Graney & King, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Graney & King, LLC reported 355 stock positions worth $171.0 million. Its top holding was Vngrd Mrgstr MG CP VL ETF-Ui (MGV) at 13.9% of the portfolio, followed by GLDM SA S&P 500 PR in ETF-US (GPIX, 10.3%) and Fidelity Total Bond ETF (FBND, 8.1%). Compared with Q3 2025, it opened 17 new positions, sold out of 14, added to 98 and reduced 36. The biggest buy was First Trust Rising Dividend (RDVY, shares +227%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- LATHAM, NY
- CIK
- 0002051568
- Portfolio Value
- $171.0M (Q4 2025)
- SEC Filing
- 0002051568-26-000001 ↗ filed Feb 13, 2026
Holdings Value
Holdings 355 stocks · $171.0M
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 13.92% | 168,572 | $23.8M | Add +5.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 10.25% | 332,028 | $17.5M | Add +2.0% |
| FBND Fidelity Total Bond ETF | 8.11% | 301,405 | $13.9M | Add +33.8% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 5.70% | 134,778 | $9.7M | Add +42.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.54% | 88,802 | $9.5M | Add +19.4% |
| SPLB SS SPDR P Long Term C ETF | 4.76% | 360,328 | $8.1M | Add +74.9% |
| ANGL Vaneck Fallen Angel High YLD | 4.56% | 265,511 | $7.8M | Add +70.1% |
| VLU SS SPDR S&P 1500 Value Tilt | 4.32% | 35,103 | $7.4M | Add +1.3% |
| JHMM John Hancock Multi Fact Mid | 4.12% | 107,565 | $7.0M | Add +32.0% |
| QQQM Invesco Nasdaq 100 ETF | 3.36% | 22,710 | $5.7M | Add +10.4% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.83% | 51,366 | $4.8M | Reduce -10.1% |
| RDVY First Trust Rising Dividend | 2.42% | 59,475 | $4.1M | Add +226.9% |
| BIV Vanguard Intermediate-Term B | 2.15% | 47,278 | $3.7M | Add +145.7% |
| EIPX FT Energy Inc. Partners Strat | 1.89% | 121,959 | $3.2M | Add +180.8% |
| VXUS Vanguard Total Intl Stock | 1.47% | 33,318 | $2.5M | Add +3.6% |
| AAPL Apple Inc. | 1.31% | 8,250 | $2.2M | Reduce -4.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 3,316 | $1.6M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.86% | 7,679 | $1.5M | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.75% | 22,691 | $1.3M | Reduce -48.3% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.75% | 24,298 | $1.3M | Add +3.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.71% | 3,603 | $1.2M | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.70% | 43,369 | $1.2M | Reduce -16.4% |
| IUSG iShares Core S&P U.S. Growth | 0.68% | 6,954 | $1.2M | Reduce -0.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.66% | 12,354 | $1.1M | Reduce -5.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.65% | 4,299 | $1.1M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.61% | 1,531 | $1.0M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.58% | 2,048 | $990K | Add +0.1% |
| IDEV iShares Core MSCI Dev MKTS | 0.54% | 11,122 | $917K | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.53% | 2,928 | $902K | No change |
| NVDA Nvidia Corp. | 0.52% | 4,805 | $896K | No change |
| META Meta Platforms Inc. Class A | 0.49% | 1,265 | $835K | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 0.49% | 1,324 | $831K | Add +0.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.41% | 1,691 | $698K | Reduce -9.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 2,369 | $687K | Add +0.7% |
| OMFS Invesco RSL 2000 DYN Mltfctr | 0.33% | 12,877 | $573K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.32% | 2,399 | $554K | No change |
| CEF Sprott Physical Gold and Sil | 0.32% | 12,073 | $553K | No change |
| NOBL Proshares S&P 500 Dividend A | 0.32% | 5,245 | $546K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 1,069 | $537K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.29% | 10,537 | $494K | Add +0.2% |
| GEV GE Vernova Inc. | 0.28% | 722 | $472K | No change |
| OMFL Invesco Russell 1000 DYN M/F | 0.26% | 7,296 | $446K | Add +0.2% |
| JSMD Janus Small Mid Cap GR Alp | 0.26% | 5,352 | $437K | Reduce -2.9% |
| V Visa Inc. Class A | 0.26% | 1,243 | $436K | No change |
| TSLA Tesla Inc. | 0.24% | 895 | $402K | Add +28.8% |
| ED Consolidated Edison Inc. | 0.20% | 3,361 | $334K | No change |
| JNJ Johnson & Johnson | 0.19% | 1,599 | $331K | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.19% | 1,091 | $330K | Reduce -3.0% |
| IAU iShares Gold Trust | 0.18% | 3,783 | $307K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 2,543 | $306K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.17% | 888 | $286K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.16% | 1,952 | $280K | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.16% | 887 | $278K | No change |
| T AT&T Inc. | 0.16% | 11,151 | $277K | Add +0.0% |
| NGG National Grid PLC-SP ADR | 0.15% | 3,399 | $263K | No change |
| IVV iShares Core S&P 500 ETF | 0.14% | 358 | $245K | Reduce -9.8% |
| NYF iShares New York Muni Bond E | 0.14% | 4,547 | $243K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.14% | 1,107 | $235K | Add +2.8% |
| BA The Boeing Co. | 0.13% | 1,044 | $227K | No change |
| RECS Columbia Resear Enh Cor ETF | 0.13% | 5,493 | $224K | Add +0.8% |
| FTNY FR New York Muni Inc. ETF | 0.13% | 27,850 | $218K | New |
| LLY Eli Lilly & Co. | 0.13% | 202 | $217K | Add +11.0% |
| FTLS First Trust Long/Short Eqty | 0.12% | 2,961 | $210K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 328 | $201K | Add +0.3% |
| LHX L3HARRIS Technologies Inc. | 0.11% | 625 | $184K | No change |
| VTWG Vanguard Russell 2000 Growth | 0.11% | 776 | $183K | No change |
| TRST Trustco Bank Corp. NY | 0.11% | 4,405 | $182K | Add +0.8% |
| CAT Caterpillar Inc. | 0.10% | 308 | $176K | Add +0.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.10% | 5,717 | $173K | Add +0.5% |
| WMT Walmart Inc. | 0.10% | 1,539 | $171K | No change |
| PEP Pepsico Inc. | 0.10% | 1,194 | $171K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.10% | 1,412 | $171K | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.10% | 735 | $168K | Add +0.7% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 2,838 | $165K | Add +55.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 1,996 | $160K | Add +0.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 0.09% | 1,570 | $159K | Add +295.5% |
| INTC Intel Corp. | 0.09% | 4,299 | $159K | No change |
| MUNY Vanguard NY Tax-Ex Bond | 0.09% | 1,485 | $153K | New |
| COST Costco Wholesale Corp. | 0.09% | 173 | $149K | No change |
| VCIT Vanguard Int-Term Corporate | 0.09% | 1,770 | $148K | No change |
| INDA iShares MSCI India ETF | 0.08% | 2,682 | $145K | Reduce -6.9% |
| YUM Yum! Brands Inc. | 0.08% | 861 | $130K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.07% | 2,837 | $126K | Add +0.7% |
| VUSB Vanguard Ultra Short Bond Et | 0.07% | 2,409 | $120K | Reduce -11.7% |
| GSK GSK PLC-Spon ADR | 0.07% | 2,444 | $120K | Add +0.9% |
| NFLX Netflix Inc. | 0.07% | 1,260 | $118K | No change |
| GRID First TRST Nasd Class Edg Sgiif | 0.07% | 770 | $118K | New |
| SYK Stryker Corp. | 0.07% | 324 | $114K | No change |
| VDC Vanguard Consumer Staple ETF | 0.07% | 530 | $112K | Add +0.6% |
| AXP American Express Co. | 0.06% | 293 | $108K | No change |
| EIS iShares MSCI Israel ETF | 0.06% | 980 | $108K | New |
| LPLA LPL Financial Holdings Inc. | 0.06% | 285 | $102K | No change |
| XLK SS Technology Select Sector | 0.06% | 701 | $101K | Add +0.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 7,678 | $101K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.05% | 928 | $93K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.05% | 782 | $92K | No change |
| MAR Marriott International Class A | 0.05% | 296 | $92K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.05% | 300 | $84K | No change |
| KVUE Kenvue Inc. | 0.05% | 4,573 | $79K | Reduce -4.3% |
| LNT Alliant Energy Corp. | 0.04% | 1,183 | $77K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -48.3% | 0.75% | −0.93 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -10.1% | 2.83% | −0.90 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.4% | 0.70% | −0.28 |
| AAPL Apple Inc. | Reduce -4.2% | 1.31% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.9% | 0.95% | −0.16 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -5.7% | 0.66% | −0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -9.7% | 0.41% | −0.11 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.3% | 0.68% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.61% | −0.10 |
| TTD Trade Desk Inc./the Class A | Reduce -84.8% | 0.01% | −0.07 |
| JSMD Janus Small Mid Cap GR Alp | Reduce -2.9% | 0.26% | −0.06 |
| NOBL Proshares S&P 500 Dividend A | Reduce -0.7% | 0.32% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.06 |
| ROBT First Trust Nasdaq Artificia | Reduce -50.0% | 0.04% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 0.14% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -3.0% | 0.19% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -30.1% | 0.04% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -29.5% | 0.04% | −0.03 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -11.7% | 0.07% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -38.9% | 0.02% | −0.02 |
| INDA iShares MSCI India ETF | Reduce -6.9% | 0.08% | −0.02 |
| ESGV Vanguard ESG US Stock ETF | Reduce -2.3% | 0.10% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -67.5% | 0.01% | −0.02 |
| TGT Target Corp. | Reduce -24.1% | 0.04% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.6% | 0.03% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -29.8% | 0.02% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| GFS Globalfoundries Inc. | Reduce -11.3% | 0.03% | −0.01 |
| VTHR Vanguard Russell 3000 | Reduce -38.2% | 0.01% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -17.8% | 0.02% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -0.9% | 0.04% | −0.01 |
| SAND Sandstorm Gold Ltd. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -35.4% | 0.01% | −0.01 |
| KVUE Kenvue Inc. | Reduce -4.3% | 0.05% | −0.01 |
| AA Alcoa Corp. | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.01 |
| AVXL Anavex Life Sciences Corp. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -18.7% | 0.01% | −0.01 |
| GLW Corning Inc. | Reduce -12.5% | 0.02% | −0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.00 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.00 |
| CARR Carrier Global Corp. | Reduce -50.4% | 0.00% | −0.00 |
| AI C3.AI Inc. Class A | Sold out | 0.00% | −0.00 |
| OTIS Otis Worldwide Corp. | Reduce -50.8% | 0.00% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.00 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.00 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.00 |
| BHF Brighthouse Financial Inc. | Reduce -5.9% | 0.00% | 0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| RDVY First Trust Rising Dividend | Add +226.9% | 2.42% | +1.57 |
| SPLB SS SPDR P Long Term C ETF | Add +74.9% | 4.76% | +1.46 |
| ANGL Vaneck Fallen Angel High YLD | Add +70.1% | 4.56% | +1.35 |
| BIV Vanguard Intermediate-Term B | Add +145.7% | 2.15% | +1.11 |
| BBIN JPM Betabuilders Intl Eqty | Add +42.6% | 5.70% | +1.11 |
| EIPX FT Energy Inc. Partners Strat | Add +180.8% | 1.89% | +1.10 |
| FBND Fidelity Total Bond ETF | Add +33.8% | 8.11% | +0.90 |
| JHMM John Hancock Multi Fact Mid | Add +32.0% | 4.12% | +0.47 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +19.4% | 5.54% | +0.16 |
| FTNY FR New York Muni Inc. ETF | New | 0.13% | +0.13 |
| MUNY Vanguard NY Tax-Ex Bond | New | 0.09% | +0.09 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.07% | +0.07 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +295.5% | 0.09% | +0.07 |
| EIS iShares MSCI Israel ETF | New | 0.06% | +0.06 |
| QTUM Defiance Quantum ETF | New | 0.04% | +0.04 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +11.0% | 0.13% | +0.03 |
| REGN Regeneron Pharmaceuticals | Add +6800.0% | 0.03% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +55.3% | 0.10% | +0.02 |
| TSLA Tesla Inc. | Add +28.8% | 0.24% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | New | 0.02% | +0.02 |
| TMFC Motley Fool 100 Index ETF | New | 0.01% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | New | 0.01% | +0.01 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.01% | +0.01 |
| RGLD Royal Gold Inc. | New | 0.01% | +0.01 |
| AGNC AGNC Investment Corp. | Add +136.9% | 0.01% | +0.01 |
| ELF Elf Beauty Inc. | New | 0.00% | +0.00 |
| OEF iShares S&P 100 ETF | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | New | 0.00% | +0.00 |
| CAT Caterpillar Inc. | Add +0.3% | 0.10% | +0.00 |
| ABTC American Bitcoin Corp. | New | 0.00% | +0.00 |
| BE Bloom Energy Corp. Class A | New | 0.00% | +0.00 |
| MET Metlife Inc. | New | 0.00% | +0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +12.5% | 0.00% | 0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.7% | 0.00% | −0.00 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +3.0% | 0.00% | −0.00 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +4.3% | 0.00% | −0.00 |
| SCHF Schwab Intl Equity ETF | Add +3.3% | 0.00% | −0.00 |
| CVS CVS Health Corp. | Add +3.5% | 0.00% | −0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Add +2.8% | 0.00% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.8% | 0.00% | −0.00 |
| HPE Hewlett Packard Enterprise | Add +1.1% | 0.00% | −0.00 |
| SPIP SS SPDR P Tips ETF | Add +2.2% | 0.00% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +2.3% | 0.00% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +1.3% | 0.00% | −0.00 |
| HPQ HP Inc. | Add +1.1% | 0.00% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.00% | −0.00 |
| MFC Manulife Financial Corp. | Add +0.1% | 0.03% | −0.00 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Add +3.6% | 0.00% | −0.00 |
| WDFC WD-40 Co. | Add +3.3% | 0.00% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 382 | $278.2M | IXUS, SPYG, MGV, GPIX, JHMM |
| Q1 2026 | 370 | $185.5M | MGV, GPIX, FBND, JHMM, BBIN |
| Q4 2025 | 355 | $171.0M | MGV, GPIX, FBND, BBIN, SPYG |
| Q3 2025 | 350 | $144.4M | MGV, GPIX, FBND, SPYG, VLU |
| Q2 2025 | 348 | $149.0M | SPYG, MGV, GPIX, SLYV, VLU |
| Q1 2025 | 346 | $134.3M | SPYG, GPIX, SPYV, SLYV, VLU |
| Q4 2024 | 318 | $132.4M | SPYG, SPYV, GPIX, SLYV, VLU |