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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $220.3M Q1 2024 Q2 2024: $170.8M Q2 2024 Q3 2024: $174.5M Q3 2024 Q4 2024: $272.4M Q4 2024 Q1 2025: $263.2M Q1 2025 Q2 2025: $312.3M Q2 2025 Q3 2025: $355.5M Q3 2025 Q4 2025: $364.6M Q4 2025 Q1 2026: $341.7M Q1 2026 Q2 2026: $402.6M $402.6M Q2 2026

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%
IBKR Interactive Brokers Gro Class A 0.10% 4,522 $394K Reduce -2.7%
HON Honeywell International Inc. 0.10% 1,745 $391K Reduce -7.5%
TIP iShares Tips Bond ETF 0.10% 3,556 $389K Reduce -8.5%
HONA Honeywell Aerospace Inc. 0.10% 1,745 $386K Reduce -7.5%
VIG Vanguard Dividend Apprec ETF 0.09% 1,603 $379K Reduce -1.7%
SPHB Invesco S&P 500 High Beta Et 0.09% 2,414 $376K New
LH Labcorp Holdings Inc. 0.09% 1,339 $375K Reduce -11.3%
MRK Merck & Co. Inc. 0.09% 2,892 $372K Add +0.1%
SPYV SS SPDR P S&P 500 Value ETF 0.09% 6,069 $369K Reduce -1.8%
ETN Eaton Corp. PLC 0.09% 863 $368K Reduce -4.4%
MLPX Global X MLP & Energy Infras 0.09% 4,980 $367K Reduce -0.6%
VEU Vanguard Ftse All-World Ex-U 0.09% 4,314 $361K Add +27.7%
ARM Arm Holdings PLC-ADR 0.09% 1,008 $357K New
JCI Johnson Controls Internation 0.09% 2,425 $354K Reduce -10.2%
UNP Union Pacific Corp. 0.09% 1,275 $347K Add +10.4%
KO The Coca-Cola Co. 0.09% 4,229 $344K Add +0.7%
SO The Southern Co. 0.08% 3,563 $341K Reduce -2.6%
GLW Corning Inc. 0.08% 1,270 $325K New
MCD McDonald's Corp. 0.08% 1,195 $323K Reduce -9.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.08% 2,053 $311K Add +0.1%
RKLB Rocket Lab Corp. 0.08% 3,018 $307K New
LYV Live Nation Entertainment Inc. 0.08% 1,673 $306K Reduce -13.4%
NSC Norfolk Southern Corp. 0.08% 972 $306K Reduce -16.9%
KTOS Kratos Defense & Security 0.07% 5,880 $293K Reduce -5.5%
SCHF Schwab Intl Equity ETF 0.07% 10,220 $283K New
ORLY O'reilly Automotive Inc. 0.07% 3,001 $276K Reduce -18.5%
USMV iShares MSCI USA Min Vol Fac 0.07% 2,820 $272K Reduce -12.3%
DVY iShares Select Dividend ETF 0.07% 1,738 $272K Reduce -6.9%
ORCL Oracle Corp. 0.07% 1,840 $270K Add +7.9%
CSCO Cisco Systems Inc. 0.07% 2,255 $265K New
ED Consolidated Edison Inc. 0.07% 2,386 $264K Add +0.7%
SLB SLB Ltd. filed as SLB LIMITED 0.06% 5,455 $254K New
COP Conocophillips 0.06% 2,371 $246K Add +0.7%
PG The Procter & Gamble Co. 0.06% 1,672 $245K Reduce -7.3%
MCK McKesson Corp. 0.06% 323 $244K Reduce -29.3%
F Ford Motor Co. filed as FORD MTR CO 0.06% 16,721 $232K Reduce -14.4%
INTC Intel Corp. 0.06% 1,610 $225K New
CSX CSX Corp. 0.06% 4,689 $223K Reduce -4.0%
MO Altria Group Inc. 0.06% 3,086 $222K Add +1.4%
DELL Dell Technologies -C 0.05% 511 $220K New
PSKY Paramount Skydance Class B 0.05% 22,124 $218K Reduce -14.0%
PLTR Palantir Technologies Inc. Class A 0.05% 1,813 $212K Reduce -1.4%
APD Air Products & Chemicals Inc. 0.05% 710 $208K Reduce -17.3%
XME SS SPDR S&P Metals Mining 0.05% 1,941 $208K Reduce -11.9%
PTLC Pacer Trendpilot US Large Ca 0.05% 3,500 $204K New
SVC Service Pptys TR 0.03% 70,533 $119K Reduce -12.0%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$402.6MNVDA, QQQ, AAPL, SPY, MSFT
Q1 2026 137$341.7MNVDA, AAPL, QQQ, MSFT, SPY
Q4 2025 139$364.6MNVDA, AAPL, MSFT, QQQ, SPY
Q3 2025 141$355.5MNVDA, MSFT, AAPL, QQQ, SPY
Q2 2025 135$312.3MNVDA, MSFT, AAPL, QQQ, SPY
Q1 2025 123$263.2MNVDA, AAPL, MSFT, SPY, QQQ
Q4 2024 116$272.4MNVDA, AAPL, MSFT, SPY, QQQ
Q3 2024 64$174.5MNVDA, AAPL, SPY, QQQ, BRK.B
Q2 2024 60$170.8MNVDA, AAPL, SPY, QQQ, BRK.B
Q1 2024 109$220.3MNVDA, MSFT, AAPL, VYM, SPY