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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 %
100.62%
Top 10 Hldgs %
47.16%
Holding
81
New
81
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$9.33M
2
AAPL icon
Apple
AAPL
+$8.58M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.47M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.16M
5
MSFT icon
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
CVS icon
76
CVS Health
CVS
$121B
$217K 0.2%
+2,751
New +$217K
IWX icon
77
iShares Russell Top 200 Value ETF
IWX
$4.03B
$203K 0.19%
+2,220
New +$199K
AUID icon
78
authID Inc
AUID
$7.88M
$19.1K 0.02%
+21,850
New +$41.4K
SPY icon
79
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$13.7K 0.01%
+6
New +$4.05K
CGC
80
Canopy Growth
CGC
$463M
$12.4K 0.01%
+10,905
New +$14K
DVLT
81
Datavault AI
DVLT
$250M
$8.48K 0.01%
+13,217
New +$23.1K
1 2 3
4

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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.