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Granite Islands Private Wealth 13F Portfolio

Portfolio Manager
Granite Islands Private Wealth LLC
Performance
+5.13% (2026 Q3)
AUM (13F)
$170.43M
# of Holdings
86
Performance Rank
N/A
Allocation (Top 20)
59.66%
Latest filing
Q3 2026

Granite Islands Private Wealth LLC Holdings Map

Top 50 Granite Islands Private Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
8.56%43.9K$14.6M
+25.01%(+8.79K)
2025-Q3: 0 shares2025-Q4: 31.9K shares2026-Q1: 33.1K shares2026-Q2: 35.2K shares2026-Q3: 43.9K shares
$273.05(+25.60%)
2026-09-30
NVDA
NVIDIA CORPORATION
7.48%56.0K$12.7M
+7.26%(+3.79K)
2025-Q3: 0 shares2025-Q4: 50.1K shares2026-Q1: 50.2K shares2026-Q2: 52.2K shares2026-Q3: 56.0K shares
$188.27(+15.31%)
2026-09-30
GOOGL
ALPHABET INC
4.84%24.0K$8.2M
+1.75%(+414)
2025-Q3: 0 shares2025-Q4: 22.6K shares2026-Q1: 22.7K shares2026-Q2: 23.6K shares2026-Q3: 24.0K shares
$280.78(+22.58%)
2026-09-30
PANW
PALO ALTO NETWORKS INC
3.67%15.8K$6.2M
-0.29%(-46)
2025-Q3: 0 shares2025-Q4: 10.7K shares2026-Q1: 15.3K shares2026-Q2: 15.8K shares2026-Q3: 15.8K shares
$189.07(+83.50%)
2026-09-30
VOO
VANGUARD INDEX FDS
3.37%8.2K$5.7M
-1.68%(-140)
2025-Q3: 0 shares2025-Q4: 9.9K shares2026-Q1: 7.4K shares2026-Q2: 8.3K shares2026-Q3: 8.2K shares
$621.37(+13.40%)
2026-09-30
MSFT
MICROSOFT CORP
3.23%10.7K$5.5M
-0.20%(-22)
2025-Q3: 0 shares2025-Q4: 9.6K shares2026-Q1: 10.6K shares2026-Q2: 10.8K shares2026-Q3: 10.7K shares
$491.47(+8.56%)
2026-09-30
AMZN
AMAZON COM INC
3.22%22.1K$5.5M
+1.36%(+296)
2025-Q3: 0 shares2025-Q4: 20.0K shares2026-Q1: 21.7K shares2026-Q2: 21.8K shares2026-Q3: 22.1K shares
$224.99(+16.65%)
2026-09-30
RSP
INVESCO EXCHANGE TRADED FD T
3.02%24.8K$5.2Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 24.8K shares
$210.40(+1.43%)
2026-09-30
AMD
ADVANCED MICRO DEVICES INC
2.87%8.0K$4.9M
-7.20%(-623)
2025-Q3: 0 shares2025-Q4: 8.1K shares2026-Q1: 8.3K shares2026-Q2: 8.6K shares2026-Q3: 8.0K shares
$197.32(+172.67%)
2026-09-30
VTI
VANGUARD INDEX FDS
2.8%12.8K$4.8Mnew2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 0 shares2026-Q3: 12.8K shares
$372.14(+0.91%)
2026-09-30

About Granite Islands Private Wealth LLCโ€™s portfolio

Granite Islands Private Wealth LLC reports $170.43M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.6%), NVDA (7.5%) and GOOGL (4.8%). The top 20 holdings account for 59.66% of reported assets. Its disclosed equity book has returned +11.76% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
AAPL โ€” 9.7% ($14.59M)NVDA โ€” 8.4% ($12.75M)GOOGL โ€” 5.5% ($8.24M)PANW โ€” 4.1% ($6.25M)VOO โ€” 3.8% ($5.75M)MSFT โ€” 3.6% ($5.50M)AMZN โ€” 3.6% ($5.49M)RSP โ€” 3.4% ($5.15M)AMD โ€” 3.2% ($4.89M)VTI โ€” 3.2% ($4.77M)Other โ€” 51.4% ($77.71M)
49%in top 10
  • AAPL9.7%
  • NVDA8.4%
  • GOOGL5.5%
  • PANW4.1%
  • VOO3.8%
  • MSFT3.6%
  • AMZN3.6%
  • RSP3.4%
  • AMD3.2%
  • VTI3.2%
  • Other51.4%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
6
RSPINVESCO EXCHANGE TRADED FD T3.0%
VTIVANGUARD INDEX FDS2.8%
BNDVANGUARD BD INDEX FDS1.4%
VWOVANGUARD INTL EQUITY INDEX F1.3%
+2 opened
Added to
35
AAPLAPPLE INC+25.0%
GEVGE VERNOVA INC+1079.5%
SPYSTATE STR SPDR S&P 500 ETF T+42.0%
NVDANVIDIA CORPORATION+7.3%
+31 more
Trimmed
8
AMDADVANCED MICRO DEVICES INC-7.2%
VOOVANGUARD INDEX FDS-1.7%
METAMETA PLATFORMS INC-3.2%
NOWSERVICENOW INC-1.0%
+4 more

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Source filings

Holdings on this page are parsed from Granite Islands Private Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111372). View Granite Islands Private Wealth LLCโ€™s 13F filings on SEC

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