Grandview Asset Management LLC

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Institutional

CIK 0001766791

$402.6M

Reported AUM

146

Positions

Q2 2026

Period

2026-07-24

Filed

Editorial summary

Summary for Grandview Asset Management LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$195.05	2.66%	9.52%	751.61%	$73.7M	18.30%	—	HELD
2	QQQ	INVESCO QQQ TR	$683.36	3.27%	20.05%	79.46%	$22.0M	5.46%	—	HELD
3	AAPL	APPLE INC	$333.60	-1.36%	65.41%	124.96%	$19.9M	4.95%	—	HELD
4	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	18.63%	72.84%	$15.7M	3.90%	—	HELD
5	MSFT	MICROSOFT CORP	$451.14	15.52%	-13.24%	55.41%	$14.0M	3.48%	—	HELD
6	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	24.05%	73.00%	$13.7M	3.40%	—	HELD
7	AVGO	BROADCOM INC	$388.15	4.81%	34.78%	753.17%	$12.0M	2.99%	—	HELD
8	VTV	VANGUARD INDEX FDS	$220.54	0.34%	27.43%	74.17%	$11.9M	2.95%	—	HELD
9	GOOG	ALPHABET INC	$333.53	-0.66%	77.27%	132.86%	$11.6M	2.87%	—	HELD
10	CRWD	CROWDSTRIKE HLDGS INC	$185.35	3.33%	65.87%	163.66%	$11.1M	2.75%	—	HELD
11	AMZN	AMAZON COM INC	$235.66	3.98%	5.54%	30.60%	$8.2M	2.05%	—	HELD
12	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$8.2M	2.04%	—	HELD
13	SOXX	ISHARES TR	$504.53	8.50%	113.66%	236.40%	$7.6M	1.89%	—	HELD
14	AMD	ADVANCED MICRO DEVICES INC	$485.46	13.01%	188.39%	347.27%	$7.1M	1.76%	—	HELD
15	MRVL	MARVELL TECHNOLOGY INC	$183.30	12.18%	146.73%	205.17%	$7.0M	1.73%	—	HELD
16	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	21.40%	144.23%	$5.7M	1.43%	—	HELD
17	PPL	PPL CORP	$35.56	-0.39%	3.29%	45.44%	$5.4M	1.33%	—	HELD
18	VUG	VANGUARD INDEX FDS	$84.27	2.68%	11.12%	64.94%	$5.4M	1.33%	—	HELD
19	META	META PLATFORMS INC	$539.74	-7.83%	-21.66%	55.72%	$5.3M	1.32%	—	HELD
20	GOOGL	ALPHABET INC	$333.62	-0.92%	76.18%	131.67%	$5.1M	1.26%	—	HELD
21	ABBV	ABBVIE INC	$257.79	-2.09%	36.96%	157.96%	$4.5M	1.12%	—	HELD
22	VB	VANGUARD INDEX FDS	$295.82	0.96%	25.00%	39.48%	$4.1M	1.01%	—	HELD
23	TSLA	TESLA INC	$308.80	3.51%	-1.42%	21.64%	$4.0M	0.98%	—	HELD
24	WMT	WALMART INC	$111.12	-2.71%	13.75%	139.00%	$3.9M	0.96%	—	HELD
25	VO	VANGUARD INDEX FDS	$80.99	0.46%	15.49%	39.87%	$3.7M	0.93%	—	HELD
26	WM	WASTE MGMT INC DEL	$226.33	-4.34%	0.47%	57.78%	$3.5M	0.88%	—	HELD
27	GEV	GE VERNOVA INC	$981.98	9.07%	37.44%	488.18%	$3.5M	0.86%	—	HELD
28	TECL	DIREXION SHARES ETF TRUST	$174.45	16.21%	65.44%	137.64%	$3.5M	0.86%	—	HELD
29	NET	CLOUDFLARE INC	$283.20	4.74%	41.62%	134.71%	$3.3M	0.82%	—	HELD
30	CAT	CATERPILLAR INC	$808.91	3.35%	84.23%	304.51%	$3.1M	0.76%	—	HELD
31	SCHG	SCHWAB STRATEGIC TR	$33.79	1.65%	—	—	$3.0M	0.74%	—	HELD
32	CVX	CHEVRON CORPORATION	$192.59	0.38%	—	—	$2.8M	0.69%	—	HELD
33	COST	COSTCO WHOLESALE CORPORATION	$954.15	-2.04%	—	—	$2.6M	0.65%	—	HELD
34	BX	BLACKSTONE INC	$128.07	-1.03%	—	—	$2.5M	0.62%	—	HELD
35	XLU	SELECT SECTOR SPDR TR	$44.66	-0.56%	—	—	$2.5M	0.62%	—	HELD
36	VTI	VANGUARD INDEX FDS	$366.33	1.64%	—	—	$2.5M	0.62%	—	HELD
37	LLY	ELI LILLY & CO	$1155.56	-4.50%	—	—	$2.4M	0.59%	—	HELD
38	V	VISA INC	$366.40	-0.63%	—	—	$2.3M	0.58%	—	HELD
39	RTX	RTX CORPORATION	$214.38	-0.40%	—	—	$2.1M	0.52%	—	HELD
40	NFLX	NETFLIX INC.	$73.19	-0.60%	—	—	$2.1M	0.51%	—	HELD
41	SCHV	SCHWAB STRATEGIC TR	$34.16	1.18%	—	—	$2.0M	0.51%	—	HELD
42	DIA	STATE STR SPDR DOW JONES IND	$521.69	1.22%	—	—	$2.0M	0.50%	—	HELD
43	KRE	SPDR SERIES TRUST	$75.90	-0.37%	—	—	$1.9M	0.47%	—	HELD
44	CASY	CASEYS GEN STORES INC	$867.50	0.04%	—	—	$1.9M	0.46%	—	HELD
45	DUK	DUKE ENERGY CORP NEW	$126.27	-2.18%	—	—	$1.8M	0.46%	—	HELD
46	GLD	SPDR GOLD TR	$377.16	1.64%	—	—	$1.8M	0.44%	—	HELD
47	GS	GOLDMAN SACHS GROUP INC	$1024.86	4.50%	—	—	$1.7M	0.42%	—	HELD
48	IBM	INTERNATIONAL BUSINESS MACHS	$221.64	-2.12%	—	—	$1.6M	0.40%	—	HELD
49	C	CITIGROUP INC	$132.32	4.08%	—	—	$1.6M	0.40%	—	HELD
50	ARKX	ARK ETF TR	$30.35	2.81%	—	—	$1.6M	0.40%	—	HELD
51	XOM	EXXON MOBIL CORP	$157.13	0.25%	—	—	$1.6M	0.40%	—	HELD
52	MS	MORGAN STANLEY	$210.06	3.41%	—	—	$1.5M	0.37%	—	HELD
53	XLE	SELECT SECTOR SPDR TR	$58.96	0.53%	—	—	$1.4M	0.36%	—	HELD
54	JNJ	JOHNSON & JOHNSON	$255.84	-3.65%	—	—	$1.4M	0.35%	—	HELD
55	BND	VANGUARD BD INDEX FDS	$72.40	0.03%	—	—	$1.2M	0.30%	—	HELD
56	PNC	PNC FINL SVCS GROUP INC	$248.71	0.09%	—	—	$1.2M	0.29%	—	HELD
57	VV	VANGUARD INDEX FDS	$341.27	1.73%	—	—	$1.1M	0.28%	—	HELD
58	VRT	VERTIV HOLDINGS CO	$227.61	2.05%	—	—	$1.1M	0.27%	—	HELD
59	VCIT	VANGUARD SCOTTSDALE FDS	$81.38	0.15%	—	—	$1.0M	0.26%	—	HELD
60	VCSH	VANGUARD SCOTTSDALE FDS	$78.67	0.07%	—	—	$1.0M	0.26%	—	HELD
61	SSO	PROSHARES TR	$66.10	3.27%	—	—	$970K	0.24%	—	HELD
62	XMMO	INVESCO EXCHANGE TRADED FD T	$153.95	2.87%	—	—	$953K	0.24%	—	HELD
63	SPCX	SPACE EXPLORATION TECHN CORP	$112.39	-0.14%	—	—	$953K	0.24%	—	HELD
64	SCHB	SCHWAB STRATEGIC TR	$28.68	1.63%	—	—	$951K	0.24%	—	HELD
65	BAC	BANK OF AMER CORP	$61.76	1.13%	—	—	$944K	0.23%	—	HELD
66	UNH	UNITEDHEALTH GROUP INC	$421.50	0.22%	—	—	$909K	0.23%	—	HELD
67	IGM	ISHARES TR	$152.89	4.58%	—	—	$839K	0.21%	—	HELD
68	PAVE	GLOBAL X FDS	$56.10	2.02%	—	—	$826K	0.21%	—	HELD
69	GE	GE AEROSPACE	$355.04	1.26%	—	—	$811K	0.20%	—	HELD
70	SLV	ISHARES SILVER TR	$53.50	3.34%	—	—	$786K	0.20%	—	HELD
71	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$743K	0.18%	—	HELD
72	XPO	XPO INC	$199.13	-0.12%	—	—	$740K	0.18%	—	HELD
73	ONEQ	FIDELITY COMWLTH TR	$98.80	2.64%	—	—	$731K	0.18%	—	HELD
74	SHOP	SHOPIFY INC	$122.40	-5.24%	—	—	$731K	0.18%	—	HELD
75	HD	HOME DEPOT INC	$333.33	-1.46%	—	—	$698K	0.17%	—	HELD
76	BA	BOEING CO	$220.90	3.22%	—	—	$665K	0.17%	—	HELD
77	PANW	PALO ALTO NETWORKS INC	$325.77	3.70%	—	—	$662K	0.16%	—	HELD
78	PFF	ISHARES TR	$30.44	1.13%	—	—	$661K	0.16%	—	HELD
79	BWXT	BWX TECHNOLOGIES INC	$165.59	5.18%	—	—	$653K	0.16%	—	HELD
80	MU	MICRON TECHNOLOGY INC	$875.03	18.41%	—	—	$652K	0.16%	—	HELD
81	OIH	VANECK ETF TRUST	$375.83	2.14%	—	—	$652K	0.16%	—	HELD
82	HSY	HERSHEY CO	$177.16	-3.67%	—	—	$647K	0.16%	—	HELD
83	DLN	WISDOMTREE TR	$98.30	0.47%	—	—	$633K	0.16%	—	HELD
84	QLD	PROSHARES TR	$82.68	6.57%	—	—	$619K	0.15%	—	HELD
85	TM	TOYOTA MOTOR CORP	$191.45	-0.72%	—	—	$617K	0.15%	—	HELD
86	STM	STMICROELECTRONICS N V	$53.06	9.72%	—	—	$570K	0.14%	—	HELD
87	LOW	LOWES COS INC	$210.09	-2.59%	—	—	$529K	0.13%	—	HELD
88	MA	MASTERCARD INCORPORATED	$577.65	2.54%	—	—	$528K	0.13%	—	HELD
89	CEG	CONSTELLATION ENERGY CORP	$263.56	2.17%	—	—	$526K	0.13%	—	HELD
90	OUSA	ALPS ETF TR	$60.87	-0.54%	—	—	$525K	0.13%	—	HELD
91	JEPI	J P MORGAN EXCHANGE TRADED F	$57.24	0.56%	—	—	$493K	0.12%	—	HELD
92	XGDVX	GABELLI DIVID & INCOME TR	$33.14	-1.43%	—	—	$479K	0.12%	—	HELD
93	LRCX	LAM RESEARCH CORP	$297.72	17.98%	—	—	$478K	0.12%	—	HELD
94	VOO	VANGUARD INDEX FDS	$681.61	1.64%	—	—	$477K	0.12%	—	HELD
95	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$456K	0.11%	—	HELD
96	SCHD	SCHWAB STRATEGIC TR	$33.41	-1.24%	—	—	$452K	0.11%	—	HELD
97	VGSH	VANGUARD SCOTTSDALE FDS	$58.13	0.02%	—	—	$429K	0.11%	—	HELD
98	XLF	SELECT SECTOR SPDR TR	$57.00	0.56%	—	—	$427K	0.11%	—	HELD
99	QCOM	QUALCOMM INC	$151.64	-2.59%	—	—	$412K	0.10%	—	HELD
100	URI	UNITED RENTALS INC	$1068.63	1.28%	—	—	$409K	0.10%	—	HELD
101	IBKR	INTERACTIVE BROKERS GROUP IN	—	—	—	—	$394K	0.10%	—	HELD
102	HON	HONEYWELL INTL INC	—	—	—	—	$391K	0.10%	—	HELD
103	TIP	ISHARES TR	—	—	—	—	$389K	0.10%	—	HELD
104	HONA	HONEYWELL AEROSPACE INC	—	—	—	—	$386K	0.10%	—	HELD
105	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$379K	0.09%	—	HELD
106	SPHB	INVESCO EXCH TRADED FD TR II	—	—	—	—	$376K	0.09%	—	HELD
107	LH	LABCORP HOLDINGS INC	—	—	—	—	$375K	0.09%	—	HELD
108	MRK	MERCK & CO INC	—	—	—	—	$372K	0.09%	—	HELD
109	SPYV	SPDR SERIES TRUST	—	—	—	—	$369K	0.09%	—	HELD
110	ETN	EATON CORP PLC	—	—	—	—	$368K	0.09%	—	HELD
111	MLPX	GLOBAL X FDS	—	—	—	—	$367K	0.09%	—	HELD
112	VEU	VANGUARD INTL EQUITY INDEX F	—	—	—	—	$361K	0.09%	—	HELD
113	ARM	ARM HOLDINGS PLC	—	—	—	—	$357K	0.09%	—	HELD
114	JCI	JOHNSON CONTROLS INTERNATION	—	—	—	—	$354K	0.09%	—	HELD
115	UNP	UNION PAC CORP	—	—	—	—	$347K	0.09%	—	HELD
116	KO	COCA COLA CO	—	—	—	—	$344K	0.09%	—	HELD
117	SO	SOUTHERN CO	—	—	—	—	$341K	0.08%	—	HELD
118	GLW	CORNING INC	—	—	—	—	$325K	0.08%	—	HELD
119	MCD	MCDONALDS CORP	—	—	—	—	$323K	0.08%	—	HELD
120	TJX	TJX COS INC NEW	—	—	—	—	$311K	0.08%	—	HELD
121	RKLB	ROCKET LAB CORP	—	—	—	—	$307K	0.08%	—	HELD
122	LYV	LIVE NATION ENTERTAINMENT IN	—	—	—	—	$306K	0.08%	—	HELD
123	NSC	NORFOLK SOUTHN CORP	—	—	—	—	$306K	0.08%	—	HELD
124	KTOS	KRATOS DEFENSE & SEC SOLUTIO	—	—	—	—	$293K	0.07%	—	HELD
125	SCHF	SCHWAB STRATEGIC TR	—	—	—	—	$283K	0.07%	—	HELD
126	ORLY	OREILLY AUTOMOTIVE INC	—	—	—	—	$276K	0.07%	—	HELD
127	USMV	ISHARES TR	—	—	—	—	$272K	0.07%	—	HELD
128	DVY	ISHARES TR	—	—	—	—	$272K	0.07%	—	HELD
129	ORCL	ORACLE CORP	—	—	—	—	$270K	0.07%	—	HELD
130	CSCO	CISCO SYS INC	—	—	—	—	$265K	0.07%	—	HELD
131	ED	CONSOLIDATED EDISON INC	—	—	—	—	$264K	0.07%	—	HELD
132	SLB	SLB LIMITED	—	—	—	—	$254K	0.06%	—	HELD
133	COP	CONOCOPHILLIPS	—	—	—	—	$246K	0.06%	—	HELD
134	PG	PROCTER & GAMBLE CO	—	—	—	—	$245K	0.06%	—	HELD
135	MCK	MCKESSON CORP	—	—	—	—	$244K	0.06%	—	HELD
136	F	FORD MTR CO	—	—	—	—	$232K	0.06%	—	HELD
137	INTC	INTEL CORP	—	—	—	—	$225K	0.06%	—	HELD
138	CSX	CSX CORP	—	—	—	—	$223K	0.06%	—	HELD
139	MO	ALTRIA GROUP INC	—	—	—	—	$222K	0.06%	—	HELD
140	DELL	DELL TECHNOLOGIES INC	—	—	—	—	$220K	0.05%	—	HELD
141	PSKY	PARAMOUNT SKYDANCE CORP	—	—	—	—	$218K	0.05%	—	HELD
142	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$212K	0.05%	—	HELD
143	APD	AIR PRODUCTS AND CHEMICALS I	—	—	—	—	$208K	0.05%	—	HELD
144	XME	SPDR SERIES TRUST	—	—	—	—	$208K	0.05%	—	HELD
145	PTLC	PACER FDS TR	—	—	—	—	$204K	0.05%	—	HELD
146	SVC	SERVICE PPTYS TR	—	—	—	—	$119K	0.03%	—	HELD

Source: SEC EDGAR · accession 0001766791-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.