StockDriftsStockDriftsTop 50 Grant Private Wealth Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 11.93% | 141.4K | $28.3M | +8.65%(+11.26K) | $165.66(+33.08%) | 2026-06-30 | |
| META | META PLATFORMS INC | 6.21% | 26.2K | $14.7M | +29.65%(+5.98K) | $603.82(-1.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.14% | 50.3K | $14.6M | +16.47%(+7.11K) | $241.13(+27.18%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.61% | 55.9K | $13.3M | +17.51%(+8.32K) | $210.36(+30.70%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.1% | 32.0K | $12.1M | +11.30%(+3.25K) | $313.23(+34.20%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.57% | 14.6K | $8.5M | +12.58%(+1.63K) | $175.77(+165.15%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.5% | 23.2K | $8.3M | +4.09%(+914) | $229.01(+53.47%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.84% | 18.1K | $6.7M | +24.50%(+3.56K) | $420.03(+19.70%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.44% | 13.7K | $5.8M | +4.67%(+613) | $345.72(-4.02%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.79% | 12.0K | $4.2M | +11.31%(+1.22K) | $205.50(+70.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.72% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.28% |
Grant Private Wealth Management Inc reports $237.17M in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (11.9%), META (6.2%) and AAPL (6.1%). The top 20 holdings account for 61.48% of reported assets. Its disclosed equity book has returned +14.72% cumulatively over 6 quarters. 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.
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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