GRANITE ISLANDS PRIVATE WEALTH, LLC
SEC Form 13F institutional filer · CIK 0002111372
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
46.4%
GRANITE ISLANDS PRIVATE WEALTH, LLC — $104M AUM allocation strategy
GRANITE ISLANDS PRIVATE WEALTH, LLC files SEC Form 13F and reports $104M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 27.6%, followed by Communication Services 11.6% and Financials 5.6%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
GRANITE ISLANDS PRIVATE WEALTH, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$104M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PFE +8.54K sh · +$349K+$BMY +8.34K sh · +$539K+$PANW +4.66K sh · +$494K
Biggest trims (shares)
−$KO −3.26K sh · −$154K−$WFC −3.24K sh · −$363K−$VOO −2.53K sh · −$1.81M
Exited to nil (held last quarter, gone now)
$ADBE ($562K last qtr)$RTX ($425K last qtr)$V ($359K last qtr)$MA ($356K last qtr)$SPY ($341K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.2%—
- Technology Hardware, Storage & Peripherals8.0%—
- Interactive Media & Services8.0%—
- Systems Software6.1%—
- Broadline Retail4.3%—
- Movies & Entertainment3.6%—
- Consumer Staples Merchandise Retail2.5%—
- IT Consulting & Other Services2.1%—
- Other holdings54.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 50.2K | $8.71M | +20 | 8.4% |
| $AAPL | Apple Inc | 33.1K | $8.36M | +1.15K | 8.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 22.7K | $6.5M | +88 | 6.3% |
| $AMZN | Amazon.com Inc | 21.7K | $4.5M | +1.65K | 4.3% |
| $MSFT | Microsoft Corporation | 10.6K | $3.9M | +998 | 3.8% |
| $NFLX | Netflix Inc | 38.5K | $3.69M | +3.05K | 3.6% |
| $AVGO | Broadcom Inc | 9.64K | $2.97M | +1.15K | 2.9% |
| $WMT | Walmart Inc | 21.4K | $2.64M | +1.55K | 2.5% |
| $PANW | Palo Alto Networks Inc | 15.3K | $2.45M | +4.66K | 2.4% |
…and 50 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.