Grant Private Wealth Management Inc
CIK: 0002056418SEC EDGAR →
Portfolio Value
$165.6M
Holdings
135
As of
Q4 2025
New Positions
104
Closed Positions
33
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 111,920 | $20.9M | 12.61% |
| 2 | APPLE INC | 31,734 | $8.6M | 5.21% |
| 3 | BROADCOM INC | 24,194 | $8.4M | 5.06% |
| 4 | AMAZON COM INC | 33,540 | $7.7M | 4.67% |
| 5 | ALPHABET INC | 17,494 | $5.5M | 3.31% |
| 6 | TESLA INC | 11,815 | $5.3M | 3.21% |
| 7 | MICROSOFT CORP | 9,242 | $4.5M | 2.70% |
| 8 | UBER TECHNOLOGIES INC | 46,190 | $3.8M | 2.28% |
| 9 | PALANTIR TECHNOLOGIES INC | 21,173 | $3.8M | 2.27% |
| 10 | ALPHABET INC | 9,098 | $2.9M | 1.72% |
Quarterly Changes
Top Buys
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 36 | $75.0M | 50.4% |
| Financial Services | 40 | $27.3M | 18.4% |
| Consumer Cyclical | 10 | $16.3M | 11.0% |
| Communication Services | 7 | $12.1M | 8.1% |
| Industrials | 9 | $4.7M | 3.2% |
| Healthcare | 13 | $4.5M | 3.0% |
| Unknown | 8 | $3.5M | 2.4% |
| Consumer Defensive | 5 | $2.5M | 1.7% |
| Energy | 2 | $1.1M | 0.7% |
| Basic Materials | 3 | $867K | 0.6% |
| Utilities | 1 | $559K | 0.4% |
| Real Estate | 1 | $266K | 0.2% |