Granite Islands Private Wealth, LLC 13F holdings
Granite Islands Private Wealth, LLC reported 70 positions with a total reported value of $135.2M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-21. Top holdings by reported value: NVDA NVIDIA CORPORATION (7.7%), AAPL APPLE INC (7.5%), GOOGL ALPHABET INC (6.2%), ISHARES TR (4.9%), VANGUARD INDEX FDS (4.2%). Against 2026-03-31 it opened 9 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 70 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 52,205 | $10.4M | 7.7% |
| AAPL APPLE INC | 35,153 | $10.1M | 7.5% |
| GOOGL ALPHABET INC | 23,619 | $8.4M | 6.2% |
| ISHARES TR | 53,114 | $6.6M | 4.9% |
| VANGUARD INDEX FDS | 8,338 | $5.7M | 4.2% |
| PANW PALO ALTO NETWORKS INC | 15,797 | $5.4M | 4.0% |
| AMZN AMAZON COM INC | 21,804 | $5.2M | 3.8% |
| AMD ADVANCED MICRO DEVICES INC | 8,647 | $5.0M | 3.7% |
| MSFT MICROSOFT CORP | 10,766 | $4.0M | 3.0% |
| AVGO BROADCOM INC | 9,802 | $3.7M | 2.7% |
| SPY STATE STR SPDR S&P 500 ETF T | 3,929 | $2.9M | 2.2% |
| NFLX NETFLIX INC. | 40,360 | $2.9M | 2.1% |
| IBM INTERNATIONAL BUSINESS MACHS | 9,313 | $2.6M | 1.9% |
| WMT WALMART INC | 22,950 | $2.6M | 1.9% |
| SCHWAB STRATEGIC TR | 83,896 | $2.5M | 1.8% |
| JPM JPMORGAN CHASE & CO | 7,120 | $2.3M | 1.7% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 4,434 | $2.2M | 1.6% |
| ABBV ABBVIE INC | 8,796 | $2.2M | 1.6% |
| AXON AXON ENTERPRISE INC | 3,738 | $2.1M | 1.5% |
| JNJ JOHNSON & JOHNSON | 8,162 | $2.1M | 1.5% |
| LLY ELI LILLY & CO | 1,682 | $2.0M | 1.5% |
| WT WISDOMTREE TR | 39,523 | $2.0M | 1.5% |
| CRWD CROWDSTRIKE HLDGS INC | 2,567 | $2.0M | 1.4% |
| VANGUARD SCOTTSDALE FDS | 26,423 | $1.8M | 1.4% |
| META META PLATFORMS INC | 3,173 | $1.8M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 3,929 | $2.9M | 2.2% |
| QXO QXO INC | 69,957 | $1.2M | 0.9% |
| M & T BK CORP | 1,239 | $294.9K | 0.2% |
| MU MICRON TECHNOLOGY INC | 247 | $285.1K | 0.2% |
| MS MORGAN STANLEY | 1,130 | $233.0K | 0.2% |
| GEV GE VERNOVA INC | 190 | $220.1K | 0.2% |
| QQQ INVESCO QQQ TR | 295 | $210.8K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | 2,286 | $202.4K | 0.1% |
| GCTK GLUCOTRACK INC | 15,700 | $5.0K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| AXON AXON ENTERPRISE INC | 778 | 3,738 | +380.5% | $2.1M |
| ISHARES TR | 42,913 | 53,114 | +23.8% | $6.6M |
| ADSK AUTODESK INC | 2,423 | 5,983 | +146.9% | $1.2M |
| VANGUARD INDEX FDS | 7,386 | 8,338 | +12.9% | $5.7M |
| T AT&T INC | 12,910 | 43,880 | +239.9% | $905.9K |
| AAPL APPLE INC | 33,094 | 35,153 | +6.2% | $10.1M |
| CELH CELSIUS HLDGS INC | 13,114 | 29,014 | +121.2% | $844.0K |
| VANGUARD SCOTTSDALE FDS | 20,139 | 26,423 | +31.2% | $1.8M |
| NVDA NVIDIA CORPORATION | 50,160 | 52,205 | +4.1% | $10.4M |
| SCHWAB STRATEGIC TR | 71,747 | 83,896 | +16.9% | $2.5M |
| AMGN AMGEN INC | 3,786 | 4,737 | +25.1% | $1.7M |
| GOOGL ALPHABET INC | 22,719 | 23,619 | +4.0% | $8.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GE AEROSPACE | 939 | 556 | -40.8% | $207.8K |
| TSLA TESLA INC | 2,366 | 2,151 | -9.1% | $901.4K |
| WT WISDOMTREE TR | 40,376 | 39,523 | -2.1% | $2.0M |
| WFC WELLS FARGO & CO | 4,764 | 4,375 | -8.2% | $361.6K |
| CEG CONSTELLATION ENERGY CORP | 3,008 | 2,906 | -3.4% | $718.3K |
| GLD SPDR GOLD TR | 825 | 765 | -7.3% | $281.8K |
| BLK BLACKROCK INC | 430 | 417 | -3.0% | $401.0K |
| NOW SERVICENOW INC | 13,507 | 13,462 | -0.3% | $1.3M |
| PLTR PALANTIR TECHNOLOGIES INC | 1,940 | 1,928 | -0.6% | $225.0K |
| CRWD CROWDSTRIKE HLDGS INC | 2,568 | 2,567 | -0.0% | $2.0M |
CIK 2111372 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
