Granite Islands Private Wealth
GUILFORD, CTfiles as GRANITE ISLANDS PRIVATE WEALTH, LLC
$135m in 78 US stocks at the end of 30 June 2026. The top 10 are 45.0% of the money. It changed about 13.1% of the portfolio this quarter.
Value
$135m
Stocks
78
Top 10 share
45.0%
Turnover
13.1%
What changed this quarter
New
Bought for the first time this quarter.
- State STR Spdr S&P 500 ETF TSPY2.2% of the fund
- QXOQXO0.9% of the fund
- Ishares TRIWY0.4% of the fund
- Ishares TRIWX0.3% of the fund
- M&T BankMTB0.2% of the fund
- Micron TechnologyMU0.2% of the fund
- Morgan StanleyMS0.2% of the fund
- GE VernovaGEV0.2% of the fund
- Invesco QQQ TRQQQ0.2% of the fund
- Vanguard Intl Equity Index FVGK0.1% of the fund
- Glucotrack<0.1% of the fund
- State STR Spdr S&P 500 ETF T<0.1% of the fund
Added
Bought more of a stock they already held.
- NvidiaNVDA7.7% of the fund+4%
- AppleAAPL7.5% of the fund+6%
- AlphabetGOOGL6.2% of the fund+4%
- Vanguard Index FDSVOO4.2% of the fund+13%
- Palo Alto NetworksPANW4.0% of the fund+3%
- Advanced Micro DevicesAMD3.7% of the fund+5%
- NetflixNFLX2.1% of the fund+5%
- WalmartWMT1.9% of the fund+7%
- JPMorgan ChaseJPM1.7% of the fund+3%
- Ishares TRIWL1.7% of the fund+41%
- Berkshire HathawayBRK-B1.6% of the fund+15%
- Axon EnterpriseAXON1.5% of the fund+380%
- Johnson & JohnsonJNJ1.5% of the fund+4%
- Schwab Strategic TRSCHF1.4% of the fund+17%
- Intuitive SurgicalISRG1.3% of the fund+7%
- Ishares TRIJH1.3% of the fund+10%
- AmgenAMGN1.3% of the fund+25%
- Cisco SystemsCSCO1.2% of the fund+5%
- Southern CompanySO1.2% of the fund+13%
- Home DepotHD1.2% of the fund+4%
- Procter & GamblePG1.1% of the fund+3%
- United Parcel ServiceUPS1.0% of the fund+10%
- PfizerPFE0.9% of the fund+22%
- ExxonMobil HoldingsXOM0.9% of the fund+10%
- ChevronCVX0.9% of the fund+15%
Cut
Sold some of their stake.
- Wisdomtree TRUSFR1.5% of the fund-2%
- TeslaTSLA0.7% of the fund-9%
- Constellation EnergyCEG0.5% of the fund-3%
- BlackRockBLK0.3% of the fund-3%
- Wells Fargo & CompanyWFC0.3% of the fund-8%
- Spdr Gold TRGLD0.2% of the fund-7%
- General ElectricGE0.2% of the fund-41%
Sold out
Sold their entire stake.
- OracleORCL-100%
- Ishares TRITA-100%
- QualcommQCOM-100%
- Apollo Global ManagementAPO-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 4.2%
- Value
- $6m
- Shares
- 8,338
+13%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.2%
- Value
- $3m
- Shares
- 3,923
New
- Ishares TRIWL
- Share
- 1.7%
- Value
- $2m
- Shares
- 12,103
+41%
- Wisdomtree TRUSFR
- Share
- 1.5%
- Value
- $2m
- Shares
- 39,523
-2%
- Schwab Strategic TRSCHF
- Share
- 1.4%
- Value
- $2m
- Shares
- 66,279
+17%
- Ishares TRIJH
- Share
- 1.3%
- Value
- $2m
- Shares
- 22,611
+10%
- Ishares TRIJR
- Share
- 0.8%
- Value
- $1m
- Shares
- 6,949
+35%
- Vanguard Scottsdale FDSVCIT
- Share
- 0.7%
- Value
- $984,561
- Shares
- 11,912
+32%
- Vanguard Scottsdale FDSVGIT
- Share
- 0.6%
- Value
- $855,840
- Shares
- 14,511
+30%
- Schwab Strategic TRSCHE
- Share
- 0.5%
- Value
- $638,800
- Shares
- 17,617
+18%
- Ishares TRIWR
- Share
- 0.4%
- Value
- $575,208
- Shares
- 5,214
+41%
- Ishares TRIWY
- Share
- 0.4%
- Value
- $556,136
- Shares
- 1,917
New
- Listed FDS TRHEGD
- Share
- 0.4%
- Value
- $478,760
- Shares
- 17,958
Held
- Ishares TRIWX
- Share
- 0.3%
- Value
- $453,488
- Shares
- 4,320
New
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $281,811
- Shares
- 765
-7%
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $210,781
- Shares
- 295
New
- Vanguard Intl Equity Index FVGK
- Share
- 0.1%
- Value
- $202,402
- Shares
- 2,286
New
- Glucotrack
- Share
- <0.1%
- Value
- $5,008
- Shares
- 15,700
New
- State STR Spdr S&P 500 ETF T
- Share
- <0.1%
- Value
- $4,197
- Shares
- 6
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 7.7% | $10m | 52,205 | +4% |
| AppleAAPL | 7.5% | $10m | 35,153 | +6% |
| AlphabetGOOGL | 6.2% | $8m | 23,619 | +4% |
| Vanguard Index FDSVOO | 4.2% | $6m | 8,338 | +13% |
| Palo Alto NetworksPANW | 4.0% | $5m | 15,797 | +3% |
| Amazon.comAMZN | 3.8% | $5m | 21,804 | Held |
| Advanced Micro DevicesAMD | 3.7% | $5m | 8,647 | +5% |
| MicrosoftMSFT | 3.0% | $4m | 10,766 | Held |
| BroadcomAVGO | 2.7% | $4m | 9,802 | Held |
| State STR Spdr S&P 500 ETF TSPY | 2.2% | $3m | 3,923 | New |
| NetflixNFLX | 2.1% | $3m | 40,360 | +5% |
| International Business MachinesIBM | 1.9% | $3m | 9,313 | Held |
| WalmartWMT | 1.9% | $3m | 22,950 | +7% |
| JPMorgan ChaseJPM | 1.7% | $2m | 7,120 | +3% |
| Ishares TRIWL | 1.7% | $2m | 12,103 | +41% |
| Berkshire HathawayBRK-B | 1.6% | $2m | 4,434 | +15% |
| AbbVieABBV | 1.6% | $2m | 8,796 | Held |
| Axon EnterpriseAXON | 1.5% | $2m | 3,738 | +380% |
| Johnson & JohnsonJNJ | 1.5% | $2m | 8,162 | +4% |
| Eli LillyLLY | 1.5% | $2m | 1,682 | Held |
| Wisdomtree TRUSFR | 1.5% | $2m | 39,523 | -2% |
| CrowdStrike HoldingsCRWD | 1.4% | $2m | 2,567 | Held |
| Schwab Strategic TRSCHF | 1.4% | $2m | 66,279 | +17% |
| Meta PlatformsMETA | 1.3% | $2m | 3,173 | Held |
| Intuitive SurgicalISRG | 1.3% | $2m | 4,468 | +7% |
| Ishares TRIJH | 1.3% | $2m | 22,611 | +10% |
| DeereDE | 1.3% | $2m | 2,700 | Held |
| AmgenAMGN | 1.3% | $2m | 4,737 | +25% |
| Cisco SystemsCSCO | 1.2% | $2m | 13,793 | +5% |
| Southern CompanySO | 1.2% | $2m | 16,615 | +13% |
| Home DepotHD | 1.2% | $2m | 4,434 | +4% |
| Procter & GamblePG | 1.1% | $2m | 10,527 | +3% |
| Omnicom GroupOMC | 1.0% | $1m | 18,820 | Held |
| United Parcel ServiceUPS | 1.0% | $1m | 12,660 | +10% |
| ServiceNowNOW | 1.0% | $1m | 13,462 | Held |
| PfizerPFE | 0.9% | $1m | 52,397 | +22% |
| ExxonMobil HoldingsXOM | 0.9% | $1m | 9,183 | +10% |
| QXOQXO | 0.9% | $1m | 69,957 | New |
| ChevronCVX | 0.9% | $1m | 7,266 | +15% |
| McDonald'sMCD | 0.9% | $1m | 4,371 | +13% |
| AutodeskADSK | 0.9% | $1m | 5,983 | +147% |
| SalesforceCRM | 0.8% | $1m | 6,620 | +3% |
| Ishares TRIJR | 0.8% | $1m | 6,949 | +35% |
| Coca-ColaKO | 0.7% | $995,117 | 12,245 | Held |
| Vanguard Scottsdale FDSVCIT | 0.7% | $984,561 | 11,912 | +32% |
| NextEra EnergyNEE | 0.7% | $937,006 | 10,702 | +44% |
| AT&TT | 0.7% | $905,884 | 43,880 | +240% |
| TeslaTSLA | 0.7% | $901,444 | 2,151 | -9% |
| Vanguard Scottsdale FDSVGIT | 0.6% | $855,840 | 14,511 | +30% |
| Celsius HoldingsCELH | 0.6% | $844,028 | 29,014 | +121% |
| Bristol-Myers SquibbBMY | 0.6% | $828,576 | 14,380 | +8% |
| Uber TechnologiesUBER | 0.5% | $738,485 | 10,234 | +9% |
| Constellation EnergyCEG | 0.5% | $718,257 | 2,906 | -3% |
| Schwab Strategic TRSCHE | 0.5% | $638,800 | 17,617 | +18% |
| Bank of AmericaBAC | 0.4% | $589,705 | 10,366 | Held |
| Ishares TRIWR | 0.4% | $575,208 | 5,214 | +41% |
| HubbellHUBB | 0.4% | $571,858 | 1,093 | Held |
| Ishares TRIWY | 0.4% | $556,136 | 1,917 | New |
| CitigroupC | 0.4% | $544,302 | 3,897 | Held |
| American ExpressAXP | 0.4% | $526,655 | 1,557 | Held |
| Listed FDS TRHEGD | 0.4% | $478,760 | 17,958 | Held |
| Ishares TRIWX | 0.3% | $453,488 | 4,320 | New |
| CVS HealthCVS | 0.3% | $425,616 | 4,130 | +6% |
| BlackRockBLK | 0.3% | $400,971 | 417 | -3% |
| Wells Fargo & CompanyWFC | 0.3% | $361,550 | 4,375 | -8% |
| M&T BankMTB | 0.2% | $294,894 | 1,239 | New |
| Micron TechnologyMU | 0.2% | $285,110 | 247 | New |
| Spdr Gold TRGLD | 0.2% | $281,811 | 765 | -7% |
| Morgan StanleyMS | 0.2% | $232,994 | 1,130 | New |
| Palantir TechnologiesPLTR | 0.2% | $224,969 | 1,928 | Held |
| GE VernovaGEV | 0.2% | $220,133 | 190 | New |
| Invesco QQQ TRQQQ | 0.2% | $210,781 | 295 | New |
| General ElectricGE | 0.2% | $207,794 | 556 | -41% |
| Vanguard Intl Equity Index FVGK | 0.1% | $202,402 | 2,286 | New |
| authIDAUID | <0.1% | $26,162 | 24,450 | Held |
| Canopy GrowthCGC | <0.1% | $10,360 | 10,905 | Held |
| Glucotrack | <0.1% | $5,008 | 15,700 | New |
| State STR Spdr S&P 500 ETF T | <0.1% | $4,197 | 6 | New |
Over time and by industry
Value over time
Dec '25
Jun '26
Value is up 24.5% since 31 December 2025.
Where the money is
Technology36.1%
Media & telecom11.3%
Health care9.1%
Retail & consumer6.5%
Industrials6.0%
Financial services5.5%
Everyday goods4.4%
Utilities2.4%
Energy1.8%
Other16.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.