Grant Private Wealth Management Inc
All 13F Filings
- Location
- Pleasanton, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 237,166
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/7/2026 | 164 | 237,166 | 13F-HR | Grant Private Wealth Management Inc |
| Q1 2026 | 4/14/2026 | 154 | 188,498 | 13F-HR | Grant Private Wealth Management Inc |
| Q4 2025 | 1/5/2026 | 135 | 165,577 | 13F-HR | Grant Private Wealth Management Inc |
| Q3 2025 | 10/7/2025 | 141 | 162,113 | 13F-HR | Grant Private Wealth Management Inc |
| Q2 2025 | 7/11/2025 | 70 | 176,384 | 13F-HR | Grant Private Wealth Management Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.1 K | 89.4% | 47.73 K | 0 | 47.73 K |
| ETFs | 25.06 K | 10.6% | 950 | 0 | 950 |
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Fund Snapshot
Q2 2026
Latest filed
7/7/2026
Total value ($000)
237,166
Holdings
164
QoQ value change ($000)
48,668
(25.8%)
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.