Grandview Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Grandview Asset Management LLC reported 139 stock positions worth $364.6 million. Its top holding was Nvidia (NVDA) at 19.4% of the portfolio, followed by Apple (AAPL, 5.6%) and Microsoft (MSFT, 5.4%). Compared with Q3 2025, it opened 3 new positions, sold out of 5, added to 67 and reduced 62. The biggest buy was Alphabet Class C (GOOG, shares +9%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HARRISBURG, PA
- CIK
- 0001766791
- Portfolio Value
- $364.6M (Q4 2025)
- SEC Filing
- 0001766791-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 139 stocks · $364.6M
| NVDA Nvidia Corp. | 19.42% | 379,729 | $70.8M | Reduce -1.0% |
| AAPL Apple Inc. | 5.55% | 74,435 | $20.2M | Add +0.3% |
| MSFT Microsoft Corp. | 5.40% | 40,683 | $19.7M | Add +0.6% |
| QQQ Invesco QQQ Trust Series 1 | 5.26% | 31,244 | $19.2M | Add +9.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.46% | 23,842 | $16.3M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 3.65% | 92,797 | $13.3M | Add +2.5% |
| AVGO Broadcom Inc. | 3.08% | 32,434 | $11.2M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 2.64% | 30,654 | $9.6M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.40% | 17,426 | $8.8M | Reduce -5.0% |
| AMZN Amazon.com Inc. | 2.19% | 34,555 | $8.0M | Add +0.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.95% | 15,181 | $7.1M | Add +3.4% |
| META Meta Platforms Inc. Class A | 1.76% | 9,714 | $6.4M | Reduce -0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.71% | 32,668 | $6.2M | Add +13.1% |
| PPL PPL Corp. | 1.59% | 166,030 | $5.8M | Add +1.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.52% | 11,343 | $5.5M | Add +5.2% |
| JPM JPMorgan Chase & Co. | 1.46% | 16,491 | $5.3M | Add +7.6% |
| GOOGL Alphabet Inc. Class A | 1.32% | 15,390 | $4.8M | Reduce -0.9% |
| ABBV Abbvie Inc. | 1.17% | 18,724 | $4.3M | Add +4.2% |
| TSLA Tesla Inc. | 1.16% | 9,433 | $4.2M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.11% | 13,913 | $4.0M | Reduce -7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.03% | 14,515 | $3.7M | Reduce -6.3% |
| WMT Walmart Inc. | 1.02% | 33,417 | $3.7M | Add +7.7% |
| WM Waste Management Inc. | 1.00% | 16,518 | $3.6M | Reduce -0.2% |
| IGV iShares Expanded Tech-Softwa | 0.99% | 34,288 | $3.6M | Reduce -11.2% |
| BX Blackstone Inc. | 0.88% | 20,924 | $3.2M | Add +8.4% |
| NFLX Netflix Inc. | 0.78% | 30,472 | $2.9M | Reduce -4.9% |
| NET Cloudflare Inc. Class A | 0.72% | 13,309 | $2.6M | Reduce -2.2% |
| AMD Advanced Micro Devices | 0.71% | 12,084 | $2.6M | Add +3.6% |
| V Visa Inc. Class A | 0.69% | 7,180 | $2.5M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.67% | 2,816 | $2.4M | Reduce -0.4% |
| CVX Chevron Corp. | 0.65% | 15,602 | $2.4M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 6,895 | $2.3M | Add +24.3% |
| SOXX iShares Semiconductor ETF | 0.58% | 6,972 | $2.1M | Add +15.9% |
| MRVL Marvell Technology Inc. | 0.55% | 23,690 | $2.0M | Reduce -1.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.54% | 4,103 | $2.0M | Add +10.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.53% | 45,464 | $1.9M | Add +3.5% |
| GLD SPDR Gold Shares | 0.52% | 4,822 | $1.9M | Add +1.5% |
| KRE SS SPDR S&P Regional Bank | 0.49% | 27,839 | $1.8M | Reduce -7.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 6,013 | $1.8M | Add +2.0% |
| TECL Dire Dai Tec Bull 3X ETF-Usd | 0.48% | 15,000 | $1.8M | No change |
| DUK Duke Energy Corp. | 0.48% | 14,813 | $1.7M | Add +5.9% |
| RTX RTX Corp. | 0.48% | 9,465 | $1.7M | Add +34.0% |
| GEV GE Vernova Inc. | 0.46% | 2,575 | $1.7M | Add +1.0% |
| LLY Eli Lilly & Co. | 0.46% | 1,551 | $1.7M | Add +7.5% |
| CAT Caterpillar Inc. | 0.45% | 2,881 | $1.7M | Reduce -3.8% |
| CRM Salesforce Inc. | 0.39% | 5,410 | $1.4M | Reduce -13.0% |
| GS Goldman Sachs Group Inc. | 0.37% | 1,550 | $1.4M | Add +3.9% |
| C Citigroup Inc. | 0.36% | 11,327 | $1.3M | Add +10.8% |
| PEP Pepsico Inc. | 0.36% | 9,032 | $1.3M | Reduce -3.0% |
| BND Vanguard Total Bond Market | 0.34% | 16,729 | $1.2M | Add +58.0% |
| VCIT Vanguard Int-Term Corporate | 0.33% | 14,631 | $1.2M | Add +19.9% |
| JNJ Johnson & Johnson | 0.33% | 5,798 | $1.2M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.32% | 9,608 | $1.2M | Add +15.4% |
| SHOP Shopify Inc. Class A | 0.31% | 7,115 | $1.1M | Reduce -0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 3,624 | $1.1M | Reduce -4.8% |
| UNH Unitedhealth Group Inc. | 0.31% | 3,378 | $1.1M | Add +19.7% |
| PNC PNC Financial Services Group | 0.30% | 5,268 | $1.1M | Reduce -2.6% |
| CASY Casey's General Stores Inc. | 0.30% | 1,947 | $1.1M | Add +18.6% |
| MS Morgan Stanley | 0.28% | 5,835 | $1.0M | Add +39.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 12,828 | $1.0M | Reduce -2.7% |
| CSX CSX Corp. | 0.27% | 26,690 | $968K | Reduce -13.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 17,437 | $959K | Reduce -0.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.26% | 10,436 | $954K | Add +30.6% |
| SLV iShares Silver Trust | 0.26% | 14,646 | $943K | Add +6.7% |
| IGM iShares Expanded Tech Sector | 0.26% | 7,230 | $934K | Add +146.9% |
| PFF iShares Preferred & Income S | 0.26% | 30,044 | $930K | Reduce -10.5% |
| SSO Proshares Ultra S&P500 | 0.23% | 14,400 | $834K | No change |
| HD Home Depot Inc. | 0.22% | 2,319 | $798K | Reduce -6.6% |
| TM Toyota Motor Corp. -Spon ADR | 0.22% | 3,663 | $784K | No change |
| HON Honeywell International Inc. | 0.21% | 3,892 | $759K | Add +0.1% |
| CEG Constellation Energy | 0.21% | 2,149 | $759K | Add +13.9% |
| XMMO Invesco S&P Midcap Momentum | 0.21% | 5,437 | $753K | Reduce -13.9% |
| BUG Global X Cybersecurity ETF | 0.20% | 24,210 | $737K | Reduce -26.1% |
| OUSA Alps Oshares US Quality Divi | 0.19% | 12,069 | $696K | Add +0.3% |
| HSY The Hershey Co. | 0.19% | 3,803 | $692K | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 11,816 | $676K | Reduce -4.1% |
| SNOW Snowflake Inc. | 0.17% | 2,884 | $633K | Reduce -2.7% |
| BA The Boeing Co. | 0.17% | 2,886 | $627K | Add +4.2% |
| MA Mastercard Inc. Class A | 0.17% | 1,055 | $602K | Add +0.1% |
| DLN Wisdomtree US Largecap Divid | 0.16% | 6,791 | $598K | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.16% | 2,457 | $593K | Reduce -2.7% |
| VRT Vertiv Holdings Co. Class A | 0.15% | 3,450 | $559K | Reduce -6.5% |
| KTOS Kratos Defense & Security | 0.14% | 6,954 | $528K | Reduce -3.7% |
| PAVE Global X US Infrastructure | 0.14% | 10,640 | $508K | Reduce -3.0% |
| BWXT BWX Technologies Inc. | 0.14% | 2,907 | $503K | Add +34.8% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 1,631 | $502K | Add +74.8% |
| TIP iShares Tips Bond ETF | 0.13% | 4,417 | $486K | Reduce -2.5% |
| ADBE Adobe Inc. | 0.13% | 1,382 | $484K | Reduce -20.6% |
| VZ Verizon Communications Inc. | 0.13% | 11,792 | $480K | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.13% | 4,943 | $465K | Reduce -20.3% |
| LH Labcorp Holdings Inc. | 0.13% | 1,854 | $465K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.13% | 737 | $462K | Reduce -53.4% |
| XLF SS Financial Select Sector | 0.13% | 8,416 | $461K | Add +16.5% |
| NSC Norfolk Southern Corp. | 0.12% | 1,570 | $453K | Reduce -7.9% |
| XGDVX Gabelli Dividend & Income TR | 0.12% | 16,300 | $453K | New |
| QLD Proshares Ultra QQQ | 0.12% | 6,400 | $451K | No change |
| XPO Xpo Inc. | 0.12% | 3,117 | $424K | Reduce -10.3% |
| XLE SS Energy Select Sector | 0.12% | 9,450 | $423K | Reduce -0.2% |
| MCD McDonald's Corp. | 0.11% | 1,345 | $411K | Add +2.2% |
| ORLY O'reilly Automotive Inc. | 0.11% | 4,408 | $402K | Add +0.2% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -1.0% | 19.42% | −0.71 |
| NFLX Netflix Inc. | Reduce -4.9% | 0.78% | −0.30 |
| IGV iShares Expanded Tech-Softwa | Reduce -11.2% | 0.99% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 1.76% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.0% | 2.40% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -53.4% | 0.13% | −0.15 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.1% | 1.11% | −0.13 |
| BUG Global X Cybersecurity ETF | Reduce -26.1% | 0.20% | −0.12 |
| NET Cloudflare Inc. Class A | Reduce -2.2% | 0.72% | −0.10 |
| STM Stmicroelectronics NV-NY SHS | Reduce -53.3% | 0.06% | −0.09 |
| VAC Marriott Vacations World | Sold out | 0.00% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -6.3% | 1.03% | −0.08 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.67% | −0.07 |
| LEU Centrus Energy Corp. Class A | Sold out | 0.00% | −0.07 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -6.6% | 0.22% | −0.06 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -28.3% | 0.09% | −0.06 |
| ORCL Oracle Corp. | Reduce -7.2% | 0.09% | −0.05 |
| PSKY Paramount Skydance Class B | Reduce -0.7% | 0.11% | −0.05 |
| PFF iShares Preferred & Income S | Reduce -10.5% | 0.26% | −0.04 |
| KRE SS SPDR S&P Regional Bank | Reduce -7.9% | 0.49% | −0.04 |
| CSX CSX Corp. | Reduce -13.6% | 0.27% | −0.04 |
| KTOS Kratos Defense & Security | Reduce -3.7% | 0.14% | −0.04 |
| ADBE Adobe Inc. | Reduce -20.6% | 0.13% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -20.3% | 0.13% | −0.04 |
| XMMO Invesco S&P Midcap Momentum | Reduce -13.9% | 0.21% | −0.03 |
| MLPX Global X MLP & Energy Infras | Reduce -22.3% | 0.09% | −0.03 |
| WM Waste Management Inc. | Reduce -0.2% | 1.00% | −0.03 |
| LYV Live Nation Entertainment Inc. | Reduce -13.5% | 0.09% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -16.9% | 0.11% | −0.03 |
| CRM Salesforce Inc. | Reduce -13.0% | 0.39% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -7.9% | 0.12% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -1.9% | 0.55% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.8% | 0.31% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.13% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.7% | 0.16% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.7% | 0.28% | −0.02 |
| SNOW Snowflake Inc. | Reduce -2.7% | 0.17% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -13.6% | 0.07% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -6.8% | 0.06% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -4.1% | 0.19% | −0.01 |
| IBKR Interactive Brokers Gro Class A | Reduce -1.6% | 0.10% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.36% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.08% | −0.01 |
| HSY The Hershey Co. | Reduce -0.2% | 0.19% | −0.01 |
| DIS The Walt Disney Co. | Reduce -12.9% | 0.06% | −0.01 |
| XPO Xpo Inc. | Reduce -10.3% | 0.12% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.7% | 0.08% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOG Alphabet Inc. Class C | Add +9.2% | 2.64% | +0.72 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.7% | 5.26% | +0.45 |
| AAPL Apple Inc. | Add +0.3% | 5.55% | +0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +13.1% | 1.71% | +0.20 |
| AMD Advanced Micro Devices | Add +3.6% | 0.71% | +0.18 |
| IGM iShares Expanded Tech Sector | Add +146.9% | 0.26% | +0.15 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.46% | +0.15 |
| RTX RTX Corp. | Add +34.0% | 0.48% | +0.14 |
| XGDVX Gabelli Dividend & Income TR | New | 0.12% | +0.12 |
| WMT Walmart Inc. | Add +7.7% | 1.02% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +24.3% | 0.63% | +0.12 |
| BND Vanguard Total Bond Market | Add +58.0% | 0.34% | +0.12 |
| SOXX iShares Semiconductor ETF | Add +15.9% | 0.58% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +7.6% | 1.46% | +0.10 |
| MS Morgan Stanley | Add +39.7% | 0.28% | +0.10 |
| SLV iShares Silver Trust | Add +6.7% | 0.26% | +0.10 |
| ARKX ARK Space & Defense Innovati | New | 0.08% | +0.08 |
| C Citigroup Inc. | Add +10.8% | 0.36% | +0.07 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.19% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Add +2.5% | 3.65% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.2% | 1.52% | +0.06 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +30.6% | 0.26% | +0.06 |
| CEF Sprott Physical Gold and Sil | New | 0.06% | +0.06 |
| GE General Electric | Add +74.8% | 0.14% | +0.06 |
| DIA SS SPDR Dow Jones Indus Avg | Add +10.2% | 0.54% | +0.06 |
| XOM Exxon Mobil Corp. | Add +15.4% | 0.32% | +0.05 |
| GLD SPDR Gold Shares | Add +1.5% | 0.52% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +19.9% | 0.33% | +0.05 |
| MCK McKesson Corp. | Add +72.1% | 0.10% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.1% | 4.46% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +3.9% | 0.37% | +0.04 |
| CASY Casey's General Stores Inc. | Add +18.6% | 0.30% | +0.03 |
| CEG Constellation Energy | Add +13.9% | 0.21% | +0.03 |
| JNJ Johnson & Johnson | Add +2.3% | 0.33% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +19.7% | 0.31% | +0.03 |
| TSLA Tesla Inc. | Add +3.8% | 1.16% | +0.03 |
| BWXT BWX Technologies Inc. | Add +34.8% | 0.14% | +0.03 |
| KO The Coca-Cola Co. | Add +34.0% | 0.08% | +0.02 |
| GEV GE Vernova Inc. | Add +1.0% | 0.46% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.49% | +0.02 |
| XLF SS Financial Select Sector | Add +16.5% | 0.13% | +0.02 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.08% | +0.02 |
| TJX TJX Companies Inc. | Add +15.0% | 0.09% | +0.01 |
| SO The Southern Co. | Add +19.9% | 0.09% | +0.01 |
| BA The Boeing Co. | Add +4.2% | 0.17% | +0.00 |
| ABBV Abbvie Inc. | Add +4.2% | 1.17% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.3% | 0.09% | +0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.6% | 0.11% | +0.00 |
| MCD McDonald's Corp. | Add +2.2% | 0.11% | +0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.3% | 0.07% | −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 |