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Grant Private Wealth Management - Q4 2025 13F Filings

GR

Grant Private Wealth Management INC

CIK: 0002056418
Address: California Pleasanton 4683 Chabot Drive Suite 101
$165.58 M
Portfolio Value
135
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/07/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. PLTR Palantir Technologies
+$1.12 M
2. GOOGL Alphabet
+$953,687.66
3. IVV Ishares Core S&P 500 Etf
+$465,759.14
4. GPIX Goldman Sachs S&P 500 Premium Income Etf
+$377,045
5. XYLD Global X S&P 500 Covered Call Etf
+$373,065

Top Sells

Q4 2025
1. BABA Alibaba Group Holding Limited
−$693,472
2. MU Micron Technology
−$570,742.49
3. SGOV Ishares 0-3 Month Treasury Bond Etf
−$259,806
4. ZBRA Zebra Technologies Corporation
−$237,134
5. AWK American Water Works Company
−$232,169

Asset Allocation

Stocks/ETFs
+2.14%
$165.58 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Grant Private Wealth Management Q4 2025 Filing Summary

Grant Private Wealth Management INC filed its 13F report for Q4 2025 on January 05, 2026. The portfolio totaled 165.58 M reflecting a +2.14% change from the prior quarter, spanning 135 assets. The top 10 holdings comprised 46.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 12 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Grant Private Wealth Management’s Q4 2025 Filing

Grant Private Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/05/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Grant Private Wealth Management reported a managed portfolio value of 165.58 M, consisting of 135 individual positions.

This page displays the raw filing documents. To see which stocks Grant Private Wealth Management bought or sold during Q4 2025, please visit Grant Private Wealth Management's Portfolio Analysis page.