Grant Private Wealth Management Inc
155 holdingsFiling period: 2026-03-31Current AUM: $219.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 130.1K | $22.7M | $26.1M | 11.93% | +18.2K | 2026-03-31 |
| 2 | META | META PLATFORMS INC | 20.2K | $11.5M | $11.2M | 5.13% | +8.0K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 43.2K | $11.0M | $13.3M | 6.09% | +11.5K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 47.5K | $9.9M | $12.9M | 5.89% | +14.0K | 2026-03-31 |
| 5 | AVGO | BROADCOM INC | 28.8K | $8.9M | $11.2M | 5.11% | +4.6K | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 22.3K | $6.1M | $7.6M | 3.47% | +4.8K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 14.5K | $5.4M | $6.7M | 3.08% | +5.3K | 2026-03-31 |
| 8 | TSLA | TESLA INC | 13.1K | $4.9M | $4.1M | 1.86% | +1.3K | 2026-03-31 |
| 9 | UBER | UBER TECHNOLOGIES INC | 53.6K | $3.9M | $3.8M | 1.72% | +7.4K | 2026-03-31 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | 25.1K | $3.7M | $3.1M | 1.41% | +3.9K | 2026-03-31 |
| 11 | NFLX | NETFLIX INC. | 37.8K | $3.6M | $2.7M | 1.24% | +10.1K | 2026-03-31 |
| 12 | GOOG | ALPHABET INC | 10.8K | $3.4M | $4.2M | 1.92% | +1.7K | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 9.0K | $2.6M | $3.2M | 1.44% | +208 | 2026-03-31 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | 13.0K | $2.6M | $6.2M | 2.82% | +1.9K | 2026-03-31 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | 62.3K | $2.2M | $2.5M | 1.13% | +4.7K | 2026-03-31 |
| 16 | HELO | J P MORGAN EXCHANGE TRADED F | 33.6K | $2.1M | $2.3M | 1.05% | -4,733 | 2026-03-31 |
| 17 | LRCX | LAM RESEARCH CORP | 9.7K | $2.1M | $2.8M | 1.30% | -250 | 2026-03-31 |
| 18 | INTU | INTUIT | 4.2K | $1.8M | $1.3M | 0.60% | +1.5K | 2026-03-31 |
| 19 | ISRG | INTUITIVE SURGICAL INC | 3.7K | $1.7M | $1.3M | 0.60% | +315 | 2026-03-31 |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | 30.4K | $1.7M | $1.7M | 0.80% | +252 | 2026-03-31 |
| 21 | SPYG | SPDR SERIES TRUST | 15.5K | $1.5M | $1.8M | 0.83% | -50 | 2026-03-31 |
| 22 | QQQ | INVESCO QQQ TR | 2.6K | $1.5M | $1.8M | 0.82% | +5 | 2026-03-31 |
| 23 | NOW | SERVICENOW INC | 14.2K | $1.5M | $1.6M | 0.72% | +1.9K | 2026-03-31 |
| 24 | ARKK | ARK ETF TR | 21.5K | $1.5M | $1.5M | 0.70% | -1,564 | 2026-03-31 |
| 25 | QQQI | NEOS ETF TRUST | 29.0K | $1.4M | $1.5M | 0.70% | -- | 2026-03-31 |
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