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
$465B
$20.9 Billion 12.61% of portfolio
111,920
Q4 2025 Added 0.46%
$4.3T
$8.63 Billion 5.21% of portfolio
31,734
Q4 2025 Reduced 1.17%
$139B
$8.37 Billion 5.06% of portfolio
24,194
Q4 2025 Added 3.17%
$1.37T
$8.07 Billion 4.87% of portfolio
12,220
Q4 2025 Added 1.48%
$2.39T
$7.74 Billion 4.67% of portfolio
33,540
Q4 2025 Added 0.27%
$1.65T
$5.48 Billion 3.31% of portfolio
17,494
Q4 2025 Added 21.09%
$1.29T
$5.31 Billion 3.21% of portfolio
11,815
Q4 2025 Added 2.6%
$3.78T
$4.47 Billion 2.7% of portfolio
9,242
Q4 2025 Added 6.28%
$181B
$3.77 Billion 2.28% of portfolio
46,190
Q4 2025 Added 10.3%
$342B
$3.76 Billion 2.27% of portfolio
21,173
Q4 2025 Added 42.17%
$1.74T
$2.85 Billion 1.72% of portfolio
9,098
Q4 2025 Added 1.9%
$881B
$2.83 Billion 1.71% of portfolio
8,770
Q4 2025 Reduced 2.03%
$49.1B
$2.6 Billion 1.57% of portfolio
27,678
Q4 2025 Added 894.54%
J P Morgan Exchange Traded F
-
$2.55 Billion 1.54% of portfolio
-
Q4 2025 Added 4.12%
$388B
$2.37 Billion 1.43% of portfolio
11,082
Q4 2025 Added 0.49%
$193B
$1.94 Billion 1.17% of portfolio
3,429
Q4 2025 Reduced 6.11%
$169B
$1.87 Billion 1.13% of portfolio
12,220
Q4 2025 Added 389.39%
$182B
$1.8 Billion 1.09% of portfolio
2,715
Q4 2025 Reduced 0.15%
$0
$1.77 Billion 1.07% of portfolio
23,069
Q4 2025 Reduced 1.0%
$174B
$1.74 Billion 1.05% of portfolio
10,824
Q4 2025 Added 14.86%
$237B
$1.73 Billion 1.05% of portfolio
6,538
Q4 2025 Added 6.29%
$0
$1.72 Billion 1.04% of portfolio
30,121
Q4 2025 Reduced 6.53%
Lam Research Corp
-
$1.7 Billion 1.03% of portfolio
-
Q4 2025 Reduced 1.68%
$82.2B
$1.68 Billion 1.02% of portfolio
7,674
Q4 2025 Reduced 0.39%
$0
$1.66 Billion 1.0% of portfolio
15,571
Q4 2025 Reduced 0.38%
$115B
$1.62 Billion 0.98% of portfolio
3,446
Q3 2025 New
$0
$1.6 Billion 0.97% of portfolio
2,610
Q4 2025 Added 25.24%
$40.3B
$1.42 Billion 0.86% of portfolio
6,266
Q4 2025 Reduced 2.97%
$61.4B
$1.39 Billion 0.84% of portfolio
7,539
Q4 2025 Added 8.15%
$0
$1.3 Billion 0.78% of portfolio
1,897
Q4 2025 Added 55.88%
$533B
$1.19 Billion 0.72% of portfolio
3,390
Q4 2025 Reduced 1.22%
Fidelity Greenwood Street Tr
-
$1.19 Billion 0.72% of portfolio
-
Q4 2025 Reduced 13.35%
$21.1B
$1.03 Billion 0.62% of portfolio
11,891
Q4 2025 Reduced 8.45%
Blackrock Inc
-
$1.03 Billion 0.62% of portfolio
-
Q4 2025 Added 12.38%
$971B
$1.01 Billion 0.61% of portfolio
938
Q4 2025 Reduced 1.68%
$114B
$987 Million 0.6% of portfolio
4,546
Q4 2025 Reduced 0.72%
$268B
$989 Million 0.6% of portfolio
3,464
Q4 2025 Reduced 36.6%
$172B
$877 Million 0.53% of portfolio
21,521
Q4 2025 Added 6.97%
$59.6B
$835 Million 0.5% of portfolio
4,236
Q4 2025 Added 0.71%
$23.2B
$795 Million 0.48% of portfolio
1,789
Q3 2025 New
$291B
$777 Million 0.47% of portfolio
1,357
Q4 2025 Reduced 3.42%
$266B
$755 Million 0.46% of portfolio
2,550
Q4 2025 Added 11.01%
$13.3B
$767 Million 0.46% of portfolio
22,254
Q3 2025 New
$279B
$756 Million 0.46% of portfolio
6,790
Q4 2025 Reduced 0.64%
$414B
$735 Million 0.44% of portfolio
3,215
Q4 2025 Added 10.29%
$177B
$726 Million 0.44% of portfolio
4,184
Q4 2025 Added 8.48%
$265B
$718 Million 0.43% of portfolio
817
Q4 2025 Reduced 2.85%
$300B
$695 Million 0.42% of portfolio
2,104
Q4 2025 Added 6.8%
$0
$689 Million 0.42% of portfolio
3,680
Q3 2025 New

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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