Graney & King, LLC — 13F Holdings & Portfolio
CIK 2051568 · latest 13F-HR filed 2026-08-07
Graney & King, LLC manages $278.2M in 13F-reported U.S. long-equity assets across 383 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IXUS (13.64%), SPYG (10.53%), MGV (10.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions, exited 10, added to 208, and trimmed 69.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LATHAM, NY 12110
$278.2M
Long-equity book
383
Distinct positions
2026-06-30
Filed 2026-08-07
+23 / −10 / ↑208 / ↓69
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- STATE STREET$20.0M +213.7%
- JOHN HANCOCK$7.0M +49.2%
- VANGUARD MEGA$4.0M +16.0%
- INVESCO NASDAQ$3.8M +70.4%
- GOLDMAN SACHS$3.4M +18.2%
Top Trims
- EXXON MOBIL-$96.1K -22.6%
- AT&T INC-$92.5K -28.6%
- SPROTT PHYSICAL-$90.4K -15.7%
- STATE STREET-$81.1K -76.5%
- STATE STREET-$78.6K -6.2%
New Positions
- ISHARES CORE$37.9M
- SPACE EXPLORATION$184.9K
- CAPITAL GROUP$145.4K
- STATE STREET$95.7K
- STATE STREET$93.9K
Exited Positions
- VANGUARD TOTAL$52.2K
- HONEYWELL INTL$24.1K
- SBA COMMUNICATIONS$24.1K
- CROWN CASTLE$11.4K
- ENVIRI CORP$7.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES CORE | IXUS | 46432F834 | $37.9M | 13.64% | 397,614 | SH |
| 2 | STATE STREET | SPYG | 78464A409 | $29.3M | 10.53% | 246,154 | SH |
| 3 | VANGUARD MEGA | MGV | 921910840 | $29.3M | 10.53% | 179,184 | SH |
| 4 | GOLDMAN SACHS | GPIX | 38149W622 | $22.0M | 7.92% | 396,389 | SH |
| 5 | JOHN HANCOCK | JHMM | 47804J206 | $21.2M | 7.61% | 282,568 | SH |
| 6 | FIDELITY TOTAL | FBND | 316188309 | $15.8M | 5.68% | 347,145 | SH |
| 7 | JPMORGAN BETABUILDERS | BBIN | 46641Q373 | $12.3M | 4.42% | 157,564 | SH |
| 8 | INVESCO NASDAQ | QQQM | 46138G649 | $9.3M | 3.33% | 30,610 | SH |
| 9 | STATE STREET | VLU | 78464A128 | $9.0M | 3.24% | 37,868 | SH |
| 10 | STATE STREET | SPLB | 78464A367 | $8.9M | 3.22% | 399,368 | SH |
| 11 | VANECK FALLEN | ANGL | 92189F437 | $8.8M | 3.15% | 299,399 | SH |
| 12 | FIRST TRUST | RDVY | 33738R506 | $6.3M | 2.26% | 77,661 | SH |
| 13 | FIRST TRUST | GRID | 33737A108 | $5.9M | 2.13% | 30,864 | SH |
| 14 | STATE STREET | SLYG | 78464A201 | $5.6M | 2.01% | 46,919 | SH |
| 15 | VANGUARD INTERMEDIATE | BIV | 921937819 | $3.7M | 1.31% | 47,600 | SH |
| 16 | VANGUARD TOTAL | VXUS | 921909768 | $3.2M | 1.15% | 37,437 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.4M | 0.86% | 8,304 | SH |
| 18 | VANGUARD VALUE | VTV | 922908744 | $1.9M | 0.68% | 8,396 | SH |
| 19 | VANGUARD GROWTH | VUG | 922908736 | $1.6M | 0.58% | 18,831 | SH |
| 20 | GOLDMAN SACHS | GPIQ | 38149W630 | $1.6M | 0.57% | 26,555 | SH |
| 21 | VANGUARD SMALL | VB | 922908751 | $1.5M | 0.53% | 4,838 | SH |
| 22 | VANGUARD MEGA | MGK | 921910816 | $1.4M | 0.50% | 15,714 | SH |
| 23 | ISHARES S&P | IUSG | 464287671 | $1.3M | 0.47% | 6,968 | SH |
| 24 | VANGUARD TOTAL | VTI | 922908769 | $1.3M | 0.45% | 3,390 | SH |
| 25 | STATE STREET | SLYV | 78464A300 | $1.2M | 0.44% | 11,135 | SH |
| 26 | STATE STREET | SPYV | 78464A508 | $1.2M | 0.43% | 19,618 | SH |
| 27 | STATE STREET | SPY | 78462F103 | $1.1M | 0.41% | 1,511 | SH |
| 28 | NVIDIA CORP | NVDA | 67066G104 | $1.1M | 0.39% | 5,462 | SH |
| 29 | GE AEROSPACE | GE | 369604301 | $1.1M | 0.39% | 2,896 | SH |
| 30 | ISHARES CORE | IDEV | 46435G326 | $1.0M | 0.36% | 11,288 | SH |
| 31 | SCHWAB US | SCHD | 808524797 | $946.2K | 0.34% | 29,840 | SH |
| 32 | VANGUARD S&P | VOO | 922908363 | $890.0K | 0.32% | 1,296 | SH |
| 33 | VANGUARD MID | VO | 922908629 | $869.4K | 0.31% | 10,647 | SH |
| 34 | GE VERNOVA | GEV | 36828A101 | $836.7K | 0.30% | 712 | SH |
| 35 | META PLATFORMS | META | 30303M102 | $717.9K | 0.26% | 1,274 | SH |
| 36 | MICROSOFT CORP | MSFT | 594918104 | $697.6K | 0.25% | 1,870 | SH |
| 37 | INVESCO RUSSELL | OMFS | 46138J593 | $689.6K | 0.25% | 12,928 | SH |
| 38 | STATE STREET | SPSM | 78468R853 | $669.4K | 0.24% | 11,608 | SH |
| 39 | INTEL CORP | INTC | 458140100 | $603.6K | 0.22% | 4,323 | SH |
| 40 | AMAZON COM | AMZN | 023135106 | $593.7K | 0.21% | 2,491 | SH |
| 41 | VANGUARD NY | MUNY | 92204H400 | $580.3K | 0.21% | 5,580 | SH |
| 42 | PROSHARES S&P | NOBL | 74348A467 | $575.3K | 0.21% | 10,245 | SH |
| 43 | ISHARES CORE | IVV | 464287200 | $563.5K | 0.20% | 752 | SH |
| 44 | JANUS DETROIT | JSMD | 47103U209 | $536.1K | 0.19% | 5,296 | SH |
| 45 | BERKSHIRE HATHAWAY | BRK.B | 084670702 | $534.9K | 0.19% | 1,069 | SH |
| 46 | SPROTT PHYSICAL | CEF | 85208R101 | $485.7K | 0.17% | 12,073 | SH |
| 47 | VISA INC | V | 92826C839 | $435.5K | 0.16% | 1,269 | SH |
| 48 | JPMORGAN CHASE | JPM | 46625H100 | $432.1K | 0.16% | 1,320 | SH |
| 49 | INVESCO RUSSELL | OMFL | 46138J619 | $429.0K | 0.15% | 6,260 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $406.9K | 0.15% | 1,602 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $278.2M | 383 | 0002051568-26-000005 |
| 2026-03-31 | 2026-05-18 | $185.5M | 370 | 0002051568-26-000004 |
| 2025-12-31 | 2026-02-13 | $171.0M | 355 | 0002051568-26-000001 |
| 2025-09-30 | 2025-11-13 | $144.4M | 350 | 0002051568-25-000009 |