Long-term investor
Grant Private Wealth Management Inc. @grantprivatewealthmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056418).
Record
- Tracked since 2025-06-30 (454 days), 268 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +956.7% · all +956.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 11.9% · long · since 2025-06-30
- META · 6.2% · long · since 2025-06-30
- AAPL · 6.1% · long · since 2025-06-30
- AMZN · 5.6% · long · since 2025-06-30
- AVGO · 5.1% · long · since 2025-06-30
- AMD · 3.6% · long · since 2025-09-30
- GOOGL · 3.5% · long · since 2025-09-30
- MSFT · 2.8% · long · since 2025-06-30
- TSLA · 2.4% · long · since 2025-09-30
- 02079K107 · 1.8% · long · since 2025-06-30
- 512807306 · 1.8% · long · since 2025-09-30
- 90353T100 · 1.7% · long · since 2025-09-30