Arkolith/Funds/Granite Islands Private Wealth, LLC

Granite Islands Private Wealth, LLC

CIK 2111372Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

Granite Islands Private Wealth, LLC holds a diversified book of 78 stocks worth $135.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~21-day 13F lag). This quarter they opened SS SPDR S&P 500 ETF Trust-US and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Nvidia Corp at 8% of the equity book.

Opened
20
bought for the first time
Added to
47
already held, bought more
Trimmed
10
sold some, still holds it
Sold out
4
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
45%
Top 20 holdings
62%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

83% mapped to company sectors

Information Technology
44%
ETF / fund or unclassified
17%
Health Care
9%
Consumer Discretionary
8%
Industrials
6%
Financials
6%
Communication Services
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Granite Islands Private Wealth, LLC

Manager / fundShared namesTheir $ in those
Osaic Holdings, Inc.79 / 78$16.5B
UBS Group AG78 / 78$161.0B
Steward Partners Investment Advisory, LLC78 / 78$6.8B
Integrated Wealth Concepts LLC78 / 78$3.4B
Morgan Stanley77 / 78$620.8B
JPMorgan Chase & Co77 / 78$595.5B
Royal Bank Of Canada77 / 78$167.6B
Wells Fargo & Company77 / 78$164.7B

Ranked by the share of each fund's own book sitting in the names it shares with Granite Islands Private Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

78 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$10.4M52.2K
7.7%
+4.1%
Added · +2K sh
2Apple Inc
COM
$10.1M35.2K
7.5%
+6.2%
Added · +2K sh
3Alphabet Inc
CAP STK CL A
$8.4M23.6K
6.2%
+4.0%
Added · +900 sh
4Vanguard Index FDS
S&P 500 ETF SHS
$5.7M8.3K
4.2%
+13%
Added · +952 sh
5Palo Alto Networks Inc
COM
$5.4M15.8K
4.0%
+3.0%
Added · +455 sh
6Amazon Com Inc
COM
$5.2M21.8K
3.8%
+0.5%
Added · +117 sh
7Advanced Micro Devices Inc
COM
$5.0M8.6K
3.7%
+4.7%
Added · +388 sh
8Microsoft Corp
COM
$4.0M10.8K
3.0%
+1.9%
Added · +197 sh
9Broadcom Inc
COM
$3.7M9.8K
2.7%
+1.7%
Added · +165 sh
10State STR SPDR S&P 500 ETF T
TR UNIT
$2.9M3.9K
2.2%
New
New position
11Netflix Inc.
COM
$2.9M40.4K
2.1%
+4.7%
Added · +2K sh
12International Business Machs
COM
$2.6M9.3K
1.9%
+1.9%
Added · +177 sh
13Walmart Inc
COM
$2.6M22.9K
1.9%
+7.2%
Added · +2K sh
14JPMorgan Chase & Co
COM
$2.3M7.1K
1.7%
+2.8%
Added · +197 sh
15Ishares TR
RUS TOP 200 ETF
$2.2M12.1K
1.7%
+41%
Added · +4K sh
16Berkshire Hathaway Inc Del
CL B NEW
$2.2M4.4K
1.6%
+15%
Added · +565 sh
17Abbvie Inc
COM
$2.2M8.8K
1.6%
+1.9%
Added · +160 sh
18Axon Enterprise Inc
COM
$2.1M3.7K
1.5%
+380%
Added · +3K sh
19Johnson & Johnson
COM
$2.1M8.2K
1.5%
+4.4%
Added · +343 sh
20Eli Lilly & Co
COM
$2.0M1.7K
1.5%
Held
21Wisdomtree TR
FLOATNG RAT TREA
$2.0M39.5K
1.5%
−2.1%
Reduced · −853 sh
22Crowdstrike Hldgs Inc
CL A
$2.0M2.6K
1.4%
~0%
Reduced · −1 sh
23Schwab Strategic TR
INTL EQTY ETF
$1.8M66.3K
1.4%
+17%
Added · +9K sh
24Meta Platforms Inc
CL A
$1.8M3.2K
1.3%
+1.9%
Added · +59 sh
25Intuitive Surgical Inc
COM NEW
$1.8M4.5K
1.3%
+6.9%
Added · +287 sh
26Ishares TR
CORE S&P MCP ETF
$1.7M22.6K
1.3%
+10%
Added · +2K sh
27Deere & Co
COM
$1.7M2.7K
1.3%
Held
28Amgen Inc
COM
$1.7M4.7K
1.3%
+25%
Added · +951 sh
29Cisco Sys Inc
COM
$1.6M13.8K
1.2%
+5.3%
Added · +698 sh
30Southern Co
COM
$1.6M16.6K
1.2%
+13%
Added · +2K sh
31Home Depot Inc
COM
$1.6M4.4K
1.2%
+4.0%
Added · +170 sh
32Procter & Gamble Co
COM
$1.5M10.5K
1.1%
+3.0%
Added · +310 sh
33Omnicom Group Inc
COM
$1.4M18.8K
1.0%
Held
34United Parcel Svcs Inc
CL B
$1.4M12.7K
1.0%
+9.9%
Added · +1K sh
35Servicenow Inc
COM
$1.3M13.5K
1.0%
−0.3%
Reduced · −45 sh
36Pfizer Inc
COM
$1.3M52.4K
0.9%
+22%
Added · +10K sh
37Exxon Mobil Corp
COM
$1.3M9.2K
0.9%
+10%
Added · +854 sh
38Qxo Inc
COM NEW
$1.2M70.0K
0.9%
New
New position
39Chevron Corporation
COM
$1.2M7.3K
0.9%
+15%
Added · +950 sh
40McDonalds Corp
COM
$1.2M4.4K
0.9%
+13%
Added · +507 sh
41Autodesk Inc
COM
$1.2M6.0K
0.9%
+147%
Added · +4K sh
42Salesforce Inc
COM
$1.0M6.6K
0.8%
+2.9%
Added · +188 sh
43Ishares TR
CORE S&P SCP ETF
$1.0M6.9K
0.8%
+35%
Added · +2K sh
44Coca Cola Co
COM
$995K12.2K
0.7%
+1.1%
Added · +131 sh
45Vanguard Scottsdale FDS
INT-TERM CORP
$985K11.9K
0.7%
+32%
Added · +3K sh
46NextEra Energy Inc
COM
$937K10.7K
0.7%
+44%
Added · +3K sh
47AT&T Inc
COM
$906K43.9K
0.7%
+240%
Added · +31K sh
48Tesla Inc
COM
$901K2.2K
0.7%
−9.1%
Reduced · −215 sh
49Vanguard Scottsdale FDS
INTER TERM TREAS
$856K14.5K
0.6%
+30%
Added · +3K sh
50Celsius Hldgs Inc
COM NEW
$844K29.0K
0.6%
+121%
Added · +16K sh
Showing 50 of 78 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 202678$135.2M13F-HR
Q1 2026Mar 31, 2026Apr 21, 202670$108.5M13F-HR
Q4 2025Dec 31, 2025Feb 12, 202681$108.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.