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%. The fund also reduced its exposure to STATE STREET by 48.3%.
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:
Showing 1-50 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
|
8.0 | 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
|
6.0 | 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
|
6.7 | 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
|
5.3 | 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
|
4.7 | 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
|
4.9 | 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
|
4.8 | 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
|
2.2 | 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
|
4.1 | 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
|
3.3 | 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
|
1.6 | -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
|
4.0 | 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
|
3.9 | 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
|
3.8 | 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
|
1.1 | 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
|
Technology | 1.31% | 1.52% |
#16
2
Prev: #14
|
1.0 | -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
|
0.9 | -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
|
1.3 | 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
|
0.3 | -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
|
0.8 | 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
|
0.8 | 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
|
0.8 | -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
|
0.8 | -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
|
0.8 | -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
|
0.8 | 82 | 1.9% |
P
S
|
4,299 | $1,108,930 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P
|
ETF | 0.61% | 0.71% |
#26
1
Prev: #27
|
0.7 | -1 | -0.1% |
P
S
|
1,531 | $1,044,212 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.58% | 0.73% |
#27
1
Prev: #26
|
0.7 | 1 | 0.0% |
P
S
|
2,048 | $990,409 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IDEV
ISHARES CORE
|
ETF | 0.54% | 0.61% |
#28
3
Prev: #31
|
0.7 | 205 | 1.9% |
P
S
|
11,122 | $917,301 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GE
GE AEROSPACE
|
Industrials | 0.53% | 0.61% |
#29
1
Prev: #30
|
1.2 | no change | no change |
P
S
|
2,928 | $901,889 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORP
|
Technology | 0.52% | 0.62% |
#30
2
Prev: #28
|
1.2 | no change | no change |
P
S
|
4,805 | $896,225 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS
|
Communication Services | 0.49% | 0.62% |
#31
2
Prev: #29
|
0.7 | 54 | 4.5% |
P
S
|
1,265 | $835,154 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD S&P
|
ETF | 0.49% | 0.56% |
#32
Prev: #32
|
0.7 | 9 | 0.7% |
P
S
|
1,324 | $830,559 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MGK
VANGUARD MEGA
|
ETF | 0.41% | 0.52% |
#33
Prev: #33
|
0.7 | -182 | -9.7% |
P
S
|
1,691 | $697,882 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD MID
|
ETF | 0.40% | 0.48% |
#34
Prev: #34
|
0.7 | 16 | 0.7% |
P
S
|
2,369 | $687,450 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OMFS
INVESCO RUSSELL
|
ETF | 0.33% | 0.39% |
#35
Prev: #35
|
0.6 | 17 | 0.1% |
P
S
|
12,877 | $572,642 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM
|
Consumer Cyclical | 0.32% | 0.36% |
#36
2
Prev: #38
|
1.1 | no change | no change |
P
S
|
2,399 | $553,738 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEF
SPROTT PHYSICAL
|
ETF | 0.32% | 0.31% |
#37
5
Prev: #42
|
1.1 | no change | no change |
P
S
|
12,073 | $552,943 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOBL
PROSHARES S&P
|
ETF | 0.32% | 0.38% |
#38
2
Prev: #36
|
0.6 | -37 | -0.7% |
P
S
|
5,245 | $545,889 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.31% | 0.37% |
#39
2
Prev: #37
|
1.1 | no change | no change |
P
S
|
1,069 | $537,334 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPSM
STATE STREET
|
ETF | 0.29% | 0.34% |
#40
1
Prev: #39
|
0.6 | 23 | 0.2% |
P
S
|
10,537 | $493,763 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEV
GE VERNOVA
|
Industrials | 0.28% | 0.31% |
#41
Prev: #41
|
1.1 | no change | no change |
P
S
|
722 | $471,960 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OMFL
INVESCO RUSSELL
|
ETF | 0.26% | 0.30% |
#42
1
Prev: #43
|
0.6 | 14 | 0.2% |
P
S
|
7,296 | $445,995 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JSMD
JANUS DETROIT
|
ETF | 0.26% | 0.32% |
#43
3
Prev: #40
|
0.6 | -157 | -2.8% |
P
S
|
5,352 | $436,511 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 0.25% | 0.29% |
#44
Prev: #44
|
1.1 | no change | no change |
P
S
|
1,243 | $436,038 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.24% | 0.21% |
#45
3
Prev: #48
|
2.6 | 200 | 28.8% |
P
S
|
895 | $402,499 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 0.20% | 0.23% |
#46
1
Prev: #45
|
1.1 | no change | no change |
P
S
|
3,361 | $333,786 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.19% | 0.21% |
#47
3
Prev: #50
|
0.6 | 1 | 0.1% |
P
S
|
1,599 | $330,976 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VBK
VANGUARD SMALL
|
ETF | 0.19% | 0.23% |
#48
2
Prev: #46
|
0.6 | -34 | -3.0% |
P
S
|
1,091 | $329,636 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAU
ISHARES GOLD
|
ETF | 0.18% | 0.19% |
#49
4
Prev: #53
|
1.1 | no change | no change |
P
S
|
3,783 | $307,066 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL
|
Energy | 0.18% | 0.20% |
#50
1
Prev: #51
|
0.6 | 8 | 0.3% |
P
S
|
2,543 | $306,023 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 369 holdings