Reduce -2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.01% | 13,417 | $4.1M | Reduce -3.5% |
| TSLA Tesla Inc. | 0.98% | 9,420 | $4.0M | Add +1.8% |
| WMT Walmart Inc. | 0.96% | 34,189 | $3.9M | Add +1.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 46,947 | $3.7M | Reduce -6.7% |
| WM Waste Management Inc. | 0.88% | 15,928 | $3.5M | Reduce -3.3% |
| GEV GE Vernova Inc. | 0.86% | 2,922 | $3.5M | Add +4.4% |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.86% | 15,000 | $3.5M | No change |
| NET Cloudflare Inc. Class A | 0.82% | 13,383 | $3.3M | Add +1.2% |
| CAT Caterpillar Inc. | 0.76% | 2,905 | $3.1M | Add +1.5% |
| SCHG Schwab US Large-Cap Growth | 0.74% | 88,402 | $3.0M | Add +32.4% |
| CVX Chevron Corp. | 0.69% | 16,731 | $2.8M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.65% | 2,794 | $2.6M | Reduce -0.8% |
| BX Blackstone Inc. | 0.62% | 21,287 | $2.5M | Add +20.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.62% | 55,029 | $2.5M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 6,730 | $2.5M | Add +6.5% |
| LLY Eli Lilly & Co. | 0.59% | 1,976 | $2.4M | Add +9.3% |
| V Visa Inc. Class A | 0.58% | 6,827 | $2.3M | Reduce -2.5% |
| RTX RTX Corp. | 0.52% | 10,930 | $2.1M | Add +14.4% |
| NFLX Netflix Inc. | 0.51% | 28,799 | $2.1M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 0.51% | 58,514 | $2.0M | Add +49.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.50% | 3,839 | $2.0M | Reduce -0.6% |
| KRE SS SPDR S&P Regional Bank | 0.47% | 25,136 | $1.9M | Reduce -4.4% |
| CASY Casey's General Stores Inc. | 0.46% | 2,307 | $1.9M | Add +5.3% |
| DUK Duke Energy Corp. | 0.46% | 14,483 | $1.8M | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.44% | 4,789 | $1.8M | Reduce -0.0% |
| GS Goldman Sachs Group Inc. | 0.42% | 1,691 | $1.7M | Add +7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 5,710 | $1.6M | Reduce -3.5% |
| C Citigroup Inc. | 0.40% | 11,482 | $1.6M | Add +0.1% |
| ARKX ARK Space & Defense Innovati | 0.40% | 46,953 | $1.6M | Add +39.3% |
| XOM Exxon Mobil Corp. | 0.40% | 11,656 | $1.6M | Reduce -1.3% |
| MS Morgan Stanley | 0.37% | 6,959 | $1.5M | Add +8.4% |
| XLE SS Energy Select Sector | 0.36% | 27,263 | $1.4M | Reduce -0.7% |
| JNJ Johnson & Johnson | 0.35% | 5,583 | $1.4M | Add +0.5% |
| BND Vanguard Total Bond Market | 0.30% | 16,636 | $1.2M | Add +0.2% |
| PNC PNC Financial Services Group | 0.29% | 4,758 | $1.2M | Reduce -2.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 3,264 | $1.1M | Reduce -8.3% |
| VRT Vertiv Holdings Co. Class A | 0.27% | 3,265 | $1.1M | Add +0.0% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 12,701 | $1.0M | Reduce -2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 13,018 | $1.0M | Reduce -1.9% |
| SSO Proshares Ultra S&P500 | 0.24% | 14,400 | $970K | No change |
| XMMO Invesco S&P Midcap Momentum | 0.24% | 5,511 | $953K | Add +7.1% |
| SPCX Space Exploration Techn Class A | 0.24% | 5,528 | $953K | New |
| SCHB Schwab US Broad Market ETF | 0.24% | 32,833 | $951K | Add +28.0% |
| BAC Bank of America Corp. | 0.23% | 16,560 | $944K | Reduce -4.5% |
| UNH Unitedhealth Group Inc. | 0.23% | 2,186 | $909K | Add +11.3% |
| IGM iShares Expanded Tech Sector | 0.21% | 5,129 | $839K | Reduce -9.2% |
| PAVE Global X US Infrastructure | 0.21% | 14,015 | $826K | Add +25.9% |
| GE General Electric filed as GE AEROSPACE | 0.20% | 2,170 | $811K | Add +24.2% |
| SLV iShares Silver Trust | 0.20% | 14,700 | $786K | Add +0.4% |
| PEP Pepsico Inc. | 0.18% | 5,486 | $743K | Reduce -36.1% |
| XPO Xpo Inc. | 0.18% | 3,606 | $740K | Add +5.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.18% | 7,084 | $731K | Add +3.2% |
| SHOP Shopify Inc. Class A | 0.18% | 6,402 | $731K | Reduce -7.3% |
| HD Home Depot Inc. | 0.17% | 1,980 | $698K | Reduce -4.3% |
| BA The Boeing Co. | 0.17% | 3,070 | $665K | Reduce -3.5% |
| PANW Palo Alto Networks Inc. | 0.16% | 1,940 | $662K | Reduce -2.3% |
| PFF iShares Preferred & Income S | 0.16% | 21,675 | $661K | Reduce -10.2% |
| BWXT BWX Technologies Inc. | 0.16% | 3,352 | $653K | Add +16.4% |
| MU Micron Technology Inc. | 0.16% | 565 | $652K | New |
| OIH Vaneck Oil Services ETF | 0.16% | 1,753 | $652K | Add +69.5% |
| HSY The Hershey Co. | 0.16% | 3,686 | $647K | Reduce -1.5% |
| DLN Wisdomtree US Largecap Divid | 0.16% | 6,574 | $633K | Reduce -1.2% |
| QLD Proshares Ultra QQQ | 0.15% | 6,400 | $619K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.15% | 3,663 | $617K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.14% | 7,607 | $570K | Reduce -6.6% |
| LOW Lowe's Cos Inc. | 0.13% | 2,468 | $529K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.13% | 1,027 | $528K | Reduce -1.8% |
| CEG Constellation Energy | 0.13% | 2,118 | $526K | Reduce -1.4% |
| OUSA Alps Oshares US Quality Divi | 0.13% | 9,197 | $525K | Reduce -14.9% |
| JEPI JPMorgan Equity Premium Inco | 0.12% | 8,725 | $493K | Reduce -12.2% |
| XGDVX Gabelli Dividend & Income TR | 0.12% | 16,300 | $479K | No change |
| LRCX Lam Research Corp. | 0.12% | 1,063 | $478K | Add +7.9% |
| VOO Vanguard S&P 500 ETF | 0.12% | 694 | $477K | Add +0.3% |
| VZ Verizon Communications Inc. | 0.11% | 10,991 | $456K | Reduce -4.2% |
| SCHD Schwab US DVD Equity ETF | 0.11% | 14,248 | $452K | Add +24.6% |
| VGSH Vanguard Short-Term Treasury | 0.11% | 7,368 | $429K | Add +0.5% |
| XLF SS Financial Select Sector | 0.11% | 7,965 | $427K | Add +3.5% |
| QCOM Qualcomm Inc. | 0.10% | 2,265 | $412K | Add +15.3% |
| URI United Rentals Inc. | 0.10% | 361 | $409K | Add +0.8% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -2.7% | 18.30% | −1.04 |
| MSFT Microsoft Corp. | Reduce -2.9% | 3.48% | −0.71 |
| PPL PPL Corp. | Reduce -9.3% | 1.33% | −0.49 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.6% | 3.40% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 2.04% | −0.31 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.51% | −0.30 |
| AAPL Apple Inc. | Reduce -2.0% | 4.95% | −0.27 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 1.32% | −0.27 |
| WM Waste Management Inc. | Reduce -3.3% | 0.88% | −0.23 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.4% | 3.90% | −0.20 |
| PEP Pepsico Inc. | Reduce -36.1% | 0.18% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.40% | −0.19 |
| GLD SPDR Gold Shares | Reduce -0.0% | 0.44% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 0.65% | −0.17 |
| HON Honeywell International Inc. | Reduce -7.5% | 0.10% | −0.15 |
| XLE SS Energy Select Sector | Reduce -0.7% | 0.36% | −0.13 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.8% | 0.62% | −0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.7% | 0.93% | −0.12 |
| DUK Duke Energy Corp. | Reduce -2.6% | 0.46% | −0.11 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.10 |
| HSY The Hershey Co. | Reduce -1.5% | 0.16% | −0.07 |
| CEF Sprott Physical Gold and Sil | Sold out | 0.00% | −0.07 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.06 |
| BIBL Inspire 100 ETF | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -7.3% | 0.18% | −0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.5% | 1.01% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -4.2% | 0.11% | −0.06 |
| KTOS Kratos Defense & Security | Reduce -5.5% | 0.07% | −0.06 |
| MCK McKesson Corp. | Reduce -29.3% | 0.06% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.6% | 0.26% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.26% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -10.2% | 0.16% | −0.05 |
| OUSA Alps Oshares US Quality Divi | Reduce -14.9% | 0.13% | −0.05 |
| ABBV Abbvie Inc. | Reduce -2.0% | 1.12% | −0.04 |
| CEG Constellation Energy | Reduce -1.4% | 0.13% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -12.2% | 0.12% | −0.04 |
| MCD McDonald's Corp. | Reduce -9.1% | 0.08% | −0.04 |
| V Visa Inc. Class A | Reduce -2.5% | 0.58% | −0.04 |
| KRE SS SPDR S&P Regional Bank | Reduce -4.4% | 0.47% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -8.5% | 0.10% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -8.3% | 0.28% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -7.5% | 0.10% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.4% | 0.05% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.6% | 0.50% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -18.5% | 0.07% | −0.03 |
| LH Labcorp Holdings Inc. | Reduce -11.3% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -4.3% | 0.17% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -16.9% | 0.08% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -17.3% | 0.05% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.40% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| MRVL Marvell Technology Inc. | Add +2.2% | 1.73% | +1.07 |
| AMD Advanced Micro Devices | Add +3.4% | 1.76% | +1.06 |
| SOXX iShares Semiconductor ETF | Add +18.2% | 1.89% | +0.91 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.7% | 5.46% | +0.63 |
| GOOG Alphabet Inc. Class C | Add +5.7% | 2.87% | +0.27 |
| SPCX Space Exploration Techn Class A | New | 0.24% | +0.24 |
| MU Micron Technology Inc. | New | 0.16% | +0.16 |
| CAT Caterpillar Inc. | Add +1.5% | 0.76% | +0.16 |
| SCHG Schwab US Large-Cap Growth | Add +32.4% | 0.74% | +0.15 |
| GEV GE Vernova Inc. | Add +4.4% | 0.86% | +0.13 |
| SCHV Schwab US Large-Cap Value | Add +49.2% | 0.51% | +0.12 |
| LLY Eli Lilly & Co. | Add +9.3% | 0.59% | +0.11 |
| ARKX ARK Space & Defense Innovati | Add +39.3% | 0.40% | +0.10 |
| SPHB Invesco S&P 500 High Beta Et | New | 0.09% | +0.09 |
| ARM Arm Holdings PLC-ADR | New | 0.09% | +0.09 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.3% | 2.95% | +0.08 |
| GLW Corning Inc. | New | 0.08% | +0.08 |
| RKLB Rocket Lab Corp. | New | 0.08% | +0.08 |
| SCHF Schwab Intl Equity ETF | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | Add +11.3% | 0.23% | +0.07 |
| CSCO Cisco Systems Inc. | New | 0.07% | +0.07 |
| SLB SLB Ltd. | New | 0.06% | +0.06 |
| MS Morgan Stanley | Add +8.4% | 0.37% | +0.06 |
| LRCX Lam Research Corp. | Add +7.9% | 0.12% | +0.06 |
| GE General Electric | Add +24.2% | 0.20% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.05% | +0.05 |
| SCHB Schwab US Broad Market ETF | Add +28.0% | 0.24% | +0.04 |
| PAVE Global X US Infrastructure | Add +25.9% | 0.21% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +0.0% | 0.27% | +0.03 |
| OIH Vaneck Oil Services ETF | Add +69.5% | 0.16% | +0.03 |
| QCOM Qualcomm Inc. | Add +15.3% | 0.10% | +0.03 |
| BX Blackstone Inc. | Add +20.4% | 0.62% | +0.03 |
| URI United Rentals Inc. | Add +0.8% | 0.10% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.5% | 0.62% | +0.03 |
| XMMO Invesco S&P Midcap Momentum | Add +7.1% | 0.24% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +7.6% | 0.42% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 1.33% | +0.02 |
| C Citigroup Inc. | Add +0.1% | 0.40% | +0.02 |
| NET Cloudflare Inc. Class A | Add +1.2% | 0.82% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +27.7% | 0.09% | +0.02 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +3.2% | 0.18% | +0.01 |
| UNP Union Pacific Corp. | Add +10.4% | 0.09% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.12% | −0.00 |
| MO Altria Group Inc. | Add +1.4% | 0.06% | −0.00 |
| ORCL Oracle Corp. | Add +7.9% | 0.07% | −0.00 |
| XLF SS Financial Select Sector | Add +3.5% | 0.11% | −0.01 |
| CASY Casey's General Stores Inc. | Add +5.3% | 0.46% | −0.01 |
| KO The Coca-Cola Co. | Add +0.7% | 0.09% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $402.6M | NVDA, QQQ, AAPL, SPY, MSFT |
| Q1 2026 | 137 | $341.7M | NVDA, AAPL, QQQ, MSFT, SPY |
| Q4 2025 | 139 | $364.6M | NVDA, AAPL, MSFT, QQQ, SPY |
| Q3 2025 | 141 | $355.5M | NVDA, MSFT, AAPL, QQQ, SPY |
| Q2 2025 | 135 | $312.3M | NVDA, MSFT, AAPL, QQQ, SPY |
| Q1 2025 | 123 | $263.2M | NVDA, AAPL, MSFT, SPY, QQQ |
| Q4 2024 | 116 | $272.4M | NVDA, AAPL, MSFT, SPY, QQQ |
| Q3 2024 | 64 | $174.5M | NVDA, AAPL, SPY, QQQ, BRK.B |
| Q2 2024 | 60 | $170.8M | NVDA, AAPL, SPY, QQQ, BRK.B |
| Q1 2024 | 109 | $220.3M | NVDA, MSFT, AAPL, VYM, SPY |