StockDriftsStockDriftsTop 50 Grandview Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 18.3% | 368.1K | $73.7M | -2.72%(-10.28K) | $8.68(+2503.46%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.46% | 30.0K | $22.0M | +5.65%(+1.61K) | $395.26(+85.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.95% | 68.9K | $19.9M | -2.04%(-1.44K) | $80.86(+277.65%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.9% | 21.1K | $15.7M | -2.37%(-512) | $420.09(+84.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.48% | 37.6K | $14.0M | -2.87%(-1.11K) | $195.39(+148.77%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.4% | 86.4K | $13.7M | -2.58%(-2.29K) | $105.13(+58.15%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.99% | 32.1K | $12.0M | -0.59%(-192) | $41.71(+844.06%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 2.95% | 54.4K | $11.9M | +10.25%(+5.06K) | $177.50(+28.18%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.87% | 32.7K | $11.6M | +5.65%(+1.75K) | $150.63(+127.48%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 2.75% | 14.5K | $11.1M | -1.17%(-172) | $163.52(+32.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +29.80% | +118.69% | +18.37% | +132.36% |
| Top 20 Holdings Unweighted | +23.40% | +87.93% | +12.82% | +82.78% |
Grandview Asset Management LLC reports $402.57M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (18.3%), QQQ (5.5%) and AAPL (5.0%). The top 20 holdings account for 67.19% of reported assets. Its disclosed equity book has returned +118.69% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Grandview Asset Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Grandview Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766791). View Grandview Asset Management LLC’s 13F filings on SEC