Granite Islands Private Wealth, LLC Top Holdings and 13F Report (2026)

About Granite Islands Private Wealth, LLC

Investment Activity

Granite Islands Private Wealth, LLC has $108.50 million in total holdings as of March 31, 2026.
Granite Islands Private Wealth, LLC owns shares of 70 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 11.70% of the portfolio was purchased this quarter.
About 5.54% of the portfolio was sold this quarter.
This quarter, Granite Islands Private Wealth, LLC has purchased 81 new stocks and bought additional shares in 58 stocks.
Granite Islands Private Wealth, LLC sold shares of 9 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

NVIDIA: $8,711,192
Apple: $8,355,361
Alphabet: $6,504,167
Amazon.com: $4,497,426
Vanguard S&P 500 ETF: $4,413,660

Largest New Holdings this Quarter

464288760 - iShares U.S. Aerospace & Defense ETF: $1,092,970 Holding

Largest Purchases this Quarter

WisdomTree Floating Rate Treasury Fund: 24,406 shares (about $1.23M)
iShares U.S. Aerospace & Defense ETF: 5,007 shares (about $1.09M)
Eli Lilly and Company: 957 shares (about $875.60K)
Palo Alto Networks: 4,659 shares (about $744.94K)
Bristol Myers Squibb: 8,335 shares (about $505.52K)

Largest Sales this Quarter

Vanguard S&P 500 ETF: 2,533 shares (about $1.51M)
Swan Hedged Equity US Large Cap ETF: 13,383 shares (about $330.56K)
Wells Fargo & Company: 3,240 shares (about $257.94K)
CocaCola: 3,260 shares (about $247.92K)
Deere & Company: 227 shares (about $127.87K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$8,711,192	$3,473 ▲	0.0%	50,160	8.0%	Computer and Technology
AAPL Apple	$8,355,361	$289,082 ▲	3.6%	33,094	7.7%	Computer and Technology
GOOGL Alphabet	$6,504,167	$25,193 ▲	0.4%	22,719	6.0%	Computer and Technology
AMZN Amazon.com	$4,497,426	$342,383 ▲	8.2%	21,687	4.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$4,413,660	$1,513,648 ▼	-25.5%	7,386	4.1%	ETF
MSFT Microsoft	$3,899,377	$368,207 ▲	10.4%	10,569	3.6%	Computer and Technology
NFLX Netflix	$3,692,539	$292,222 ▲	8.6%	38,540	3.4%	Consumer Discretionary
AVGO Broadcom	$2,967,566	$354,433 ▲	13.6%	9,637	2.7%	Computer and Technology
WALMART INC	$2,641,916	$191,195 ▲	7.8%	21,404	2.4%	COM
PANW Palo Alto Networks	$2,453,064	$744,937 ▲	43.6%	15,342	2.3%	Computer and Technology
IBM International Business Machines	$2,203,701	$321,775 ▲	17.1%	9,136	2.0%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$2,032,528	$1,228,598 ▲	152.8%	40,376	1.9%	Finance
JPM JPMorgan Chase & Co.	$2,025,978	$194,023 ▲	10.6%	6,923	1.9%	Finance
ISRG Intuitive Surgical	$1,918,326	$89,929 ▲	4.9%	4,181	1.8%	Medical
JNJ Johnson & Johnson	$1,901,270	$93,860 ▲	5.2%	7,819	1.8%	Medical
ABBV AbbVie	$1,869,596	$230,993 ▲	14.1%	8,636	1.7%	Medical
BRK.B Berkshire Hathaway	$1,845,922	$145,517 ▲	8.6%	3,869	1.7%	Finance
META Meta Platforms	$1,777,698	$52,520 ▲	3.0%	3,114	1.6%	Computer and Technology
AMD Advanced Micro Devices	$1,671,072	$29,541 ▲	1.8%	8,259	1.5%	Computer and Technology
LLY Eli Lilly and Company	$1,538,928	$875,597 ▲	132.0%	1,682	1.4%	Medical
DE Deere & Company	$1,520,910	$127,869 ▼	-7.8%	2,700	1.4%	Industrials
PG Procter & Gamble	$1,469,125	$257,676 ▲	21.3%	10,217	1.4%	Consumer Staples
ORCL Oracle	$1,434,269	$245,361 ▲	20.6%	9,803	1.3%	Computer and Technology
SO Southern	$1,414,909	$318,846 ▲	29.1%	14,755	1.3%	Utilities
OMC Omnicom Group	$1,412,002	$290,578 ▲	25.9%	18,820	1.3%	Business Services
XOM ExxonMobil	$1,411,607	$69,487 ▼	-4.7%	8,329	1.3%	Energy
SCHF Schwab International Equity ETF	$1,405,652	$78,185 ▲	5.9%	56,794	1.3%	ETF
NOW ServiceNow	$1,402,489	$48,491 ▲	3.6%	13,507	1.3%	Computer and Technology
HD Home Depot	$1,393,698	$210,493 ▲	17.8%	4,264	1.3%	Retail/Wholesale
IJH iShares Core S&P Mid-Cap ETF	$1,382,339	$24,370 ▼	-1.7%	20,477	1.3%	ETF
IWL iShares Russell Top 200 ETF	$1,375,623	$420,294 ▲	44.0%	8,572	1.3%	ETF
AMGN Amgen	$1,324,156	$108,772 ▲	8.9%	3,786	1.2%	Medical
CVX Chevron	$1,297,625	$100,876 ▲	8.4%	6,316	1.2%	Energy
PFE Pfizer	$1,196,979	$238,814 ▲	24.9%	42,819	1.1%	Medical
CRM Salesforce	$1,192,553	$79,170 ▲	7.1%	6,432	1.1%	Computer and Technology
MCD McDonald's	$1,191,655	$84,810 ▲	7.7%	3,864	1.1%	Retail/Wholesale
UPS United Parcel Service	$1,125,828	$256,159 ▲	29.5%	11,515	1.0%	Transportation
ITA iShares U.S. Aerospace & Defense ETF	$1,092,970	$1,092,970 ▲	New Holding	5,007	1.0%	ETF
CSCO Cisco Systems	$1,009,123	$31,518 ▲	3.2%	13,095	0.9%	Computer and Technology
CRWD CrowdStrike	$1,000,252	$398,075 ▲	66.1%	2,568	0.9%	Computer and Technology
QCOM Qualcomm	$947,894	$352,452 ▲	59.2%	7,404	0.9%	Computer and Technology
KO CocaCola	$921,244	$247,916 ▼	-21.2%	12,114	0.8%	Consumer Staples
TSLA Tesla	$876,516	$300,446 ▲	52.2%	2,366	0.8%	Auto/Tires/Trucks
CEG Constellation Energy	$835,826	$34,733 ▲	4.3%	3,008	0.8%	Energy
BMY Bristol Myers Squibb	$808,768	$505,518 ▲	166.7%	13,335	0.7%	Medical
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$745,779	$141,344 ▲	23.4%	9,012	0.7%	ETF
APO Apollo Global Management	$726,642	$6,651 ▲	0.9%	6,555	0.7%	Finance
NEE NextEra Energy	$687,051	$378,124 ▲	122.4%	7,417	0.6%	Utilities
UBER Uber Technologies	$676,789	$92,934 ▲	15.9%	9,409	0.6%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury ETF	$662,603	$192,403 ▲	40.9%	11,127	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$641,278	$28,951 ▼	-4.3%	5,161	0.6%	ETF
ADSK Autodesk	$570,895	$8,247 ▲	1.5%	2,423	0.5%	Computer and Technology
HUBB Hubbell	$536,379		0.0%	1,093	0.5%	Industrials
BAC Bank of America	$502,731	$16,839 ▲	3.5%	10,330	0.5%	Finance
SCHE Schwab Emerging Markets Equity ETF	$492,704	$26,195 ▲	5.6%	14,953	0.5%	ETF
AXP American Express	$470,961	$1,210 ▲	0.3%	1,557	0.4%	Finance
CELH Celsius	$459,192	$42,369 ▲	10.2%	13,114	0.4%	Consumer Staples
HEGD Swan Hedged Equity US Large Cap ETF	$443,563	$330,560 ▼	-42.7%	17,958	0.4%	ETF
C Citigroup	$441,000	$54,658 ▲	14.1%	3,897	0.4%	Financial Services
BLACKROCK INC	$413,535	$26,928 ▲	7.0%	430	0.4%	COM
WFC Wells Fargo & Company	$379,262	$257,936 ▼	-40.5%	4,764	0.3%	Finance
T AT&T	$371,424	$47,528 ▲	14.7%	12,910	0.3%	Computer and Technology
IWR iShares Russell Mid-Cap ETF	$359,362	$7,681 ▼	-2.1%	3,696	0.3%	ETF
GLD SPDR Gold Shares	$354,989	$59,810 ▲	20.3%	825	0.3%	Finance
AXON Axon Enterprise	$330,409	$73,047 ▲	28.4%	778	0.3%	Aerospace
PALANTIR TECHNOLOGIES INC	$283,820	$51,058 ▲	21.9%	1,940	0.3%	CL A
CVS CVS Health	$279,621	$82,885 ▲	42.1%	3,910	0.3%	Medical
GE GE Aerospace	$266,460	$61,011 ▲	29.7%	939	0.2%	Aerospace
AUTHID INC	$31,785	$3,380 ▲	11.9%	24,450	0.0%	COM
CANOPY GROWTH CORPORATION	$10,351		0.0%	10,905	0.0%	COM NEW
ADBE Adobe	$0	$561,745 ▼	-100.0%	0	0.0%	Computer and Technology
RTX RTX	$0	$425,250 ▼	-100.0%	0	0.0%	Aerospace
V Visa	$0	$359,478 ▼	-100.0%	0	0.0%	Business Services
MA Mastercard	$0	$356,229 ▼	-100.0%	0	0.0%	Business Services
SPY SPDR S&P 500 ETF Trust	$0	$340,960 ▼	-100.0%	0	0.0%	Finance
VZ Verizon Communications	$0	$334,888 ▼	-100.0%	0	0.0%	Computer and Technology
BILS SPDR Bloomberg 3-12 Month T-Bill ETF	$0	$280,183 ▼	-100.0%	0	0.0%	ETF
IWY iShares Russell Top 200 Growth ETF	$0	$275,276 ▼	-100.0%	0	0.0%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$0	$240,163 ▼	-100.0%	0	0.0%	ETF
IWX iShares Russell Top 200 Value ETF	$0	$203,097 ▼	-100.0%	0	0.0%	ETF
SPDR S&P 500 ETF TR	$0	$13,680 ▼	-100.0%	0	0.0%	PUT
DATAVAULT AI INC	$0	$8,477 ▼	-100.0%	0	0.0%	COM SHS

Showing largest 100 holdings. View all holdings.

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Granite Islands Private Wealth, LLC Top Holdings and 13F Report (2026)

About Granite Islands Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Granite Islands Private Wealth, LLC Top Holdings and 13F Report (2026)

About Granite Islands Private Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranite Islands Private Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools