Graney & King, LLC
Registered adviserFiling Date
Global Rank
#5,469
/ 8,826
▲ 876
Top Industry
Asset Management
33.6%
Period ended 4 months ago
Filed Aug 7, 2026 · 3mo
7 quarters · since Dec 2024
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Nov 1, 2026
Regulatory AUM
$484,401,045
Main clients
Individuals and high net worth
(99% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $484,401,045 | Individuals and high net worth (99%) |
| Apr 2025 to Mar 2026 | $418,087,568 | Individuals and high net worth (99%) |
| Mar 2024 to Mar 2025 | $365,728,785 | Individuals and high net worth (99%) |
| May 2023 to Feb 2024 | $300,828,168 | Individuals and high net worth (99%) |
| Apr 2023 | $300,828,168 | Individuals and high net worth (99%) |
| Feb 2022 to Mar 2023 | $361,087,277 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 82.3% of the book (60%+)
Turnover
Low turnover
17.5% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 6.0 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 84.1%; sector active share 76.6% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
381 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
20.1%
+2.3 pts
Top 5
62.4%
+4.0 pts
Top 10
82.3%
+3.8 pts
HHI
984
Diversified+118
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 89.5% | $248,886,711 |
| Financial Services | 4.4% | $12,270,127 |
| Technology | 2.2% | $6,099,819 |
| Industrials | 1.1% | $3,192,392 |
| Consumer Cyclical | 0.6% | $1,805,237 |
| Communication Services | 0.6% | $1,628,329 |
| Healthcare | 0.5% | $1,428,405 |
| Consumer Defensive | 0.4% | $1,037,224 |
| Utilities | 0.3% | $951,084 |
| Energy | 0.2% | $625,107 |
| Real Estate | 0.0% | $103,120 |
| Basic Materials | 0.0% | $98,479 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +150,800 | 246,154 | $29,289,864 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | +71,115 | 282,568 | $21,181,297 | |
| FBND | Fidelity Total Bond ETF | +32,139 | 347,145 | $15,791,626 | |
| GPIX | Goldman Sachs S&P 500 Premium Income ETF | +24,004 | 396,389 | $22,027,336 | |
| SPLB | State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF | +23,210 | 399,368 | $8,945,843 | |
| ANGL | VanEck Fallen Angel High Yield Bond ETF | +18,637 | 299,399 | $8,754,426 | |
| VUG | VANGUARD GROWTH INDEX FUND | +15,186 | 18,831 | $1,622,102 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +12,645 | 15,714 | $1,381,417 | |
| BBIN | JPMorgan BetaBuilders International Equity ETF | +9,232 | 157,564 | $12,302,597 | |
| VO | VANGUARD MID-CAP INDEX FUND | +8,278 | 10,647 | $857,828 | |
| QQQM | Invesco Ltd. | +7,701 | 30,610 | $9,273,911 | |
| RDVY | First Trust Rising Dividend Achievers ETF | +6,212 | 77,661 | $6,295,200 | |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND | +5,001 | 179,184 | $29,287,624 | |
| — | +4,974 | 10,245 | $575,359 | ||
| VXUS | Vanguard Total International Stock ETF | +3,926 | 37,437 | $3,200,489 | |
| GRID | First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | +2,288 | 30,864 | $5,918,172 | |
| GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETF | +1,982 | 26,555 | $1,574,977 | |
| VLU | State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF | +1,560 | 37,868 | $9,020,536 | |
| — | +1,017 | 11,608 | $669,433 | ||
| SLYG | State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | +926 | 46,919 | $5,589,460 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +738 | 1,845 | $448,316 | |
| VTV | VANGUARD VALUE INDEX FUND | +717 | 8,396 | $1,829,740 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | +631 | 5,580 | $580,320 | |
| NVDA | Nvidia Corp | +588 | 5,462 | $1,092,891 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +573 | 640 | $105,132 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | −2,849 | 19,618 | $1,192,578 | |
| — | −2,773 | 860 | $24,948 | ||
| BYND | Beyond Meat, Inc. | −1,800 | 45 | $33 | |
| RECS | Columbia Research Enhanced Core ETF | −1,720 | 3,773 | $163,295 | |
| FLG | Flagstar Bank, National Association | −1,666 | 49 | $732 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −1,415 | 29,840 | $946,226 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −1,047 | 1,327 | $66,058 | |
| KNG | FT Vest S&P 500 Dividend Aristocrats Target Income ETF | −963 | 564 | $28,482 | |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | −914 | 6,260 | $429,060 | |
| SLYV | State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | −849 | 11,135 | $1,214,939 | |
| BIV | Vanguard Bond Index Funds | −775 | 47,600 | $3,650,920 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −621 | 3,188 | $251,947 | |
| INTC | Intel Corp | −387 | 4,323 | $603,620 | |
| ABBV | AbbVie Inc. | −375 | 365 | $91,848 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | −270 | 1,142 | $151,018 | |
| XSHD | Invesco Ltd. | −260 | 3,743 | $52,851 | |
| NVRI | Enviri Corp | −250 | 125 | $2,743 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | −169 | 1,674 | $102,884 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −156 | 3,390 | $1,254,435 | |
| AMT | American Tower Corp | −130 | 45 | $7,360 | |
| MFC | Manulife Financial Corp | −112 | 1,511 | $61,210 | |
| XOM | ExxonMobil Holdings Corp | −98 | 2,411 | $329,631 | |
| NYF | iShares New York Muni Bond ETF | −91 | 4,398 | $237,096 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | −90 | 1,683 | $139,099 | |
| DD | DuPont de Nemours, Inc. | −69 | 34 | $4,611 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
18 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IXUS | iShares Core MSCI Total International Stock ETF | 397,614 | $37,948,280 | |
| SPCX | Space Exploration Technologies Corp | 1,082 | $184,870 | |
| CGUI | Capital Group Ultra Short Income ETF | 5,750 | $145,360 | |
| RWR | State Street(R) SPDR(R) Dow Jones(R) REIT ETF | 847 | $95,685 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | 1,814 | $93,928 | |
| — | 2,228 | $93,330 | ||
| CFG | Citizens Financial Group Inc | 771 | $54,023 | |
| IJJ | iShares S&P Mid-Cap 400 Value ETF | 124 | $18,318 | |
| IEMG | iShares Trust | 182 | $15,076 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | 254 | $13,489 | |
| HONA | Honeywell Aerospace Inc. | 38 | $8,401 | |
| TT | Trane Technologies plc | 16 | $7,858 | |
| NBIS | Nebius Group N.V. | 24 | $6,628 | |
| MCD | Mcdonalds Corp | 20 | $5,406 | |
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 26 | $5,137 | |
| IJS | iShares S&P Small-Cap 600 Value ETF | 21 | $2,870 | |
| HII | Huntington Ingalls Industries, Inc. | 4 | $1,119 | |
| FBRT | Franklin BSP Realty Trust, Inc. | 33 | $268 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 709 | $52,210 | |
| SBAC | Sba Communications Corp | 140 | $24,095 | |
| CCI | Crown Castle Inc. | 140 | $11,383 | |
| — | 50 | $3,780 | ||
| EIPX | FT Energy Income Partners Strategy ETF | 98 | $3,151 | |
| HYLB | Xtrackers USD High Yield Corporate Bond ETF | 6 | $216 | |
| No positions match the current search. | ||||
381 tracked positions ·
$278,126,034 total
· filing declares
383 positions · $278,244,166
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 381 positions by value
· page 1 of 8
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IXUS |
iShares Core MSCI Total International Stock ETF
|
NEW | 397,614 | $37,948,280 | 13.64% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 246,154 | $29,289,864 | 10.53% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
Added | 179,184 | $29,287,624 | 10.53% | |
| GPIX |
Goldman Sachs S&P 500 Premium Income ETF
|
Added | 396,389 | $22,027,336 | 7.92% | |
| JHMM |
John Hancock Multifactor Mid Cap ETF
|
Added | 282,568 | $21,181,297 | 7.62% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 347,145 | $15,791,626 | 5.68% | |
| BBIN |
JPMorgan BetaBuilders International Equity ETF
|
Added | 157,564 | $12,302,597 | 4.42% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 30,610 | $9,273,911 | 3.33% | |
| VLU |
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF
|
Added | 37,868 | $9,020,536 | 3.24% | |
| SPLB |
State Street(R) SPDR(R) Portfolio Long Term Corporate Bond ETF
|
Added | 399,368 | $8,945,843 | 3.22% | |
| ANGL |
VanEck Fallen Angel High Yield Bond ETF
|
Added | 299,399 | $8,754,426 | 3.15% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Added | 77,661 | $6,295,200 | 2.26% | |
| GRID |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
Added | 30,864 | $5,918,172 | 2.13% | |
| SLYG |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF
|
Added | 46,919 | $5,589,460 | 2.01% | |
| BIV |
Vanguard Bond Index Funds
|
Reduced | 47,600 | $3,650,920 | 1.31% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 37,437 | $3,200,489 | 1.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 8,304 | $2,402,845 | 0.86% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 8,396 | $1,829,740 | 0.66% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 18,831 | $1,622,102 | 0.58% | |
| GPIQ |
Goldman Sachs Nasdaq-100 Premium Income ETF
|
Added | 26,555 | $1,574,977 | 0.57% | |
| VB |
Vanguard Index Funds
|
Added | 4,838 | $1,466,494 | 0.53% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
Added | 15,714 | $1,381,417 | 0.50% | |
| IUSG |
iShares Core S&P U.S. Growth ETF
|
Added | 6,968 | $1,310,611 | 0.47% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 3,390 | $1,254,435 | 0.45% | |
| SLYV |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
Reduced | 11,135 | $1,214,939 | 0.44% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Reduced | 19,618 | $1,192,578 | 0.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,511 | $1,128,369 | 0.41% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,462 | $1,092,891 | 0.39% | |
| GE |
General Electric Co
Industrials
|
Reduced | 2,896 | $1,082,322 | 0.39% | |
| IDEV |
iShares Core MSCI International Developed Markets ETF
|
Added | 11,288 | $1,004,744 | 0.36% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 29,840 | $946,226 | 0.34% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 1,296 | $890,105 | 0.32% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 10,647 | $857,828 | 0.31% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 712 | $836,500 | 0.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,274 | $717,631 | 0.26% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,870 | $697,547 | 0.25% | |
| OMFS |
Invesco Russell 2000 Dynamic Multifactor ETF
|
Added | 12,928 | $689,579 | 0.25% | |
|
|
Added | 11,608 | $669,433 | 0.24% | ||
| INTC |
Intel Corp
Technology
|
Reduced | 4,323 | $603,620 | 0.22% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,491 | $593,704 | 0.21% | |
| MUNY |
Vanguard New York Tax-Exempt Bond ETF
|
Added | 5,580 | $580,320 | 0.21% | |
|
|
Added | 10,245 | $575,359 | 0.21% | ||
| IVV |
iShares Core S&P 500 ETF
|
Added | 752 | $563,165 | 0.20% | |
| JSMD |
Janus Henderson Small/Mid Cap Growth Alpha ETF
|
Reduced | 5,296 | $536,161 | 0.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,069 | $534,916 | 0.19% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
Held | 12,073 | $485,696 | 0.17% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 1,845 | $448,316 | 0.16% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,269 | $435,381 | 0.16% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,320 | $432,075 | 0.16% | |
| OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
|
Reduced | 6,260 | $429,060 | 0.15% |
Showing the top 50 of 381 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.