Grant Private Wealth Management Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 5, 2026), Grant Private Wealth Management Inc reported 135 stock positions worth $165.6 million. Its top holding was Nvidia (NVDA) at 12.6% of the portfolio, followed by Apple (AAPL, 5.2%) and Broadcom (AVGO, 5.1%). Compared with Q3 2025, it opened 6 new positions, sold out of 12, added to 43 and reduced 60. The biggest buy was Alphabet Class A (GOOGL, shares +21%) and the biggest sale Netflix (NFLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0002056418
- Portfolio Value
- $165.6M (Q4 2025)
- SEC Filing
- 0001754960-26-000002 ↗ filed Jan 5, 2026
Holdings Value
Holdings 135 stocks · $165.6M
| NVDA Nvidia Corp. | 12.61% | 111,920 | $20.9M | Add +0.5% |
| AAPL Apple Inc. | 5.21% | 31,734 | $8.6M | Reduce -1.2% |
| AVGO Broadcom Inc. | 5.06% | 24,194 | $8.4M | Add +3.2% |
| META Meta Platforms Inc. Class A | 4.87% | 12,220 | $8.1M | Add +1.5% |
| AMZN Amazon.com Inc. | 4.67% | 33,540 | $7.7M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.31% | 17,494 | $5.5M | Add +21.1% |
| TSLA Tesla Inc. | 3.21% | 11,815 | $5.3M | Add +2.6% |
| MSFT Microsoft Corp. | 2.70% | 9,242 | $4.5M | Add +6.3% |
| UBER Uber Technologies Inc. | 2.28% | 46,190 | $3.8M | Add +10.3% |
| PLTR Palantir Technologies Inc. Class A | 2.27% | 21,173 | $3.8M | Add +42.2% |
| GOOG Alphabet Inc. Class C | 1.72% | 9,098 | $2.9M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.71% | 8,770 | $2.8M | Reduce -2.0% |
| NFLX Netflix Inc. | 1.57% | 27,678 | $2.6M | Reduce -0.6% |
| HELO JPMorgan Hedged Equity ETF | 1.54% | 38,344 | $2.5M | Add +4.1% |
| AMD Advanced Micro Devices | 1.43% | 11,082 | $2.4M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 1.17% | 3,429 | $1.9M | Reduce -6.1% |
| DFSV Dimensional US Small Cap Val | 1.14% | 57,593 | $1.9M | Reduce -7.2% |
| NOW ServiceNow Inc. | 1.13% | 12,220 | $1.9M | Reduce -2.1% |
| INTU Intuit Inc. | 1.09% | 2,715 | $1.8M | Reduce -0.1% |
| ARKK ARK Innovation ETF | 1.07% | 23,069 | $1.8M | Reduce -1.0% |
| SHOP Shopify Inc. Class A | 1.05% | 10,824 | $1.7M | Add +14.9% |
| CRM Salesforce Inc. | 1.05% | 6,538 | $1.7M | Add +6.3% |
| JEPI JPMorgan Equity Premium Inco | 1.04% | 30,121 | $1.7M | Reduce -6.5% |
| LRCX Lam Research Corp. | 1.03% | 9,940 | $1.7M | Reduce -1.7% |
| SNOW Snowflake Inc. | 1.02% | 7,674 | $1.7M | Reduce -0.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.00% | 15,571 | $1.7M | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.98% | 3,446 | $1.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.97% | 2,610 | $1.6M | Add +25.2% |
| COIN Coinbase Global Inc. Class A | 0.86% | 6,266 | $1.4M | Reduce -3.0% |
| PANW Palo Alto Networks Inc. | 0.84% | 7,539 | $1.4M | Add +8.2% |
| IVV iShares Core S&P 500 ETF | 0.78% | 1,897 | $1.3M | Add +55.9% |
| V Visa Inc. Class A | 0.72% | 3,390 | $1.2M | Reduce -1.2% |
| FHEQ Fidelity Hedged Equity ETF | 0.72% | 38,400 | $1.2M | Reduce -13.3% |
| BLK BlackRock Inc. | 0.62% | 962 | $1.0M | Add +12.4% |
| ZM Zoom Communications Inc. | 0.62% | 11,891 | $1.0M | Reduce -8.4% |
| LLY Eli Lilly & Co. | 0.61% | 938 | $1.0M | Reduce -1.7% |
| MU Micron Technology Inc. | 0.60% | 3,464 | $989K | Reduce -36.6% |
| BA The Boeing Co. | 0.60% | 4,546 | $987K | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.53% | 21,521 | $877K | Add +7.0% |
| NET Cloudflare Inc. Class A | 0.50% | 4,236 | $835K | Add +0.7% |
| HUBB Hubbell Inc. | 0.48% | 1,789 | $795K | No change |
| CAT Caterpillar Inc. | 0.47% | 1,357 | $777K | Reduce -3.4% |
| DKNG Draftkings Inc. Class A | 0.46% | 22,254 | $767K | No change |
| WMT Walmart Inc. | 0.46% | 6,790 | $756K | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 2,550 | $755K | Add +11.0% |
| ABBV Abbvie Inc. | 0.44% | 3,215 | $735K | Add +10.3% |
| TXN Texas Instruments Inc. | 0.44% | 4,184 | $726K | Add +8.5% |
| GS Goldman Sachs Group Inc. | 0.43% | 817 | $718K | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.42% | 2,104 | $695K | Add +6.8% |
| XSW SS SPDR S&P Soft & Serv ETF | 0.42% | 3,680 | $689K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 11,750 | $683K | Add +2.2% |
| XOM Exxon Mobil Corp. | 0.40% | 5,535 | $666K | Add +3.5% |
| C Citigroup Inc. | 0.39% | 5,484 | $640K | Add +26.0% |
| CSCO Cisco Systems Inc. | 0.37% | 8,035 | $619K | Add +17.0% |
| MMM 3M Co. | 0.37% | 3,845 | $616K | Add +9.7% |
| ANET Arista Networks Inc. | 0.37% | 4,684 | $614K | Add +1.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.37% | 6,433 | $606K | Add +30.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 5,254 | $598K | Reduce -1.1% |
| AMAT Applied Materials Inc. | 0.36% | 2,318 | $596K | Reduce -0.2% |
| WFC Wells Fargo & Co. | 0.36% | 6,330 | $590K | No change |
| MCD McDonald's Corp. | 0.35% | 1,912 | $584K | Add +18.0% |
| INTC Intel Corp. | 0.35% | 15,681 | $579K | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 4,698 | $565K | No change |
| DUK Duke Energy Corp. | 0.34% | 4,772 | $559K | Reduce -3.7% |
| AME Ametek Inc. | 0.34% | 2,707 | $556K | No change |
| KO The Coca-Cola Co. | 0.33% | 7,722 | $540K | Add +13.8% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 922 | $534K | Reduce -2.2% |
| ORCL Oracle Corp. | 0.32% | 2,740 | $534K | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 781 | $533K | Reduce -5.7% |
| IDU iShares US Utilities ETF | 0.32% | 4,841 | $525K | Reduce -0.8% |
| HD Home Depot Inc. | 0.32% | 1,519 | $523K | Reduce -11.8% |
| JNJ Johnson & Johnson | 0.31% | 2,517 | $521K | Add +13.9% |
| APH Amphenol Corp. Class A | 0.31% | 3,805 | $514K | Reduce -8.6% |
| MA Mastercard Inc. Class A | 0.29% | 847 | $484K | Reduce -2.0% |
| QCOM Qualcomm Inc. | 0.29% | 2,812 | $481K | Add +33.9% |
| PG The Procter & Gamble Co. | 0.29% | 3,341 | $479K | Reduce -13.8% |
| RBLX Roblox Corp. Class A | 0.28% | 5,820 | $472K | Reduce -3.3% |
| VHT Vanguard Health Care ETF | 0.28% | 1,634 | $470K | Reduce -1.4% |
| ABT Abbott Laboratories | 0.27% | 3,587 | $449K | Add +15.3% |
| IBB iShares Biotechnology ETF | 0.27% | 2,662 | $449K | No change |
| PM Philip Morris International | 0.27% | 2,774 | $445K | Add +15.7% |
| MEDP Medpace Holdings Inc. | 0.27% | 785 | $441K | No change |
| CVX Chevron Corp. | 0.27% | 2,882 | $439K | Add +13.8% |
| COST Costco Wholesale Corp. | 0.26% | 494 | $426K | Reduce -20.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 7,673 | $422K | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.25% | 7,642 | $412K | Add +20.2% |
| WSM Williams-Sonoma Inc. | 0.25% | 2,302 | $411K | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.24% | 2,450 | $397K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.24% | 2,854 | $391K | No change |
| WDAY Workday Inc. Class A | 0.23% | 1,778 | $382K | No change |
| RNG Ringcentral Inc. Class A | 0.23% | 13,113 | $379K | Reduce -3.0% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.23% | 7,141 | $377K | New |
| XYLD Global X S&P 500 Cove Call E | 0.23% | 9,182 | $373K | New |
| VOO Vanguard S&P 500 ETF | 0.22% | 592 | $371K | No change |
| NEM Newmont Corp. | 0.22% | 3,709 | $370K | Reduce -0.1% |
| A Agilent Technologies Inc. | 0.22% | 2,700 | $367K | No change |
| CMCSA Comcast Corp. Class A | 0.21% | 11,696 | $350K | Add +23.3% |
| GLD SPDR Gold Shares | 0.21% | 869 | $344K | Reduce -3.8% |
| SOXX iShares Semiconductor ETF | 0.19% | 1,066 | $321K | Reduce -1.8% |
| MO Altria Group Inc. | 0.19% | 5,566 | $321K | Add +44.1% |
Portfolio Sells Q3 2025 → Q4 2025
| NFLX Netflix Inc. | Reduce -0.6% | 1.57% | −0.49 |
| COIN Coinbase Global Inc. Class A | Reduce -3.0% | 0.86% | −0.49 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.43 |
| NOW ServiceNow Inc. | Reduce -2.1% | 1.13% | −0.29 |
| RBLX Roblox Corp. Class A | Reduce -3.3% | 0.28% | −0.23 |
| ARKK ARK Innovation ETF | Reduce -1.0% | 1.07% | −0.17 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.16 |
| ZBRA Zebra Technologies Corp. Class A | Sold out | 0.00% | −0.15 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.14 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.13 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.13 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.13 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.13 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.13 |
| GD General Dynamics Corp. | Sold out | 0.00% | −0.12 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.12 |
| FNV Franco-Nevada Corp. | Sold out | 0.00% | −0.12 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -13.3% | 0.72% | −0.12 |
| HD Home Depot Inc. | Reduce -11.8% | 0.32% | −0.11 |
| NOBL Proshares S&P 500 Dividend A | Reduce -39.3% | 0.15% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -20.2% | 0.26% | −0.10 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -35.3% | 0.15% | −0.09 |
| JEPI JPMorgan Equity Premium Inco | Reduce -6.5% | 1.04% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -13.8% | 0.29% | −0.08 |
| DFSV Dimensional US Small Cap Val | Reduce -7.2% | 1.14% | −0.07 |
| BITO Proshares Bitcoin ETF-Usd | Reduce -11.8% | 0.08% | −0.07 |
| PHDG Invesco S&P 500 Downside Hed | Reduce -30.7% | 0.15% | −0.07 |
| XYZ Block Inc. | Reduce -18.1% | 0.18% | −0.07 |
| INTU Intuit Inc. | Reduce -0.1% | 1.09% | −0.06 |
| SNOW Snowflake Inc. | Reduce -0.4% | 1.02% | −0.06 |
| ADBE Adobe Inc. | Reduce -27.8% | 0.12% | −0.05 |
| ZM Zoom Communications Inc. | Reduce -8.4% | 0.62% | −0.04 |
| DUK Duke Energy Corp. | Reduce -3.7% | 0.34% | −0.04 |
| AVUV Avantis US Small Cap Value | Reduce -20.6% | 0.14% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 1.71% | −0.04 |
| WSM Williams-Sonoma Inc. | Reduce -0.4% | 0.25% | −0.03 |
| NOC Northrop Grumman Corp. | Reduce -7.1% | 0.13% | −0.02 |
| SNAP Snap Inc. Class A | Reduce -17.5% | 0.12% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.7% | 0.32% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.8% | 0.14% | −0.02 |
| IDU iShares US Utilities ETF | Reduce -0.8% | 0.32% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.1% | 0.36% | −0.01 |
| BA The Boeing Co. | Reduce -0.7% | 0.60% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -2.0% | 0.29% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -3.2% | 0.17% | −0.01 |
| HQY Healthequity Inc. | Reduce -1.3% | 0.13% | −0.01 |
| RNG Ringcentral Inc. Class A | Reduce -3.0% | 0.23% | −0.01 |
| APH Amphenol Corp. Class A | Reduce -8.6% | 0.31% | −0.01 |
| RTX RTX Corp. | Reduce -10.3% | 0.17% | −0.01 |
| V Visa Inc. Class A | Reduce -1.2% | 0.72% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +21.1% | 3.31% | +1.14 |
| PLTR Palantir Technologies Inc. Class A | Add +42.2% | 2.27% | +0.60 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 1.72% | +0.38 |
| AMD Advanced Micro Devices | Add +0.5% | 1.43% | +0.33 |
| AVGO Broadcom Inc. | Add +3.2% | 5.06% | +0.28 |
| IVV iShares Core S&P 500 ETF | Add +55.9% | 0.78% | +0.28 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.23% | +0.23 |
| XYLD Global X S&P 500 Cove Call E | New | 0.23% | +0.23 |
| QQQ Invesco QQQ Trust Series 1 | Add +25.2% | 0.97% | +0.20 |
| SHOP Shopify Inc. Class A | Add +14.9% | 1.05% | +0.19 |
| CRM Salesforce Inc. | Add +6.3% | 1.05% | +0.15 |
| AMZN Amazon.com Inc. | Add +0.3% | 4.67% | +0.14 |
| B Barrick Mining Corp. | New | 0.14% | +0.14 |
| MTB M & T Bank Corp. | New | 0.13% | +0.13 |
| F Ford Motor Co. | New | 0.12% | +0.12 |
| C Citigroup Inc. | Add +26.0% | 0.39% | +0.11 |
| CSCO Cisco Systems Inc. | Add +17.0% | 0.37% | +0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +30.4% | 0.37% | +0.08 |
| QCOM Qualcomm Inc. | Add +33.9% | 0.29% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +20.2% | 0.25% | +0.07 |
| JNJ Johnson & Johnson | Add +13.9% | 0.31% | +0.06 |
| HELO JPMorgan Hedged Equity ETF | Add +4.1% | 1.54% | +0.06 |
| IBM Intl Business Machines Corp. | Add +11.0% | 0.46% | +0.06 |
| TSLA Tesla Inc. | Add +2.6% | 3.21% | +0.05 |
| MCD McDonald's Corp. | Add +18.0% | 0.35% | +0.05 |
| KO The Coca-Cola Co. | Add +13.8% | 0.33% | +0.05 |
| MO Altria Group Inc. | Add +44.1% | 0.19% | +0.04 |
| MMM 3M Co. | Add +9.7% | 0.37% | +0.04 |
| XOM Exxon Mobil Corp. | Add +3.5% | 0.40% | +0.03 |
| PM Philip Morris International | Add +15.7% | 0.27% | +0.03 |
| HSDT Solana Co. | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +10.3% | 0.44% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +23.3% | 0.21% | +0.03 |
| CVX Chevron Corp. | Add +13.8% | 0.27% | +0.02 |
| GLPI Gaming and Leisure Propertie | Add +20.2% | 0.16% | +0.02 |
| ABT Abbott Laboratories | Add +15.3% | 0.27% | +0.01 |
| BLK BlackRock Inc. | Add +12.4% | 0.62% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +2.2% | 0.41% | +0.00 |
| TXN Texas Instruments Inc. | Add +8.5% | 0.44% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +6.8% | 0.42% | −0.00 |
| VZ Verizon Communications Inc. | Add +7.0% | 0.53% | −0.02 |
| PANW Palo Alto Networks Inc. | Add +8.2% | 0.84% | −0.04 |
| ANET Arista Networks Inc. | Add +1.4% | 0.37% | −0.04 |
| NET Cloudflare Inc. Class A | Add +0.7% | 0.50% | −0.05 |
| MSFT Microsoft Corp. | Add +6.3% | 2.70% | −0.08 |
| ORCL Oracle Corp. | Add +2.9% | 0.32% | −0.14 |
| NVDA Nvidia Corp. | Add +0.5% | 12.61% | −0.22 |
| UBER Uber Technologies Inc. | Add +10.3% | 2.28% | −0.25 |
| META Meta Platforms Inc. Class A | Add +1.5% | 4.87% | −0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 164 | $237.2M | NVDA, META, AAPL, AMZN, AVGO |
| Q1 2026 | 154 | $188.5M | NVDA, META, AAPL, AMZN, AVGO |
| Q4 2025 | 135 | $165.6M | NVDA, AAPL, AVGO, META, AMZN |
| Q3 2025 | 141 | $162.1M | NVDA, META, AAPL, AVGO, AMZN |
| Q2 2025 | 70 | $176.4M | FDEC, META, AMZN, MSFT, KO |
| Q1 2025 | 117 | $92.7M | NVDA, META, AMZN, AAPL, NFLX |
| Q4 2024 | 111 | $92.7M | NVDA, AMZN, META, AAPL, TSLA |