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Grant Private Wealth Management Inc
hedge fundUpdated 17 days agoManaged by Grant Private Wealth Management Inc • Latest filing Q3 2026
Portfolio value
$222.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
48.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $165.6M |
| Q1 2026 | $188.5M |
| Q2 2026 | $237.2M |
| Q3 2026 | $222.9M |
Top holdings
156 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $21.6M | 94.4K | 9.67% | Trimmed(-33.2%) | |
| 2 | $14.4M | 19.9K | 6.48% | Trimmed(-23.9%) | |
| 3 | $13.6M | 40.8K | 6.10% | Trimmed(-18.9%) | |
| 4 | $11.7M | 46.8K | 5.23% | Trimmed(-16.3%) | |
| 5 | $8.9M | 17.4K | 4.00% | Trimmed(-3.8%) | |
| 6 | $8.3M | 13.5K | 3.72% | Trimmed(-7.1%) | |
| 7 | $6.5M | 18.9K | 2.92% | Trimmed(-18.6%) | |
| 8 | $6M | 17.5K | 2.67% | Added(+45.4%) | |
| 9 | $5.7M | 16.2K | 2.54% | Trimmed(-49.6%) | |
| 10 | $5M | 4.7K | 2.26% | Added(+48.0%) | |
| 11 | $4.4M | 12.4K | 1.97% | Trimmed(-10.0%) | |
| 12 | $3.8M | 20.4K | 1.71% | Trimmed(-25.7%) | |
| 13 | $2.9M | 8.8K | 1.30% | Trimmed(-8.8%) | |
| 14 | $2.8M | 8.3K | 1.23% | Trimmed(-12.4%) | |
| 15 | ? N/A J P MORGAN EXCHANGE TRADED F | $2.6M | 38.0K | 1.18% | Added(+29.2%) |
| 16 | $2.5M | 2.2K | 1.14% | Added(+74.0%) | |
| 17 | $2.1M | 19.2K | 0.93% | Added(+55.5%) | |
| 18 | $2M | 14.6K | 0.88% | Trimmed(-13.8%) | |
| 19 | ? N/A DFA INVT DIMENSIONS GROUP IN | $1.9M | 51.8K | 0.87% | — |
| 20 | $1.9M | 4.7K | 0.84% | Added(+18.6%) |