Grant Private Wealth Management Inc - Portfolio overview

Grant Private Wealth Management Inc has 169 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 11.79%
2. META - META PLATFORMS INC, 6.00%
3. AAPL - APPLE INC, 5.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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