1y return+13.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
Grant Private Wealth Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $28.3M | 11.9% | +8.7% |
| METAMeta Platforms Inc | $14.7M | 6.2% | +29.7% |
| AAPLApple Inc | $14.6M | 6.1% | +16.5% |
| AMZNAmazon Com Inc | $13.3M | 5.6% | +17.5% |
| AVGOBroadcom Inc | $12.1M | 5.1% | +11.3% |
| AMDAdvanced Micro Devices Inc | $8.5M | 3.6% | +12.6% |
| GOOGLAlphabet Inc | $8.3M | 3.5% | +4.1% |
| MSFTMicrosoft Corp | $6.7M | 2.8% | +24.5% |
| TSLATesla Inc | $5.8M | 2.4% | +4.7% |
| GOOGAlphabet Inc | $4.2M | 1.8% | +11.3% |
| LRCXLam Research Corp | $4.2M | 1.8% | |
| UBERUber Technologies Inc | $4.1M | 1.7% | +5.0% |
| MUMicron Technology Inc | $3.7M | 1.6% | |
| PLTRPalantir Technologies Inc | $3.2M | 1.4% | +9.5% |
| JPMJpmorgan Chase & Co | $3.1M | 1.3% | +5.7% |
| NFLXNetflix Inc. | $2.6M | 1.1% | −2.9% |
| Dimensional Etf TrustCUSIP 25434V815 | $2.2M | 0.9% | −7.3% |
| INTCIntel Corp | $2.1M | 0.9% | −6.0% |
| AMATApplied Matls Inc | $2.1M | 0.9% | +36.1% |
| HELOJ P Morgan Exchange Traded F | $2.0M | 0.8% | −12.4% |
| QQQInvesco Qqq Tr | $1.9M | 0.8% | −2.4% |
| ABTAbbott Laboratories | $1.8M | 0.8% | +362.6% |
| CATCaterpillar Inc | $1.8M | 0.8% | +7.6% |
| JEPIJ P Morgan Exchange Traded F | $1.8M | 0.8% | +5.2% |
| VVisa Inc | $1.7M | 0.7% | +5.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | September 30, 2025 | +259.1% | $8.5M |
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $2.1M |
| LRCXLam Research Corp | September 30, 2025 | +223.6% | $4.2M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.8M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $1.5M |
| CCitigroup Inc | March 31, 2025 | +97.2% | $1.2M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $4.2M |
| PANWPalo Alto Networks Inc | September 30, 2025 | +67.5% | $1.4M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $12.1M |
| TXNTexas Instrs Inc | December 31, 2024 | +59.0% | $1.6M |
Sold off last quarter
- QQQINeos Etf Trust was $1.4M
- USIGIshares Tr was $1.1M
- UIUbiquiti Inc was $284K
- FNVFranco Nev Corp was $222K
- Trane Technologies PLCCUSIP G8994E103 was $203K
- BITOProshares Tr was $105K
- Kala Bio IncCUSIP 483119202 was $3,462
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +18.4% | +10.5% |
| March 31, 2025 | −9.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Grant Private Wealth Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056418&type=13F-HR&dateb=&owner=include&count=40CIK 2056418
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056418/000175496026000404/Filed July 7, 2026 · accession 0001754960-26-000404