Grant Private Wealth Management Inc Portfolio Holdings
Grant Private Wealth Management Inc
- $162 Billion
- Q3 2025
Grant Private Wealth Management Inc has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $20.8B, Meta Platforms, Inc. with a value of $8.84B, Apple Inc. with a value of $8.18B, Broadcom Inc. with a value of $7.74B, and Amazon Com Inc with a value of $7.34B.
Examining the 13F form we can see an decrease of $14.3B in the current position value, from $176B to 162B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 141
- Current Value $162 Billion
- Prior Value $176 Billion
- Filing
- Period Q3 2025
- Filing Date October 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 104 stocks
- Additional Purchases 17 stocks
- Sold out of 0 stocks
- Reduced holdings in 20 stocks