StockDriftsStockDriftsTop 50 Grant Private Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.67% | 94.4K | $21.6M | -33.24%(-47.00K) | $165.66(+31.04%) | 2026-09-30 | |
| META | META PLATFORMS INC | 6.48% | 19.9K | $14.4M | -23.90%(-6.25K) | $603.82(+16.83%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.1% | 40.8K | $13.6M | -18.87%(-9.49K) | $241.13(+42.22%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.23% | 46.8K | $11.7M | -16.27%(-9.09K) | $210.36(+24.76%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4% | 17.4K | $8.9M | -3.76%(-680) | $420.03(+27.02%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.72% | 13.5K | $8.3M | -7.11%(-1.04K) | $175.77(+206.11%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.92% | 18.9K | $6.5M | -18.58%(-4.32K) | $229.01(+50.29%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.67% | 17.5K | $6.0M | +45.35%(+5.45K) | $249.66(+36.25%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.54% | 16.2K | $5.7M | -49.57%(-15.88K) | $313.23(+6.82%) | 2026-09-30 | |
| MU | MICRON TECHNOLOGY INC | 2.26% | 4.7K | $5.0M | +47.99%(+1.54K) | $432.99(+108.99%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.58% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.39% |
Grant Private Wealth Management INC reports $222.92M in US-listed equity holdings across 156 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (9.7%), META (6.5%) and AAPL (6.1%). The top 20 holdings account for 57.6% of reported assets. Its disclosed equity book has returned +23.58% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Grant Private Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056418). View Grant Private Wealth Management INC’s 13F filings on SEC