2026 Q1 Portfolio Activity
In 2026 Q1, GRANITE ISLANDS PRIVATE WEALTH, LLC maintained a portfolio of 82 distinct positions. The most significant new addition was ISHARES TR, now representing 1.01% of the total fund value. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 152.8%. The fund also reduced its exposure to VANGUARD INDEX FDS by 25.5%.
Position History
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Total Positions
82
Quarter
2026 Q1
Top Holding
NVDA (8.0%)
Top 10 Concentration
44.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 82
GRANITE ISLANDS PRIVATE WEALTH, LLC Full Holdings List — 2026 Q1
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.03% | 8.57% |
#1
Prev: #1
|
5.7 |
—
|
20 | 0.0% |
P
S
|
50,160 | $8,711,192 |
$186.49
+19.5%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
AAPL
APPLE INC
|
Technology | 7.70% | 7.95% |
#2
Prev: #2
|
5.1 |
—
|
1,145 | 3.6% |
P
S
|
33,094 | $8,355,361 |
$270.74
+14.5%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.99% | 6.49% |
#3
Prev: #3
|
3.9 |
—
|
88 | 0.4% |
P
S
|
22,719 | $6,504,167 |
$312.68
+19.0%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | ||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.14% | 4.24% |
#4
2
Prev: #6
|
4.2 |
—
|
1,651 | 8.2% |
P
S
|
21,687 | $4,497,426 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 4.07% | 5.73% |
#5
1
Prev: #4
|
2.1 |
—
|
-2,533 | -25.5% |
P
S
|
7,386 | $4,413,660 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.59% | 4.25% |
#6
1
Prev: #5
|
3.4 |
—
|
998 | 10.4% |
P
S
|
10,569 | $3,899,377 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NFLX
NETFLIX INC.
|
Communication Services | 3.40% | 3.05% |
#7
Prev: #7
|
3.4 |
—
|
3,050 | 8.6% |
P
S
|
38,540 | $3,692,539 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 2.73% | 2.69% |
#8
Prev: #8
|
3.1 |
—
|
1,151 | 13.6% |
P
S
|
9,637 | $2,967,566 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.43% | 2.02% |
#9
2
Prev: #11
|
3.0 |
—
|
1,549 | 7.8% |
P
S
|
21,404 | $2,641,916 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 2.26% | 1.80% |
#10
5
Prev: #15
|
3.4 |
—
|
4,659 | 43.6% |
P
S
|
15,342 | $2,453,064 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 2.03% | 2.12% |
#11
2
Prev: #9
|
2.8 |
—
|
1,334 | 17.1% |
P
S
|
9,136 | $2,203,701 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
USFR
WISDOMTREE TR
|
ETF | 1.87% | 0.74% |
#12
28
Prev: #40
|
3.7 |
—
|
24,406 | 152.8% |
P
S
|
40,376 | $2,032,528 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.87% | 1.85% |
#13
1
Prev: #12
|
2.7 |
—
|
663 | 10.6% |
P
S
|
6,923 | $2,025,978 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 1.77% | 2.07% |
#14
4
Prev: #10
|
1.2 |
—
|
196 | 4.9% |
P
S
|
4,181 | $1,918,326 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.75% | 1.41% |
#15
6
Prev: #21
|
2.7 |
—
|
386 | 5.2% |
P
S
|
7,819 | $1,901,270 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.72% | 1.58% |
#16
2
Prev: #18
|
2.7 |
—
|
1,067 | 14.1% |
P
S
|
8,636 | $1,869,596 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.70% | 1.64% |
#17
1
Prev: #16
|
2.7 |
—
|
305 | 8.6% |
P
S
|
3,869 | $1,845,922 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.64% | 1.83% |
#18
5
Prev: #13
|
1.2 |
—
|
92 | 3.0% |
P
S
|
3,114 | $1,777,698 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.54% | 1.59% |
#19
2
Prev: #17
|
1.1 |
—
|
146 | 1.8% |
P
S
|
8,259 | $1,671,072 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.42% | 0.72% |
#20
23
Prev: #43
|
3.6 |
—
|
957 | 132.0% |
P
S
|
1,682 | $1,538,928 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DE
DEERE & CO
|
Industrials | 1.40% | 1.26% |
#21
2
Prev: #23
|
1.1 |
—
|
-227 | -7.8% |
P
S
|
2,700 | $1,520,910 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.35% | 1.11% |
#22
5
Prev: #27
|
3.0 |
—
|
1,792 | 21.3% |
P
S
|
10,217 | $1,469,125 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ORCL
ORACLE CORP
|
Technology | 1.32% | 1.45% |
#23
3
Prev: #20
|
3.0 |
—
|
1,677 | 20.6% |
P
S
|
9,803 | $1,434,269 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SO
SOUTHERN CO
|
Utilities | 1.30% | 0.91% |
#24
10
Prev: #34
|
3.0 |
—
|
3,325 | 29.1% |
P
S
|
14,755 | $1,414,909 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
OMC
OMNICOM GROUP I...
|
Communication Services | 1.30% | 1.11% |
#25
1
Prev: #26
|
3.0 |
—
|
3,873 | 25.9% |
P
S
|
18,820 | $1,412,002 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.30% | 0.97% |
#26
5
Prev: #31
|
1.0 |
—
|
-410 | -4.7% |
P
S
|
8,329 | $1,411,607 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 1.30% | 1.19% |
#27
3
Prev: #24
|
2.5 |
—
|
3,159 | 5.9% |
P
S
|
56,794 | $1,405,652 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.29% | 1.83% |
#28
14
Prev: #14
|
1.0 |
—
|
467 | 3.6% |
P
S
|
13,507 | $1,402,489 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.28% | 1.14% |
#29
4
Prev: #25
|
2.5 |
—
|
644 | 17.8% |
P
S
|
4,264 | $1,393,698 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJH
ISHARES TR
|
ETF | 1.27% | 1.27% |
#30
8
Prev: #22
|
1.0 |
—
|
-361 | -1.7% |
P
S
|
20,477 | $1,382,339 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWL
ISHARES TR
|
ETF | 1.27% | 0.94% |
#31
1
Prev: #32
|
3.0 |
—
|
2,619 | 44.0% |
P
S
|
8,572 | $1,375,623 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.22% | 1.04% |
#32
4
Prev: #28
|
2.5 |
—
|
311 | 8.9% |
P
S
|
3,786 | $1,324,156 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.20% | 0.81% |
#33
4
Prev: #37
|
2.5 |
—
|
491 | 8.4% |
P
S
|
6,316 | $1,297,625 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PFE
PFIZER INC
|
Healthcare | 1.10% | 0.78% |
#34
5
Prev: #39
|
2.9 |
—
|
8,543 | 24.9% |
P
S
|
42,819 | $1,196,979 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.10% | 1.45% |
#35
16
Prev: #19
|
2.4 |
—
|
427 | 7.1% |
P
S
|
6,432 | $1,192,553 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.10% | 1.00% |
#36
7
Prev: #29
|
2.4 |
—
|
275 | 7.7% |
P
S
|
3,864 | $1,191,655 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 1.04% | 0.81% |
#37
1
Prev: #38
|
2.9 |
—
|
2,620 | 29.5% |
P
S
|
11,515 | $1,125,828 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ITA
ISHARES TR
|
ETF | 1.01% | — |
#38
Prev: #—
|
3.9 |
—
|
5,007 | — |
NEW
|
5,007 | $1,092,970 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.93% | 0.89% |
#39
4
Prev: #35
|
0.9 |
—
|
409 | 3.2% |
P
S
|
13,095 | $1,009,123 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.92% | 0.66% |
#40
5
Prev: #45
|
3.4 |
—
|
1,022 | 66.1% |
P
S
|
2,568 | $1,000,252 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.87% | 0.73% |
#41
1
Prev: #42
|
3.3 |
—
|
2,753 | 59.2% |
P
S
|
7,404 | $947,894 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.85% | 0.99% |
#42
12
Prev: #30
|
0.3 |
—
|
-3,260 | -21.2% |
P
S
|
12,114 | $921,244 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.81% | 0.64% |
#43
3
Prev: #46
|
3.3 |
—
|
811 | 52.2% |
P
S
|
2,366 | $876,516 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.77% | 0.93% |
#44
11
Prev: #33
|
0.8 |
—
|
125 | 4.3% |
P
S
|
3,008 | $835,826 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.75% | 0.25% |
#45
27
Prev: #72
|
3.3 |
—
|
8,335 | 166.7% |
P
S
|
13,335 | $808,768 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.69% | 0.56% |
#46
4
Prev: #50
|
2.8 |
—
|
1,708 | 23.4% |
P
S
|
9,012 | $745,779 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 0.67% | 0.86% |
#47
11
Prev: #36
|
0.8 |
—
|
60 | 0.9% |
P
S
|
6,555 | $726,642 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.63% | 0.25% |
#48
25
Prev: #73
|
3.3 |
—
|
4,082 | 122.4% |
P
S
|
7,417 | $687,051 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.62% | 0.61% |
#49
1
Prev: #48
|
2.2 |
—
|
1,292 | 15.9% |
P
S
|
9,409 | $676,789 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.61% | 0.44% |
#50
6
Prev: #56
|
2.7 |
—
|
3,231 | 40.9% |
P
S
|
11,127 | $662,603 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 82 holdings