Grandview Asset Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Grandview Asset Management LLC reported 141 stock positions worth $355.5 million. Its top holding was Nvidia (NVDA) at 20.1% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Apple (AAPL, 5.3%). Compared with Q2 2025, it opened 12 new positions, sold out of 6, added to 67 and reduced 54. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISBURG, PA
- CIK
- 0001766791
- Portfolio Value
- $355.5M (Q3 2025)
- SEC Filing
- 0001766791-25-000006 ↗ filed Oct 22, 2025
Holdings Value
Holdings 141 stocks · $355.5M
| NVDA Nvidia Corp. | 20.13% | 383,611 | $71.6M | Reduce -0.1% |
| MSFT Microsoft Corp. | 5.89% | 40,440 | $20.9M | Add +2.5% |
| AAPL Apple Inc. | 5.32% | 74,218 | $18.9M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 4.81% | 28,492 | $17.1M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.42% | 23,584 | $15.7M | Add +0.9% |
| VYM Vanguard High DVD Yield ETF | 3.59% | 90,497 | $12.8M | Add +2.8% |
| AVGO Broadcom Inc. | 3.02% | 32,552 | $10.7M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.59% | 18,340 | $9.2M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 2.12% | 34,317 | $7.5M | Add +6.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.03% | 14,683 | $7.2M | Add +8.7% |
| META Meta Platforms Inc. Class A | 2.01% | 9,735 | $7.1M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 1.92% | 28,076 | $6.8M | Add +7.3% |
| PPL PPL Corp. | 1.72% | 164,121 | $6.1M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.52% | 28,886 | $5.4M | Add +0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.46% | 10,786 | $5.2M | Add +12.2% |
| JPM JPMorgan Chase & Co. | 1.36% | 15,327 | $4.8M | Add +3.5% |
| IGV iShares Expanded Tech-Softwa | 1.25% | 38,632 | $4.4M | Add +5.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.24% | 14,980 | $4.4M | Reduce -9.0% |
| ABBV Abbvie Inc. | 1.17% | 17,966 | $4.2M | Reduce -0.4% |
| TSLA Tesla Inc. | 1.14% | 9,088 | $4.0M | Add +6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.11% | 15,487 | $3.9M | Reduce -1.6% |
| NFLX Netflix Inc. | 1.08% | 3,204 | $3.8M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 1.06% | 15,531 | $3.8M | Add +1.0% |
| WM Waste Management Inc. | 1.03% | 16,556 | $3.7M | Reduce -0.0% |
| BX Blackstone Inc. | 0.93% | 19,308 | $3.3M | Add +23.0% |
| WMT Walmart Inc. | 0.90% | 31,020 | $3.2M | Add +10.0% |
| NET Cloudflare Inc. Class A | 0.82% | 13,606 | $2.9M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.74% | 2,827 | $2.6M | Reduce -2.0% |
| V Visa Inc. Class A | 0.70% | 7,254 | $2.5M | Reduce -1.2% |
| CVX Chevron Corp. | 0.68% | 15,582 | $2.4M | Reduce -1.1% |
| MRVL Marvell Technology Inc. | 0.57% | 24,138 | $2.0M | Reduce -1.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.54% | 21,961 | $1.9M | Reduce -5.4% |
| KRE SS SPDR S&P Regional Bank | 0.54% | 30,226 | $1.9M | Reduce -0.8% |
| AMD Advanced Micro Devices | 0.53% | 11,665 | $1.9M | Add +28.8% |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.52% | 15,000 | $1.9M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 5,549 | $1.8M | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.49% | 13,988 | $1.7M | Reduce -1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.49% | 3,722 | $1.7M | Add +13.9% |
| GLD SPDR Gold Shares | 0.47% | 4,749 | $1.7M | Add +1.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 5,894 | $1.7M | Add +0.2% |
| SOXX iShares Semiconductor ETF | 0.46% | 6,014 | $1.6M | Add +34.1% |
| GEV GE Vernova Inc. | 0.44% | 2,549 | $1.6M | Add +5.9% |
| CRM Salesforce Inc. | 0.41% | 6,219 | $1.5M | Reduce -8.4% |
| CAT Caterpillar Inc. | 0.40% | 2,995 | $1.4M | Add +26.6% |
| PEP Pepsico Inc. | 0.37% | 9,308 | $1.3M | Reduce -5.1% |
| GS Goldman Sachs Group Inc. | 0.33% | 1,492 | $1.2M | Add +160.4% |
| RTX RTX Corp. | 0.33% | 7,063 | $1.2M | Add +35.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 3,805 | $1.2M | Add +0.8% |
| BUG Global X Cybersecurity ETF | 0.32% | 32,738 | $1.2M | Reduce -6.2% |
| LLY Eli Lilly & Co. | 0.31% | 1,443 | $1.1M | Add +1.8% |
| CSX CSX Corp. | 0.31% | 30,872 | $1.1M | Add +0.0% |
| PNC PNC Financial Services Group | 0.31% | 5,407 | $1.1M | Reduce -1.0% |
| SHOP Shopify Inc. Class A | 0.30% | 7,165 | $1.1M | Reduce -0.5% |
| PFF iShares Preferred & Income S | 0.30% | 33,571 | $1.1M | Reduce -8.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 13,178 | $1.1M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.30% | 5,670 | $1.1M | Reduce -4.2% |
| C Citigroup Inc. | 0.29% | 10,218 | $1.0M | Add +4.0% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 12,207 | $1.0M | Reduce -8.6% |
| HD Home Depot Inc. | 0.28% | 2,484 | $1.0M | Add +43.5% |
| UNH Unitedhealth Group Inc. | 0.27% | 2,822 | $974K | Add +171.9% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,580 | $968K | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.26% | 8,322 | $938K | Reduce -0.2% |
| CASY Casey's General Stores Inc. | 0.26% | 1,641 | $928K | Add +11.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 17,592 | $908K | Add +2.7% |
| XMMO Invesco S&P Midcap Momentum | 0.24% | 6,317 | $854K | Reduce -22.1% |
| HON Honeywell International Inc. | 0.23% | 3,889 | $819K | Reduce -4.5% |
| SSO Proshares Ultra S&P500 | 0.23% | 7,200 | $807K | No change |
| BND Vanguard Total Bond Market | 0.22% | 10,588 | $787K | Add +94.4% |
| HSY The Hershey Co. | 0.20% | 3,809 | $712K | Reduce -1.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.20% | 7,989 | $712K | Reduce -1.5% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 12,323 | $704K | Reduce -17.7% |
| TM Toyota Motor Corp. -Spon ADR | 0.20% | 3,663 | $700K | No change |
| OUSA Alps Oshares US Quality Divi | 0.19% | 12,036 | $681K | Reduce -1.0% |
| SNOW Snowflake Inc. | 0.19% | 2,965 | $669K | Add +15.1% |
| MS Morgan Stanley | 0.19% | 4,178 | $664K | Add +177.1% |
| KTOS Kratos Defense & Security | 0.19% | 7,222 | $660K | Add +55.5% |
| LOW Lowe's Cos Inc. | 0.18% | 2,526 | $635K | Reduce -3.4% |
| CEG Constellation Energy | 0.17% | 1,887 | $621K | Add +19.7% |
| ADBE Adobe Inc. | 0.17% | 1,741 | $614K | Reduce -20.7% |
| MA Mastercard Inc. Class A | 0.17% | 1,054 | $599K | Reduce -0.5% |
| BA The Boeing Co. | 0.17% | 2,771 | $598K | Add +5.8% |
| DLN Wisdomtree US Largecap Divid | 0.17% | 6,830 | $594K | Add +0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 6,200 | $590K | Reduce -48.9% |
| SLV iShares Silver Trust | 0.16% | 13,727 | $582K | Add +5.0% |
| PSKY Paramount Skydance Class B | 0.16% | 30,124 | $570K | New |
| VRT Vertiv Holdings Co. Class A | 0.16% | 3,691 | $557K | Add +4.4% |
| STM Stmicroelectronics NV-NY SHS | 0.15% | 19,384 | $548K | Reduce -4.3% |
| LH Labcorp Holdings Inc. | 0.15% | 1,853 | $532K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.15% | 11,979 | $526K | Reduce -6.4% |
| PAVE Global X US Infrastructure | 0.15% | 10,973 | $523K | Add +5.5% |
| NSC Norfolk Southern Corp. | 0.14% | 1,705 | $512K | Reduce -20.4% |
| ETN Eaton Corp. PLC | 0.14% | 1,368 | $512K | New |
| TIP iShares Tips Bond ETF | 0.14% | 4,528 | $504K | Reduce -4.4% |
| ORCL Oracle Corp. | 0.14% | 1,728 | $486K | Add +57.5% |
| ORLY O'reilly Automotive Inc. | 0.13% | 4,400 | $474K | Add +75.9% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 7,953 | $468K | Add +7.2% |
| XPO Xpo Inc. | 0.13% | 3,474 | $449K | Reduce -3.8% |
| MLPX Global X MLP & Energy Infras | 0.12% | 7,008 | $439K | Reduce -21.7% |
| QLD Proshares Ultra QQQ | 0.12% | 3,200 | $439K | No change |
| LYV Live Nation Entertainment Inc. | 0.12% | 2,670 | $436K | Reduce -13.0% |
Portfolio Sells Q2 2025 → Q3 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.2% | 2.59% | −0.29 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -9.0% | 1.24% | −0.24 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -48.9% | 0.17% | −0.20 |
| WM Waste Management Inc. | Reduce -0.0% | 1.03% | −0.18 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.74% | −0.18 |
| CRM Salesforce Inc. | Reduce -8.4% | 0.41% | −0.18 |
| V Visa Inc. Class A | Reduce -1.2% | 0.70% | −0.14 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.12 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.12 |
| ADBE Adobe Inc. | Reduce -20.7% | 0.17% | −0.10 |
| XMMO Invesco S&P Midcap Momentum | Reduce -22.1% | 0.24% | −0.09 |
| BUG Global X Cybersecurity ETF | Reduce -6.2% | 0.32% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 1.11% | −0.09 |
| PPL PPL Corp. | Reduce -0.9% | 1.72% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -17.7% | 0.20% | −0.07 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.23% | −0.07 |
| VAC Marriott Vacations World | Reduce -31.6% | 0.09% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -5.4% | 0.54% | −0.07 |
| BLES Inspire Global Hope ETF | Sold out | 0.00% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -8.6% | 0.29% | −0.07 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.07 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -8.4% | 0.30% | −0.06 |
| MLPX Global X MLP & Energy Infras | Reduce -21.7% | 0.12% | −0.06 |
| TTD Trade Desk Inc./the Class A | Reduce -6.5% | 0.07% | −0.05 |
| DUK Duke Energy Corp. | Reduce -1.7% | 0.49% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.5% | 0.30% | −0.05 |
| PEP Pepsico Inc. | Reduce -5.1% | 0.37% | −0.05 |
| STM Stmicroelectronics NV-NY SHS | Reduce -4.3% | 0.15% | −0.04 |
| CVX Chevron Corp. | Reduce -1.1% | 0.68% | −0.04 |
| KRE SS SPDR S&P Regional Bank | Reduce -0.8% | 0.54% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.9% | 0.51% | −0.04 |
| MRVL Marvell Technology Inc. | Reduce -1.5% | 0.57% | −0.04 |
| NSC Norfolk Southern Corp. | Reduce -20.4% | 0.14% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -6.4% | 0.15% | −0.03 |
| DIS The Walt Disney Co. | Reduce -12.9% | 0.07% | −0.03 |
| BIBL Inspire 100 ETF | Reduce -23.6% | 0.07% | −0.03 |
| LYV Live Nation Entertainment Inc. | Reduce -13.0% | 0.12% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -4.4% | 0.14% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.26% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.5% | 0.17% | −0.02 |
| PNC PNC Financial Services Group | Reduce -1.0% | 0.31% | −0.02 |
| XPO Xpo Inc. | Reduce -3.8% | 0.13% | −0.02 |
| MCK McKesson Corp. | Reduce -19.0% | 0.06% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.10% | −0.02 |
| OUSA Alps Oshares US Quality Divi | Reduce -1.0% | 0.19% | −0.02 |
| AJG Arthur J Gallagher & Co. | Reduce -8.6% | 0.06% | −0.02 |
| XLE SS Energy Select Sector | Reduce -4.6% | 0.12% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.07% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.7% | 5.32% | +0.57 |
| GOOG Alphabet Inc. Class C | Add +7.3% | 1.92% | +0.44 |
| TSLA Tesla Inc. | Add +6.8% | 1.14% | +0.27 |
| GS Goldman Sachs Group Inc. | Add +160.4% | 0.33% | +0.20 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 1.06% | +0.19 |
| BX Blackstone Inc. | Add +23.0% | 0.93% | +0.18 |
| UNH Unitedhealth Group Inc. | Add +171.9% | 0.27% | +0.17 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.2% | 4.81% | +0.16 |
| PSKY Paramount Skydance Class B | New | 0.16% | +0.16 |
| AVGO Broadcom Inc. | Add +0.0% | 3.02% | +0.15 |
| ETN Eaton Corp. PLC | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +28.8% | 0.53% | +0.12 |
| MS Morgan Stanley | Add +177.1% | 0.19% | +0.12 |
| IBKR Interactive Brokers Gro Class A | New | 0.12% | +0.12 |
| KTOS Kratos Defense & Security | Add +55.5% | 0.19% | +0.12 |
| SOXX iShares Semiconductor ETF | Add +34.1% | 0.46% | +0.12 |
| BWXT BWX Technologies Inc. | New | 0.11% | +0.11 |
| CAT Caterpillar Inc. | Add +26.6% | 0.40% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.2% | 1.46% | +0.11 |
| IGM iShares Expanded Tech Sector | New | 0.10% | +0.10 |
| BND Vanguard Total Bond Market | Add +94.4% | 0.22% | +0.09 |
| RTX RTX Corp. | Add +35.3% | 0.33% | +0.09 |
| URI United Rentals Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +43.5% | 0.28% | +0.08 |
| GE General Electric | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.07% | +0.07 |
| TJX TJX Companies Inc. | New | 0.07% | +0.07 |
| NRG NRG Energy Inc. | New | 0.07% | +0.07 |
| LEU Centrus Energy Corp. Class A | New | 0.07% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.07% | +0.07 |
| ORLY O'reilly Automotive Inc. | Add +75.9% | 0.13% | +0.06 |
| ORCL Oracle Corp. | Add +57.5% | 0.14% | +0.06 |
| GEV GE Vernova Inc. | Add +5.9% | 0.44% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +16.4% | 0.11% | +0.03 |
| SLV iShares Silver Trust | Add +5.0% | 0.16% | +0.03 |
| C Citigroup Inc. | Add +4.0% | 0.29% | +0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Add +13.9% | 0.49% | +0.02 |
| CASY Casey's General Stores Inc. | Add +11.1% | 0.26% | +0.02 |
| GLD SPDR Gold Shares | Add +1.4% | 0.47% | +0.02 |
| WMT Walmart Inc. | Add +10.0% | 0.90% | +0.02 |
| JCI Johnson Controls Internation | Add +36.5% | 0.08% | +0.02 |
| CEG Constellation Energy | Add +19.7% | 0.17% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +4.4% | 0.16% | +0.01 |
| SNOW Snowflake Inc. | Add +15.1% | 0.19% | +0.00 |
| PAVE Global X US Infrastructure | Add +5.5% | 0.15% | +0.00 |
| XLF SS Financial Select Sector | Add +11.1% | 0.11% | +0.00 |
| SVC Service Pptys TR | Add +1.3% | 0.06% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.07% | −0.00 |
| COP Conocophillips | Add +0.8% | 0.06% | −0.00 |
| BAC Bank of America Corp. | Add +2.7% | 0.26% | −0.00 |
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 |