GRANITE ISLANDS PRIVATE WEALTH, LLC

CIK

2111372

Location

GUILFORD, CT

Portfolio Value

Small $135,646,520

Diversification

Diversified

Filing Date

Global Rank

#7,694 / 8,794 ▼ 60 · as of Jun 2026

Top Industry

Semiconductors 17.2%

Period ended 3 months ago

Filed Jul 21, 2026 · 3mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

72 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.7%

−0.7 pts

Top 5

29.8%

−1.6 pts

Top 10

47.0%

+0.5 pts

HHI

316

Diversified−14

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.7%	$49,755,945	16
Unclassified	16.8%	$22,740,702	12
Communication Services	11.3%	$15,388,721	5
Healthcare	9.1%	$12,328,874	10
Consumer Cyclical	6.5%	$8,846,783	4
Financial Services	5.5%	$7,505,680	9
Industrials	5.4%	$7,380,930	7
Consumer Defensive	4.4%	$5,987,676	4
Utilities	2.4%	$3,251,298	3
Energy	1.8%	$2,459,911	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+30,970	43,880	$908,316
CELH	Celsius Holdings, Inc.	+15,900	29,014	$849,529
FNDA	Schwab Fundamental U.S. Small Company ETF	+12,149	83,896	$2,474,720
PFE	Pfizer Inc	+9,578	52,397	$1,261,719
BNDW	Vanguard Total World Bond ETF	+6,284	26,423	$1,840,384
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+3,964	46,877	$5,587,797
ADSK	Autodesk, Inc.	+3,560	5,983	$1,163,214
NEE	Nextera Energy Inc	+3,285	10,702	$939,314
AXON	Axon Enterprise, Inc.	+2,960	3,738	$2,095,560
AAPL	Apple Inc.	+2,059	35,153	$10,171,872
NVDA	Nvidia Corp	+2,045	52,205	$10,445,698
SO	Southern Co	+1,860	16,615	$1,590,221
NFLX	Netflix Inc	+1,820	40,360	$2,881,704
WMT	Walmart Inc.	+1,546	22,950	$2,599,317
UPS	United Parcel Service Inc	+1,145	12,660	$1,360,950
BMY	Bristol Myers Squibb Co	+1,045	14,380	$828,575
VB	Vanguard Morningstar Small-Cap ETF	+952	8,338	$5,726,621
AMGN	Amgen Inc	+951	4,737	$1,715,362
CVX	Chevron Corp	+950	7,266	$1,204,412
GOOGL	Alphabet Inc.	+900	23,619	$8,440,722
XOM	ExxonMobil Holdings Corp	+854	9,183	$1,255,499
UBER	Uber Technologies, Inc	+825	10,234	$738,485
CSCO	Cisco Systems, Inc.	+698	13,793	$1,620,125
BRK-B	Berkshire Hathaway Inc	+565	4,434	$2,218,729
MCD	Mcdonalds Corp	+507	4,371	$1,181,525
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−853	39,523	$1,989,983
WFC	Wells Fargo & Company/Mn	−389	4,375	$361,550
GE	General Electric Co	−383	556	$207,793
TSLA	Tesla, Inc.	−215	2,151	$904,710
CEG	Constellation Energy Corp	−102	2,906	$721,763
GLD	Spdr Gold Trust	−60	765	$281,810
NOW	ServiceNow, Inc.	−45	13,462	$1,336,507
BLK	BlackRock, Inc.	−13	417	$400,970
PLTR	Palantir Technologies Inc.	−12	1,928	$224,939
CRWD	CrowdStrike Holdings, Inc.	−1	2,567	$1,958,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	3,923	$2,929,578
QXO	QXO, Inc.	69,957	$1,208,856
—		1,917	$557,118
—		4,320	$454,291
MTB	M&T Bank Corp	1,239	$294,894
MU	Micron Technology Inc	247	$285,109
MS	Morgan Stanley	1,130	$236,215
GEV	GE Vernova Inc.	190	$223,223
QQQ	Invesco Qqq Trust, Series 1	295	$217,238
VEU	Vanguard FTSE All-World Ex-US ETF	2,286	$202,402
GCTK	Glucotrack, Inc.	15,700	$5,008
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	9,803	$1,442,119
QCOM	Qualcomm Inc/De	7,404	$953,487
APO	Apollo Global Management, Inc.	6,555	$730,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $135,646,520 total · filing declares 78 positions · $135,191,380 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	52,205	+2,045	$10,445,698	+19.4%	7.70%
AAPL	Apple Inc. Technology	Added	35,153	+2,059	$10,171,872	+21.1%	7.50%
GOOGL	Alphabet Inc. Communication Services	Added	23,619	+900	$8,440,722	+29.2%	6.22%
VB	Vanguard Morningstar Small-Cap ETF	Added	8,338	+952	$5,726,621	+29.8%	4.22%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	46,877	+3,964	$5,587,797	—	4.12%
PANW	Palo Alto Networks Inc Technology	Added	15,797	+455	$5,387,092	+119.0%	3.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,804	+117	$5,196,765	+15.1%	3.83%
AMD	Advanced Micro Devices Inc Technology	Added	8,647	+388	$5,023,128	+199.0%	3.70%
MSFT	Microsoft Corp Technology	Added	10,766	+197	$4,015,933	+2.6%	2.96%
AVGO	Broadcom Inc. Technology	Added	9,802	+165	$3,702,705	+24.1%	2.73%
SPY	Spdr S&P 500 ETF Trust	NEW	3,923	NEW	$2,929,578	NEW	2.16%
NFLX	Netflix Inc Communication Services	Added	40,360	+1,820	$2,881,704	−22.2%	2.12%
IBM	International Business Machines Corp Technology	Added	9,313	+177	$2,618,908	+18.3%	1.93%
WMT	Walmart Inc. Consumer Defensive	Added	22,950	+1,546	$2,599,317	−2.3%	1.92%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	83,896	+12,149	$2,474,720	+30.4%	1.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,120	+197	$2,330,589	+14.4%	1.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,434	+565	$2,218,729	+19.7%	1.64%
ABBV	AbbVie Inc. Healthcare	Added	8,796	+160	$2,213,425	+17.8%	1.63%
AXON	Axon Enterprise, Inc. Industrials	Added	3,738	+2,960	$2,095,560	+534.2%	1.54%
JNJ	Johnson & Johnson Healthcare	Added	8,162	+343	$2,072,903	+8.5%	1.53%
LLY	ELI LILLY & Co Healthcare	Held	1,682	0	$2,017,441	+30.4%	1.49%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	39,523	-853	$1,989,983	−2.1%	1.47%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	2,567	-1	$1,958,980	+95.4%	1.44%
BNDW	Vanguard Total World Bond ETF	Added	26,423	+6,284	$1,840,384	+30.7%	1.36%
META	Meta Platforms, Inc. Communication Services	Added	3,173	+59	$1,787,319	+0.3%	1.32%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,468	+287	$1,776,834	−7.8%	1.31%
AMGN	Amgen Inc Healthcare	Added	4,737	+951	$1,715,362	+28.8%	1.26%
DE	Deere & Co Industrials	Held	2,700	0	$1,712,691	+12.6%	1.26%
CSCO	Cisco Systems, Inc. Technology	Added	13,793	+698	$1,620,125	+59.5%	1.19%
SO	Southern Co Utilities	Added	16,615	+1,860	$1,590,221	+11.7%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,434	+170	$1,563,783	+11.5%	1.15%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	10,527	+310	$1,543,679	+4.6%	1.14%
OMC	Omnicom Group Inc. Communication Services	Held	18,820	0	$1,370,660	−3.3%	1.01%
UPS	United Parcel Service Inc Industrials	Added	12,660	+1,145	$1,360,950	+20.1%	1.00%
NOW	ServiceNow, Inc. Technology	Reduced	13,462	-45	$1,336,507	−5.4%	0.99%
PFE	Pfizer Inc Healthcare	Added	52,397	+9,578	$1,261,719	+4.9%	0.93%
XOM	ExxonMobil Holdings Corp Energy	Added	9,183	+854	$1,255,499	−11.2%	0.93%
QXO	QXO, Inc. Industrials	NEW	69,957	NEW	$1,208,856	NEW	0.89%
CVX	Chevron Corp Energy	Added	7,266	+950	$1,204,412	−7.8%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,371	+507	$1,181,525	−1.6%	0.87%
ADSK	Autodesk, Inc. Technology	Added	5,983	+3,560	$1,163,214	+100.5%	0.86%
CRM	Salesforce, Inc. Technology	Added	6,620	+188	$1,037,089	−13.6%	0.76%
KO	Coca Cola Co Consumer Defensive	Added	12,245	+131	$995,151	+8.0%	0.73%
NEE	Nextera Energy Inc Utilities	Added	10,702	+3,285	$939,314	+36.4%	0.69%
T	At&T Inc. Communication Services	Added	43,880	+30,970	$908,316	+142.7%	0.67%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,151	-215	$904,710	+2.9%	0.67%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	29,014	+15,900	$849,529	+82.6%	0.63%
BMY	Bristol Myers Squibb Co Healthcare	Added	14,380	+1,045	$828,575	+2.4%	0.61%
UBER	Uber Technologies, Inc Technology	Added	10,234	+825	$738,485	+9.1%	0.54%
CEG	Constellation Energy Corp Utilities	Reduced	2,906	-102	$721,763	−14.1%	0.53%

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.