Institutional Fund
Grant Private Wealth Management Inc
Pleasanton, CACIK 20564185 filings on record
Portfolio Value
$188.50M
Q1 2026
Holdings
154
Reported positions
New Buys
28
Opened this quarter
QoQ Change
+13.8%
from $165.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation12.0%
- Meta Platforms Inc6.1%
- Apple Inc5.8%
- Amazon Com Inc5.3%
- Broadcom Inc4.7%
- Alphabet Inc3.3%
- Other62.8%
Portfolio Holdings
154 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 130.1K | $22.70M | 12.0% | +18.2K | Added |
| 2 | Meta Platforms Inc | 20.2K | $11.55M | 6.1% | +8.0K | Added |
| 3 | Apple Inc | 43.2K | $10.96M | 5.8% | +11.5K | Added |
| 4 | Amazon Com Inc | 47.5K | $9.90M | 5.3% | +14.0K | Added |
| 5 | Broadcom Inc | 28.8K | $8.91M | 4.7% | +4.6K | Added |
| 6 | Alphabet Inc | 22.3K | $6.13M | 3.3% | +4.8K | Added |
| 7 | Microsoft Corp | 14.5K | $5.37M | 2.9% | +5.3K | Added |
| 8 | Tesla Inc | 13.1K | $4.88M | 2.6% | +1.3K | Added |
| 9 | Uber Technologies Inc | 53.6K | $3.86M | 2.0% | +7.4K | Added |
| 10 | Palantir Technologies Inc | 25.1K | $3.67M | 1.9% | +3.9K | Added |
144 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio