Grant Private Wealth Management Inc
SEC Form 13F institutional filer · CIK 0002056418
13F-HR · 105 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
53.8%
Grant Private Wealth Management Inc — $163M AUM allocation strategy
Grant Private Wealth Management Inc files SEC Form 13F and reports $163M of long US equity value across 105 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 36.5%, followed by Communication Services 15.1% and Consumer Discretionary 9.1%.
The top 10 holdings account for 54% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Grant Private Wealth Management Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$163M
total across 105 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
54% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +19.7K sh · +$501K+$NVDA +18.2K sh · +$1.82M+$AMZN +14K sh · +$2.16M
Biggest trims (shares)
−$IYY −714 sh · −$45.4K−$DIS −424 sh · −$132K−$COIN −402 sh · −$393K
Exited to nil (held last quarter, gone now)
$WDAY ($382K last qtr)$ULTA ($227K last qtr)$NDAQ ($222K last qtr)$ADSK ($215K last qtr)$ADBE ($206K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors21.0%—
- Interactive Media & Services12.9%—
- Technology Hardware, Storage & Peripherals6.7%—
- Broadline Retail6.1%—
- Systems Software4.2%—
- Application Software3.3%—
- Automobile Manufacturers3.0%—
- Passenger Ground Transportation2.4%—
- Other holdings40.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 130K | $22.7M | +18.2K | 13.9% |
| $META | Meta Platforms Inc | 20.2K | $11.5M | +7.96K | 7.1% |
| $AAPL | Apple Inc | 43.2K | $11M | +11.5K | 6.7% |
| $AMZN | Amazon.com Inc | 47.5K | $9.9M | +14K | 6.1% |
| $AVGO | Broadcom Inc | 28.8K | $8.91M | +4.58K | 5.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 22.3K | $6.13M | +4.84K | 3.8% |
| $MSFT | Microsoft Corporation | 14.5K | $5.37M | +5.28K | 3.3% |
| $TSLA | Tesla Inc | 13.1K | $4.88M | +1.31K | 3.0% |
| $UBER | Uber Technologies Inc | 53.6K | $3.86M | +7.44K | 2.4% |
| $PLTR | Palantir Technologies Inc | 25.1K | $3.67M | +3.91K | 2.2% |
…and 95 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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