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GK

Graney & King Portfolio holdings

AUM $278M
1-Year Est. Return 20.47%
This Fund
S&P 500
This Quarter Est. Return
+12.66%
1 Year Est. Return
+20.47%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$278M
AUM Growth
+$92.7M
Cap. Flow
+$70.5M
Cap. Flow %
25.32%
Top 10 Hldgs %
70.11%
Holding
388
New
18
Increased
107
Reduced
42
Closed
6

Top Buys

Rank Stock Value
1
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$37.4M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$17.2M
3
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$5.13M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.18M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.47M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$256K
2
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$171K
3
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$87.5K
4
ABBV icon
AbbVie
ABBV
+$80.7K
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$80.5K

Sector Composition

Rank Sector Weight
1 Miscellaneous 93.02%
2 Technology 2.19%
3 Industrials 1.15%
4 Financials 0.88%
5 Consumer Discretionary 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLDM icon
351
SPDR Gold MiniShares Trust
GLDM
$31.7B
$715 ﹤0.01%
9
– –
FITE
352
State Street SPDR S&P Kensho Future Security ETF
FITE
$146M
$674 ﹤0.01%
6
– –
AVAV icon
353
AeroVironment
AVAV
$7.38B
$660 ﹤0.01%
4
– –
MET icon
354
MetLife
MET
$62.7B
$644 ﹤0.01%
8
– –
CI icon
355
Cigna
CI
$75.2B
$551 ﹤0.01%
2
– –
EFV icon
356
iShares MSCI EAFE Value ETF
EFV
$32.3B
$550 ﹤0.01%
7
– –
KD icon
357
Kyndryl
KD
$2.93B
$543 ﹤0.01%
48
– –
BTC
358
Grayscale Bitcoin Mini Trust ETF
BTC
$4.22B
$519 ﹤0.01%
20
– –
KTOS icon
359
Kratos Defense & Security Solutions
KTOS
$8.99B
$499 ﹤0.01%
10
– –
EMTL
360
DELISTED
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$475 ﹤0.01%
11
– –
SNPS icon
361
Synopsys
SNPS
$75.8B
$446 ﹤0.01%
1
– –
VNQI icon
362
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
$385 ﹤0.01%
9
– –
LEN.B icon
363
Lennar Class B
LEN.B
$19.9B
$355 ﹤0.01%
4
– –
SCHH icon
364
Schwab US REIT ETF
SCHH
$11.2B
$330 ﹤0.01%
14
– –
FBRT
365
Franklin BSP Realty Trust
FBRT
$723M
$269 ﹤0.01%
+33
New +$287
AVA icon
366
Avista
AVA
$3.16B
$210 ﹤0.01%
5
– –
TLH icon
367
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$203 ﹤0.01%
2
– –
OGN icon
368
Organon & Co
OGN
$3.62B
$162 ﹤0.01%
12
– –
SAN icon
369
Banco Santander
SAN
$217B
$140 ﹤0.01%
10
– –
NOG icon
370
Northern Oil and Gas
NOG
$2.74B
$78 ﹤0.01%
4
– –
BLNK icon
371
Blink Charging
BLNK
$85.1M
$64 ﹤0.01%
100
– –
SIRI icon
372
SiriusXM
SIRI
$9.87B
$64 ﹤0.01%
2
– –
SPCE icon
373
Virgin Galactic
SPCE
$450M
$64 ﹤0.01%
22
– –
SLNH icon
374
Soluna Holdings
SLNH
$294M
$57 ﹤0.01%
42
– –
RIOT icon
375
Riot Platforms
RIOT
$8.06B
$55 ﹤0.01%
2
– –
12 13 14
15
16

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SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
EWP
Equity Wealth Partners Independence, Missouri $278M AUM 19.74% 1-Year Est. Return
CIS
Custom Index Systems New York $278M AUM 41.79% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
FAM
Fearnley Asset Management Oslo $278M AUM
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
OF
Optimize Financial Laguna Hills, California $278M AUM 122.34% 1-Year Est. Return

Graney & King's Q2 2026 Portfolio in Review

As of Q2 2026, Graney & King held 388 positions worth $278M, up 50% from $186M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Graney & King deployed $70.5M of net new capital in Q2 2026, opening 18 new positions and adding to 107 existing holdings. Its largest new stake was iShares Core MSCI Total International Stock ETF: 397,614 shares worth $37.9M.

By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 91% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $256K trimmed.

  • Graney & King's largest Q2 2026 buy was iShares Core MSCI Total International Stock ETF: 397,614 shares worth $37.9M.
  • Graney & King added most to State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2026, an estimated $17.2M increase.
  • Graney & King's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $256K.
  • Graney & King fully exited Vanguard Total Bond Market in Q2 2026, selling an estimated $52.2K.
  • Graney & King's ten largest holdings make up 70% of its $278M portfolio in Q2 2026.
  • Graney & King opened 18 new positions and closed 6 in Q2 2026.
  • Graney & King's portfolio value rose 50% quarter-over-quarter to $278M.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.