AI Portfolio Summary
In 2025 Q4, Graney & King, LLC maintained a portfolio of 369 distinct positions. They heavily accumulated shares in VANGUARD MEGA, increasing their position by 5.4%. Conversely, Graney & King, LLC completely exited their position in ISHARES MSCI.
Total Positions
369
Quarter
2025 Q4
Top Holding
MGV (13.9%)
Top 10 Concentration
64.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 369
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MGV
VANGUARD MEGA
|
ETF | 13.92% | 15.24% |
#1
Prev: #1
|
7.6 | 8,701 | 5.4% |
P
S
|
168,572 | $23,795,590 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPIX
GOLDMAN SACHS
|
ETF | 10.25% | 11.77% |
#2
Prev: #2
|
6.1 | 6,482 | 2.0% |
P
S
|
332,028 | $17,531,082 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBND
FIDELITY TOTAL
|
ETF | 8.11% | 7.21% |
#3
Prev: #3
|
5.3 | 76,112 | 33.8% |
P
S
|
301,405 | $13,876,706 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBIN
JPMORGAN BETABU...
|
ETF | 5.70% | 4.59% |
#4
2
Prev: #6
|
4.4 | 40,268 | 42.6% |
P
S
|
134,778 | $9,747,165 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYG
STATE STREET
|
ETF | 5.54% | 5.38% |
#5
1
Prev: #4
|
4.3 | 14,450 | 19.4% |
P
S
|
88,802 | $9,475,161 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPLB
STATE STREET
|
ETF | 4.76% | 3.30% |
#6
4
Prev: #10
|
4.1 | 154,345 | 74.9% |
P
S
|
360,328 | $8,136,200 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ANGL
VANECK FALLEN
|
ETF | 4.56% | 3.21% |
#7
4
Prev: #11
|
4.0 | 109,400 | 70.1% |
P
S
|
265,511 | $7,796,744 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLU
STATE STREET
|
ETF | 4.32% | 4.90% |
#8
3
Prev: #5
|
3.7 | 456 | 1.3% |
P
S
|
35,103 | $7,394,109 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JHMM
JOHN HANCOCK
|
ETF | 4.12% | 3.65% |
#9
1
Prev: #8
|
3.7 | 26,076 | 32.0% |
P
S
|
107,565 | $7,043,360 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQM
INVESCO NASDAQ
|
ETF | 3.36% | 3.52% |
#10
1
Prev: #9
|
3.4 | 2,140 | 10.4% |
P
S
|
22,710 | $5,743,853 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYG
STATE STREET
|
ETF | 2.83% | 3.73% |
#11
4
Prev: #7
|
1.2 | -5,793 | -10.1% |
P
S
|
51,366 | $4,838,131 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RDVY
FIRST TRUST
|
ETF | 2.42% | 0.85% |
#12
8
Prev: #20
|
3.3 | 41,281 | 226.9% |
P
S
|
59,475 | $4,131,707 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIV
VANGUARD INTERM...
|
ETF | 2.15% | 1.04% |
#13
3
Prev: #16
|
3.2 | 28,038 | 145.7% |
P
S
|
47,278 | $3,682,009 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EIPX
FIRST TRUST
|
ETF | 1.89% | 0.79% |
#14
10
Prev: #24
|
3.1 | 78,530 | 180.8% |
P
S
|
121,959 | $3,224,594 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXUS
VANGUARD TOTAL
|
ETF | 1.47% | 1.64% |
#15
2
Prev: #13
|
2.6 | 1,153 | 3.6% |
P
S
|
33,318 | $2,513,527 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Unknown | 1.31% | 1.52% |
#16
2
Prev: #14
|
0.5 | -358 | -4.2% |
P
S
|
8,250 | $2,242,837 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD GROWTH
|
ETF | 0.95% | 1.11% |
#17
2
Prev: #15
|
0.4 | -29 | -0.9% |
P
S
|
3,316 | $1,617,508 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTV
VANGUARD VALUE
|
ETF | 0.86% | 0.99% |
#18
1
Prev: #17
|
0.3 | no change | no change |
P
S
|
7,679 | $1,466,622 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPYV
STATE STREET
|
ETF | 0.75% | 1.68% |
#19
7
Prev: #12
|
0.4 | -21,181 | -48.3% |
P
S
|
22,691 | $1,289,072 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GPIQ
GOLDMAN SACHS
|
ETF | 0.75% | 0.85% |
#20
1
Prev: #19
|
2.3 | 852 | 3.6% |
P
S
|
24,298 | $1,284,644 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD TOTAL
|
ETF | 0.71% | 0.82% |
#21
Prev: #21
|
2.3 | 1 | 0.0% |
P
S
|
3,603 | $1,208,023 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB US
|
ETF | 0.70% | 0.98% |
#22
4
Prev: #18
|
0.3 | -8,482 | -16.4% |
P
S
|
43,369 | $1,189,619 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSG
ISHARES S&P
|
ETF | 0.68% | 0.79% |
#23
Prev: #23
|
0.3 | -22 | -0.3% |
P
S
|
6,954 | $1,167,864 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLYV
STATE STREET
|
ETF | 0.66% | 0.80% |
#24
2
Prev: #22
|
0.3 | -749 | -5.7% |
P
S
|
12,354 | $1,123,858 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD SMALL
|
ETF | 0.65% | 0.74% |
#25
Prev: #25
|
2.3 | 82 | 1.9% |
P
S
|
4,299 | $1,108,930 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES MSCI
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #98) |
0.3 | -865 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMCI
SUPER MICRO
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #192) |
0.3 | -400 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SAND
SANDSTORM GOLD
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #215) |
0.3 | -1,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AA
ALCOA CORP
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #231) |
0.3 | -300 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STZ
CONSTELLATION B...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #234) |
0.3 | -70 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES MSCI
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #238) |
0.3 | -99 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVXL
ANAVEX LIFE
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #241) |
0.3 | -1,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LQD
ISHARES IBOXX
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #257) |
0.3 | -55 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TIP
ISHARES TIPS
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #262) |
0.3 | -52 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AI
C3 AI
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #285) |
0.3 | -200 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
UTILITIES SELEC...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #306) |
0.3 | -22 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HYG
ISHARES IBOXX
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #308) |
0.3 | -22 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DG
DOLLAR GENL
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #313) |
0.3 | -14 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LULU
LULULEMON ATHLE...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #328) |
0.3 | -4 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 369 holdings