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Ashleigh Swayze

Grandview Asset Management Llc

Assets Managed
$341.665M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-6.28%(2Q avg: -1.86%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Grandview Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Grandview Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 341.665M in assets, with a quarterly growth rate of -6.28% and a 2-quarter average growth rate of -1.86%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.35%
19.34%
$66.048M
378,385 shares@ $174.56 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.45%
5.23%
$17.86M
70,373 shares@ $253.79 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9%
4.84%
$16.519M
28,432 shares@ $581.0 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.81%
4.2%
$14.335M
38,724 shares@ $370.18 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -9.55%
4.11%
$14.025M
21,564 shares@ $650.39 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -4.41%
3.86%
$13.173M
88,704 shares@ $148.52 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.47%
2.93%
$9.991M
32,280 shares@ $309.52 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 51.09%
2.87%
$9.787M
49,356 shares@ $198.3 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.94%
2.61%
$8.896M
30,941 shares@ $287.52 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -3.64%
2.36%
$8.046M
16,790 shares@ $479.22 avg price

1-10 of 137