Grant Private Wealth Management Inc
165 holdingsFiling period: 2026-06-30Current AUM: $247.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 141.4K | $28.3M | $30.5M | 12.35% | +11.3K | 2026-06-30 |
| 2 | META | Meta Platforms Inc | 26.2K | $14.7M | $16.5M | 6.67% | +6.0K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 50.3K | $14.6M | $17.3M | 7.00% | +7.1K | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 55.9K | $13.3M | $13.9M | 5.63% | +8.3K | 2026-06-30 |
| 5 | AVGO | Broadcom Inc | 32.0K | $12.1M | $10.5M | 4.26% | +3.3K | 2026-06-30 |
| 6 | AMD | Advanced Micro Devices Inc | 14.6K | $8.5M | $7.7M | 3.13% | +1.6K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 23.2K | $8.3M | $7.4M | 2.98% | +914 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 18.1K | $6.7M | $9.6M | 3.89% | +3.6K | 2026-06-30 |
| 9 | TSLA | Tesla Inc | 13.7K | $5.8M | $5.4M | 2.18% | +613 | 2026-06-30 |
| 10 | GOOG | Alphabet Inc | 12.0K | $4.2M | $3.8M | 1.53% | +1.2K | 2026-06-30 |
| 11 | LRCX | Lam Research Corp | 9.7K | $4.2M | $2.3M | 0.93% | -40 | 2026-06-30 |
| 12 | UBER | Uber Technologies Inc | 56.3K | $4.1M | $3.7M | 1.51% | +2.7K | 2026-06-30 |
| 13 | MU | Micron Technology Inc | 3.2K | $3.7M | $2.9M | 1.17% | -31 | 2026-06-30 |
| 14 | PLTR | Palantir Technologies Inc | 27.5K | $3.2M | $5.5M | 2.21% | +2.4K | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co | 9.5K | $3.1M | $3.2M | 1.28% | +512 | 2026-06-30 |
| 16 | NFLX | Netflix Inc. | 36.7K | $2.6M | $2.3M | 0.95% | -1,107 | 2026-06-30 |
| 17 | DFSV | Dimensional ETF Trust | 57.7K | $2.2M | $2.2M | 0.91% | -4,530 | 2026-06-30 |
| 18 | INTC | Intel Corp | 15.1K | $2.1M | $1.4M | 0.55% | -967 | 2026-06-30 |
| 19 | AMAT | Applied Matls Inc | 2.9K | $2.1M | $1.1M | 0.45% | +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 | 0.86% | +15.9K | 2026-06-30 |
| 23 | CAT | Caterpillar Inc | 1.7K | $1.8M | $1.2M | 0.48% | +121 | 2026-06-30 |
| 24 | JEPI | J P Morgan Exchange Traded F | 31.9K | $1.8M | $1.8M | 0.74% | +1.6K | 2026-06-30 |
| 25 | V | Visa Inc | 5.0K | $1.7M | $2.0M | 0.82% | +264 | 2026-06-30 |
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