Granite Islands Private Wealth, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Granite Islands Private Wealth, LLC reported 70 stock positions worth $108.5 million. Its top holding was Nvidia (NVDA) at 8.0% of the portfolio, followed by Apple (AAPL, 7.7%) and Alphabet Class A (GOOGL, 6.0%). Compared with Q4 2025, it opened 1 new position, sold out of 12, added to 58 and reduced 9. The biggest buy was Wisdomtree Floating Rate Tre (USFR, shares +153%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- GUILFORD, CT
- CIK
- 0002111372
- Portfolio Value
- $108.5M (Q1 2026)
- SEC Filing
- 0002111372-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 70 stocks · $108.5M
| NVDA Nvidia Corp. | 8.03% | 50,160 | $8.7M | Add +0.0% |
| AAPL Apple Inc. | 7.70% | 33,094 | $8.4M | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 5.99% | 22,719 | $6.5M | Add +0.4% |
| AMZN Amazon.com Inc. | 4.14% | 21,687 | $4.5M | Add +8.2% |
| VOO Vanguard S&P 500 ETF | 4.07% | 7,386 | $4.4M | Reduce -25.5% |
| MSFT Microsoft Corp. | 3.59% | 10,569 | $3.9M | Add +10.4% |
| NFLX Netflix Inc. | 3.40% | 38,540 | $3.7M | Add +8.6% |
| AVGO Broadcom Inc. | 2.73% | 9,637 | $3.0M | Add +13.6% |
| WMT Walmart Inc. | 2.43% | 21,404 | $2.6M | Add +7.8% |
| PANW Palo Alto Networks Inc. | 2.26% | 15,342 | $2.5M | Add +43.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.03% | 9,136 | $2.2M | Add +17.1% |
| USFR Wisdomtree Floating Rate Tre | 1.87% | 40,376 | $2.0M | Add +152.8% |
| JPM JPMorgan Chase & Co. | 1.87% | 6,923 | $2.0M | Add +10.6% |
| ISRG Intuitive Surgical Inc. | 1.77% | 4,181 | $1.9M | Add +4.9% |
| JNJ Johnson & Johnson | 1.75% | 7,819 | $1.9M | Add +5.2% |
| ABBV Abbvie Inc. | 1.72% | 8,636 | $1.9M | Add +14.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.70% | 3,869 | $1.8M | Add +8.6% |
| META Meta Platforms Inc. Class A | 1.64% | 3,114 | $1.8M | Add +3.0% |
| AMD Advanced Micro Devices | 1.54% | 8,259 | $1.7M | Add +1.8% |
| LLY Eli Lilly & Co. | 1.42% | 1,682 | $1.5M | Add +132.0% |
| DE Deere & Co. | 1.40% | 2,700 | $1.5M | Reduce -7.8% |
| PG The Procter & Gamble Co. | 1.35% | 10,217 | $1.5M | Add +21.3% |
| ORCL Oracle Corp. | 1.32% | 9,803 | $1.4M | Add +20.6% |
| SO The Southern Co. | 1.30% | 14,755 | $1.4M | Add +29.1% |
| OMC Omnicom Group | 1.30% | 18,820 | $1.4M | Add +25.9% |
| XOM Exxon Mobil Corp. | 1.30% | 8,329 | $1.4M | Reduce -4.7% |
| SCHF Schwab Intl Equity ETF | 1.30% | 56,794 | $1.4M | Add +5.9% |
| NOW ServiceNow Inc. | 1.29% | 13,507 | $1.4M | Add +3.6% |
| HD Home Depot Inc. | 1.28% | 4,264 | $1.4M | Add +17.8% |
| IJH iShares Core S&P Midcap ETF | 1.27% | 20,477 | $1.4M | Reduce -1.7% |
| IWL iShares Russell Top 200 ETF | 1.27% | 8,572 | $1.4M | Add +44.0% |
| AMGN Amgen Inc. | 1.22% | 3,786 | $1.3M | Add +8.9% |
| CVX Chevron Corp. | 1.20% | 6,316 | $1.3M | Add +8.4% |
| PFE Pfizer Inc. | 1.10% | 42,819 | $1.2M | Add +24.9% |
| CRM Salesforce Inc. | 1.10% | 6,432 | $1.2M | Add +7.1% |
| MCD McDonald's Corp. | 1.10% | 3,864 | $1.2M | Add +7.7% |
| UPS United Parcel Service Class B | 1.04% | 11,515 | $1.1M | Add +29.4% |
| ITA iShares U.S. Aerospace & Def | 1.01% | 5,007 | $1.1M | New |
| CSCO Cisco Systems Inc. | 0.93% | 13,095 | $1.0M | Add +3.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.92% | 2,568 | $1.0M | Add +66.1% |
| QCOM Qualcomm Inc. | 0.87% | 7,404 | $948K | Add +59.2% |
| KO The Coca-Cola Co. | 0.85% | 12,114 | $921K | Reduce -21.2% |
| TSLA Tesla Inc. | 0.81% | 2,366 | $877K | Add +52.1% |
| CEG Constellation Energy | 0.77% | 3,008 | $836K | Add +4.3% |
| BMY Bristol-Myers Squibb Co. | 0.75% | 13,335 | $809K | Add +166.7% |
| VCIT Vanguard Int-Term Corporate | 0.69% | 9,012 | $746K | Add +23.4% |
| APO Apollo Global Management Inc. | 0.67% | 6,555 | $727K | Add +0.9% |
| NEE Nextera Energy Inc. | 0.63% | 7,417 | $687K | Add +122.4% |
| UBER Uber Technologies Inc. | 0.62% | 9,409 | $677K | Add +15.9% |
| VGIT Vanguard Intermediate-Term T | 0.61% | 11,127 | $663K | Add +40.9% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 5,161 | $641K | Reduce -4.3% |
| ADSK Autodesk Inc. | 0.53% | 2,423 | $571K | Add +1.5% |
| HUBB Hubbell Inc. | 0.49% | 1,093 | $536K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.46% | 10,330 | $503K | Add +3.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 14,953 | $493K | Add +5.6% |
| AXP American Express Co. | 0.43% | 1,557 | $471K | Add +0.3% |
| CELH Celsius Holdings Inc. | 0.42% | 13,114 | $459K | Add +10.2% |
| HEGD Swan Hedged Equity US LG Cap | 0.41% | 17,958 | $444K | Reduce -42.7% |
| C Citigroup Inc. | 0.41% | 3,897 | $441K | Add +14.2% |
| BLK BlackRock Inc. | 0.38% | 430 | $414K | Add +7.0% |
| WFC Wells Fargo & Co. | 0.35% | 4,764 | $379K | Reduce -40.5% |
| T AT&T Inc. | 0.34% | 12,910 | $371K | Add +14.7% |
| IWR iShares Russell Mid-Cap ETF | 0.33% | 3,696 | $359K | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.33% | 825 | $355K | Add +20.3% |
| AXON Axon Enterprise Inc. | 0.30% | 778 | $330K | Add +28.4% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 1,940 | $284K | Add +21.9% |
| CVS CVS Health Corp. | 0.26% | 3,910 | $280K | Add +42.1% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 939 | $266K | Add +29.7% |
| AUID Authid Inc. | 0.03% | 24,450 | $32K | Add +11.9% |
| CGC Canopy Growth Corp. | 0.01% | 10,905 | $10K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -25.5% | 4.07% | −1.66 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.52 |
| RTX RTX Corp. | Sold out | 0.00% | −0.39 |
| WFC Wells Fargo & Co. | Reduce -40.5% | 0.35% | −0.33 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.33 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.33 |
| HEGD Swan Hedged Equity US LG Cap | Reduce -42.7% | 0.41% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.31 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.31 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.26 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.22 |
| IWX iShares Russell Top 200 Valu | Sold out | 0.00% | −0.19 |
| KO The Coca-Cola Co. | Reduce -21.2% | 0.85% | −0.14 |
| STATE STR SPDR S&P 500 ETF T | Sold out | 0.00% | −0.01 |
| DVLT Datavault AI Inc. | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.3% | 0.59% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.1% | 0.33% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.7% | 1.27% | +0.01 |
| DE Deere & Co. | Reduce -7.8% | 1.40% | +0.15 |
| XOM Exxon Mobil Corp. | Reduce -4.7% | 1.30% | +0.33 |
Portfolio Buys Q4 2025 → Q1 2026
| USFR Wisdomtree Floating Rate Tre | Add +152.8% | 1.87% | +1.13 |
| ITA iShares U.S. Aerospace & Def | New | 1.01% | +1.01 |
| LLY Eli Lilly & Co. | Add +132.0% | 1.42% | +0.70 |
| BMY Bristol-Myers Squibb Co. | Add +166.7% | 0.75% | +0.50 |
| PANW Palo Alto Networks Inc. | Add +43.6% | 2.26% | +0.46 |
| WMT Walmart Inc. | Add +7.8% | 2.43% | +0.41 |
| SO The Southern Co. | Add +29.1% | 1.30% | +0.39 |
| NEE Nextera Energy Inc. | Add +122.4% | 0.63% | +0.39 |
| CVX Chevron Corp. | Add +8.4% | 1.20% | +0.39 |
| NFLX Netflix Inc. | Add +8.6% | 3.40% | +0.35 |
| JNJ Johnson & Johnson | Add +5.2% | 1.75% | +0.34 |
| IWL iShares Russell Top 200 ETF | Add +44.0% | 1.27% | +0.33 |
| PFE Pfizer Inc. | Add +24.9% | 1.10% | +0.32 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +66.1% | 0.92% | +0.26 |
| PG The Procter & Gamble Co. | Add +21.3% | 1.35% | +0.25 |
| UPS United Parcel Service Class B | Add +29.4% | 1.04% | +0.23 |
| OMC Omnicom Group | Add +25.9% | 1.30% | +0.19 |
| AMGN Amgen Inc. | Add +8.9% | 1.22% | +0.18 |
| VGIT Vanguard Intermediate-Term T | Add +40.9% | 0.61% | +0.17 |
| TSLA Tesla Inc. | Add +52.1% | 0.81% | +0.17 |
| QCOM Qualcomm Inc. | Add +59.2% | 0.87% | +0.15 |
| HD Home Depot Inc. | Add +17.8% | 1.28% | +0.14 |
| ABBV Abbvie Inc. | Add +14.1% | 1.72% | +0.14 |
| VCIT Vanguard Int-Term Corporate | Add +23.4% | 0.69% | +0.12 |
| SCHF Schwab Intl Equity ETF | Add +5.9% | 1.30% | +0.11 |
| MCD McDonald's Corp. | Add +7.7% | 1.10% | +0.10 |
| T AT&T Inc. | Add +14.7% | 0.34% | +0.09 |
| GLD SPDR Gold Shares | Add +20.3% | 0.33% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 1.70% | +0.06 |
| CVS CVS Health Corp. | Add +42.1% | 0.26% | +0.06 |
| AVGO Broadcom Inc. | Add +13.6% | 2.73% | +0.05 |
| C Citigroup Inc. | Add +14.2% | 0.41% | +0.04 |
| GE General Electric | Add +29.7% | 0.25% | +0.04 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.93% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +5.6% | 0.45% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +10.6% | 1.87% | +0.02 |
| UBER Uber Technologies Inc. | Add +15.9% | 0.62% | +0.01 |
| AUID Authid Inc. | Add +11.9% | 0.03% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +21.9% | 0.26% | +0.00 |
| AXON Axon Enterprise Inc. | Add +28.4% | 0.30% | −0.01 |
| BLK BlackRock Inc. | Add +7.0% | 0.38% | −0.02 |
| BAC Bank of America Corp. | Add +3.5% | 0.46% | −0.04 |
| AMD Advanced Micro Devices | Add +1.8% | 1.54% | −0.05 |
| CELH Celsius Holdings Inc. | Add +10.2% | 0.42% | −0.07 |
| IBM Intl Business Machines Corp. | Add +17.1% | 2.03% | −0.08 |
| AMZN Amazon.com Inc. | Add +8.2% | 4.14% | −0.09 |
| AXP American Express Co. | Add +0.3% | 0.43% | −0.10 |
| ADSK Autodesk Inc. | Add +1.5% | 0.53% | −0.11 |
| ORCL Oracle Corp. | Add +20.6% | 1.32% | −0.13 |
| CEG Constellation Energy | Add +4.3% | 0.77% | −0.16 |