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Grandview Asset Management LLC

Q1 2026 · 13F-HR

Grandview Asset Management LLCholdings as filed

Filed 2026-05-07 · accession 0001766791-26-000003

$341.7M
Reported value
137
Positions
2026-03-31
Period end
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The Brief · Grandview Asset Management LLC · Q1 2026

AI · grounded in 13F

Grandview Asset Management LLC closed its position in IGV, reducing its holdings by $3.6M. The fund established a new position in SCHV valued at $1.3M and increased its stake in SCHG by 790.25%. Additionally, the manager trimmed holdings in SPY by 9.55% and QQQ by 9.00%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$66.0M19.3%378,385CommonNONE
037833100AAPLAPPLE INC$17.9M5.23%70,373CommonNONE
46090E103QQQINVESCO QQQ TR$16.5M4.83%28,432CommonNONE
594918104MSFTMICROSOFT CORP$14.3M4.20%38,724CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$14.0M4.10%21,564CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$13.2M3.86%88,704CommonNONE
11135F101AVGOBROADCOM INC$10.0M2.92%32,280CommonNONE
922908744VTVVANGUARD INDEX FDS$9.8M2.86%49,356CommonNONE
02079K107GOOGALPHABET INC$8.9M2.60%30,941CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.0M2.35%16,790CommonNONE
023135106AMZNAMAZON COM INC$7.1M2.07%33,964CommonNONE
69351T106PPLPPL CORP$6.2M1.82%162,972CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.7M1.68%14,670CommonNONE
30303M102METAMETA PLATFORMS INC$5.4M1.59%9,505CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.1M1.49%17,298CommonNONE
922908736VUGVANGUARD INDEX FDS$4.5M1.31%10,276CommonNONE
931142103WMTWALMART INC$4.3M1.25%33,663CommonNONE
02079K305GOOGLALPHABET INC$4.2M1.22%14,547CommonNONE
00287Y109ABBVABBVIE INC$4.0M1.17%18,360CommonNONE
94106L109WMWASTE MGMT INC DEL$3.8M1.11%16,466CommonNONE
922908751VBVANGUARD INDEX FDS$3.6M1.07%13,901CommonNONE
922908629VOVANGUARD INDEX FDS$3.6M1.05%12,585CommonNONE
88160R101TSLATESLA INC$3.4M1.01%9,255CommonNONE
166764100CVXCHEVRON CORPORATION$3.4M0.99%16,272CommonNONE
464287523SOXXISHARES TR$3.4M0.98%10,026CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.8M0.82%2,818CommonNONE
64110L106NFLXNETFLIX INC.$2.8M0.82%28,970CommonNONE
18915M107NETCLOUDFLARE INC$2.7M0.80%13,225CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$2.5M0.74%55,461CommonNONE
36828A101GEVGE VERNOVA INC$2.5M0.73%2,799CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$2.4M0.70%11,786CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$2.3M0.66%22,773CommonNONE
78463V107GLDSPDR GOLD TR$2.1M0.62%4,791CommonNONE
92826C839VVISA INC$2.1M0.62%7,000CommonNONE
149123101CATCATERPILLAR INC$2.1M0.60%2,862CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.0M0.60%66,751CommonNONE
09260D107BXBLACKSTONE INC$2.0M0.60%17,680CommonNONE
922908769VTIVANGUARD INDEX FDS$2.0M0.59%6,319CommonNONE
30231G102XOMEXXON MOBIL CORP$2.0M0.59%11,809CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.9M0.57%14,870CommonNONE
75513E101RTXRTX CORPORATION$1.9M0.56%9,551CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$1.8M0.52%3,863CommonNONE
78464A698KRESPDR SERIES TRUST$1.7M0.50%26,302CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.7M0.49%27,457CommonNONE
532457108LLYELI LILLY & CO$1.7M0.49%1,807CommonNONE
147528103CASYCASEYS GEN STORES INC$1.6M0.47%2,190CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.42%5,918CommonNONE
478160104JNJJOHNSON & JOHNSON$1.4M0.40%5,557CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.4M0.40%1,572CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1.3M0.38%39,209CommonNONE
713448108PEPPEPSICO INC$1.3M0.38%8,590CommonNONE
172967424CCITIGROUP INC$1.3M0.38%11,470CommonNONE
25459W102TECLDIREXION SHARES ETF TRUST$1.3M0.38%15,000CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.2M0.36%16,610CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.1M0.32%13,035CommonNONE
617446448MSMORGAN STANLEY$1.1M0.31%6,417CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.1M0.31%13,277CommonNONE
922908637VVVANGUARD INDEX FDS$1.0M0.31%3,559CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$1.0M0.30%4,871CommonNONE
00214Q807ARKXARK ETF TR$1.0M0.29%33,704CommonNONE
46428Q109SLVISHARES SILVER TR$997,9780.29%14,646CommonNONE
438516106HONHONEYWELL INTL INC$852,9350.25%3,773CommonNONE
060505104BACBANK AMERICA CORP$845,5060.25%17,344CommonNONE
82509L107SHOPSHOPIFY INC$819,5460.24%6,909CommonNONE
92537N108VRTVERTIV HOLDINGS CO$818,0390.24%3,264CommonNONE
427866108HSYHERSHEY CO$777,9200.23%3,742CommonNONE
892331307TMTOYOTA MOTOR CORP$754,9080.22%3,663CommonNONE
74347R107SSOPROSHARES TR$747,0720.22%14,400CommonNONE
464288687PFFISHARES TR$731,9370.21%24,141CommonNONE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$729,2840.21%5,146CommonNONE
464287549IGMISHARES TR$669,2080.20%5,646CommonNONE
437076102HDHOME DEPOT INC$668,8990.20%2,068CommonNONE
983793100XPOXPO INC$664,5830.19%3,416CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$664,0930.19%25,644CommonNONE
097023105BABOEING CO$633,3140.19%3,182CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$601,6680.18%2,881CommonNONE
00162Q387OUSAALPS ETF TR$601,3170.18%10,802CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$595,7910.17%2,148CommonNONE
97717W307DLNWISDOMTREE TR$594,6110.17%6,656CommonNONE
315912808ONEQFIDELITY COMWLTH TR$582,6900.17%6,863CommonNONE
548661107LOWLOWES COS INC$581,6720.17%2,462CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$578,9210.17%11,474CommonNONE
37954Y673PAVEGLOBAL X FDS$565,7860.17%11,136CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$563,2580.16%9,937CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$531,6880.16%1,965CommonNONE
57636Q104MAMASTERCARD INCORPORATED$512,1920.15%1,046CommonNONE
369604301GEGE AEROSPACE$495,7710.15%1,747CommonNONE
92189H607OIHVANECK ETF TRUST$446,6520.13%1,034CommonNONE
36242H104XGDVXGABELLI DIVID & INCOME TR$438,9590.13%16,300CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$438,7120.13%6,222CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$429,1970.13%7,333CommonNONE
464287176TIPISHARES TR$429,0110.13%3,887CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$422,4850.12%11,433CommonNONE
922908363VOOVANGUARD INDEX FDS$413,5730.12%692CommonNONE
580135101MCDMCDONALDS CORP$408,9150.12%1,315CommonNONE
504922105LHLABCORP HOLDINGS INC$402,9850.12%1,510CommonNONE
58155Q103MCKMCKESSON CORP$396,1530.12%457CommonNONE
74347R206QLDPROSHARES TR$390,4000.11%6,400CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$380,0870.11%7,699CommonNONE
37954Y293MLPXGLOBAL X FDS$370,2600.11%5,008CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$353,6960.10%2,701CommonNONE
842587107SOSOUTHERN CO$353,0770.10%3,658CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$350,7790.10%1,631CommonNONE
78464A508SPYVSPDR SERIES TRUST$349,7690.10%6,182CommonNONE
58933Y105MRKMERCK & CO INC$347,6140.10%2,890CommonNONE
655844108NSCNORFOLK SOUTHN CORP$335,4290.10%1,169CommonNONE
872540109TJXTJX COS INC NEW$327,6770.10%2,051CommonNONE
833445109SNOWSNOWFLAKE INC$327,1280.10%2,169CommonNONE
G29183103ETNEATON CORP PLC$322,9760.09%903CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$321,7010.09%3,684CommonNONE
191216100KOCOCA COLA CO$319,5030.09%4,201CommonNONE
697435105PANWPALO ALTO NETWORKS INC$318,3960.09%1,986CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$311,5580.09%4,646CommonNONE
20825C104COPCONOCOPHILLIPS$310,7630.09%2,354CommonNONE
46429B697USMVISHARES TR$298,1840.09%3,216CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$294,6490.09%1,932CommonNONE
464287168DVYISHARES TR$282,5920.08%1,866CommonNONE
861012102STMSTMICROELECTRONICS N V$281,3410.08%8,143CommonNONE
907818108UNPUNION PAC CORP$280,0580.08%1,155CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$269,0090.08%1,839CommonNONE
209115104EDCONSOLIDATED EDISON INC$268,1190.08%2,369CommonNONE
911363109URIUNITED RENTALS INC$260,4420.08%358CommonNONE
742718109PGPROCTER & GAMBLE CO$260,4350.08%1,803CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$253,7080.07%3,378CommonNONE
747525103QCOMQUALCOMM INC$253,1060.07%1,965CommonNONE
009158106APDAIR PRODUCTS AND CHEMICALS I$249,3420.07%858CommonNONE
68389X105ORCLORACLE CORP$244,7220.07%1,705CommonNONE
69932A204PSKYPARAMOUNT SKYDANCE CORP$232,0300.07%25,724CommonNONE
78464A755XMESPDR SERIES TRUST$229,9750.07%2,204CommonNONE
85208R101CEFSPROTT ASSET MANAGEMENT LP$229,0560.07%4,800CommonNONE
949746101WMT2WELLS FARGO & CO$214,4760.06%2,694CommonNONE
345370860FFORD MTR CO$213,6670.06%19,535CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$213,1130.06%4,519CommonNONE
512807306LRCXLAM RESEARCH CORP$210,3820.06%985CommonNONE
02209S103MOALTRIA GROUP INC$200,7990.06%3,043CommonNONE
126408103CSXCSX CORP$200,5810.06%4,886CommonNONE
81761L102SVCSERVICE PPTYS TR$108,5800.03%80,133CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.