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GK

Graney & King Portfolio holdings

AUM $186M
1-Year Est. Return 15.71%
This Fund
S&P 500
This Quarter Est. Return
-0.57%
1 Year Est. Return
+15.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$186M
AUM Growth
+$14.5M
Cap. Flow
+$16.6M
Cap. Flow %
8.94%
Top 10 Hldgs %
65.92%
Holding
383
New
28
Increased
86
Reduced
36
Closed
13

Top Buys

1
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$7.14M
2
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$4.62M
3
GPIX icon
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
+$2.1M
4
BBIN icon
JPMorgan BetaBuilders International Equity ETF
BBIN
+$1.03M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$852K

Top Sells

1
EIPX icon
FT Energy Income Partners Strategy ETF
EIPX
+$3.64M
2
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$532K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$367K
4
MSFT icon
Microsoft
MSFT
+$90K
5
KHC icon
Kraft Heinz
KHC
+$62.1K

Sector Composition

1 Technology 2.49%
2 Industrials 1.29%
3 Financials 1.1%
4 Communication Services 0.88%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAVA icon
226
CAVA Group
CAVA
$8.02B
$12.5K 0.01%
154
– –
FV icon
227
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$12.2K 0.01%
201
– –
GILD icon
228
Gilead Sciences
GILD
$167B
$12.1K 0.01%
87
– –
IGM icon
229
iShares Expanded Tech Sector ETF
IGM
$10B
$11.8K 0.01%
100
– –
VAW icon
230
Vanguard Materials ETF
VAW
$2.96B
$11.7K 0.01%
+52
New +$11.9K
APLD icon
231
Applied Digital
APLD
$7.37B
$11.7K 0.01%
492
– –
AVGO icon
232
Broadcom
AVGO
$1.76T
$11.5K 0.01%
37
– –
CCI icon
233
Crown Castle
CCI
$34.6B
$11.4K 0.01%
140
– –
BR icon
234
Broadridge
BR
$17.3B
$11.4K 0.01%
70
– –
KNF icon
235
Knife River
KNF
$4.64B
$11.2K 0.01%
+137
New +$11K
ENB icon
236
Enbridge
ENB
$124B
$11.2K 0.01%
206
– –
PODD icon
237
Insulet
PODD
$11.4B
$10.5K 0.01%
50
– –
PLUG icon
238
Plug Power
PLUG
$3.03B
$10.3K 0.01%
4,555
– –
SPHY icon
239
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$10K 0.01%
429
-104
-20% -$2.45K
MEDP icon
240
Medpace
MEDP
$15.4B
$9.6K 0.01%
20
– –
RBA icon
241
RB Global
RBA
$20.8B
$9.59K 0.01%
100
– –
ITOT icon
242
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$9.54K 0.01%
67
– –
VGSH icon
243
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$9.07K ﹤0.01%
155
– –
PLTR icon
244
Palantir
PLTR
$317B
$9.07K ﹤0.01%
62
– –
DOW icon
245
Dow Inc
DOW
$21.6B
$9.04K ﹤0.01%
217
– –
PFG icon
246
Principal Financial Group
PFG
$24.6B
$9.01K ﹤0.01%
100
– –
GLD icon
247
SPDR Gold Trust
GLD
$130B
$8.61K ﹤0.01%
20
– –
SPBO icon
248
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.1B
$8.56K ﹤0.01%
295
-72
-20% -$2.11K
IWM icon
249
iShares Russell 2000 ETF
IWM
$82.2B
$8.5K ﹤0.01%
34
– –
TTD icon
250
Trade Desk
TTD
$8.74B
$8.17K ﹤0.01%
360
– –
8 9
10
11 12

Similar funds

FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
PS
Pinney & Scofield Cambridge, Massachusetts $185M AUM 19.89% 1-Year Est. Return
NPFS
Novak & Powell Financial Services St. Petersburg, Florida $186M AUM 18.1% 1-Year Est. Return
JHC
J. Hagan Capital Louisville, Kentucky $185M AUM 18.36% 1-Year Est. Return
CPP
Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
HAFG
Hansen & Associates Financial Group Roseville, California $186M AUM 7.83% 1-Year Est. Return

Graney & King's Q1 2026 Portfolio in Review

As of Q1 2026, Graney & King held 383 positions worth $186M, up 8.5% from $171M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Graney & King deployed $16.6M of net new capital in Q1 2026, opening 28 new positions and adding to 86 existing holdings. Its largest new stake was Vanguard Ultra-Short Treasury ETF: 2,807 shares worth $212K.

By sector, the portfolio is most concentrated in Technology at 2.5% of assets, down from 2.9% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was FT Energy Income Partners Strategy ETF, an estimated $3.64M trimmed.

  • Graney & King's largest Q1 2026 buy was Vanguard Ultra-Short Treasury ETF: 2,807 shares worth $212K.
  • Graney & King added most to John Hancock Multifactor Mid Cap ETF in Q1 2026, an estimated $7.14M increase.
  • Graney & King's biggest Q1 2026 reduction was FT Energy Income Partners Strategy ETF, cutting an estimated $3.64M.
  • Graney & King fully exited Kraft Heinz in Q1 2026, selling an estimated $62.1K.
  • Graney & King's ten largest holdings make up 66% of its $186M portfolio in Q1 2026.
  • Graney & King opened 28 new positions and closed 13 in Q1 2026.
  • Graney & King's portfolio value rose 8.5% quarter-over-quarter to $186M.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.