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Grandview Asset Management LLC
GrandView Asset Management LLC is a Harrisburg, Pennsylvania-based investment adviser providing personalized investment management and financial planning services. Founded in 2006 and independently registered as an investment adviser since July 2014, the firm serves individuals, families, trusts, charitable organizations, foundations, pensions, and corporations. Owned by Bruce A. Smith, GrandView typically caters to clients with portfolios of at least $100,000, though this minimum may be waived at the firm's discretion. As of 2025, the firm employs a small team (actual employee count not publicly disclosed).
Investment Strategy
GrandView Asset Management offers individualized portfolio management informed by a detailed understanding of each client’s goals, risk tolerance, and investment preferences. The firm provides asset allocation recommendations and selects investments by evaluating factors such as risk parameters, past performance, peer rankings, fees, and research insights, aiming to construct portfolios customized to diverse clients’ circumstances. GrandView predominantly manages portfolios of listed equities and ETFs, focusing on a blend of large-cap, blue-chip, and growth-oriented holdings, and uses ongoing financial planning to refine long-term investment strategies for individuals, families, foundations, and institutions.
Latest 13F Filing Activity
Grandview Asset Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 141 equity positions with a total 13F market value of $356M. The fund increased holdings in Nvidia Corporation, Apple Inc., Invesco QQQ TR among other positions. Grandview Asset Management LLC reduced exposure to Ishares TR, Paramount Global, Salesforce Inc. among others.
Top Holdings
Equity Positions (141)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 20.13% | $71.6M | 383,611 | $10.06 | $186.58 | +$10.9M |
M MSFT | MICROSOFT CORP | 5.89% | $20.9M | 40,440 | $424.31 | $517.95 | +$1.3M |
A AAPL | APPLE INC | 5.32% | $18.9M | 74,218 | $173.40 | $254.63 | +$4.1M |
Q QQQ | INVESCO QQQ TR | 4.81% | $17.1M | 28,492 | $440.51 | $600.37 | +$2.6M |
S SPY | SPDR S&P 500 ETF TR | 4.42% | $15.7M | 23,584 | $431.81 | $666.18 | +$1.3M |
Industry Allocation
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