Q3 2026 13F · SEC CIK 2111372

Granite Islands Private Wealth, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $170.4M
Reported positions: 86
Holdings vs S&P 500, 3 yrs: —
Assets under management: $229.9M

Granite Islands Private Wealth, LLC is a wealth manager that reported 86 positions worth $170.4M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Apple Inc (AAPL, 8.6%), Nvidia Corporation (NVDA, 7.5%), Alphabet Inc (GOOGL, 4.8%).

Granite Islands Private Wealth, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Granite Islands Private Wealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	8.6%	7.5%	43,945	+25.0%	$14.6M
NVDANvidia Corporation	7.5%	7.7%	55,994	+7.3%	$12.7M
GOOGLAlphabet Inc	4.8%	6.2%	24,033	+1.8%	$8.2M
PANWPalo Alto Networks Inc	3.7%	4.0%	15,751	-0.3%	$6.2M
VOOVanguard Index Fds	3.4%	4.2%	8,198	-1.7%	$5.7M
MSFTMicrosoft Corp	3.2%	3.0%	10,744	-0.2%	$5.5M
AMZNAmazon Com Inc	3.2%	3.8%	22,100	+1.4%	$5.5M
RSPInvesco Exchange Traded Fd T	3.0%	—	24,765	—	$5.2M
AMDAdvanced Micro Devices Inc	2.9%	3.7%	8,024	-7.2%	$4.9M
VTIVanguard Index Fds	2.8%	—	12,756	—	$4.8M
SPYState Str Spdr S&p 500 ETF T	2.5%	2.2%	5,569	+42.0%	$4.2M
AVGOBroadcom Inc	2.0%	2.7%	9,944	+1.4%	$3.5M
CRWDCrowdstrike Hldgs Inc	1.8%	1.4%	11,347	+342.0%	$3.0M
NFLXNetflix Inc.	1.7%	2.1%	40,930	+1.4%	$2.8M
WMTWalmart Inc	1.6%	1.9%	25,767	+12.3%	$2.7M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.6%	4,969	+12.1%	$2.5M
JPMJpmorgan Chase & Co	1.4%	1.7%	7,481	+5.1%	$2.5M
IBMInternational Business Machs	1.4%	1.9%	10,955	+17.6%	$2.4M
ABBVAbbvie Inc	1.4%	1.6%	9,068	+3.1%	$2.4M
IWLIshares Tr	1.4%	1.7%	12,376	+2.3%	$2.4M
BNDVanguard Bd Index Fds	1.4%	—	33,298	—	$2.3M
LLYEli Lilly & Co	1.3%	1.5%	1,984	+18.0%	$2.3M
JNJJohnson & Johnson	1.3%	1.5%	8,559	+4.9%	$2.3M
USFRWisdomtree Tr	1.3%	1.5%	44,431	+12.4%	$2.2M
METAMeta Platforms Inc	1.3%	1.3%	3,070	-3.2%	$2.2M
VWOVanguard Intl Equity Index F	1.3%	—	36,380	—	$2.2M
GEVGe Vernova Inc	1.2%	—	2,241	—	$2.1M
AMGNAmgen Inc	1.2%	1.3%	5,036	+6.3%	$2.1M
SCHFSchwab Strategic Tr	1.1%	1.4%	67,233	+1.4%	$1.8M
DFACDimensional ETF Trust	1.1%	—	41,398	—	$1.8M
DEDeere & Co	1.1%	1.3%	2,700	+0.0%	$1.8M
NOWServicenow Inc	1.0%	1.0%	13,322	-1.0%	$1.8M
IJHIshares Tr	1.0%	1.3%	22,657	+0.2%	$1.6M
AXONAxon Enterprise Inc	1.0%	1.5%	3,868	+3.5%	$1.6M
PGProcter & Gamble Co	1.0%	1.1%	11,233	+6.7%	$1.6M
PFEPfizer Inc	0.9%	0.9%	55,597	+6.1%	$1.6M
XOMExxonmobil Holdings Corp	0.9%	—	9,550	—	$1.6M
CSCOCisco Sys Inc	0.9%	1.2%	14,498	+5.1%	$1.6M
CVXChevron Corporation	0.9%	0.9%	7,626	+5.0%	$1.6M
CRMSalesforce Inc	0.9%	0.8%	6,540	-1.2%	$1.5M
OMCOmnicom Group Inc	0.8%	1.0%	19,300	+2.6%	$1.4M
SOSouthern Co	0.8%	1.2%	17,110	+3.0%	$1.4M
HDHome Depot Inc	0.8%	1.1%	4,662	+5.1%	$1.3M
VVisa Inc	0.8%	—	3,633	—	$1.3M
ADSKAutodesk Inc	0.8%	0.9%	6,146	+2.7%	$1.3M
UPSUnited Parcel Svcs Inc	0.7%	1.0%	13,150	+3.9%	$1.2M
BLKBlackrock Inc	0.7%	—	1,124	—	$1.2M
KOCoca Cola Co	0.6%	0.7%	12,580	+2.7%	$1.1M
TAt&t Inc	0.6%	0.7%	43,827	-0.1%	$1.1M
BMYBristol-Myers Squibb Co	0.6%	—	16,722	—	$1.0M

What Granite Islands Private Wealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+342.0% shares
SPY State Str Spdr S&p 500 ETF T+42.0% shares
AAPL Apple Inc+25.0% shares
LLY Eli Lilly & Co+18.0% shares
IBM International Business Machs+17.6% shares
USFR Wisdomtree Tr+12.4% shares
WMT Walmart Inc+12.3% shares
BRK-B Berkshire Hathaway Inc Del+12.1% shares

Reduced

AMD Advanced Micro Devices Inc-7.2% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$170.4M	86
Q2 2026	$135.2M	78
Q1 2026	$108.5M	70
Q4 2025	$108.6M	81

Questions about Granite Islands Private Wealth, LLC's portfolio

What stocks does Granite Islands Private Wealth, LLC own?

Granite Islands Private Wealth, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 86 positions worth $170.4M. The largest are Apple Inc (AAPL) at 8.6%, Nvidia Corporation (NVDA) at 7.5%, Alphabet Inc (GOOGL) at 4.8%, Palo Alto Networks Inc (PANW) at 3.7% and Vanguard Index Fds (VOO) at 3.4%.

What did Granite Islands Private Wealth, LLC buy last quarter?

In Q3 2026, Granite Islands Private Wealth, LLC added Crowdstrike Hldgs Inc (CRWD) (+342.0% shares), State Str Spdr S&p 500 ETF T (SPY) (+42.0% shares) and Apple Inc (AAPL) (+25.0% shares), compared with its Q2 2026 filing.

What did Granite Islands Private Wealth, LLC sell last quarter?

In Q3 2026, Granite Islands Private Wealth, LLC cut from its top 50 Intuitive Surgical Inc (ISRG), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Qxo Inc (QXO), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Ishares Tr (IJR) and Advanced Micro Devices Inc (AMD) (-7.2% shares), compared with its Q2 2026 filing.

When is Granite Islands Private Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Granite Islands Private Wealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Granite Islands Private Wealth, LLC manage?

Granite Islands Private Wealth, LLC reported $229.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $170.4M.