Institutional Manager · CIK 0002056418
Grant Private Wealth Management Inc
PLEASANTON, CA · File #028-24996
Latest AUM
$165.6M
Positions
135
Top-10 Concentration
57.5%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 111,920 | $20.9M | 15.69% |
| 2 | APPLE INC | AAPL | 31,734 | $8.6M | 6.48% |
| 3 | BROADCOM INC | AVGO | 24,194 | $8.4M | 6.29% |
| 4 | META PLATFORMS INC | META | 12,220 | $8.1M | 6.06% |
| 5 | AMAZON COM INC | AMZN | 33,540 | $7.7M | 5.82% |
| 6 | ALPHABET INC | GOOG | 17,494 | $5.5M | 4.12% |
| 7 | TESLA INC | TSLA | 11,815 | $5.3M | 3.99% |
| 8 | MICROSOFT CORP | MSFT | 9,242 | $4.5M | 3.36% |
| 9 | UBER TECHNOLOGIES INC | UBER | 46,190 | $3.8M | 2.84% |
| 10 | PALANTIR TECHNOLOGIES INC | PLTR | 21,173 | $3.8M | 2.83% |
| 11 | ALPHABET INC | GOOG | 9,098 | $2.9M | 2.15% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 8,770 | $2.8M | 2.12% |
| 13 | NETFLIX INC | NFLX | 27,678 | $2.6M | 1.95% |
| 14 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 38,344 | $2.5M | 1.91% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 11,082 | $2.4M | 1.78% |
| 16 | INTUITIVE SURGICAL INC | ISRG | 3,429 | $1.9M | 1.46% |
| 17 | DIMENSIONAL ETF TRUST | 25434V815 | 57,593 | $1.9M | 1.42% |
| 18 | SERVICENOW INC | NOW | 12,220 | $1.9M | 1.41% |
| 19 | INTUIT | INTU | 2,715 | $1.8M | 1.35% |
| 20 | ARK ETF TR | 00214Q104 | 23,069 | $1.8M | 1.33% |