Grant Private Wealth Management Inc

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Pleasanton, CA
CIK
0002056418
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 141 162,112 NVDA, META, AAPL, AVGO 13F-HR 10/7/2025 000175496025000636
Q2 2025 70 176,384 FDEC, META, AMZN, MSFT 13F-HR 7/11/2025 000175496025000367
Q1 2025 117 92,673 NVDA, META, AMZN, AAPL 13F-HR 4/16/2025 000175496025000206
Q4 2024 111 92,703 NVDA, AMZN, META, AAPL 13F-HR 2/12/2025 000175496025000138