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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$683 Million 0.41% of portfolio
11,750
Q4 2025 Added 2.18%
$490B
$666 Million 0.4% of portfolio
5,535
Q4 2025 Added 3.54%
$190B
$640 Million 0.39% of portfolio
5,484
Q4 2025 Added 25.98%
Arista Networks Inc
-
$614 Million 0.37% of portfolio
-
Q4 2025 Added 1.41%
$0
$606 Million 0.37% of portfolio
6,433
Q4 2025 Added 30.41%
$91.4B
$616 Million 0.37% of portfolio
3,845
Q4 2025 Added 9.7%
$319B
$619 Million 0.37% of portfolio
8,035
Q4 2025 Added 16.96%
$197B
$596 Million 0.36% of portfolio
2,318
Q4 2025 Reduced 0.22%
$317B
$590 Million 0.36% of portfolio
6,330
Q3 2025 Reduced 83.02%
$193B
$598 Million 0.36% of portfolio
5,254
Q4 2025 Reduced 1.05%
$143B
$579 Million 0.35% of portfolio
15,681
Q4 2025 Reduced 0.12%
$224B
$584 Million 0.35% of portfolio
1,912
Q4 2025 Added 18.02%
$96.4B
$559 Million 0.34% of portfolio
4,772
Q4 2025 Reduced 3.69%
$0
$565 Million 0.34% of portfolio
4,698
Q3 2025 New
$44.4B
$556 Million 0.34% of portfolio
2,707
Q3 2025 New
$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%
$0
$533 Million 0.32% of portfolio
781
Q4 2025 Reduced 5.68%
$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%
$0
$470 Million 0.28% of portfolio
1,634
Q4 2025 Reduced 1.39%
$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
$0
$449 Million 0.27% of portfolio
2,662
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%
$12.2B
$411 Million 0.25% of portfolio
2,302
Q4 2025 Reduced 0.43%
$413B
$422 Million 0.25% of portfolio
7,673
Q4 2025 Reduced 0.16%
$0
$391 Million 0.24% of portfolio
2,854
Q3 2025 New
$84.9B
$397 Million 0.24% of portfolio
2,450
Q3 2025 New
Goldman Sachs ETF Tr
-
$377 Million 0.23% of portfolio
-
Q4 2025 New
$2.33B
$379 Million 0.23% of portfolio
13,113
Q4 2025 Reduced 2.96%
$0
$373 Million 0.23% of portfolio
9,182
Q4 2025 New
$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
$0
$371 Million 0.22% of portfolio
592
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%
$130B
$344 Million 0.21% of portfolio
869
Q4 2025 Reduced 3.77%
$104B
$321 Million 0.19% of portfolio
5,566
Q4 2025 Added 44.12%
$0
$321 Million 0.19% of portfolio
1,066
Q4 2025 Reduced 1.84%

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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