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Grant Private Wealth Management - Q1 2026 13F Filings

GR

Grant Private Wealth Management INC

CIK: 0002056418
Address: California Pleasanton 4683 Chabot Drive Suite 101
$188.5 M
Portfolio Value
154
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/17/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. META Meta Platforms
+$4.55 M
2. NVDA Nvidia Corporation
+$3.18 M
3. AMZN Amazoncom
+$2.92 M
4. AAPL Apple
+$2.91 M
5. MSFT Microsoft Corporation
+$1.95 M

Top Sells

Q1 2026
1. IVV Ishares Core S&P 500 Etf
−$476,843.26
2. WDAY Workday
−$381,879
3. HELO Jpmorgan Hedged Equity Laddered Overlay Etf
−$302,482.51
4. SSNC Ss&C Technologies Holdings
−$266,981
5. ULTA Ulta Beauty
−$226,879

Asset Allocation

Stocks/ETFs
+13.84%
$188.5 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Grant Private Wealth Management Q1 2026 Filing Summary

Grant Private Wealth Management INC filed its 13F report for Q1 2026 on April 14, 2026. The portfolio totaled 188.5 M reflecting a +13.84% change from the prior quarter, spanning 154 assets. The top 10 holdings comprised 46.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 28 new positions and 9 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Grant Private Wealth Management’s Q1 2026 Filing

Grant Private Wealth Management submitted their Form 13F-HR for the Q1 2026 period on 04/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Grant Private Wealth Management reported a managed portfolio value of 188.5 M, consisting of 154 individual positions.

This page displays the raw filing documents. To see which stocks Grant Private Wealth Management bought or sold during Q1 2026, please visit Grant Private Wealth Management's Portfolio Analysis page.