Grant Private Wealth Management Inc Portfolio Holdings

Grant Private Wealth Management Inc

  • $166 Billion
  • Q4 2025

Grant Private Wealth Management Inc has filed its 13F form on January 05, 2026 for Q4 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.9B, Apple Inc. with a value of $8.63B, Broadcom Inc. with a value of $8.37B, Meta Platforms, Inc. with a value of $8.07B, and Amazon Com Inc with a value of $7.74B.

Examining the 13F form we can see an increase of $3.46B in the current position value, from $162B to 166B.

Grant Private Wealth Management Inc is based out at Pleasanton, CA

Below you can find more details about Grant Private Wealth Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
Technology: $75.4 Billion
Communication Services: $21.5 Billion
ETFs: $18.1 Billion
Consumer Cyclical: $16.3 Billion
Financial Services: $8.49 Billion
Healthcare: $7.75 Billion
Industrials: $4.74 Billion
Consumer Defensive: $2.97 Billion
Other: $2.57 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$540 Million 0.33% of portfolio
7,722
Q4 2025 Added 13.83%
$222B
$534 Million 0.32% of portfolio
922
Q4 2025 Reduced 2.23%
$593B
$534 Million 0.32% of portfolio
2,740
Q4 2025 Added 2.89%
$367B
$523 Million 0.32% of portfolio
1,519
Q4 2025 Reduced 11.79%
$522B
$521 Million 0.31% of portfolio
2,517
Q4 2025 Added 13.94%
$79.6B
$514 Million 0.31% of portfolio
3,805
Q4 2025 Reduced 8.56%
$346B
$479 Million 0.29% of portfolio
3,341
Q4 2025 Reduced 13.83%
$187B
$481 Million 0.29% of portfolio
2,812
Q4 2025 Added 33.9%
$512B
$484 Million 0.29% of portfolio
847
Q4 2025 Reduced 1.97%
$55.8B
$472 Million 0.28% of portfolio
5,820
Q4 2025 Reduced 3.32%
$237B
$445 Million 0.27% of portfolio
2,774
Q4 2025 Added 15.73%
$228B
$449 Million 0.27% of portfolio
3,587
Q4 2025 Added 15.26%
$18.4B
$441 Million 0.27% of portfolio
785
Q3 2025 New
$303B
$439 Million 0.27% of portfolio
2,882
Q4 2025 Added 13.78%
$404B
$426 Million 0.26% of portfolio
494
Q4 2025 Reduced 20.19%
$99.5B
$412 Million 0.25% of portfolio
7,642
Q4 2025 Added 20.23%
$413B
$422 Million 0.25% of portfolio
7,673
Q4 2025 Reduced 0.16%
$84.9B
$397 Million 0.24% of portfolio
2,450
Q3 2025 New
$2.33B
$379 Million 0.23% of portfolio
13,113
Q4 2025 Reduced 2.96%
$46.4B
$382 Million 0.23% of portfolio
1,778
Q3 2025 New
$43.5B
$367 Million 0.22% of portfolio
2,700
Q3 2025 New
$69.1B
$370 Million 0.22% of portfolio
3,709
Q4 2025 Reduced 0.13%
$120B
$350 Million 0.21% of portfolio
11,696
Q4 2025 Added 23.27%
$104B
$321 Million 0.19% of portfolio
5,566
Q4 2025 Added 44.12%
$140B
$314 Million 0.19% of portfolio
1,302
Q3 2025 New
$30.3B
$294 Million 0.18% of portfolio
4,522
Q4 2025 Reduced 18.14%
$270B
$300 Million 0.18% of portfolio
1,688
Q4 2025 Reduced 10.78%
$123B
$296 Million 0.18% of portfolio
612
Q3 2025 Reduced 87.75%
$258B
$286 Million 0.17% of portfolio
1,557
Q4 2025 Reduced 10.31%
$29.5B
$286 Million 0.17% of portfolio
4,493
Q4 2025 Reduced 3.23%
$11.5B
$266 Million 0.16% of portfolio
5,962
Q4 2025 Added 20.18%
$6.92B
$271 Million 0.16% of portfolio
3,919
Q3 2025 New
$12.8B
$257 Million 0.16% of portfolio
2,050
Q3 2025 New
$235B
$261 Million 0.16% of portfolio
2,476
Q4 2025 Reduced 8.7%
$7.2B
$267 Million 0.16% of portfolio
1,031
Q3 2025 New
$21.3B
$267 Million 0.16% of portfolio
3,054
Q3 2025 New
$33.8B
$226 Million 0.14% of portfolio
409
Q3 2025 New
$27.1B
$227 Million 0.14% of portfolio
375
Q3 2025 New
$16.3B
$225 Million 0.14% of portfolio
1,301
Q3 2025 New
$8.6B
$211 Million 0.13% of portfolio
2,306
Q4 2025 Reduced 1.28%
$53.1B
$215 Million 0.13% of portfolio
726
Q3 2025 New
$42.8B
$222 Million 0.13% of portfolio
2,289
Q4 2025 Reduced 1.63%
$86.7B
$208 Million 0.13% of portfolio
365
Q4 2025 Reduced 7.12%
$32.3B
$222 Million 0.13% of portfolio
1,103
Q4 2025 New
$74.3B
$222 Million 0.13% of portfolio
1,063
Q3 2025 New
$11.6B
$195 Million 0.12% of portfolio
24,203
Q4 2025 Reduced 17.5%
$52.1B
$194 Million 0.12% of portfolio
14,772
Q4 2025 New
$151B
$206 Million 0.12% of portfolio
588
Q4 2025 Reduced 27.76%
$1.51B
$176 Million 0.11% of portfolio
10,763
Q4 2025 Reduced 10.7%

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $166 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 05, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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