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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.89 Billion 1.14% of portfolio
57,593
Q4 2025 Reduced 7.15%
$0
$1.77 Billion 1.07% of portfolio
23,069
Q4 2025 Reduced 1.0%
$0
$1.72 Billion 1.04% of portfolio
30,121
Q4 2025 Reduced 6.53%
$0
$1.66 Billion 1.0% of portfolio
15,571
Q4 2025 Reduced 0.38%
$0
$1.6 Billion 0.97% of portfolio
2,610
Q4 2025 Added 25.24%
$0
$1.3 Billion 0.78% of portfolio
1,897
Q4 2025 Added 55.88%
$0
$689 Million 0.42% of portfolio
3,680
Q3 2025 New
$0
$683 Million 0.41% of portfolio
11,750
Q4 2025 Added 2.18%
$0
$606 Million 0.37% of portfolio
6,433
Q4 2025 Added 30.41%
$0
$565 Million 0.34% of portfolio
4,698
Q3 2025 New
$0
$525 Million 0.32% of portfolio
4,841
Q4 2025 Reduced 0.78%
$0
$533 Million 0.32% of portfolio
781
Q4 2025 Reduced 5.68%
$0
$470 Million 0.28% of portfolio
1,634
Q4 2025 Reduced 1.39%
$0
$449 Million 0.27% of portfolio
2,662
Q3 2025 New
$0
$391 Million 0.24% of portfolio
2,854
Q3 2025 New
$0
$373 Million 0.23% of portfolio
9,182
Q4 2025 New
$130B
$344 Million 0.21% of portfolio
869
Q4 2025 Reduced 3.77%
$0
$321 Million 0.19% of portfolio
1,066
Q4 2025 Reduced 1.84%
$0
$254 Million 0.15% of portfolio
6,797
Q4 2025 Reduced 30.74%
$0
$255 Million 0.15% of portfolio
5,711
Q4 2025 Added 99.2%
$0
$249 Million 0.15% of portfolio
3,489
Q4 2025 Reduced 35.28%
$0
$246 Million 0.15% of portfolio
2,368
Q4 2025 Reduced 39.28%
$0
$236 Million 0.14% of portfolio
8,304
Q4 2025 Reduced 10.82%
$0
$232 Million 0.14% of portfolio
2,272
Q4 2025 Reduced 20.64%
$0
$203 Million 0.12% of portfolio
700
Q3 2025 New
$0
$138 Million 0.08% of portfolio
11,322
Q4 2025 Reduced 11.84%

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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