Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $10.4M | 7.7% | +4.1% |
| AAPLApple Inc | $10.1M | 7.5% | +6.2% |
| GOOGLAlphabet Inc | $8.4M | 6.2% | +4.0% |
| VOOVanguard Index Fds | $5.7M | 4.2% | +12.9% |
| PANWPalo Alto Networks Inc | $5.4M | 4.0% | +3.0% |
| AMZNAmazon Com Inc | $5.2M | 3.8% | |
| AMDAdvanced Micro Devices Inc | $5.0M | 3.7% | +4.7% |
| MSFTMicrosoft Corp | $4.0M | 3.0% | +1.9% |
| AVGOBroadcom Inc | $3.7M | 2.7% | +1.7% |
| SPYState Str Spdr S&p 500 Etf T | $2.9M | 2.2% | New |
| NFLXNetflix Inc. | $2.9M | 2.1% | +4.7% |
| IBMInternational Business Machs | $2.6M | 1.9% | +1.9% |
| WMTWalmart Inc | $2.6M | 1.9% | +7.2% |
| JPMJpmorgan Chase & Co | $2.3M | 1.7% | +2.8% |
| IWLIshares Tr | $2.2M | 1.7% | +41.2% |
| BRK/BBerkshire Hathaway Inc Del | $2.2M | 1.6% | +14.6% |
| ABBVAbbvie Inc | $2.2M | 1.6% | +1.9% |
| AXONAxon Enterprise Inc | $2.1M | 1.5% | +380.5% |
| JNJJohnson & Johnson | $2.1M | 1.5% | +4.4% |
| LLYEli Lilly & Co | $2.0M | 1.5% | |
| USFRWisdomtree Tr | $2.0M | 1.5% | −2.1% |
| CRWDCrowdstrike Hldgs Inc | $2.0M | 1.4% | |
| SCHFSchwab Strategic Tr | $1.8M | 1.4% | +16.7% |
| METAMeta Platforms Inc | $1.8M | 1.3% | +1.9% |
| ISRGIntuitive Surgical Inc | $1.8M | 1.3% | +6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $5.0M |
| PANWPalo Alto Networks Inc | December 31, 2025 | +85.1% | $5.4M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2025 | +62.8% | $2.0M |
| CSCOCisco Sys Inc | December 31, 2025 | +52.5% | $1.6M |
| DEDeere & Co | December 31, 2025 | +36.2% | $1.7M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $2.1M |
| IJHIshares Tr | December 31, 2025 | +16.8% | $1.7M |
| SCHFSchwab Strategic Tr | December 31, 2025 | +15.2% | $1.8M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $8.4M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2025 | +13.6% | $1.3M |
Sold off last quarter
- ORCLOracle Corp was $1.4M
- ITAIshares Tr was $1.1M
- QCOMQualcomm Inc was $948K
- APOApollo Global Mgmt Inc was $727K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | −6.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Granite Islands Private Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2111372&type=13F-HR&dateb=&owner=include&count=40CIK 2111372
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2111372/000211137226000003/Filed July 21, 2026 · accession 0002111372-26-000003