StockDriftsStockDriftsTop 50 Granite Islands Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.7% | 52.2K | $10.4M | +4.08%(+2.04K) | $186.38(+18.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.49% | 35.2K | $10.1M | +6.22%(+2.06K) | $263.51(+16.38%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.22% | 23.6K | $8.4M | +3.96%(+900) | $279.56(+25.72%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.24% | 8.3K | $5.7M | +12.89%(+952) | $621.37(+14.43%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.97% | 15.8K | $5.4M | +2.97%(+455) | $189.07(+100.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.83% | 21.8K | $5.2M | +0.54%(+117) | $224.74(+22.34%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.7% | 8.6K | $5.0M | +4.70%(+388) | $197.32(+136.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.96% | 10.8K | $4.0M | +1.86%(+197) | $491.47(+2.30%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.73% | 9.8K | $3.7M | +1.71%(+165) | $342.70(+22.66%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.17% | 3.9K | $2.9M | new | $687.40(+12.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.31% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.92% |
Granite Islands Private Wealth LLC reports $135.19M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.7%), AAPL (7.5%) and GOOGL (6.2%). The top 20 holdings account for 62.17% of reported assets. Its disclosed equity book has returned +6.31% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Granite Islands Private Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111372). View Granite Islands Private Wealth LLC’s 13F filings on SEC