Grant Private Wealth Management Inc
165 holdingsFiling period: 2026-06-30Current AUM: $245.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 141.4K | $28.3M | $30.0M | 12.22% | +11.3K | 2026-06-30 |
| 2 | META | META PLATFORMS INC | 26.2K | $14.7M | $17.5M | 7.14% | +6.0K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 50.3K | $14.6M | $16.7M | 6.79% | +7.1K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC | 55.9K | $13.3M | $13.9M | 5.65% | +8.3K | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 32.0K | $12.1M | $10.9M | 4.43% | +3.3K | 2026-06-30 |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 14.6K | $8.5M | $7.4M | 2.99% | +1.6K | 2026-06-30 |
| 7 | GOOGL | ALPHABET INC | 23.2K | $8.3M | $8.0M | 3.27% | +914 | 2026-06-30 |
| 8 | MSFT | MICROSOFT CORP | 18.1K | $6.7M | $9.0M | 3.66% | +3.6K | 2026-06-30 |
| 9 | TSLA | TESLA INC | 13.7K | $5.8M | $4.9M | 2.00% | +613 | 2026-06-30 |
| 10 | GOOG | ALPHABET INC | 12.0K | $4.2M | $4.1M | 1.67% | +1.2K | 2026-06-30 |
| 11 | LRCX | LAM RESEARCH CORP | 9.7K | $4.2M | $2.6M | 1.06% | -40 | 2026-06-30 |
| 12 | UBER | UBER TECHNOLOGIES INC | 56.3K | $4.1M | $4.0M | 1.64% | +2.7K | 2026-06-30 |
| 13 | MU | MICRON TECHNOLOGY INC | 3.2K | $3.7M | $3.0M | 1.21% | -31 | 2026-06-30 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | 27.5K | $3.2M | $4.7M | 1.93% | +2.4K | 2026-06-30 |
| 15 | JPM | JPMORGAN CHASE & CO | 9.5K | $3.1M | $3.3M | 1.36% | +512 | 2026-06-30 |
| 16 | NFLX | NETFLIX INC. | 36.7K | $2.6M | $2.9M | 1.16% | -1,107 | 2026-06-30 |
| 17 | DFSV | DIMENSIONAL ETF TRUST | 57.7K | $2.2M | $2.3M | 0.93% | -4,530 | 2026-06-30 |
| 18 | INTC | INTEL CORP | 15.1K | $2.1M | $1.5M | 0.60% | -967 | 2026-06-30 |
| 19 | AMAT | APPLIED MATLS INC | 2.9K | $2.1M | $1.2M | 0.50% | +769 | 2026-06-30 |
| 20 | HELO | J P MORGAN EXCHANGE TRADED F | 29.4K | $2.0M | $2.0M | 0.82% | -4,163 | 2026-06-30 |
| 21 | QQQ | INVESCO QQQ TR | 2.6K | $1.9M | $1.8M | 0.73% | -64 | 2026-06-30 |
| 22 | ABT | ABBOTT LABORATORIES | 20.3K | $1.8M | $2.1M | 0.84% | +15.9K | 2026-06-30 |
| 23 | CAT | CATERPILLAR INC | 1.7K | $1.8M | $1.3M | 0.55% | +121 | 2026-06-30 |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | 31.9K | $1.8M | $1.8M | 0.73% | +1.6K | 2026-06-30 |
| 25 | V | VISA INC | 5.0K | $1.7M | $1.9M | 0.77% | +264 | 2026-06-30 |
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