Grandview Asset Management LLC

All 13F Filings

Location
Harrisburg, PA
Most recent 13F
Q2 2026
Holdings value ($000)
402,574
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/24/2026 146 402,574 13F-HR Grandview Asset Management LLC
Q1 2026 5/7/2026 137 341,665 13F-HR Grandview Asset Management LLC
Q4 2025 1/26/2026 139 364,587 13F-HR Grandview Asset Management LLC
Q3 2025 10/22/2025 141 355,519 13F-HR Grandview Asset Management LLC
Q2 2025 7/17/2025 135 312,320 13F-HR Grandview Asset Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 278.6 K 69.2% 38.97 K 0 38.97 K
ETFs 124 K 30.8% 21.94 K 0 21.94 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
402,574
Holdings
146
QoQ value change ($000)
60,909 (17.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.