Grandview Asset Management LLC 13F Holdings · Q2 2026
Grandview Asset Management LLC reported 146 securities worth $402.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (18.30%), QQQ (5.46%), AAPL (4.95%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $73.7M | 18.30% | 368,103 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $22.0M | 5.46% | 30,038 | Added |
| 3 | AAPL | APPLE INC | $19.9M | 4.95% | 68,935 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $15.7M | 3.90% | 21,052 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $14.0M | 3.48% | 37,614 | Trimmed |
| 6 | VYM | VANGUARD WHITEHALL FDS | $13.7M | 3.40% | 86,416 | Trimmed |
| 7 | AVGO | BROADCOM INC | $12.0M | 2.99% | 32,088 | Trimmed |
| 8 | VTV | VANGUARD INDEX FDS | $11.9M | 2.95% | 54,413 | Added |
| 9 | GOOG | ALPHABET INC | $11.6M | 2.87% | 32,689 | Added |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | $11.1M | 2.75% | 14,498 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $8.2M | 2.05% | 34,571 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.2M | 2.04% | 16,427 | Trimmed |
| 13 | SOXX | ISHARES TR | $7.6M | 1.89% | 11,848 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $7.1M | 1.76% | 12,190 | Added |
| 15 | MRVL | MARVELL TECHNOLOGY INC | $7.0M | 1.73% | 23,281 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.43% | 17,540 | Added |
| 17 | PPL | PPL CORP | $5.4M | 1.33% | 147,727 | Trimmed |
| 18 | VUG | VANGUARD INDEX FDS | $5.4M | 1.33% | 62,273 | Added |
| 19 | META | META PLATFORMS INC | $5.3M | 1.32% | 9,456 | Trimmed |
| 20 | GOOGL | ALPHABET INC | $5.1M | 1.26% | 14,221 | Trimmed |
| 21 | ABBV | ABBVIE INC | $4.5M | 1.12% | 17,987 | Trimmed |
| 22 | VB | VANGUARD INDEX FDS | $4.1M | 1.01% | 13,417 | Trimmed |
| 23 | TSLA | TESLA INC | $4.0M | 0.98% | 9,420 | Added |
| 24 | WMT | WALMART INC | $3.9M | 0.96% | 34,189 | Added |
| 25 | VO | VANGUARD INDEX FDS | $3.7M | 0.93% | 46,947 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR