Grandview Asset Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Grandview Asset Management LLC reported 135 stock positions worth $312.3 million. Its top holding was Nvidia (NVDA) at 19.4% of the portfolio, followed by Microsoft (MSFT, 6.3%) and Apple (AAPL, 4.7%). Compared with Q1 2025, it opened 14 new positions, sold out of 2, added to 65 and reduced 48. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISBURG, PA
- CIK
- 0001766791
- Portfolio Value
- $312.3M (Q2 2025)
- SEC Filing
- 0001766791-25-000005 ↗ filed Jul 17, 2025
Holdings Value
Holdings 135 stocks · $312.3M
| NVDA Nvidia Corp. | 19.43% | 384,079 | $60.7M | Reduce -1.7% |
| MSFT Microsoft Corp. | 6.28% | 39,450 | $19.6M | Add +0.6% |
| AAPL Apple Inc. | 4.75% | 72,268 | $14.8M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 4.65% | 26,330 | $14.5M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.63% | 23,381 | $14.4M | Reduce -1.5% |
| VYM Vanguard High DVD Yield ETF | 3.76% | 88,074 | $11.7M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.89% | 18,560 | $9.0M | Reduce -1.9% |
| AVGO Broadcom Inc. | 2.87% | 32,543 | $9.0M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.26% | 32,115 | $7.0M | Add +1.6% |
| META Meta Platforms Inc. Class A | 2.21% | 9,351 | $6.9M | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.20% | 13,513 | $6.9M | Add +1.1% |
| PPL PPL Corp. | 1.80% | 165,613 | $5.6M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.63% | 28,816 | $5.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 1.49% | 26,162 | $4.6M | Add +9.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.48% | 16,467 | $4.6M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 1.37% | 14,807 | $4.3M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.35% | 9,615 | $4.2M | Add +13.5% |
| NFLX Netflix Inc. | 1.34% | 3,123 | $4.2M | Add +1.3% |
| IGV iShares Expanded Tech-Softwa | 1.28% | 36,515 | $4.0M | Add +13.7% |
| WM Waste Management Inc. | 1.21% | 16,558 | $3.8M | Add +2.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 15,743 | $3.7M | Reduce -3.7% |
| ABBV Abbvie Inc. | 1.07% | 18,039 | $3.3M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.91% | 2,884 | $2.9M | Add +0.6% |
| WMT Walmart Inc. | 0.88% | 28,205 | $2.8M | Add +3.8% |
| GOOGL Alphabet Inc. Class A | 0.87% | 15,383 | $2.7M | Add +2.4% |
| TSLA Tesla Inc. | 0.87% | 8,511 | $2.7M | Add +4.8% |
| NET Cloudflare Inc. Class A | 0.84% | 13,356 | $2.6M | Add +1.1% |
| V Visa Inc. Class A | 0.83% | 7,344 | $2.6M | Add +5.0% |
| BX Blackstone Inc. | 0.75% | 15,701 | $2.3M | Add +3.6% |
| CVX Chevron Corp. | 0.72% | 15,763 | $2.3M | Reduce -0.2% |
| MRVL Marvell Technology Inc. | 0.61% | 24,510 | $1.9M | Reduce -2.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.61% | 23,221 | $1.9M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.59% | 6,789 | $1.9M | Reduce -0.6% |
| KRE SS SPDR S&P Regional Bank | 0.58% | 30,476 | $1.8M | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 5,884 | $1.7M | Add +7.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 5,658 | $1.7M | Add +0.1% |
| DUK Duke Energy Corp. | 0.54% | 14,227 | $1.7M | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.46% | 3,269 | $1.4M | Add +8.9% |
| GLD SPDR Gold Shares | 0.46% | 4,681 | $1.4M | Add +0.1% |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.45% | 15,000 | $1.4M | No change |
| PEP Pepsico Inc. | 0.41% | 9,810 | $1.3M | Reduce -22.3% |
| BUG Global X Cybersecurity ETF | 0.41% | 34,887 | $1.3M | Add +90.3% |
| AMD Advanced Micro Devices | 0.41% | 9,060 | $1.3M | Add +9.4% |
| GEV GE Vernova Inc. | 0.41% | 2,407 | $1.3M | Add +12.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.36% | 12,124 | $1.1M | Add +436.7% |
| PFF iShares Preferred & Income S | 0.36% | 36,656 | $1.1M | Reduce -14.5% |
| VCIT Vanguard Int-Term Corporate | 0.35% | 13,352 | $1.1M | Add +5.1% |
| LLY Eli Lilly & Co. | 0.35% | 1,417 | $1.1M | Add +3.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.34% | 3,776 | $1.1M | Add +0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 13,520 | $1.1M | Add +1.8% |
| SOXX iShares Semiconductor ETF | 0.34% | 4,484 | $1.1M | New |
| XMMO Invesco S&P Midcap Momentum | 0.33% | 8,114 | $1.0M | Reduce -2.3% |
| PNC PNC Financial Services Group | 0.33% | 5,462 | $1.0M | Add +0.1% |
| CSX CSX Corp. | 0.32% | 30,867 | $1.0M | Reduce -7.8% |
| HON Honeywell International Inc. | 0.30% | 4,074 | $949K | Reduce -9.4% |
| CAT Caterpillar Inc. | 0.29% | 2,365 | $918K | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.29% | 5,920 | $904K | Reduce -21.1% |
| XOM Exxon Mobil Corp. | 0.29% | 8,337 | $899K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,537 | $873K | Add +119.9% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 14,976 | $851K | Add +8.6% |
| ADBE Adobe Inc. | 0.27% | 2,196 | $850K | Reduce -25.9% |
| C Citigroup Inc. | 0.27% | 9,820 | $836K | Add +0.3% |
| SHOP Shopify Inc. Class A | 0.27% | 7,201 | $831K | Reduce -5.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 17,130 | $811K | Add +0.4% |
| RTX RTX Corp. | 0.24% | 5,222 | $762K | Add +27.6% |
| CASY Casey's General Stores Inc. | 0.24% | 1,477 | $754K | Add +13.8% |
| SSO Proshares Ultra S&P500 | 0.23% | 7,200 | $704K | No change |
| OUSA Alps Oshares US Quality Divi | 0.21% | 12,159 | $656K | Reduce -2.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.21% | 8,107 | $649K | Add +4.4% |
| HSY The Hershey Co. | 0.21% | 3,872 | $643K | Reduce -2.3% |
| HD Home Depot Inc. | 0.20% | 1,731 | $635K | Reduce -0.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.20% | 3,663 | $631K | No change |
| STM Stmicroelectronics NV-NY SHS | 0.20% | 20,262 | $616K | Reduce -27.5% |
| MA Mastercard Inc. Class A | 0.19% | 1,059 | $595K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.19% | 2,614 | $580K | Add +0.2% |
| SNOW Snowflake Inc. | 0.18% | 2,576 | $576K | Add +37.5% |
| MLPX Global X MLP & Energy Infras | 0.18% | 8,953 | $561K | Reduce -0.9% |
| DLN Wisdomtree US Largecap Divid | 0.18% | 6,821 | $560K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.18% | 12,799 | $554K | Reduce -57.0% |
| BA The Boeing Co. | 0.18% | 2,619 | $549K | Add +3.0% |
| NSC Norfolk Southern Corp. | 0.18% | 2,143 | $548K | Reduce -46.9% |
| TIP iShares Tips Bond ETF | 0.17% | 4,737 | $521K | Reduce -7.0% |
| CEG Constellation Energy | 0.16% | 1,577 | $509K | Add +6.8% |
| VAC Marriott Vacations World | 0.16% | 6,950 | $503K | Add +0.4% |
| LH Labcorp Holdings Inc. | 0.16% | 1,851 | $486K | Reduce -0.6% |
| LYV Live Nation Entertainment Inc. | 0.15% | 3,068 | $464K | Reduce -3.8% |
| XPO Xpo Inc. | 0.15% | 3,610 | $456K | Reduce -2.5% |
| VRT Vertiv Holdings Co. Class A | 0.15% | 3,536 | $454K | Add +2.8% |
| PAVE Global X US Infrastructure | 0.14% | 10,400 | $453K | Add +2.1% |
| VGSH Vanguard Short-Term Treasury | 0.14% | 7,422 | $436K | Add +43.1% |
| SLV iShares Silver Trust | 0.14% | 13,077 | $429K | No change |
| XLE SS Energy Select Sector | 0.13% | 4,961 | $421K | Add +6.7% |
| GS Goldman Sachs Group Inc. | 0.13% | 573 | $406K | Reduce -0.3% |
| BND Vanguard Total Bond Market | 0.13% | 5,447 | $401K | New |
| PANW Palo Alto Networks Inc. | 0.13% | 1,940 | $397K | No change |
| PARAA Paramount Global Class B | 0.12% | 30,130 | $389K | Add +0.0% |
| MCD McDonald's Corp. | 0.12% | 1,292 | $377K | Add +11.7% |
| QLD Proshares Ultra QQQ | 0.12% | 3,200 | $377K | No change |
| CVS CVS Health Corp. | 0.12% | 5,400 | $372K | Reduce -15.6% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 5,051 | $364K | Reduce -2.9% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.3% | 4.75% | −1.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.9% | 2.89% | −0.94 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 4.63% | −0.42 |
| VZ Verizon Communications Inc. | Reduce -57.0% | 0.18% | −0.34 |
| PEP Pepsico Inc. | Reduce -22.3% | 0.41% | −0.30 |
| CVX Chevron Corp. | Reduce -0.2% | 0.72% | −0.28 |
| NSC Norfolk Southern Corp. | Reduce -46.9% | 0.18% | −0.19 |
| JNJ Johnson & Johnson | Reduce -21.1% | 0.29% | −0.18 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.4% | 1.48% | −0.18 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.7% | 1.19% | −0.18 |
| ADBE Adobe Inc. | Reduce -25.9% | 0.27% | −0.16 |
| PFF iShares Preferred & Income S | Reduce -14.5% | 0.36% | −0.14 |
| CRM Salesforce Inc. | Reduce -0.6% | 0.59% | −0.10 |
| KRE SS SPDR S&P Regional Bank | Reduce -2.5% | 0.58% | −0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.2% | 0.61% | −0.09 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.09 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.09 |
| HON Honeywell International Inc. | Reduce -9.4% | 0.30% | −0.06 |
| CSX CSX Corp. | Reduce -7.8% | 0.32% | −0.05 |
| HSY The Hershey Co. | Reduce -2.3% | 0.21% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.5% | 0.06% | −0.05 |
| TIP iShares Tips Bond ETF | Reduce -7.0% | 0.17% | −0.05 |
| CVS CVS Health Corp. | Reduce -15.6% | 0.12% | −0.05 |
| OUSA Alps Oshares US Quality Divi | Reduce -2.7% | 0.21% | −0.04 |
| MLPX Global X MLP & Energy Infras | Reduce -0.9% | 0.18% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -18.1% | 0.10% | −0.04 |
| HD Home Depot Inc. | Reduce -0.2% | 0.20% | −0.04 |
| STM Stmicroelectronics NV-NY SHS | Reduce -27.5% | 0.20% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.19% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.6% | 0.10% | −0.03 |
| DIS The Walt Disney Co. | Reduce -27.2% | 0.10% | −0.03 |
| COP Conocophillips | Reduce -2.1% | 0.07% | −0.03 |
| XMMO Invesco S&P Midcap Momentum | Reduce -2.3% | 0.33% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -1.4% | 0.07% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.0% | 0.11% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -21.4% | 0.07% | −0.02 |
| F Ford Motor Co. | Reduce -10.4% | 0.08% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -3.7% | 0.07% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.37% | −0.01 |
| BIBL Inspire 100 ETF | Reduce -0.6% | 0.09% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -5.4% | 0.27% | −0.01 |
| LYV Live Nation Entertainment Inc. | Reduce -3.8% | 0.15% | −0.01 |
| LH Labcorp Holdings Inc. | Reduce -0.6% | 0.16% | −0.01 |
| XPO Xpo Inc. | Reduce -2.5% | 0.15% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.29% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -2.9% | 0.12% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.3% | 0.13% | +0.01 |
| MRVL Marvell Technology Inc. | Reduce -2.5% | 0.61% | +0.02 |
| AVGO Broadcom Inc. | Reduce -1.6% | 2.87% | +0.77 |
| NVDA Nvidia Corp. | Reduce -1.7% | 19.43% | +3.35 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.6% | 6.28% | +0.69 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.1% | 2.20% | +0.41 |
| SOXX iShares Semiconductor ETF | New | 0.34% | +0.34 |
| USMV iShares MSCI USA Min Vol Fac | Add +436.7% | 0.36% | +0.28 |
| NET Cloudflare Inc. Class A | Add +1.1% | 0.84% | +0.27 |
| NFLX Netflix Inc. | Add +1.3% | 1.34% | +0.25 |
| IGV iShares Expanded Tech-Softwa | Add +13.7% | 1.28% | +0.19 |
| BUG Global X Cybersecurity ETF | Add +90.3% | 0.41% | +0.19 |
| META Meta Platforms Inc. Class A | Add +0.7% | 2.21% | +0.18 |
| GEV GE Vernova Inc. | Add +12.0% | 0.41% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.5% | 1.35% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +119.9% | 0.28% | +0.14 |
| BND Vanguard Total Bond Market | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | Add +9.4% | 0.41% | +0.09 |
| AJG Arthur J Gallagher & Co. | New | 0.08% | +0.08 |
| SNOW Snowflake Inc. | Add +37.5% | 0.18% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | New | 0.08% | +0.08 |
| MCK McKesson Corp. | New | 0.08% | +0.08 |
| ORCL Oracle Corp. | New | 0.08% | +0.08 |
| ORLY O'reilly Automotive Inc. | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +9.7% | 1.49% | +0.07 |
| KTOS Kratos Defense & Security | New | 0.07% | +0.07 |
| MS Morgan Stanley | New | 0.07% | +0.07 |
| BLES Inspire Global Hope ETF | New | 0.07% | +0.07 |
| TSLA Tesla Inc. | Add +4.8% | 0.87% | +0.07 |
| MSTR Strategy Inc. | New | 0.07% | +0.07 |
| JCI Johnson Controls Internation | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +2.8% | 0.15% | +0.05 |
| CEG Constellation Energy | Add +6.8% | 0.16% | +0.05 |
| IBM Intl Business Machines Corp. | Add +7.9% | 0.56% | +0.04 |
| RTX RTX Corp. | Add +27.6% | 0.24% | +0.04 |
| CASY Casey's General Stores Inc. | Add +13.8% | 0.24% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +43.1% | 0.14% | +0.02 |
| BA The Boeing Co. | Add +3.0% | 0.18% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +4.4% | 0.21% | +0.01 |
| C Citigroup Inc. | Add +0.3% | 0.27% | +0.00 |
| PAVE Global X US Infrastructure | Add +2.1% | 0.14% | −0.00 |
| SVC Service Pptys TR | Add +14.8% | 0.06% | −0.01 |
| VAC Marriott Vacations World | Add +0.4% | 0.16% | −0.01 |
| BAC Bank of America Corp. | Add +0.4% | 0.26% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.6% | 4.65% | −0.01 |
| PARAA Paramount Global Class B | Add +0.0% | 0.12% | −0.01 |
| XLF SS Financial Select Sector | Add +1.4% | 0.11% | −0.01 |
| ABT Abbott Laboratories | Add +0.2% | 0.09% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.87% | −0.01 |
| MCD McDonald's Corp. | Add +11.7% | 0.12% | −0.02 |
| SO The Southern Co. | Add +0.2% | 0.09% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.11% | −0.02 |
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 |