Graney & King, LLC — 13F Holdings & Portfolio
CIK 2051568 · latest 13F-HR filed 2026-05-18
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.
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AUM
$185.5M
Long-equity book
Holdings
370
Distinct positions
Period
2026-03-31
Filed 2026-05-18
Q/Q Activity
+28 / −13 / ↑107 / ↓120
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JOHN HANCOCK$7.1M +101.5%
- FIRST TRUST$4.6M +3867.4%
- VANGUARD MEGA$1.5M +6.1%
- GOLDMAN SACHS$1.1M +6.3%
- JPMORGAN BETABUILDERS$1.1M +11.3%
Top Trims
- FIRST TRUST-$3.2M -99.9%
- STATE STREET-$394.3K -8.1%
- MICROSOFT CORP-$311.7K -31.5%
- INVESCO NASDAQ-$300.1K -5.2%
- SCHWAB US-$230.7K -19.4%
New Positions
- VANGUARD ULTRA$212.4K
- VANGUARD SHORT$200.1K
- INVESCO CURRENCYSHARES$124.8K
- STATE STREET$106.0K
- STATE STREET$85.9K
Exited Positions
- KRAFT HEINZ$62.1K
- CYBER ARK$57.1K
- EXP WORLD$45.2K
- JPMORGAN$34.3K
- REINSURANCE GROUP$21.8K
All Holdings
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 | VANGUARD MEGA | MGV | 921910840 | $25.2M | 13.61% | 174,183 | SH |
| 2 | GOLDMAN SACHS | GPIX | 38149W622 | $18.6M | 10.04% | 372,385 | SH |
| 3 | FIDELITY TOTAL | FBND | 316188309 | $14.4M | 7.75% | 315,006 | SH |
| 4 | JOHN HANCOCK | JHMM | 47804J206 | $14.2M | 7.65% | 211,453 | SH |
| 5 | JPMORGAN BETABUILDERS | BBIN | 46641Q373 | $10.8M | 5.85% | 148,332 | SH |
| 6 | STATE STREET | SPYG | 78464A409 | $9.3M | 5.03% | 95,354 | SH |
| 7 | STATE STREET | SPLB | 78464A367 | $8.4M | 4.51% | 376,158 | SH |
| 8 | VANECK FALLEN | ANGL | 92189F437 | $8.1M | 4.35% | 280,762 | SH |
| 9 | STATE STREET | VLU | 78464A128 | $7.8M | 4.21% | 36,308 | SH |
| 10 | INVESCO NASDAQ | QQQM | 46138G649 | $5.4M | 2.93% | 22,909 | SH |
| 11 | FIRST TRUST | RDVY | 33738R506 | $4.9M | 2.63% | 71,449 | SH |
| 12 | FIRST TRUST | GRID | 33737A108 | $4.7M | 2.52% | 28,576 | SH |
| 13 | STATE STREET | SLYG | 78464A201 | $4.4M | 2.40% | 45,993 | SH |
| 14 | VANGUARD INTERMEDIATE | BIV | 921937819 | $3.7M | 2.01% | 48,375 | SH |
| 15 | VANGUARD TOTAL | VXUS | 921909768 | $2.6M | 1.39% | 33,511 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.1M | 1.13% | 8,237 | SH |
| 17 | VANGUARD GROWTH | VUG | 922908736 | $1.6M | 0.86% | 3,645 | SH |
| 18 | VANGUARD VALUE | VTV | 922908744 | $1.5M | 0.81% | 7,679 | SH |
| 19 | STATE STREET | SPYV | 78464A508 | $1.3M | 0.69% | 22,467 | SH |
| 20 | VANGUARD SMALL | VB | 922908751 | $1.2M | 0.66% | 4,651 | SH |
| 21 | GOLDMAN SACHS | GPIQ | 38149W630 | $1.2M | 0.66% | 24,573 | SH |
| 22 | VANGUARD TOTAL | VTI | 922908769 | $1.1M | 0.61% | 3,546 | SH |
| 23 | STATE STREET | SLYV | 78464A300 | $1.1M | 0.61% | 11,984 | SH |
| 24 | VANGUARD MEGA | MGK | 921910816 | $1.1M | 0.61% | 3,069 | SH |
| 25 | ISHARES S&P | IUSG | 464287671 | $1.1M | 0.58% | 6,960 | SH |
| 26 | STATE STREET | SPY | 78462F103 | $998.2K | 0.54% | 1,535 | SH |
| 27 | SCHWAB US | SCHD | 808524797 | $958.9K | 0.52% | 31,255 | SH |
| 28 | ISHARES CORE | IDEV | 46435G326 | $929.4K | 0.50% | 11,122 | SH |
| 29 | NVIDIA CORP | NVDA | 67066G104 | $850.1K | 0.46% | 4,874 | SH |
| 30 | GE AEROSPACE | GE | 369604301 | $825.6K | 0.44% | 2,909 | SH |
| 31 | VANGUARD S&P | VOO | 922908363 | $791.6K | 0.43% | 1,325 | SH |
| 32 | META PLATFORMS | META | 30303M102 | $713.6K | 0.38% | 1,247 | SH |
| 33 | VANGUARD MID | VO | 922908629 | $680.3K | 0.37% | 2,369 | SH |
| 34 | MICROSOFT CORP | MSFT | 594918104 | $678.7K | 0.37% | 1,833 | SH |
| 35 | GE VERNOVA | GEV | 36828A101 | $624.3K | 0.34% | 715 | SH |
| 36 | INVESCO RUSSELL | OMFS | 46138J593 | $584.0K | 0.31% | 12,902 | SH |
| 37 | SPROTT PHYSICAL | CEF | 85208R101 | $576.1K | 0.31% | 12,073 | SH |
| 38 | PROSHARES S&P | NOBL | 74348A467 | $558.8K | 0.30% | 5,271 | SH |
| 39 | BERKSHIRE HATHAWAY | BRK.B | 084670702 | $512.3K | 0.28% | 1,069 | SH |
| 40 | STATE STREET | SPSM | 78468R853 | $511.8K | 0.28% | 10,591 | SH |
| 41 | VANGUARD NY | MUNY | 92204H400 | $507.0K | 0.27% | 4,949 | SH |
| 42 | AMAZON COM | AMZN | 023135106 | $499.6K | 0.27% | 2,399 | SH |
| 43 | INVESCO RUSSELL | OMFL | 46138J619 | $431.3K | 0.23% | 7,174 | SH |
| 44 | EXXON MOBIL | XOM | 30231G102 | $425.8K | 0.23% | 2,509 | SH |
| 45 | JANUS DETROIT | JSMD | 47103U209 | $422.7K | 0.23% | 5,327 | SH |
| 46 | JOHNSON & JOHNSON | JNJ | 478160104 | $391.3K | 0.21% | 1,601 | SH |
| 47 | CONSOLIDATED EDISON | ED | 209115104 | $380.4K | 0.21% | 3,361 | SH |
| 48 | VISA INC | V | 92826C839 | $375.8K | 0.20% | 1,243 | SH |
| 49 | ISHARES GOLD | IAU | 464285204 | $333.5K | 0.18% | 3,783 | SH |
| 50 | TESLA INC | TSLA | 88160R101 | $332.7K | 0.18% | 895 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |