# GRANITE ISLANDS PRIVATE WEALTH, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2111372. Source: https://holderbook.com/funds/2111372-granite-islands-private-wealth-llc/

- Reported value: $135.2M
- Positions: 78
- Weight of the ten largest: 45.0%
- Filed: 2026-07-21

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.4M | 52,205 | 7.7% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $10.1M | 35,153 | 7.5% | 3 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.4M | 23,619 | 6.2% | 3 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $5.7M | 8,338 | 4.2% | 3 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $5.4M | 15,797 | 4.0% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $5.2M | 21,804 | 3.8% | 3 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $5.0M | 8,647 | 3.7% | 3 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.0M | 10,766 | 3.0% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.7M | 9,802 | 2.7% | 3 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.9M | 3,923 | 2.2% | 1 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $2.9M | 40,360 | 2.1% | 3 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.6M | 9,313 | 1.9% | 3 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.6M | 22,950 | 1.9% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.3M | 7,120 | 1.7% | 3 |
| ISHARES TR | [IWL](https://holderbook.com/stocks/IWL/) | $2.2M | 12,103 | 1.7% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.2M | 4,434 | 1.6% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.2M | 8,796 | 1.6% | 3 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $2.1M | 3,738 | 1.5% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.1M | 8,162 | 1.5% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.0M | 1,682 | 1.5% | 3 |
| WISDOMTREE TR | [USFR](https://holderbook.com/stocks/USFR/) | $2.0M | 39,523 | 1.5% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $2.0M | 2,567 | 1.4% | 3 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $1.8M | 66,279 | 1.4% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.8M | 3,173 | 1.3% | 3 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $1.8M | 4,468 | 1.3% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.7M | 22,611 | 1.3% | 3 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.7M | 2,700 | 1.3% | 3 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.7M | 4,737 | 1.3% | 3 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $1.6M | 13,793 | 1.2% | 3 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.6M | 16,615 | 1.2% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.6M | 4,434 | 1.2% | 3 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.5M | 10,527 | 1.1% | 3 |
| OMNICOM GROUP INC | [OMC](https://holderbook.com/stocks/OMC/) | $1.4M | 18,820 | 1.0% | 3 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $1.4M | 12,660 | 1.0% | 3 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $1.3M | 13,462 | 1.0% | 3 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3M | 52,397 | 0.9% | 3 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.3M | 9,183 | 0.9% | 3 |
| QXO INC | [QXO](https://holderbook.com/stocks/QXO/) | $1.2M | 69,957 | 0.9% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.2M | 7,266 | 0.9% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.2M | 4,371 | 0.9% | 3 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $1.2M | 5,983 | 0.9% | 3 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $1.0M | 6,620 | 0.8% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.0M | 6,949 | 0.8% | 3 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $995.1K | 12,245 | 0.7% | 3 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $984.6K | 11,912 | 0.7% | 3 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $937.0K | 10,702 | 0.7% | 3 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $905.9K | 43,880 | 0.7% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $901.4K | 2,151 | 0.7% | 3 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $855.8K | 14,511 | 0.6% | 3 |
| CELSIUS HLDGS INC | [CELH](https://holderbook.com/stocks/CELH/) | $844.0K | 29,014 | 0.6% | 3 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $828.6K | 14,380 | 0.6% | 3 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $738.5K | 10,234 | 0.5% | 3 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $718.3K | 2,906 | 0.5% | 3 |
| SCHWAB STRATEGIC TR | [SCHE](https://holderbook.com/stocks/SCHE/) | $638.8K | 17,617 | 0.5% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $589.7K | 10,366 | 0.4% | 3 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $575.2K | 5,214 | 0.4% | 3 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $571.9K | 1,093 | 0.4% | 3 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $556.1K | 1,917 | 0.4% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $544.3K | 3,897 | 0.4% | 3 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $526.7K | 1,557 | 0.4% | 3 |
| LISTED FDS TR | [HEGD](https://holderbook.com/stocks/HEGD/) | $478.8K | 17,958 | 0.4% | 3 |
| ISHARES TR | [IWX](https://holderbook.com/stocks/IWX/) | $453.5K | 4,320 | 0.3% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $425.6K | 4,130 | 0.3% | 3 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $401.0K | 417 | 0.3% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $361.6K | 4,375 | 0.3% | 3 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $294.9K | 1,239 | 0.2% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $285.1K | 247 | 0.2% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $281.8K | 765 | 0.2% | 3 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $233.0K | 1,130 | 0.2% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $225.0K | 1,928 | 0.2% | 3 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $220.1K | 190 | 0.2% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $210.8K | 295 | 0.2% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $207.8K | 556 | 0.2% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $202.4K | 2,286 | 0.1% | 1 |
| AUTHID INC | [AUID](https://holderbook.com/stocks/AUID/) | $26.2K | 24,450 | 0.0% | 3 |
| CANOPY GROWTH CORPORATION | [CGC](https://holderbook.com/stocks/CGC/) | $10.4K | 10,905 | 0.0% | 3 |
| GLUCOTRACK INC | [GCTK](https://holderbook.com/stocks/GCTK/) | $5.0K | 15,700 | 0.0% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.2K | 6 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.1% | +14.8% | -1.7% | 100% |
| Q1 2026 | -6.5% | -4.6% | -1.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $135.2M | 78 |
| Q1 2026 | $108.5M | 70 |
| Q4 2025 | $108.6M | 81 |