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GIPW
Granite Islands Private Wealth Portfolio holdings
AUM
$135M
This Fund
S&P 500
This Quarter
Est. Return
+3.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100.62%
Top 10 Holdings %
Top 10 Hldgs %
47.16%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$9.33M |
| 2 |
Apple
AAPL
|
+$8.58M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$6.47M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.16M |
| 5 |
Microsoft
MSFT
|
+$4.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 38.04% |
| 2 | Communication Services | 13.05% |
| 3 | Healthcare | 8.06% |
| 4 | Financials | 7.49% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Omnicom Group
OMC
$24.1B
| $1.21M | 1.11% |
+14,947
| New | +$1.14M |
|
27
Procter & Gamble
PG
$337B
| $1.2M | 1.11% |
+8,425
| New | +$1.24M |
|
28
Amgen
AMGN
$238B
| $1.13M | 1.04% |
+3,475
| New | +$1.1M |
|
29
McDonald's
MCD
$189B
| $1.09M | 1% |
+3,589
| New | +$1.1M |
|
30
Coca-Cola
KO
$388B
| $1.07M | 0.99% |
+15,374
| New | +$1.07M |
|
31
ExxonMobil
XOM
$650B
| $1.05M | 0.97% |
+8,739
| New | +$1.01M |
|
32
iShares Russell Top 200 ETF
IWL
$2.25B
| $1.02M | 0.94% |
+5,953
| New | +$1.01M |
|
33
Constellation Energy
CEG
$99B
| $1.01M | 0.93% |
+2,883
| New | +$1.05M |
|
34
Southern Company
SO
$103B
| $987K | 0.91% |
+11,430
| New | +$1.04M |
|
35
Cisco
CSCO
$443B
| $969K | 0.89% |
+12,686
| New | +$941K |
|
36
Apollo Global Management
APO
$78.9B
| $935K | 0.86% |
+6,495
| New | +$863K |
|
37
Chevron
CVX
$393B
| $880K | 0.81% |
+5,825
| New | +$887K |
|
38
United Parcel Service
UPS
$89.9B
| $874K | 0.81% |
+8,895
| New | +$832K |
|
39
Pfizer
PFE
$161B
| $848K | 0.78% |
+34,276
| New | +$864K |
|
40
WisdomTree Floating Rate Treasury Fund
USFR
$18.7B
| $804K | 0.74% |
+15,970
| New | +$804K |
|
41
Swan Hedged Equity US Large Cap ETF
HEGD
$735M
| $790K | 0.73% |
+31,341
| New | +$791K |
|
42
Qualcomm
QCOM
$175B
| $789K | 0.73% |
+4,651
| New | +$797K |
|
43
Eli Lilly
LLY
$1.06T
| $779K | 0.72% |
+725
| New | +$693K |
|
44
Wells Fargo
WFC
$258B
| $742K | 0.68% |
+8,004
| New | +$695K |
|
45
CrowdStrike
CRWD
$193B
| $722K | 0.66% |
+6,184
| New | +$787K |
|
46
Tesla
TSLA
$1.37T
| $695K | 0.64% |
+1,555
| New | +$689K |
|
47
Autodesk
ADSK
$53.8B
| $694K | 0.64% |
+2,388
| New | +$723K |
|
48
Uber
UBER
$160B
| $663K | 0.61% |
+8,117
| New | +$731K |
|
49
iShares Core S&P Small-Cap ETF
IJR
$111B
| $648K | 0.6% |
+5,394
| New | +$645K |
|
50
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.9B
| $612K | 0.56% |
+7,304
| New | +$614K |
|
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Granite Islands Private Wealth's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Granite Islands Private Wealth, which disclosed 81 positions worth $109M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is NVIDIA: 50,140 shares worth $9.31M.
By sector, the portfolio is most concentrated in Technology at 38% of assets, followed by Communication Services and Healthcare.
- Granite Islands Private Wealth's largest Q4 2025 buy was NVIDIA: 50,140 shares worth $9.31M.
- Granite Islands Private Wealth's ten largest holdings make up 47% of its $109M portfolio in Q4 2025.
- Granite Islands Private Wealth disclosed 81 positions in Q4 2025, its first 13F filing on record.
Based on Granite Islands Private Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.