Grandview Asset Management LLC logo

Grandview Asset Management LLC

RIA/Wealth

Grandview Asset Management LLC is a RIA/Wealth based in Grand Blanc, MI led by Bruce Alan Smith, managing $355.5M across 141 long positions as of Q3 2025 with 41% Technology concentration, 54% concentrated in top 10 holdings, 20% allocation to NVDA, and 41% technology allocation.

OwnerBruce Alan Smith
Portfolio Value
$355.5M
Positions
141
Top Holding
NVDA at 20.13%
Last Reported
Q3 2025
Address5225 E Cook Rd, Grand Blanc, MI, 48439, United States

Top Holdings

Largest long holdings in Grandview Asset Management LLC's portfolio (53.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$71.6M
20.13%
-$87.3K
Sold
0.00%
383.6K shares
Software - Infrastructure
Technology
$20.9M
5.89%
+$512.8K
Bought
0.00%
40.4K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$18.9M
5.32%
+$496.5K
Bought
0.00%
74.2K shares
ETF
ETF
$17.1M
4.81%
+$1.3M
Bought
28.5K shares
ETF
ETF
$15.7M
4.42%
+$135.2K
Bought
23.6K shares
ETF
ETF
$12.8M
3.59%
+$341.5K
Bought
90.5K shares
Semiconductors
Technology
$10.7M
3.02%
+$3.0K
Bought
0.00%
32.6K shares
Insurance - Diversified
Financial Services
$9.2M
2.59%
-$110.6K
Sold
0.00%
18.3K shares
9
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$7.5M
2.12%
+$483.5K
Bought
0.00%
34.3K shares
Software - Infrastructure
Technology
$7.2M
2.03%
+$573.7K
Bought
0.01%
14.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Grandview Asset Management LLC's latest filing

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Market Value
$355.5M
Prior: $308.7M
Q/Q Change
+15.15%
+$46.8M
Net Flows % of MV
+3.79%
Turnover Ratio
3.51%
New Purchases
13 stocks
$5.8M
Added To
67 stocks
+$12.5M
Sold Out Of
6 stocks
$1.2M
Reduced Holdings
54 stocks
-$3.7M

Increased Positions

PositionShares Δ
New
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Decreased Positions

PositionShares Δ
Sold
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Analytics

Portfolio insights and performance metrics for Grandview Asset Management LLC

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Sector Allocation

Technology: 40.50%TechnologyETF: 27.50%ETFFinancial Services: 7.40%Communication Services: 6.40%Consumer Cyclical: 4.50%Industrials: 3.60%Utilities: 3.00%Healthcare: 2.40%Consumer Defensive: 2.40%Energy: 1.10%Basic Materials: 0.10%Real Estate: 0.10%
Technology
40.50%
ETF
27.50%
Financial Services
7.40%
Communication Services
6.40%
Consumer Cyclical
4.50%
Industrials
3.60%
Utilities
3.00%
Healthcare
2.40%
Consumer Defensive
2.40%
Energy
1.10%
Basic Materials
0.10%
Real Estate
0.10%

Market Cap Distribution

Mega Cap (> $200B): 57.22%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.14%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.16%Small Cap ($300M - $2B): 0.06%N/A (ETF or Unknown): 28.42%N/A (ETF or Unknown)
Mega Cap (> $200B)
57.22%
Large Cap ($10B - $200B)
14.14%
Mid Cap ($2B - $10B)
0.16%
Small Cap ($300M - $2B)
0.06%
N/A (ETF or Unknown)
28.42%

Portfolio Concentration

Top 10 Holdings %
53.92%
Top 20 Holdings %
68.69%
Top 50 Holdings %
86.58%
Top 100 Holdings %
96.64%

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