Grant Private Wealth Management Inc - Portfolio Stock Holdings
Grant Private Wealth Management Inc disclosed 163 stock positions in a recent SEC 13F filing. $186,248,341 of stock holdings were filed, with the largest holdings including NVDA, META, and AAPL. This filing represented positions held on March 31, 2026, and was filed on April 14, 2026.We estimate the fund has a total AUM of $196,273,760 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
163Est. Stock Holding Value:
$186,248,341Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Grant Private Wealth Management Inc
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...