Grant Private Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$3.66M |
| 2 |
NVIDIA
NVDA
|
+$2.32M |
| 3 |
Amazon
AMZN
|
+$2.09M |
| 4 |
Apple
AAPL
|
+$2.03M |
| 5 |
Abbott
ABT
|
+$1.45M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
CrowdStrike
CRWD
|
+$1.62M |
| 2 |
NEOS Nasdaq 100 High Income ETF
QQQI
|
+$1.44M |
| 3 |
Palo Alto Networks
PANW
|
+$1.09M |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$1.06M |
| 5 |
Snowflake
SNOW
|
+$930K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 46.9% |
| 2 | Communication Services | 13.58% |
| 3 | Consumer Discretionary | 9.51% |
| 4 | Financials | 5.47% |
| 5 | Healthcare | 5.21% |
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Grant Private Wealth Management's Q2 2026 Portfolio in Review
As of Q2 2026, Grant Private Wealth Management held 171 positions worth $237M, up 26% from $188M the previous quarter. Its ten largest holdings account for 49% of the portfolio.
Grant Private Wealth Management deployed $18.7M of net new capital in Q2 2026, opening 17 new positions and adding to 77 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 3,392 shares worth $405K.
By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 44% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was CrowdStrike, an estimated $1.62M trimmed.
- Grant Private Wealth Management's largest Q2 2026 buy was Vanguard Information Technology ETF: 3,392 shares worth $405K.
- Grant Private Wealth Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $3.66M increase.
- Grant Private Wealth Management's biggest Q2 2026 reduction was CrowdStrike, cutting an estimated $1.62M.
- Grant Private Wealth Management fully exited NEOS Nasdaq 100 High Income ETF in Q2 2026, selling an estimated $1.44M.
- Grant Private Wealth Management's ten largest holdings make up 49% of its $237M portfolio in Q2 2026.
- Grant Private Wealth Management opened 17 new positions and closed 7 in Q2 2026.
- Grant Private Wealth Management's portfolio value rose 26% quarter-over-quarter to $237M.
Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.