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 $135.19 million in total holdings as of June 30, 2026.
Granite Islands Private Wealth, LLC owns shares of 78 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 12.96% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Granite Islands Private Wealth, LLC has purchased 70 new stocks and bought additional shares in 47 stocks.
Granite Islands Private Wealth, LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

NVIDIA: $10,405,752
Apple: $10,124,771
Alphabet: $8,406,656
Vanguard S&P 500 ETF: $5,726,765
Palo Alto Networks: $5,373,851

Largest New Holdings this Quarter

78462F103 - SPDR S&P 500 ETF Trust: $2,929,915 Holding
82846H405 - QXO INC: $1,201,815 Holding
464289438 - iShares Russell Top 200 Growth ETF: $556,136 Holding
464289420 - iShares Russell Top 200 Value ETF: $453,488 Holding
55261F104 - M&T Bank: $294,894 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 3,923 shares (about $2.93M)
Axon Enterprise: 2,960 shares (about $1.65M)
QXO INC: 69,957 shares (about $1.20M)
Autodesk: 3,560 shares (about $687.64K)
Vanguard S&P 500 ETF: 952 shares (about $653.86K)

Largest Sales this Quarter

GE Aerospace: 383 shares (about $143.14K)
Tesla: 215 shares (about $90.10K)
WisdomTree Floating Rate Treasury Fund: 853 shares (about $42.95K)
Wells Fargo & Company: 389 shares (about $32.15K)
Constellation Energy: 102 shares (about $25.21K)

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	$10,405,752	$407,619 â–²	4.1%	52,205	7.7%	Computer and Technology
AAPL Apple	$10,124,771	$593,033 â–²	6.2%	35,153	7.5%	Computer and Technology
GOOGL Alphabet	$8,406,656	$320,335 â–²	4.0%	23,619	6.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$5,726,765	$653,859 â–²	12.9%	8,338	4.2%	ETF
PANW Palo Alto Networks	$5,373,851	$154,783 â–²	3.0%	15,797	4.0%	Computer and Technology
AMZN Amazon.com	$5,175,793	$27,773 â–²	0.5%	21,804	3.8%	Retail/Wholesale
AMD Advanced Micro Devices	$4,998,607	$224,293 â–²	4.7%	8,647	3.7%	Computer and Technology
MSFT Microsoft	$4,003,559	$73,259 â–²	1.9%	10,766	3.0%	Computer and Technology
AVGO Broadcom	$3,685,136	$62,033 â–²	1.7%	9,802	2.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,929,915	$2,929,915 â–²	New Holding	3,923	2.2%	Finance
NFLX Netflix	$2,872,492	$129,533 â–²	4.7%	40,360	2.1%	Consumer Discretionary
IBM International Business Machines	$2,607,052	$49,549 â–²	1.9%	9,313	1.9%	Computer and Technology
WALMART INC	$2,583,612	$174,042 â–²	7.2%	22,950	1.9%	COM
JPM JPMorgan Chase & Co.	$2,319,519	$64,178 â–²	2.8%	7,120	1.7%	Finance
IWL iShares Russell Top 200 ETF	$2,237,500	$652,781 â–²	41.2%	12,103	1.7%	ETF
BRK.B Berkshire Hathaway	$2,210,706	$281,698 â–²	14.6%	4,434	1.6%	Finance
ABBV AbbVie	$2,203,938	$40,090 â–²	1.9%	8,796	1.6%	Medical
AXON Axon Enterprise	$2,086,782	$1,652,454 â–²	380.5%	3,738	1.5%	Aerospace
JNJ Johnson & Johnson	$2,063,056	$86,698 â–²	4.4%	8,162	1.5%	Medical
LLY Eli Lilly and Company	$2,007,395		0.0%	1,682	1.5%	Medical
USFR WisdomTree Floating Rate Treasury Fund	$1,990,005	$42,949 â–¼	-2.1%	39,523	1.5%	Finance
CRWD CrowdStrike	$1,954,679	$761 â–¼	0.0%	2,567	1.4%	Computer and Technology
SCHF Schwab International Equity ETF	$1,835,931	$262,735 â–²	16.7%	66,279	1.4%	ETF
META Meta Platforms	$1,783,665	$33,166 â–²	1.9%	3,173	1.3%	Computer and Technology
ISRG Intuitive Surgical	$1,769,412	$113,657 â–²	6.9%	4,468	1.3%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,743,038	$164,506 â–²	10.4%	22,611	1.3%	ETF
DE Deere & Company	$1,712,691		0.0%	2,700	1.3%	Industrials
AMGN Amgen	$1,707,606	$342,819 â–²	25.1%	4,737	1.3%	Medical
CSCO Cisco Systems	$1,610,194	$81,484 â–²	5.3%	13,793	1.2%	Computer and Technology
SO Southern	$1,581,530	$177,048 â–²	12.6%	16,615	1.2%	Utilities
HD Home Depot	$1,554,948	$59,617 â–²	4.0%	4,434	1.2%	Retail/Wholesale
PG Procter & Gamble	$1,537,382	$45,273 â–²	3.0%	10,527	1.1%	Consumer Staples
OMC Omnicom Group	$1,365,771		0.0%	18,820	1.0%	Business Services
UPS United Parcel Service	$1,353,679	$122,430 â–²	9.9%	12,660	1.0%	Transportation
NOW ServiceNow	$1,327,802	$4,439 â–¼	-0.3%	13,462	1.0%	Computer and Technology
PFE Pfizer	$1,257,346	$229,839 â–²	22.4%	52,397	0.9%	Medical
XOM ExxonMobil	$1,254,345	$116,651 â–²	10.3%	9,183	0.9%	Energy
QXO INC	$1,201,815	$1,201,815 â–²	New Holding	69,957	0.9%	COM NEW
CVX Chevron	$1,197,456	$156,563 â–²	15.0%	7,266	0.9%	Energy
MCD McDonald's	$1,173,907	$136,164 â–²	13.1%	4,371	0.9%	Retail/Wholesale
ADSK Autodesk	$1,155,665	$687,643 â–²	146.9%	5,983	0.9%	Computer and Technology
CRM Salesforce	$1,030,637	$29,269 â–²	2.9%	6,620	0.8%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,030,157	$265,063 â–²	34.6%	6,949	0.8%	ETF
KO CocaCola	$995,117	$10,646 â–²	1.1%	12,245	0.7%	Consumer Staples
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$984,561	$239,693 â–²	32.2%	11,912	0.7%	ETF
NEE NextEra Energy	$937,006	$287,616 â–²	44.3%	10,702	0.7%	Utilities
T AT&T	$905,884	$639,363 â–²	239.9%	43,880	0.7%	Computer and Technology
TSLA Tesla	$901,444	$90,102 â–¼	-9.1%	2,151	0.7%	Auto/Tires/Trucks
VGIT Vanguard Intermediate-Term Treasury ETF	$855,840	$199,584 â–²	30.4%	14,511	0.6%	ETF
CELH Celsius	$844,028	$462,537 â–²	121.2%	29,014	0.6%	Consumer Staples
BMY Bristol Myers Squibb	$828,576	$60,213 â–²	7.8%	14,380	0.6%	Medical
UBER Uber Technologies	$738,485	$59,532 â–²	8.8%	10,234	0.5%	Computer and Technology
CEG Constellation Energy	$718,257	$25,211 â–¼	-3.4%	2,906	0.5%	Energy
SCHE Schwab Emerging Markets Equity ETF	$638,800	$96,598 â–²	17.8%	17,617	0.5%	ETF
BAC Bank of America	$589,705	$2,048 â–²	0.3%	10,366	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$575,208	$167,466 â–²	41.1%	5,214	0.4%	ETF
HUBB Hubbell	$571,858		0.0%	1,093	0.4%	Industrials
IWY iShares Russell Top 200 Growth ETF	$556,136	$556,136 â–²	New Holding	1,917	0.4%	ETF
C Citigroup	$544,302		0.0%	3,897	0.4%	Financial Services
AXP American Express	$526,655		0.0%	1,557	0.4%	Finance
HEGD Swan Hedged Equity US Large Cap ETF	$478,760		0.0%	17,958	0.4%	ETF
IWX iShares Russell Top 200 Value ETF	$453,488	$453,488 â–²	New Holding	4,320	0.3%	ETF
CVS CVS Health	$425,616	$22,672 â–²	5.6%	4,130	0.3%	Medical
BLACKROCK INC	$400,971	$12,500 â–¼	-3.0%	417	0.3%	COM
WFC Wells Fargo & Company	$361,550	$32,147 â–¼	-8.2%	4,375	0.3%	Finance
MTB M&T Bank	$294,894	$294,894 â–²	New Holding	1,239	0.2%	Finance
MU Micron Technology	$285,110	$285,110 â–²	New Holding	247	0.2%	Computer and Technology
GLD SPDR Gold Shares	$281,811	$22,103 â–¼	-7.3%	765	0.2%	Finance
MS Morgan Stanley	$232,994	$232,994 â–²	New Holding	1,130	0.2%	Finance
PALANTIR TECHNOLOGIES INC	$224,969	$1,400 â–¼	-0.6%	1,928	0.2%	CL A
GE VERNOVA INC	$220,133	$220,133 â–²	New Holding	190	0.2%	COM
QQQ Invesco QQQ	$210,781	$210,781 â–²	New Holding	295	0.2%	Finance
GE GE Aerospace	$207,794	$143,139 â–¼	-40.8%	556	0.2%	Aerospace
VGK Vanguard FTSE Europe ETF	$202,402	$202,402 â–²	New Holding	2,286	0.1%	ETF
AUTHID INC	$26,162		0.0%	24,450	0.0%	COM
CANOPY GROWTH CORPORATION	$10,360		0.0%	10,905	0.0%	COM NEW
GLUCOTRACK INC	$5,008	$5,008 â–²	New Holding	15,700	0.0%	COM NEW
STATE STR SPDR S&P 500 ETF T	$4,197	$4,197 â–²	New Holding	6	0.0%	PUT
ORCL Oracle	$0	$1,434,269 â–¼	-100.0%	0	0.0%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$0	$1,092,970 â–¼	-100.0%	0	0.0%	ETF
QCOM Qualcomm	$0	$947,894 â–¼	-100.0%	0	0.0%	Computer and Technology
APO Apollo Global Management	$0	$726,642 â–¼	-100.0%	0	0.0%	Finance

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