Grant Private Wealth Management Inc - Portfolio Stock Holdings
Grant Private Wealth Management Inc disclosed 171 stock positions in a recent SEC 13F filing. $236,762,762 of stock holdings were filed, with the largest holdings including NVDA, META, and AAPL. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
171Est. Stock Holding Value:
$236,762,762Top Stock Holdings By Sector
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Portfolio Stock Holdings - Grant Private Wealth Management Inc
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