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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
SPCX
76
SpaceX
SPCX
$1.97T
$185K 0.07%
+1,082
New +$184K
SPSB icon
77
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$178K 0.06%
5,927
+196
+3% +$5.88K
VTES icon
78
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$2.22B
$178K 0.06%
1,786
+216
+14% +$21.8K
COST icon
79
Costco
COST
$407B
$168K 0.06%
180
+7
+4% +$6.97K
SPYM
80
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$168K 0.06%
1,910
– –
LHX icon
81
L3Harris
LHX
$47.8B
$167K 0.06%
575
-50
-8% -$15.9K
RECS icon
82
Columbia Research Enhanced Core ETF
RECS
$6.11B
$163K 0.06%
3,773
-1,720
-31% -$72.9K
PEP icon
83
PepsiCo
PEP
$188B
$162K 0.06%
1,195
-2
-0.2% -$299
ESGV icon
84
Vanguard ESG US Stock ETF
ESGV
$13.6B
$151K 0.05%
1,142
-270
-19% -$34.4K
QTUM icon
85
Defiance Quantum ETF
QTUM
$5.53B
$147K 0.05%
891
+315
+55% +$45.3K
CGUI
86
Capital Group Ultra Short Income ETF
CGUI
$321M
$145K 0.05%
+5,750
New +$146K
FXA icon
87
Invesco CurrencyShares Australian Dollar Trust
FXA
$96.2M
$145K 0.05%
2,112
+287
+16% +$20.2K
SPDW icon
88
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.4B
$144K 0.05%
2,854
+17
+0.6% +$843
VCIT icon
89
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.1B
$139K 0.05%
1,683
-90
-5% -$7.44K
YUM icon
90
Yum! Brands
YUM
$41.2B
$138K 0.05%
861
– –
GSK icon
91
GSK
GSK
$99.8B
$130K 0.05%
2,485
+20
+0.8% +$1.06K
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$122B
$130K 0.05%
680
– –
CRWD icon
93
CrowdStrike
CRWD
$217B
$124K 0.04%
652
+52
+9% +$7.39K
TSM icon
94
TSMC
TSM
$2.22T
$120K 0.04%
252
– –
EIS icon
95
iShares MSCI Israel ETF
EIS
$922M
$118K 0.04%
980
– –
DIA icon
96
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$117K 0.04%
224
+105
+88% +$52.4K
GFS icon
97
GlobalFoundries
GFS
$24.7B
$116K 0.04%
1,404
– –
MAR icon
98
Marriott International
MAR
$87.5B
$110K 0.04%
296
– –
LPLA icon
99
LPL Financial
LPLA
$28.1B
$109K 0.04%
385
+100
+35% +$30K
F icon
100
Ford
F
$58.1B
$107K 0.04%
7,695
+7
+0.1% +$94
2 3
4
5 6

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EWP
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CIS
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FIA
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FAM
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YWS
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OF
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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.