Grant Private Wealth Management Inc
•CIK: 2056418•Filing: Q4 2025
**Grant Private Wealth Management Inc.** manages $166M across a diversified portfolio of 135 positions. The firm maintains significant exposure to technology leaders, with top holdings including NVDA at $20.9M and AAPL at $8.6M. Further concentration is evident in AVGO ($8.4M), META ($8.1M), and AMZN ($7.7M), signaling a strategic focus on high-growth, market-leading technology names. This allocation profile suggests a conviction-driven, large-cap technology tilt.
Total AUM
$165.6M
QoQ Performance
+2.1%
Positions
123
Top 10 Concentration
46.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
AVGO
NVDA12.6%
AAPL5.2%
AVGO5.1%
META4.9%
AMZN4.7%
GOOGL3.3%
TSLA3.2%
MSFT2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology42.4%
Other31.6%
Consumer11.7%
Financial4.9%
Healthcare2.8%
Communication2.1%
Industrial1.8%
ETF1.3%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW6 new positions
↑46 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024