Institutional Manager · CIK 0002111372
GRANITE ISLANDS PRIVATE WEALTH, LLC
GUILFORD, CT · File #028-26271
Latest AUM
$108.6M
Positions
81
Top-10 Concentration
51.9%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | NVIDIA CORPORATION | NVDA | +50,140 | +$9.3M | $0 |
| NEW | APPLE INC | AAPL | +31,949 | +$8.6M | $0 |
| NEW | ALPHABET INC | GOOG | +22,631 | +$7.0M | $0 |
| NEW | VANGUARD INDEX FDS | 922908363 | +9,919 | +$6.2M | $0 |
| NEW | MICROSOFT CORP | MSFT | +9,571 | +$4.6M | $0 |
| NEW | AMAZON COM INC | AMZN | +20,036 | +$4.6M | $0 |
| NEW | NETFLIX INC | NFLX | +35,490 | +$3.3M | $0 |
| NEW | BROADCOM INC | AVGO | +8,486 | +$2.9M | $0 |
| NEW | INTERNATIONAL BUSINESS MACHS | INTR | +7,802 | +$2.3M | $0 |
| NEW | INTUITIVE SURGICAL INC | ISRG | +3,985 | +$2.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202581 pos · $108.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 50,140 | $9.3M | 9.43% |
| 2 | APPLE INC | AAPL | 31,949 | $8.6M | 8.75% |
| 3 | ALPHABET INC | GOOG | 22,631 | $7.0M | 7.14% |
| 4 | VANGUARD INDEX FDS | 922908363 | 9,919 | $6.2M | 6.30% |
| 5 | MICROSOFT CORP | MSFT | 9,571 | $4.6M | 4.67% |
| 6 | AMAZON COM INC | AMZN | 20,036 | $4.6M | 4.66% |
| 7 | NETFLIX INC | NFLX | 35,490 | $3.3M | 3.36% |
| 8 | BROADCOM INC | AVGO | 8,486 | $2.9M | 2.96% |
| 9 | INTERNATIONAL BUSINESS MACHS | INTR | 7,802 | $2.3M | 2.33% |
| 10 | INTUITIVE SURGICAL INC | ISRG | 3,985 | $2.2M | 2.27% |
| 11 | WALMART INC | WMT | 19,855 | $2.2M | 2.22% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 6,260 | $2.0M | 2.03% |
| 13 | META PLATFORMS INC | META | 3,022 | $2.0M | 2.02% |
| 14 | SERVICENOW INC | NOW | 13,040 | $2.0M | 2.01% |
| 15 | PALO ALTO NETWORKS INC | PANW | 10,683 | $2.0M | 1.99% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,564 | $1.8M | 1.81% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 8,113 | $1.7M | 1.75% |
| 18 | ABBVIE INC | ABBV | 7,569 | $1.7M | 1.74% |
| 19 | SALESFORCE INC | CRM | 6,005 | $1.6M | 1.60% |
| 20 | ORACLE CORP | ORCL-PD | 8,126 | $1.6M | 1.59% |