Graney & King, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 18, 2026), Graney & King, LLC reported 370 stock positions worth $185.5 million. Its top holding was Vngrd Mrgstr MG CP VL ETF-Ui (MGV) at 13.6% of the portfolio, followed by GLDM SA S&P 500 PR in ETF-US (GPIX, 10.0%) and Fidelity Total Bond ETF (FBND, 7.7%). Compared with Q4 2025, it opened 27 new positions, sold out of 13, added to 86 and reduced 36. The biggest buy was John Hancock Multi Fact Mid (JHMM, shares +97%) and the biggest sale FT Energy Inc. Partners Strat (EIPX, shares −100%).

Most Recent 13F
Q2 2026
Location
LATHAM, NY
CIK
0002051568
Portfolio Value
$185.5M (Q1 2026)
SEC Filing
0002051568-26-000004 ↗ filed May 18, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q4 2024: $132.4M Q4 2024 Q1 2025: $134.3M Q1 2025 Q2 2025: $149.0M Q2 2025 Q3 2025: $144.4M Q3 2025 Q4 2025: $171.0M Q4 2025 Q1 2026: $185.5M $185.5M Q1 2026 Q2 2026: $278.2M Q2 2026

Holdings 370 stocks · $185.5M

MGV Vngrd Mrgstr MG CP VL ETF-Ui 13.61% 174,183 $25.2M Add +3.3%
GPIX GLDM SA S&P 500 PR in ETF-US 10.04% 372,385 $18.6M Add +12.2%
FBND Fidelity Total Bond ETF 7.75% 315,006 $14.4M Add +4.5%
JHMM John Hancock Multi Fact Mid 7.65% 211,453 $14.2M Add +96.6%
BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F 5.85% 148,332 $10.8M Add +10.1%
SPYG SS SPDR P S&P 500 Growth ETF 5.03% 95,354 $9.3M Add +7.4%
SPLB SS SPDR P Long Term C ETF 4.51% 376,158 $8.4M Add +4.4%
ANGL Vaneck Fallen Angel High YLD 4.35% 280,762 $8.1M Add +5.7%
VLU SS SPDR S&P 1500 Value Tilt 4.21% 36,308 $7.8M Add +3.4%
QQQM Invesco Nasdaq 100 ETF 2.93% 22,909 $5.4M Add +0.9%
RDVY First Trust Rising Dividend 2.63% 71,449 $4.9M Add +20.1%
GRID First TRST Nasd Class Edg Sgiif 2.52% 28,576 $4.7M Add +3611.2%
SLYG SS SPDR S&P 600 SC GR ETF 2.40% 45,993 $4.4M Reduce -10.5%
BIV Vanguard Intermediate-Term B 2.01% 48,375 $3.7M Add +2.3%
VXUS Vanguard Total Intl Stock 1.39% 33,511 $2.6M Add +0.6%
AAPL Apple Inc. 1.13% 8,237 $2.1M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.86% 3,645 $1.6M Add +9.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.81% 7,679 $1.5M No change
SPYV SS SPDR P S&P 500 Value ETF 0.69% 22,467 $1.3M Reduce -1.0%
VB Vanguard Most SM-Cap ETF-Usd 0.66% 4,651 $1.2M Add +8.2%
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.66% 24,573 $1.2M Add +1.1%
VTI VG Morningstar TS MKT ETF-US 0.61% 3,546 $1.1M Reduce -1.6%
SLYV SS SPDR S&P 600 SC Val ETF 0.61% 11,984 $1.1M Reduce -3.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.61% 3,069 $1.1M Add +81.5%
IUSG iShares Core S&P U.S. Growth 0.58% 6,960 $1.1M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 1,535 $998K Add +0.3%
SCHD Schwab US DVD Equity ETF 0.52% 31,255 $959K Reduce -27.9%
IDEV iShares Core MSCI Dev MKTS 0.50% 11,122 $929K No change
NVDA Nvidia Corp. 0.46% 4,874 $850K Add +1.4%
GE General Electric filed as GE AEROSPACE 0.45% 2,909 $826K Reduce -0.7%
VOO Vanguard S&P 500 ETF 0.43% 1,325 $792K Add +0.1%
META Meta Platforms Inc. Class A 0.38% 1,247 $714K Reduce -1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.37% 2,369 $680K No change
MSFT Microsoft Corp. 0.37% 1,833 $679K Reduce -10.5%
GEV GE Vernova Inc. 0.34% 715 $624K Reduce -1.0%
OMFS Invesco RSL 2000 DYN Mltfctr 0.31% 12,902 $584K Add +0.2%
CEF Sprott Physical Gold and Sil 0.31% 12,073 $576K No change
NOBL Proshares S&P 500 Dividend A 0.30% 5,271 $559K Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 1,069 $512K No change
SPSM SS SPDR P S&P 600 Small Cap 0.28% 10,591 $512K Add +0.5%
MUNY Vanguard NY Tax-Ex Bond 0.27% 4,949 $507K Add +233.3%
AMZN Amazon.com Inc. 0.27% 2,399 $500K No change
OMFL Invesco Russell 1000 DYN M/F 0.23% 7,174 $431K Reduce -1.7%
XOM Exxon Mobil Corp. 0.23% 2,509 $426K Reduce -1.3%
JSMD Janus Small Mid Cap GR Alp 0.23% 5,327 $423K Reduce -0.5%
JNJ Johnson & Johnson 0.21% 1,601 $391K Add +0.1%
ED Consolidated Edison Inc. 0.20% 3,361 $380K No change
V Visa Inc. Class A 0.20% 1,243 $376K No change
IAU iShares Gold Trust 0.18% 3,783 $334K No change
TSLA Tesla Inc. 0.18% 895 $333K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.18% 1,091 $330K No change
T AT&T Inc. 0.17% 11,154 $323K Add +0.0%
VCSH Vanguard S/T Corp. Bond ETF 0.16% 3,809 $302K Add +462.6%
NGG National Grid PLC-SP ADR 0.16% 3,447 $292K Add +1.4%
PG The Procter & Gamble Co. 0.15% 1,952 $282K No change
JPM JPMorgan Chase & Co. 0.14% 885 $260K Reduce -0.3%
GOOG Alphabet Inc. Class C 0.14% 899 $258K Add +1.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.13% 1,107 $241K No change
NYF iShares New York Muni Bond E 0.13% 4,489 $238K Reduce -1.3%
IVV iShares Core S&P 500 ETF 0.13% 359 $234K Add +0.3%
FTNY FR New York Muni Inc. ETF 0.12% 28,005 $218K Add +0.6%
LHX L3HARRIS Technologies Inc. 0.12% 625 $216K No change
CAT Caterpillar Inc. 0.12% 302 $214K Reduce -1.9%
RECS Columbia Resear Enh Cor ETF 0.12% 5,493 $214K No change
VGUS Vanguard Ultra SHRT Treasury 0.11% 2,807 $212K New
INTC Intel Corp. 0.11% 4,710 $208K Add +9.6%
BA The Boeing Co. 0.11% 1,044 $208K No change
VSDM Vanguard Short Tax-Ex Bond 0.11% 2,623 $200K New
FTLS First Trust Long/Short Eqty 0.11% 2,819 $198K Reduce -4.8%
TRST Trustco Bank Corp. NY 0.10% 4,437 $194K Add +0.7%
WMT Walmart Inc. 0.10% 1,547 $192K Add +0.5%
PEP Pepsico Inc. 0.10% 1,197 $186K Add +0.3%
LLY Eli Lilly & Co. 0.10% 202 $186K No change
VDC Vanguard Consumer Staple ETF 0.10% 809 $182K Add +52.6%
VTWG Vanguard Russell 2000 Growth 0.10% 776 $178K No change
COST Costco Wholesale Corp. 0.09% 173 $172K No change
SPSB SS SPDR P St C Corp. ETF 0.09% 5,731 $172K Add +0.2%
ABBV Abbvie Inc. 0.09% 740 $161K Add +0.7%
VTES Vanguard SH Term Tax-Ex Bond 0.09% 1,570 $159K No change
ESGV Vanguard ESG US Stock ETF 0.09% 1,412 $159K No change
VCIT Vanguard Int-Term Corporate 0.08% 1,773 $147K Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.08% 1,910 $146K Reduce -4.3%
GSK GSK PLC-Spon ADR 0.07% 2,465 $136K Add +0.9%
YUM Yum! Brands Inc. 0.07% 861 $134K No change
QQQ Invesco QQQ Trust Series 1 0.07% 228 $132K Reduce -30.5%
PANW Palo Alto Networks Inc. 0.07% 820 $131K Add +153.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 2,837 $130K No change
FXA Invesco Currencyshares Austr 0.07% 1,825 $125K New
NFLX Netflix Inc. 0.07% 1,260 $121K No change
VUSB Vanguard Ultra Short Bond Et 0.06% 2,374 $118K Reduce -1.4%
EIS iShares MSCI Israel ETF 0.06% 980 $114K No change
SYK Stryker Corp. 0.06% 324 $106K No change
SCHW Schwab (charles) Corp. 0.06% 1,129 $106K Add +21.7%
SPTS SS SPDR P St Term TSY ETF 0.06% 3,633 $106K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.06% 1,843 $102K Reduce -35.1%
MAR Marriott International Class A 0.05% 296 $97K No change
INDA iShares MSCI India ETF 0.05% 2,005 $94K Reduce -25.2%
XLK SS Technology Select Sector 0.05% 680 $90K Reduce -3.0%
CVX Chevron Corp. 0.05% 434 $90K Reduce -6.5%
AXP American Express Co. 0.05% 293 $89K No change

Show all 370 holdings

Portfolio Sells Q4 2025 → Q1 2026

EIPX FT Energy Inc. Partners Strat Reduce -99.9% 0.00% −1.88
SLYG SS SPDR S&P 600 SC GR ETF Reduce -10.5% 2.40% −0.43
MSFT Microsoft Corp. Reduce -10.5% 0.37% −0.21
AAPL Apple Inc. Reduce -0.2% 1.13% −0.18
SCHD Schwab US DVD Equity ETF Reduce -27.9% 0.52% −0.18
META Meta Platforms Inc. Class A Reduce -1.4% 0.38% −0.10
VTI VG Morningstar TS MKT ETF-US Reduce -1.6% 0.61% −0.09
GE General Electric Reduce -0.7% 0.45% −0.08
SPYV SS SPDR P S&P 500 Value ETF Reduce -1.0% 0.69% −0.07
QQQ Invesco QQQ Trust Series 1 Reduce -30.5% 0.07% −0.05
SLYV SS SPDR S&P 600 SC Val ETF Reduce -3.0% 0.61% −0.05
JEPQ JPM Nasdaq Equity Premium Reduce -35.1% 0.06% −0.04
KHC The Kraft Heinz Co. Sold out 0.00% −0.04
INDA iShares MSCI India ETF Reduce -25.2% 0.05% −0.03
CYBR Cyberark Software Ltd./Israel Sold out 0.00% −0.03
OMFL Invesco Russell 1000 DYN M/F Reduce -1.7% 0.23% −0.03
JSMD Janus Small Mid Cap GR Alp Reduce -0.5% 0.23% −0.03
JPM JPMorgan Chase & Co. Reduce -0.3% 0.14% −0.03
AGNT Agnt Inc. Sold out 0.00% −0.03
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.02
IJH iShares Core S&P Midcap ETF Reduce -55.7% 0.01% −0.02
FTLS First Trust Long/Short Eqty Reduce -4.8% 0.11% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -4.3% 0.08% −0.01
NYF iShares New York Muni Bond E Reduce -1.3% 0.13% −0.01
IJR iShares Core S&P Small-Cap E Reduce -64.6% 0.01% −0.01
RGA Reinsurance Group of America Sold out 0.00% −0.01
XLK SS Technology Select Sector Reduce -3.0% 0.05% −0.01
UNH Unitedhealth Group Inc. Reduce -54.1% 0.00% −0.01
IVW iShares S&P 500 Growth ETF Reduce -1.6% 0.03% −0.01
EQWL Invesco S&P 100 Equal Weight Reduce -2.6% 0.05% −0.01
VUSB Vanguard Ultra Short Bond Et Reduce -1.4% 0.06% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Sold out 0.00% −0.01
XLE SS Energy Select Sector Sold out 0.00% −0.00
HD Home Depot Inc. Reduce -3.1% 0.03% −0.00
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.00
MCD McDonald's Corp. Sold out 0.00% −0.00
WDFC WD-40 Co. Sold out 0.00% −0.00
TT Trane Technologies PLC Sold out 0.00% −0.00
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.00
SPHY SS SPDR P High Yield ETF Reduce -19.5% 0.01% −0.00
SPBO SS SPDR P Corp. Bond ETF Reduce -19.6% 0.00% −0.00
XRT SS SPDR S&P Retail ETF Reduce -40.0% 0.00% −0.00
SPIP SS SPDR P Tips ETF Reduce -19.6% 0.00% −0.00
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.00
VZ Verizon Communications Inc. Reduce -7.1% 0.02% +0.00
CVX Chevron Corp. Reduce -6.5% 0.05% +0.01
CAT Caterpillar Inc. Reduce -1.9% 0.12% +0.01
XOM Exxon Mobil Corp. Reduce -1.3% 0.23% +0.05
GEV GE Vernova Inc. Reduce -1.0% 0.34% +0.06

Portfolio Buys Q4 2025 → Q1 2026

JHMM John Hancock Multi Fact Mid Add +96.6% 7.65% +3.53
GRID First TRST Nasd Class Edg Sgiif Add +3611.2% 2.52% +2.45
RDVY First Trust Rising Dividend Add +20.1% 2.63% +0.21
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +81.5% 0.61% +0.20
MUNY Vanguard NY Tax-Ex Bond Add +233.3% 0.27% +0.18
BBIN JPM Betabuilders Intl Eqty Add +10.1% 5.85% +0.15
VCSH Vanguard S/T Corp. Bond ETF Add +462.6% 0.16% +0.13
VGUS Vanguard Ultra SHRT Treasury New 0.11% +0.11
VSDM Vanguard Short Tax-Ex Bond New 0.11% +0.11
FXA Invesco Currencyshares Austr New 0.07% +0.07
SPTS SS SPDR P St Term TSY ETF New 0.06% +0.06
HYMB SS SPDR N Ice HY Muni ETF New 0.05% +0.05
GSST Goldman Sachs Ultra Short Bo New 0.04% +0.04
PANW Palo Alto Networks Inc. Add +153.1% 0.07% +0.04
VDC Vanguard Consumer Staple ETF Add +52.6% 0.10% +0.03
JPLD JPMorgan Ltd. Duration ETF New 0.03% +0.03
ORCL Oracle Corp. New 0.02% +0.02
INTC Intel Corp. Add +9.6% 0.11% +0.02
UBER Uber Technologies Inc. Add +648.0% 0.02% +0.02
JNJ Johnson & Johnson Add +0.1% 0.21% +0.02
AMD Advanced Micro Devices New 0.02% +0.02
SHOP Shopify Inc. Class A New 0.01% +0.01
T AT&T Inc. Add +0.0% 0.17% +0.01
COP Conocophillips Add +0.8% 0.04% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +8.2% 0.66% +0.01
VAW Vanguard Materials ETF New 0.01% +0.01
KNF Knife River Corp. New 0.01% +0.01
PSX Phillips 66 Add +0.8% 0.03% +0.01
SLV iShares Silver Trust Add +17.7% 0.04% +0.00
OXY Occidental Petroleum Corp. Add +0.5% 0.01% +0.00
GDX Vaneck Gold Miners ETF New 0.00% +0.00
AGNC AGNC Investment Corp. Add +52.4% 0.02% +0.00
KMI Kinder Morgan Inc. Add +0.5% 0.03% +0.00
NGG National Grid PLC-SP ADR Add +1.4% 0.16% +0.00
WMT Walmart Inc. Add +0.5% 0.10% +0.00
GSK GSK PLC-Spon ADR Add +0.9% 0.07% +0.00
SCHW Schwab (charles) Corp. Add +21.7% 0.06% +0.00
NEE Nextera Energy Inc. Add +0.6% 0.03% +0.00
IHAK iShares Cybersecurity & Tech New 0.00% +0.00
IWF iShares Russell 1000 Growth New 0.00% +0.00
BKR Baker Hughes Co. Add +0.4% 0.01% +0.00
VEU Vanguard Ftse All-World Ex-U Add +12.8% 0.03% +0.00
MU Micron Technology Inc. New 0.00% +0.00
SNDA Sonida Senior Living Inc. New 0.00% +0.00
PFE Pfizer Inc. Add +0.5% 0.03% +0.00
SMH Vaneck Semiconductor ETF New 0.00% +0.00
NDAQ Nasdaq Inc. New 0.00% +0.00
MO Altria Group Inc. Add +1.3% 0.01% +0.00
HON Honeywell International Inc. Add +0.9% 0.01% +0.00
EWY iShares MSCI South Korea ETF New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 382$278.2MIXUS, SPYG, MGV, GPIX, JHMM
Q1 2026 370$185.5MMGV, GPIX, FBND, JHMM, BBIN
Q4 2025 355$171.0MMGV, GPIX, FBND, BBIN, SPYG
Q3 2025 350$144.4MMGV, GPIX, FBND, SPYG, VLU
Q2 2025 348$149.0MSPYG, MGV, GPIX, SLYV, VLU
Q1 2025 346$134.3MSPYG, GPIX, SPYV, SLYV, VLU
Q4 2024 318$132.4MSPYG, SPYV, GPIX, SLYV, VLU