Granite Islands Private Wealth, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Granite Islands Private Wealth, LLC reported 78 stock positions worth $135.2 million. Its top holding was Nvidia (NVDA) at 7.7% of the portfolio, followed by Apple (AAPL, 7.5%) and Alphabet Class A (GOOGL, 6.2%). Compared with Q1 2026, it opened 12 new positions, sold out of 4, added to 47 and reduced 10. The biggest buy was a new position in SS SPDR S&P 500 ETF Trust-US (SPY) and the biggest sale an exit from Oracle (ORCL).

Most Recent 13F
Q2 2026
Location
GUILFORD, CT
CIK
0002111372
Portfolio Value
$135.2M (Q2 2026)
SEC Filing
0002111372-26-000003 ↗ filed Jul 21, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q4 2025: $108.6M Q4 2025 Q1 2026: $108.5M Q1 2026 Q2 2026: $135.2M $135.2M Q2 2026

Holdings 78 stocks · $135.2M
NVDA Nvidia Corp. 7.70% 52,205 $10.4M Add +4.1%
AAPL Apple Inc. 7.49% 35,153 $10.1M Add +6.2%
GOOGL Alphabet Inc. Class A 6.22% 23,619 $8.4M Add +4.0%
VOO Vanguard S&P 500 ETF 4.24% 8,338 $5.7M Add +12.9%
PANW Palo Alto Networks Inc. 3.98% 15,797 $5.4M Add +3.0%
AMZN Amazon.com Inc. 3.83% 21,804 $5.2M Add +0.5%
AMD Advanced Micro Devices 3.70% 8,647 $5.0M Add +4.7%
MSFT Microsoft Corp. 2.96% 10,766 $4.0M Add +1.9%
AVGO Broadcom Inc. 2.73% 9,802 $3.7M Add +1.7%
SPY SS SPDR S&P 500 ETF Trust-US 2.17% 3,923 $2.9M New
NFLX Netflix Inc. 2.12% 40,360 $2.9M Add +4.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.93% 9,313 $2.6M Add +1.9%
WMT Walmart Inc. 1.91% 22,950 $2.6M Add +7.2%
JPM JPMorgan Chase & Co. 1.72% 7,120 $2.3M Add +2.9%
IWL iShares Russell Top 200 ETF 1.66% 12,103 $2.2M Add +41.2%
BRK.B Berkshire Hathaway Inc. Class B 1.64% 4,434 $2.2M Add +14.6%
ABBV Abbvie Inc. 1.63% 8,796 $2.2M Add +1.9%
AXON Axon Enterprise Inc. 1.54% 3,738 $2.1M Add +380.5%
JNJ Johnson & Johnson 1.53% 8,162 $2.1M Add +4.4%
LLY Eli Lilly & Co. 1.48% 1,682 $2.0M No change
USFR Wisdomtree Floating Rate Tre 1.47% 39,523 $2.0M Reduce -2.1%
CRWD CrowdStrike Holdings Inc. Class A 1.45% 2,567 $2.0M Reduce -0.0%
SCHF Schwab Intl Equity ETF 1.36% 66,279 $1.8M Add +16.7%
META Meta Platforms Inc. Class A 1.32% 3,173 $1.8M Add +1.9%
ISRG Intuitive Surgical Inc. 1.31% 4,468 $1.8M Add +6.9%
IJH iShares Core S&P Midcap ETF 1.29% 22,611 $1.7M Add +10.4%
DE Deere & Co. 1.27% 2,700 $1.7M No change
AMGN Amgen Inc. 1.26% 4,737 $1.7M Add +25.1%
CSCO Cisco Systems Inc. 1.19% 13,793 $1.6M Add +5.3%
SO The Southern Co. 1.17% 16,615 $1.6M Add +12.6%
HD Home Depot Inc. 1.15% 4,434 $1.6M Add +4.0%
PG The Procter & Gamble Co. 1.14% 10,527 $1.5M Add +3.0%
OMC Omnicom Group 1.01% 18,820 $1.4M No change
UPS United Parcel Service Class B 1.00% 12,660 $1.4M Add +9.9%
NOW ServiceNow Inc. 0.98% 13,462 $1.3M Reduce -0.3%
PFE Pfizer Inc. 0.93% 52,397 $1.3M Add +22.4%
XOM Exxon Mobil Corp. 0.93% 9,183 $1.3M Add +10.3%
QXO Qxo Inc. 0.89% 69,957 $1.2M New
CVX Chevron Corp. 0.89% 7,266 $1.2M Add +15.0%
MCD McDonald's Corp. 0.87% 4,371 $1.2M Add +13.1%
ADSK Autodesk Inc. 0.85% 5,983 $1.2M Add +146.9%
CRM Salesforce Inc. 0.76% 6,620 $1.0M Add +2.9%
IJR iShares Core S&P Small-Cap E 0.76% 6,949 $1.0M Add +34.6%
KO The Coca-Cola Co. 0.74% 12,245 $995K Add +1.1%
VCIT Vanguard Int-Term Corporate 0.73% 11,912 $985K Add +32.2%
NEE Nextera Energy Inc. 0.69% 10,702 $937K Add +44.3%
T AT&T Inc. 0.67% 43,880 $906K Add +239.9%
TSLA Tesla Inc. 0.67% 2,151 $901K Reduce -9.1%
VGIT Vanguard Intermediate-Term T 0.63% 14,511 $856K Add +30.4%
CELH Celsius Holdings Inc. 0.62% 29,014 $844K Add +121.2%
BMY Bristol-Myers Squibb Co. 0.61% 14,380 $829K Add +7.8%
UBER Uber Technologies Inc. 0.55% 10,234 $738K Add +8.8%
CEG Constellation Energy 0.53% 2,906 $718K Reduce -3.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.47% 17,617 $639K Add +17.8%
BAC Bank of America Corp. 0.44% 10,366 $590K Add +0.3%
IWR iShares Russell Mid-Cap ETF 0.43% 5,214 $575K Add +41.1%
HUBB Hubbell Inc. 0.42% 1,093 $572K No change
IWY iShares Russell Top 200 Grow 0.41% 1,917 $556K New
C Citigroup Inc. 0.40% 3,897 $544K No change
AXP American Express Co. 0.39% 1,557 $527K No change
HEGD Swan Hedged Equity US LG Cap 0.35% 17,958 $479K No change
IWX iShares Russell Top 200 Valu 0.34% 4,320 $453K New
CVS CVS Health Corp. 0.31% 4,130 $426K Add +5.6%
BLK BlackRock Inc. 0.30% 417 $401K Reduce -3.0%
WFC Wells Fargo & Co. 0.27% 4,375 $362K Reduce -8.2%
MTB M & T Bank Corp. filed as M & T BK CORP 0.22% 1,239 $295K New
MU Micron Technology Inc. 0.21% 247 $285K New
GLD SPDR Gold Shares 0.21% 765 $282K Reduce -7.3%
MS Morgan Stanley 0.17% 1,130 $233K New
PLTR Palantir Technologies Inc. Class A 0.17% 1,928 $225K Reduce -0.6%
GEV GE Vernova Inc. 0.16% 190 $220K New
QQQ Invesco QQQ Trust Series 1 0.16% 295 $211K New
GE General Electric filed as GE AEROSPACE 0.15% 556 $208K Reduce -40.8%
VGK Vanguard Ftse Europe ETF 0.15% 2,286 $202K New
AUID Authid Inc. 0.02% 24,450 $26K No change
CGC Canopy Growth Corp. 0.01% 10,905 $10K No change
GCTK Glucotrack Inc. 0.00% 15,700 $5K New
STATE STR SPDR S&P 500 ETF T 0.00% 6 $4K New

Portfolio Sells Q1 2026 → Q2 2026
ORCL Oracle Corp. Sold out 0.00% −1.32
ITA iShares U.S. Aerospace & Def Sold out 0.00% −1.01
QCOM Qualcomm Inc. Sold out 0.00% −0.87
APO Apollo Global Management Inc. Sold out 0.00% −0.67
USFR Wisdomtree Floating Rate Tre Reduce -2.1% 1.47% −0.40
NOW ServiceNow Inc. Reduce -0.3% 0.98% −0.31
CEG Constellation Energy Reduce -3.4% 0.53% −0.24
TSLA Tesla Inc. Reduce -9.1% 0.67% −0.14
GLD SPDR Gold Shares Reduce -7.3% 0.21% −0.12
PLTR Palantir Technologies Inc. Class A Reduce -0.6% 0.17% −0.10
GE General Electric Reduce -40.8% 0.15% −0.09
BLK BlackRock Inc. Reduce -3.0% 0.30% −0.08
WFC Wells Fargo & Co. Reduce -8.2% 0.27% −0.08
CRWD CrowdStrike Holdings Inc. Class A Reduce -0.0% 1.45% +0.52

Portfolio Buys Q1 2026 → Q2 2026
SPY SS SPDR S&P 500 ETF Trust-US New 2.17% +2.17
AMD Advanced Micro Devices Add +4.7% 3.70% +2.16
PANW Palo Alto Networks Inc. Add +3.0% 3.98% +1.71
AXON Axon Enterprise Inc. Add +380.5% 1.54% +1.24
QXO Qxo Inc. New 0.89% +0.89
IWY iShares Russell Top 200 Grow New 0.41% +0.41
IWL iShares Russell Top 200 ETF Add +41.2% 1.66% +0.39
IWX iShares Russell Top 200 Valu New 0.34% +0.34
ADSK Autodesk Inc. Add +146.9% 0.85% +0.33
T AT&T Inc. Add +239.9% 0.67% +0.33
CSCO Cisco Systems Inc. Add +5.3% 1.19% +0.26
GOOGL Alphabet Inc. Class A Add +4.0% 6.22% +0.22
MTB M & T Bank Corp. New 0.22% +0.22
MU Micron Technology Inc. New 0.21% +0.21
CELH Celsius Holdings Inc. Add +121.2% 0.62% +0.20
MS Morgan Stanley New 0.17% +0.17
IJR iShares Core S&P Small-Cap E Add +34.6% 0.76% +0.17
VOO Vanguard S&P 500 ETF Add +12.9% 4.24% +0.17
GEV GE Vernova Inc. New 0.16% +0.16
QQQ Invesco QQQ Trust Series 1 New 0.16% +0.16
VGK Vanguard Ftse Europe ETF New 0.15% +0.15
IWR iShares Russell Mid-Cap ETF Add +41.1% 0.43% +0.09
SCHF Schwab Intl Equity ETF Add +16.7% 1.36% +0.06
NEE Nextera Energy Inc. Add +44.3% 0.69% +0.06
CVS CVS Health Corp. Add +5.6% 0.31% +0.06
AMGN Amgen Inc. Add +25.1% 1.26% +0.04
VCIT Vanguard Int-Term Corporate Add +32.2% 0.73% +0.04
VGIT Vanguard Intermediate-Term T Add +30.4% 0.63% +0.02
SCHE Schwab Emrg Mrkts Eqty ETF Add +17.8% 0.47% +0.02
IJH iShares Core S&P Midcap ETF Add +10.4% 1.29% +0.02
GCTK Glucotrack Inc. New 0.00% +0.00
STATE STR SPDR S&P 500 ETF T New 0.00% +0.00
AVGO Broadcom Inc. Add +1.7% 2.73% −0.01
BAC Bank of America Corp. Add +0.3% 0.44% −0.03
UPS United Parcel Service Class B Add +9.9% 1.00% −0.04
BRK.B Berkshire Hathaway Inc. Class B Add +14.6% 1.64% −0.07
UBER Uber Technologies Inc. Add +8.8% 0.55% −0.08
ABBV Abbvie Inc. Add +1.9% 1.63% −0.09
IBM Intl Business Machines Corp. Add +1.9% 1.93% −0.10
KO The Coca-Cola Co. Add +1.1% 0.74% −0.11
BMY Bristol-Myers Squibb Co. Add +7.8% 0.61% −0.13
SO The Southern Co. Add +12.6% 1.17% −0.13
HD Home Depot Inc. Add +4.0% 1.15% −0.13
JPM JPMorgan Chase & Co. Add +2.9% 1.72% −0.15
PFE Pfizer Inc. Add +22.4% 0.93% −0.17
AAPL Apple Inc. Add +6.2% 7.49% −0.21
PG The Procter & Gamble Co. Add +3.0% 1.14% −0.22
JNJ Johnson & Johnson Add +4.4% 1.53% −0.23
MCD McDonald's Corp. Add +13.1% 0.87% −0.23
CVX Chevron Corp. Add +15.0% 0.89% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 78$135.2MNVDA, AAPL, GOOGL, VOO, PANW
Q1 2026 70$108.5MNVDA, AAPL, GOOGL, AMZN, VOO
Q4 2025 81$108.6MNVDA, AAPL, GOOGL, VOO, MSFT