Granite Islands Private Wealth
Latest statistics and disclosures from Granite Islands Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOGL, VOO, PANW, and represent 29.62% of Granite Islands Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: SPY, AXON, QXO, ADSK, VOO, IWL, T, AAPL, IWY, CELH.
- Started 12 new stock positions in SPY, MTB, QQQ, IWY, QXO, MU, MS, VGK, GEV, Spdr S&p 500 Etf Tr option. IWX, GCTK.
- Reduced shares in these 10 stocks: , ITA, QCOM, APO, GE, TSLA, USFR, WFC, CEG, GLD.
- Sold out of its positions in APO, ITA, ORCL, QCOM.
- Granite Islands Private Wealth was a net buyer of stock by $13M.
- Granite Islands Private Wealth has $135M in assets under management (AUM), dropping by 24.60%.
- Central Index Key (CIK): 0002111372
Tip: Access up to 7 years of quarterly data
Positions held by Granite Islands Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Granite Islands Private Wealth
Granite Islands Private Wealth holds 78 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.7 | $10M | +4% | 52k | 199.32 |
|
| Apple (AAPL) | 7.5 | $10M | +6% | 35k | 288.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $8.4M | +3% | 24k | 355.93 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $5.7M | +12% | 8.3k | 686.83 |
|
| Palo Alto Networks (PANW) | 4.0 | $5.4M | +2% | 16k | 340.18 |
|
| Amazon (AMZN) | 3.8 | $5.2M | 22k | 237.38 |
|
|
| Advanced Micro Devices (AMD) | 3.7 | $5.0M | +4% | 8.6k | 578.07 |
|
| Microsoft Corporation (MSFT) | 3.0 | $4.0M | 11k | 371.87 |
|
|
| Broadcom (AVGO) | 2.7 | $3.7M | 9.8k | 375.96 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.2 | $2.9M | NEW | 3.9k | 746.86 |
|
| Netflix (NFLX) | 2.1 | $2.9M | +4% | 40k | 71.17 |
|
| International Business Machines (IBM) | 1.9 | $2.6M | 9.3k | 279.94 |
|
|
| Wal-Mart Stores (WMT) | 1.9 | $2.6M | +7% | 23k | 112.58 |
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.3M | +2% | 7.1k | 325.78 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 1.7 | $2.2M | +41% | 12k | 184.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.2M | +14% | 4.4k | 498.58 |
|
| Abbvie (ABBV) | 1.6 | $2.2M | 8.8k | 250.56 |
|
|
| Axon Enterprise (AXON) | 1.5 | $2.1M | +380% | 3.7k | 558.26 |
|
| Johnson & Johnson (JNJ) | 1.5 | $2.1M | +4% | 8.2k | 252.76 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $2.0M | 1.7k | 1193.46 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.5 | $2.0M | -2% | 40k | 50.35 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.4 | $2.0M | 2.6k | 761.46 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.4 | $1.8M | +16% | 66k | 27.70 |
|
| Meta Platforms Cl A (META) | 1.3 | $1.8M | 3.2k | 562.14 |
|
|
| Intuitive Surgical Com New (ISRG) | 1.3 | $1.8M | +6% | 4.5k | 396.02 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $1.7M | +10% | 23k | 77.09 |
|
| Deere & Company (DE) | 1.3 | $1.7M | 2.7k | 634.33 |
|
|
| Amgen (AMGN) | 1.3 | $1.7M | +25% | 4.7k | 360.48 |
|
| Cisco Systems (CSCO) | 1.2 | $1.6M | +5% | 14k | 116.74 |
|
| Southern Company (SO) | 1.2 | $1.6M | +12% | 17k | 95.19 |
|
| Home Depot (HD) | 1.2 | $1.6M | +3% | 4.4k | 350.69 |
|
| Procter & Gamble Company (PG) | 1.1 | $1.5M | +3% | 11k | 146.04 |
|
| Omni (OMC) | 1.0 | $1.4M | 19k | 72.57 |
|
|
| United Parcel Svcs CL B (UPS) | 1.0 | $1.4M | +9% | 13k | 106.93 |
|
| Servicenow (NOW) | 1.0 | $1.3M | 14k | 98.63 |
|
|
| Pfizer (PFE) | 0.9 | $1.3M | +22% | 52k | 24.00 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $1.3M | +10% | 9.2k | 136.59 |
|
| Qxo Com New (QXO) | 0.9 | $1.2M | NEW | 70k | 17.18 |
|
| Chevron Corporation (CVX) | 0.9 | $1.2M | +15% | 7.3k | 164.80 |
|
| McDonald's Corporation (MCD) | 0.9 | $1.2M | +13% | 4.4k | 268.57 |
|
| Autodesk (ADSK) | 0.9 | $1.2M | +146% | 6.0k | 193.16 |
|
| salesforce (CRM) | 0.8 | $1.0M | +2% | 6.6k | 155.69 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $1.0M | +34% | 6.9k | 148.25 |
|
| Coca-Cola Company (KO) | 0.7 | $995k | 12k | 81.27 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $985k | +32% | 12k | 82.65 |
|
| Nextera Energy (NEE) | 0.7 | $937k | +44% | 11k | 87.55 |
|
| At&t (T) | 0.7 | $906k | +239% | 44k | 20.64 |
|
| Tesla Motors (TSLA) | 0.7 | $901k | -9% | 2.2k | 419.08 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.6 | $856k | +30% | 15k | 58.98 |
|
| Celsius Hldgs Com New (CELH) | 0.6 | $844k | +121% | 29k | 29.09 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $829k | +7% | 14k | 57.62 |
|
| Uber Technologies (UBER) | 0.5 | $739k | +8% | 10k | 72.16 |
|
| Constellation Energy (CEG) | 0.5 | $718k | -3% | 2.9k | 247.16 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.5 | $639k | +17% | 18k | 36.26 |
|
| Bank of America Corporation (BAC) | 0.4 | $590k | 10k | 56.89 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $575k | +41% | 5.2k | 110.32 |
|
| Hubbell (HUBB) | 0.4 | $572k | 1.1k | 523.20 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $556k | NEW | 1.9k | 290.11 |
|
| Citigroup Com New (C) | 0.4 | $544k | 3.9k | 139.67 |
|
|
| American Express Company (AXP) | 0.4 | $527k | 1.6k | 338.25 |
|
|
| Listed Fds Tr Swan Hedged Eqty (HEGD) | 0.4 | $479k | 18k | 26.66 |
|
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.3 | $454k | NEW | 4.3k | 104.97 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $426k | +5% | 4.1k | 103.05 |
|
| Blackrock (BLK) | 0.3 | $401k | -3% | 417.00 | 961.56 |
|
| Wells Fargo & Company (WFC) | 0.3 | $362k | -8% | 4.4k | 82.64 |
|
| M&T Bank Corporation (MTB) | 0.2 | $295k | NEW | 1.2k | 238.01 |
|
| Micron Technology (MU) | 0.2 | $285k | NEW | 247.00 | 1154.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $282k | -7% | 765.00 | 368.38 |
|
| Morgan Stanley Com New (MS) | 0.2 | $233k | NEW | 1.1k | 206.19 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $225k | 1.9k | 116.69 |
|
|
| Ge Vernova (GEV) | 0.2 | $220k | NEW | 190.00 | 1158.59 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $211k | NEW | 295.00 | 714.51 |
|
| Ge Aerospace Com New (GE) | 0.2 | $208k | -40% | 556.00 | 373.73 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $202k | NEW | 2.3k | 88.54 |
|
| Authid (AUID) | 0.0 | $26k | 25k | 1.07 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $10k | 11k | 0.95 |
|
|
| Glucotrack Com New (GCTK) | 0.0 | $5.0k | NEW | 16k | 0.32 |
|
| State Str Spdr S&p 500 Etf T Put | 0.0 | $4.2k | NEW | 6.00 | 699.50 |
|
Past Filings by Granite Islands Private Wealth
SEC 13F filings are viewable for Granite Islands Private Wealth going back to 2026
- Granite Islands Private Wealth 2026 Q2 filed July 21, 2026
- Granite Islands Private Wealth 2026 Q1 filed April 21, 2026