Grant Private Wealth Management Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Grant Private Wealth Management Inc reported 154 stock positions worth $188.5 million. Its top holding was Nvidia (NVDA) at 12.0% of the portfolio, followed by Meta Platforms Class A (META, 6.1%) and Apple (AAPL, 5.8%). Compared with Q4 2025, it opened 28 new positions, sold out of 9, added to 78 and reduced 36. The biggest buy was Meta Platforms Class A (META, shares +65%) and the biggest sale Snowflake (SNOW, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0002056418
- Portfolio Value
- $188.5M (Q1 2026)
- SEC Filing
- 0001754960-26-000241 ↗ filed Apr 14, 2026
Holdings Value
Holdings 154 stocks · $188.5M
| NVDA Nvidia Corp. | 12.04% | 130,142 | $22.7M | Add +16.3% |
| META Meta Platforms Inc. Class A | 6.13% | 20,181 | $11.5M | Add +65.2% |
| AAPL Apple Inc. | 5.82% | 43,195 | $11.0M | Add +36.1% |
| AMZN Amazon.com Inc. | 5.25% | 47,547 | $9.9M | Add +41.8% |
| AVGO Broadcom Inc. | 4.73% | 28,777 | $8.9M | Add +18.9% |
| GOOGL Alphabet Inc. Class A | 3.25% | 22,331 | $6.1M | Add +27.6% |
| MSFT Microsoft Corp. | 2.85% | 14,518 | $5.4M | Add +57.1% |
| TSLA Tesla Inc. | 2.59% | 13,127 | $4.9M | Add +11.1% |
| UBER Uber Technologies Inc. | 2.05% | 53,632 | $3.9M | Add +16.1% |
| PLTR Palantir Technologies Inc. Class A | 1.95% | 25,082 | $3.7M | Add +18.5% |
| NFLX Netflix Inc. | 1.93% | 37,823 | $3.6M | Add +36.6% |
| GOOG Alphabet Inc. Class C | 1.80% | 10,805 | $3.4M | Add +18.8% |
| JPM JPMorgan Chase & Co. | 1.40% | 8,978 | $2.6M | Add +2.4% |
| AMD Advanced Micro Devices | 1.40% | 12,955 | $2.6M | Add +16.9% |
| DFSV Dimensional US Small Cap Val | 1.16% | 62,257 | $2.2M | Add +8.1% |
| HELO JPMorgan Hedged Equity ETF | 1.14% | 33,611 | $2.1M | Reduce -12.3% |
| LRCX Lam Research Corp. | 1.10% | 9,690 | $2.1M | Reduce -2.5% |
| INTU Intuit Inc. | 0.96% | 4,195 | $1.8M | Add +54.5% |
| ISRG Intuitive Surgical Inc. | 0.92% | 3,744 | $1.7M | Add +9.2% |
| JEPI JPMorgan Equity Premium Inco | 0.91% | 30,373 | $1.7M | Add +0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.81% | 15,521 | $1.5M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 2,615 | $1.5M | Add +0.2% |
| NOW ServiceNow Inc. | 0.79% | 14,165 | $1.5M | Add +15.9% |
| ARKK ARK Innovation ETF | 0.77% | 21,505 | $1.5M | Reduce -6.8% |
| QQQI Neos Nasdaq-100 High Inc. ETF | 0.76% | 28,995 | $1.4M | New |
| V Visa Inc. Class A | 0.76% | 4,747 | $1.4M | Add +40.0% |
| PANW Palo Alto Networks Inc. | 0.74% | 8,753 | $1.4M | Add +16.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.74% | 3,553 | $1.4M | Add +3.1% |
| CRM Salesforce Inc. | 0.70% | 7,115 | $1.3M | Add +8.8% |
| SHOP Shopify Inc. Class A | 0.67% | 10,624 | $1.3M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.64% | 24,212 | $1.2M | Add +12.5% |
| ALGN Align Technology Inc. | 0.64% | 7,000 | $1.2M | New |
| XOM Exxon Mobil Corp. | 0.63% | 6,993 | $1.2M | Add +26.3% |
| COST Costco Wholesale Corp. | 0.62% | 1,173 | $1.2M | Add +137.4% |
| CAT Caterpillar Inc. | 0.60% | 1,599 | $1.1M | Add +17.8% |
| SNOW Snowflake Inc. | 0.60% | 7,445 | $1.1M | Reduce -3.0% |
| NET Cloudflare Inc. Class A | 0.58% | 5,296 | $1.1M | Add +25.0% |
| MU Micron Technology Inc. | 0.58% | 3,234 | $1.1M | Reduce -6.6% |
| LLY Eli Lilly & Co. | 0.57% | 1,176 | $1.1M | Add +25.4% |
| USIG iShares Broad Usd Investment | 0.56% | 20,757 | $1.1M | New |
| COIN Coinbase Global Inc. Class A | 0.54% | 5,864 | $1.0M | Reduce -6.4% |
| FHEQ Fidelity Hedged Equity ETF | 0.54% | 34,550 | $1.0M | Reduce -10.0% |
| WMT Walmart Inc. | 0.53% | 8,059 | $1.0M | Add +18.7% |
| ZM Zoom Communications Inc. | 0.52% | 12,300 | $989K | Add +3.4% |
| BLK BlackRock Inc. | 0.52% | 1,011 | $972K | Add +5.1% |
| TXN Texas Instruments Inc. | 0.49% | 4,768 | $926K | Add +14.0% |
| ABBV Abbvie Inc. | 0.48% | 4,122 | $897K | Add +28.2% |
| HUBB Hubbell Inc. | 0.47% | 1,789 | $878K | No change |
| BA The Boeing Co. | 0.45% | 4,229 | $842K | Reduce -7.0% |
| DUK Duke Energy Corp. | 0.43% | 6,231 | $816K | Add +30.6% |
| GS Goldman Sachs Group Inc. | 0.42% | 946 | $800K | Add +15.8% |
| UNH Unitedhealth Group Inc. | 0.41% | 2,854 | $772K | Add +35.6% |
| IVV iShares Core S&P 500 ETF | 0.40% | 1,167 | $762K | Reduce -38.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 13,627 | $757K | Add +16.0% |
| C Citigroup Inc. | 0.40% | 6,613 | $750K | Add +20.6% |
| MCD McDonald's Corp. | 0.39% | 2,381 | $740K | Add +24.5% |
| ANET Arista Networks Inc. | 0.39% | 5,959 | $732K | Add +27.2% |
| AMAT Applied Materials Inc. | 0.39% | 2,131 | $728K | Reduce -8.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 2,946 | $714K | Add +15.5% |
| JNJ Johnson & Johnson | 0.38% | 2,900 | $709K | Add +15.2% |
| INTC Intel Corp. | 0.38% | 16,045 | $708K | Add +2.3% |
| CVX Chevron Corp. | 0.37% | 3,373 | $698K | Add +17.0% |
| CSCO Cisco Systems Inc. | 0.37% | 8,878 | $689K | Add +10.5% |
| ORCL Oracle Corp. | 0.36% | 4,623 | $680K | Add +68.7% |
| KO The Coca-Cola Co. | 0.36% | 8,842 | $672K | Add +14.5% |
| HD Home Depot Inc. | 0.33% | 1,906 | $627K | Add +25.5% |
| PG The Procter & Gamble Co. | 0.33% | 4,339 | $627K | Add +29.9% |
| MMM 3M Co. | 0.33% | 4,231 | $614K | Add +10.0% |
| AME Ametek Inc. | 0.31% | 2,707 | $580K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 858 | $558K | Add +9.9% |
| MA Mastercard Inc. Class A | 0.29% | 1,101 | $550K | Add +30.0% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 4,340 | $540K | Reduce -7.6% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 8,823 | $535K | Add +15.4% |
| QCOM Qualcomm Inc. | 0.28% | 4,106 | $529K | Add +46.0% |
| PM Philip Morris International | 0.28% | 3,149 | $521K | Add +13.5% |
| RTX RTX Corp. | 0.27% | 2,647 | $511K | Add +70.0% |
| VOO Vanguard S&P 500 ETF | 0.27% | 848 | $507K | Add +43.2% |
| WFC Wells Fargo & Co. | 0.26% | 6,211 | $494K | Reduce -1.9% |
| MO Altria Group Inc. | 0.26% | 7,358 | $486K | Add +32.2% |
| DKNG Draftkings Inc. Class A | 0.26% | 22,254 | $481K | No change |
| XSW SS SPDR S&P Soft & Serv ETF | 0.26% | 3,379 | $481K | Reduce -8.2% |
| APH Amphenol Corp. Class A | 0.25% | 3,802 | $480K | Reduce -0.1% |
| IDU iShares US Utilities ETF | 0.25% | 4,127 | $479K | Reduce -14.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.25% | 4,933 | $477K | Reduce -23.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 4,830 | $465K | Reduce -8.1% |
| VHT Vanguard Health Care ETF | 0.24% | 1,664 | $453K | Add +1.8% |
| ABT Abbott Laboratories | 0.24% | 4,391 | $451K | Add +22.4% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 917 | $451K | Reduce -0.5% |
| IBB iShares Biotechnology ETF | 0.24% | 2,662 | $449K | No change |
| RNG Ringcentral Inc. Class A | 0.23% | 11,913 | $443K | Reduce -9.2% |
| VPU Vanguard Utilities ETF | 0.23% | 2,202 | $436K | New |
| NOC Northrop Grumman Corp. | 0.23% | 628 | $428K | Add +72.0% |
| MS Morgan Stanley | 0.22% | 2,523 | $415K | Add +49.5% |
| CMCSA Comcast Corp. Class A | 0.21% | 14,040 | $403K | Add +20.0% |
| XYLD Global X S&P 500 Cove Call E | 0.21% | 10,165 | $398K | Add +10.7% |
| NEM Newmont Corp. | 0.21% | 3,589 | $389K | Reduce -3.2% |
| ICE Intercontinental Exchange Inc. | 0.20% | 2,450 | $385K | No change |
| LMT Lockheed Martin Corp. | 0.20% | 629 | $380K | Add +2.8% |
| CME Cme Group Inc. | 0.20% | 1,286 | $380K | New |
| MEDP Medpace Holdings Inc. | 0.20% | 785 | $377K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SNOW Snowflake Inc. | Reduce -3.0% | 0.60% | −0.42 |
| HELO JPMorgan Hedged Equity ETF | Reduce -12.3% | 1.14% | −0.40 |
| SHOP Shopify Inc. Class A | Reduce -1.9% | 0.67% | −0.38 |
| IVV iShares Core S&P 500 ETF | Reduce -38.5% | 0.40% | −0.38 |
| COIN Coinbase Global Inc. Class A | Reduce -6.4% | 0.54% | −0.31 |
| ARKK ARK Innovation ETF | Reduce -6.8% | 0.77% | −0.30 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.3% | 0.81% | −0.20 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -10.0% | 0.54% | −0.18 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −0.16 |
| XSW SS SPDR S&P Soft & Serv ETF | Reduce -8.2% | 0.26% | −0.16 |
| BA The Boeing Co. | Reduce -7.0% | 0.45% | −0.15 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.14 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.14 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.13 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.13 |
| HQY Healthequity Inc. | Sold out | 0.00% | −0.13 |
| RBLX Roblox Corp. Class A | Reduce -8.6% | 0.16% | −0.13 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.12 |
| DIS The Walt Disney Co. | Reduce -8.1% | 0.25% | −0.11 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -23.3% | 0.25% | −0.11 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.11 |
| WFC Wells Fargo & Co. | Reduce -1.9% | 0.26% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.5% | 0.24% | −0.08 |
| IDU iShares US Utilities ETF | Reduce -14.8% | 0.25% | −0.06 |
| A Agilent Technologies Inc. | Reduce -1.9% | 0.16% | −0.06 |
| SNAP Snap Inc. Class A | Reduce -3.3% | 0.06% | −0.06 |
| WSM Williams-Sonoma Inc. | Reduce -13.6% | 0.19% | −0.06 |
| APH Amphenol Corp. Class A | Reduce -0.1% | 0.25% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.6% | 0.29% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.8% | 0.19% | −0.05 |
| GLD SPDR Gold Shares | Reduce -16.7% | 0.17% | −0.04 |
| XYZ Block Inc. | Reduce -2.5% | 0.14% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -6.1% | 0.15% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -5.1% | 0.15% | −0.03 |
| BWXT BWX Technologies Inc. | Reduce -17.3% | 0.12% | −0.02 |
| PNC PNC Financial Services Group | Reduce -2.0% | 0.12% | −0.02 |
| NEM Newmont Corp. | Reduce -3.2% | 0.21% | −0.02 |
| MU Micron Technology Inc. | Reduce -6.6% | 0.58% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.15% | −0.00 |
| RNG Ringcentral Inc. Class A | Reduce -9.2% | 0.23% | +0.01 |
| UI Ubiquiti Inc. | Reduce -12.2% | 0.15% | +0.01 |
| XLE SS Energy Select Sector | Reduce -5.3% | 0.18% | +0.02 |
| AMAT Applied Materials Inc. | Reduce -8.1% | 0.39% | +0.03 |
| LRCX Lam Research Corp. | Reduce -2.5% | 1.10% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| META Meta Platforms Inc. Class A | Add +65.2% | 6.13% | +1.25 |
| QQQI Neos Nasdaq-100 High Inc. ETF | New | 0.76% | +0.76 |
| ALGN Align Technology Inc. | New | 0.64% | +0.64 |
| AAPL Apple Inc. | Add +36.1% | 5.82% | +0.61 |
| AMZN Amazon.com Inc. | Add +41.8% | 5.25% | +0.58 |
| USIG iShares Broad Usd Investment | New | 0.56% | +0.56 |
| COST Costco Wholesale Corp. | Add +137.4% | 0.62% | +0.36 |
| NFLX Netflix Inc. | Add +36.6% | 1.93% | +0.36 |
| VPU Vanguard Utilities ETF | New | 0.23% | +0.23 |
| XOM Exxon Mobil Corp. | Add +26.3% | 0.63% | +0.23 |
| CME Cme Group Inc. | New | 0.20% | +0.20 |
| DAL Delta Air Lines Inc. | New | 0.20% | +0.20 |
| AWK American Water Works Co. Inc. | New | 0.20% | +0.20 |
| AVT Avnet Inc. | New | 0.19% | +0.19 |
| PSA Public Storage | New | 0.17% | +0.17 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.16% | +0.16 |
| WEC WEC Energy Group Inc. | New | 0.16% | +0.16 |
| SNPS Synopsys Inc. | New | 0.16% | +0.16 |
| MSFT Microsoft Corp. | Add +57.1% | 2.85% | +0.15 |
| WPC WP Carey Inc. | New | 0.15% | +0.15 |
| ADP Automatic Data Processing | New | 0.15% | +0.15 |
| VLO Valero Energy Corp. | New | 0.15% | +0.15 |
| VICI Vici Properties Inc. | New | 0.14% | +0.14 |
| HP Helmerich & Payne | New | 0.14% | +0.14 |
| CAT Caterpillar Inc. | Add +17.8% | 0.60% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.13% | +0.13 |
| DOX Amdocs Ltd. | New | 0.12% | +0.12 |
| FNV Franco-Nevada Corp. | New | 0.12% | +0.12 |
| MTZ Mastec Inc. | New | 0.12% | +0.12 |
| GD General Dynamics Corp. | New | 0.12% | +0.12 |
| VZ Verizon Communications Inc. | Add +12.5% | 0.64% | +0.12 |
| SO The Southern Co. | New | 0.11% | +0.11 |
| PEP Pepsico Inc. | New | 0.11% | +0.11 |
| SCHF Schwab Intl Equity ETF | New | 0.11% | +0.11 |
| TT Trane Technologies PLC | New | 0.11% | +0.11 |
| CVX Chevron Corp. | Add +17.0% | 0.37% | +0.10 |
| NOC Northrop Grumman Corp. | Add +72.0% | 0.23% | +0.10 |
| RTX RTX Corp. | Add +70.0% | 0.27% | +0.10 |
| DUK Duke Energy Corp. | Add +30.6% | 0.43% | +0.10 |
| NET Cloudflare Inc. Class A | Add +25.0% | 0.58% | +0.08 |
| WMT Walmart Inc. | Add +18.7% | 0.53% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +18.8% | 1.80% | +0.07 |
| MO Altria Group Inc. | Add +32.2% | 0.26% | +0.06 |
| JNJ Johnson & Johnson | Add +15.2% | 0.38% | +0.06 |
| TXN Texas Instruments Inc. | Add +14.0% | 0.49% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +43.2% | 0.27% | +0.04 |
| PG The Procter & Gamble Co. | Add +29.9% | 0.33% | +0.04 |
| V Visa Inc. Class A | Add +40.0% | 0.76% | +0.04 |
| MCD McDonald's Corp. | Add +24.5% | 0.39% | +0.04 |
| MS Morgan Stanley | Add +49.5% | 0.22% | +0.04 |
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 |