Grant Private Wealth Management
Grant Private Wealth Management reported 156 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (9.7%), META (6.5%) and AAPL (6.1%). Compared with Q2 2026, the fund opened new positions in DFSV, XOM and GE, added to GOOG, MU and HELO, trimmed NVDA, META and AAPL and sold out of XOM, AVT and MTB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $21.6M | 9.7% | 94K | −47K (−33%) | 8 of 8 | |
| 2 |  META Meta Platforms Inc | $14.4M | 6.5% | 20K | −6,253 (−24%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $13.6M | 6.1% | 41K | −9,493 (−19%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $11.7M | 5.2% | 47K | −9,088 (−16%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $8.9M | 4.0% | 17K | −680 (−4%) | 8 of 8 | |
| 6 |  AMD Advanced Micro Devices Inc | $8.3M | 3.7% | 14K | −1,037 (−7%) | 7 of 8 | |
| 7 |  GOOGL Alphabet Inc | $6.5M | 2.9% | 19K | −4,318 (−19%) | 7 of 8 | |
| 8 |  GOOG Alphabet Inc | $6M | 2.7% | 17K | +5,454 (+45%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $5.7M | 2.5% | 16K | −16K (−50%) | 8 of 8 | |
| 10 |  MU Micron Technology Inc | $5M | 2.3% | 4,740 | +1,537 (+48%) | 7 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $2.2M | 58K |
 XOM Exxon Mobil Corp | $1M | 7,514 |
 AVT Avnet Inc | $702K | 7,905 |
 MTB M & T BK Corp | $563K | 2,367 |
 PSA Public Storage | $562K | 1,765 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Grant Private Wealth Management 13F FAQ
What does Grant Private Wealth Management own?
Grant Private Wealth Management reported 156 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are NVDA (9.7%), META (6.5%) and AAPL (6.1%). The table above lists every position in the filing (the top 10 without an account).
What did Grant Private Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 29 new positions, 38 added to, 83 trimmed and 37 sold out. New positions include DFSV, XOM and GE. It sold all of XOM, AVT and MTB.
When will Grant Private Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Grant Private Wealth Management's portfolio worth?
The Q3 2026 filing reports $223M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.