13FBOX
Grant Private Wealth Management Inc · 13F Holdings
Options Calculator Rankings

Grant Private Wealth Management Inc

No.6555
Latest AUM (Q2 2026)
$237.2M
QoQ Change Q1 2026
+$48.7M+25.8%
Holdings
164
New Buys
17
Adds
79
Reduces
54
Exits
7
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
NVIDIA CORPORATIONNVDA
11.93%12.04%$28.3M141,405$22.7M130,142+11,263+8.65%Add
META PLATFORMS INCMETA
6.21%6.13%$14.7M26,165$11.5M20,181+5,984+29.65%Add
APPLE INCAAPL
6.14%5.82%$14.6M50,308$11.0M43,195+7,113+16.47%Add
AMAZON COM INCAMZN
5.61%5.25%$13.3M55,872$9.9M47,547+8,325+17.51%Add
BROADCOM INCAVGO
5.1%4.73%$12.1M32,029$8.9M28,777+3,252+11.30%Add
ADVANCED MICRO DEVICES INCAMD
3.57%1.4%$8.5M14,585$2.6M12,955+1,630+12.58%Add
ALPHABET INCGOOGL
3.5%3.25%$8.3M23,245$6.1M22,331+914+4.09%Add
MICROSOFT CORPMSFT
2.84%2.85%$6.7M18,075$5.4M14,518+3,557+24.50%Add
TESLA INCTSLA
2.44%2.59%$5.8M13,740$4.9M13,127+613+4.67%Add
AAlphabet Inc Class CGOOG
1.79%1.8%$4.2M12,027$3.4M10,805+1,222+11.31%Add
LAM RESEARCH CORPLRCX
1.76%1.1%$4.2M9,650$2.1M9,690-40-0.41%Reduce
UBER TECHNOLOGIES INCUBER
1.71%2.05%$4.1M56,312$3.9M53,632+2,680+5.00%Add
MICRON TECHNOLOGY INCMU
1.56%0.58%$3.7M3,203$1.1M3,234-31-0.96%Reduce
PALANTIR TECHNOLOGIES INCPLTR
1.35%1.95%$3.2M27,462$3.7M25,082+2,380+9.49%Add
JPMORGAN CHASE & COJPM
1.31%1.4%$3.1M9,490$2.6M8,978+512+5.70%Add
NETFLIX INCNFLX
1.11%1.93%$2.6M36,716$3.6M37,823-1,107-2.93%Reduce
DDIMENSIONAL ETF TRUSTDFSV
0.94%1.16%$2.2M57,727$2.2M62,257-4,530-7.28%Reduce
INTEL CORPINTC
0.89%0.38%$2.1M15,078$708,06216,045-967-6.03%Reduce
APPLIED MATLS INCAMAT
0.88%0.39%$2.1M2,900$728,3542,131+769+36.09%Add
JJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETFHELO
0.84%1.14%$2.0M29,448$2.1M33,611-4,163-12.39%Reduce
IINVESCO QQQ TRVOO
0.79%0.8%$1.9M2,551$1.5M2,615-64-2.45%Reduce
ABBOTT LABORATORIESABT
0.78%0.24%$1.8M20,311$450,7864,391+15,920+362.56%Add
CATERPILLAR INCCAT
0.77%0.6%$1.8M1,720$1.1M1,599+121+7.57%Add
JJ P MORGAN EXCHANGE TRADED FJEPI
0.76%0.91%$1.8M31,946$1.7M30,373+1,573+5.18%Add
VISA INCV
0.72%0.76%$1.7M5,011$1.4M4,747+264+5.56%Add
UNITEDHEALTH GROUP INCUNH
0.72%0.41%$1.7M4,117$772,2642,854+1,263+44.25%Add
SSPDR SERIES TRUSTSPYG
0.71%0.81%$1.7M14,206$1.5M15,521-1,315-8.47%Reduce
SERVICENOW INCNOW
0.71%0.79%$1.7M16,961$1.5M14,165+2,796+19.74%Add
AARK ETF TRARKK
0.69%0.77%$1.6M20,318$1.5M21,505-1,187-5.52%Reduce
TEXAS INSTRS INCTXN
0.67%0.49%$1.6M5,351$925,6604,768+583+12.23%Add
ELI LILLY & COLLY
0.64%0.57%$1.5M1,261$1.1M1,176+85+7.23%Add
INTUITIVE SURGICAL INCISRG
0.62%0.92%$1.5M3,701$1.7M3,744-43-1.15%Reduce
CISCO SYS INCCSCO
0.61%0.37%$1.5M12,374$688,8628,878+3,496+39.38%Add
CLOUDFLARE INCNET
0.58%0.58%$1.4M5,622$1.1M5,296+326+6.16%Add
PALO ALTOPANW
0.57%0.74%$1.4M3,996$1.4M8,753-4,757-54.35%Reduce
ALIGN TECHNOLOGY INC COM USD0.0001ALGN
0.56%0.64%$1.3M7,917$1.2M7,000+917+13.10%Add
CCITIGROUP INCC
0.5%0.4%$1.2M8,531$750,0196,613+1,918+29.00%Add
ABBVIE INCABBV
0.49%0.48%$1.2M4,652$896,5614,122+530+12.86%Add
VERIZON COMMUNICATIONS INCVZ
0.49%0.64%$1.2M27,273$1.2M24,212+3,061+12.64%Add
ARISTA NETWORKS INCANET
0.48%0.39%$1.1M6,719$731,6465,959+760+12.75%Add
INTUITINTU
0.47%0.96%$1.1M4,234$1.8M4,195+39+0.93%Add
ZOOM COMMUNICATIONS INCZM
0.44%0.52%$1.1M12,186$988,79712,300-114-0.93%Reduce
JJ P MORGAN EXCHANGE TRADED FJEPQ
0.44%0.4%$1.1M17,108$756,57113,627+3,481+25.54%Add
BLACKROCK INC COMBLK
0.44%0.52%$1.0M1,092$972,2891,011+81+8.01%Add
QQUALCOMM INCQCOM
0.44%0.28%$1.0M5,659$528,8284,106+1,553+37.82%Add
EXXON MOBIL CORPXOM
0.43%0.63%$1.0M7,514$1.2M6,993+521+7.45%Add
GOLDMAN SACHS GROUP INCGS
0.43%0.42%$1.0M1,013$800,307946+67+7.08%Add
SHOPIFY INCSHOP
0.43%0.67%$1.0M8,974$1.3M10,624-1,650-15.53%Reduce
SALESFORCE INCCRM
0.43%0.7%$1.0M6,457$1.3M7,115-658-9.25%Reduce
FFIDELITY GREENWOOD STREET TRFHEQ
0.41%0.54%$966,49629,350$1.0M34,550-5,200-15.05%Reduce

🧭 Institutional Sector Flow Heatmap

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