GRANITE ISLANDS PRIVATE WEALTH, LLC — 13F Holdings & Portfolio
CIK 2111372 · latest 13F-HR filed 2026-04-21
GRANITE ISLANDS PRIVATE WEALTH, LLC manages $108.5M in 13F-reported U.S. long-equity assets across 70 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.03%), AAPL (7.70%), GOOGL (5.99%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 12, added to 35, and trimmed 19.
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.
$108.5M
Long-equity book
70
Distinct positions
2026-03-31
Filed 2026-04-21
+1 / −12 / ↑35 / ↓19
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WISDOMTREE TR$1.2M +152.9%
- ELI LILLY & CO$760.1K +97.6%
- BRISTOL-MYERS SQUIBB CO$539.1K +199.9%
- PALO ALTO NETWORKS INC$493.7K +25.2%
- WALMART INC$448.2K +20.4%
Top Trims
- VANGUARD INDEX FDS-$1.8M -29.0%
- MICROSOFT CORP-$710.3K -15.4%
- NVIDIA CORPORATION-$595.8K -6.4%
- SERVICENOW INC-$579.2K -29.2%
- ALPHABET INC-$544.0K -7.7%
Exited Positions
- ADOBE INC$561.7K
- RTX CORPORATION$425.2K
- VISA INC$359.5K
- MASTERCARD INCORPORATED$356.2K
- SPDR S&P 500 ETF TR$341.0K
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.7M | 8.03% | 50,160 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $8.4M | 7.70% | 33,094 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $6.5M | 5.99% | 22,719 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $4.5M | 4.14% | 21,687 | SH |
| 5 | VANGUARD INDEX FDS | VOO | 922908363 | $4.4M | 4.07% | 7,386 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $3.9M | 3.59% | 10,569 | SH |
| 7 | NETFLIX INC. | NFLX | 64110L106 | $3.7M | 3.40% | 38,540 | SH |
| 8 | BROADCOM INC | AVGO | 11135F101 | $3.0M | 2.73% | 9,637 | SH |
| 9 | WALMART INC | WMT | 931142103 | $2.6M | 2.43% | 21,404 | SH |
| 10 | PALO ALTO NETWORKS INC | PANW | 697435105 | $2.5M | 2.26% | 15,342 | SH |
| 11 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.2M | 2.03% | 9,136 | SH |
| 12 | WISDOMTREE TR | USFR | 97717Y527 | $2.0M | 1.87% | 40,376 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.0M | 1.87% | 6,923 | SH |
| 14 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $1.9M | 1.77% | 4,181 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.9M | 1.75% | 7,819 | SH |
| 16 | ABBVIE INC | ABBV | 00287Y109 | $1.9M | 1.72% | 8,636 | SH |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 1.70% | 3,869 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $1.8M | 1.64% | 3,114 | SH |
| 19 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.7M | 1.54% | 8,259 | SH |
| 20 | ELI LILLY & CO | LLY | 532457108 | $1.5M | 1.42% | 1,682 | SH |
| 21 | DEERE & CO | DE | 244199105 | $1.5M | 1.40% | 2,700 | SH |
| 22 | PROCTER & GAMBLE CO | PG | 742718109 | $1.5M | 1.35% | 10,217 | SH |
| 23 | ORACLE CORP | ORCL | 68389X105 | $1.4M | 1.32% | 9,803 | SH |
| 24 | SOUTHERN CO | SO | 842587107 | $1.4M | 1.30% | 14,755 | SH |
| 25 | OMNICOM GROUP INC | OMC | 681919106 | $1.4M | 1.30% | 18,820 | SH |
| 26 | EXXON MOBIL CORP | XOM | 30231G102 | $1.4M | 1.30% | 8,329 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $1.4M | 1.30% | 56,794 | SH |
| 28 | SERVICENOW INC | NOW | 81762P102 | $1.4M | 1.29% | 13,507 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $1.4M | 1.28% | 4,264 | SH |
| 30 | ISHARES TR | IJH | 464287507 | $1.4M | 1.27% | 20,477 | SH |
| 31 | ISHARES TR | IWL | 464289446 | $1.4M | 1.27% | 8,572 | SH |
| 32 | AMGEN INC | AMGN | 031162100 | $1.3M | 1.22% | 3,786 | SH |
| 33 | CHEVRON CORPORATION | CVX | 166764100 | $1.3M | 1.20% | 6,316 | SH |
| 34 | PFIZER INC | PFE | 717081103 | $1.2M | 1.10% | 42,819 | SH |
| 35 | SALESFORCE INC | CRM | 79466L302 | $1.2M | 1.10% | 6,432 | SH |
| 36 | MCDONALDS CORP | MCD | 580135101 | $1.2M | 1.10% | 3,864 | SH |
| 37 | UNITED PARCEL SVCS INC | UPS | 911312106 | $1.1M | 1.04% | 11,515 | SH |
| 38 | ISHARES TR | ITA | 464288760 | $1.1M | 1.01% | 5,007 | SH |
| 39 | CISCO SYS INC | CSCO | 17275R102 | $1.0M | 0.93% | 13,095 | SH |
| 40 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.0M | 0.92% | 2,568 | SH |
| 41 | QUALCOMM INC | QCOM | 747525103 | $947.9K | 0.87% | 7,404 | SH |
| 42 | COCA COLA CO | KO | 191216100 | $921.2K | 0.85% | 12,114 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $876.5K | 0.81% | 2,366 | SH |
| 44 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $835.8K | 0.77% | 3,008 | SH |
| 45 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $808.8K | 0.75% | 13,335 | SH |
| 46 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $745.8K | 0.69% | 9,012 | SH |
| 47 | APOLLO GLOBAL MGMT INC | APO | 03769M106 | $726.6K | 0.67% | 6,555 | SH |
| 48 | NEXTERA ENERGY INC | NEE | 65339F101 | $687.1K | 0.63% | 7,417 | SH |
| 49 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $676.8K | 0.62% | 9,409 | SH |
| 50 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $662.6K | 0.61% | 11,127 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $108.5M | 70 | 0002111372-26-000002 |
| 2025-12-31 | 2026-02-12 | $108.6M | 81 | 0002111372-26-000001 |