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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
–
Avg Time Held Equity + Options
0 quarters
Top 10 Avg Time Held Equity + Options
0 quarters
Top 20 Avg Time Held Equity + Options
0 quarters
Avg Time Held Equity only
0 quarters
Top 10 Avg Time Held Equity only
0 quarters
Top 20 Avg Time Held Equity only
0 quarters

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 Miscellaneous 14.44%
3 Communication Services 13.05%
4 Healthcare 8.06%
5 Financials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.54T
$9.31M 8.57%
+50,140
New +$9.33M
2025 Q4
0 quarters
AAPL icon
2
Apple
AAPL
$4.91T
$8.63M 7.95%
+31,949
New +$8.58M
2025 Q4
0 quarters
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.3T
$7.05M 6.49%
+22,631
New +$6.47M
2025 Q4
0 quarters
VOO icon
4
Vanguard S&P 500 ETF
VOO
$1.06T
$6.22M 5.73%
+9,919
New +$6.16M
2025 Q4
0 quarters
MSFT icon
5
Microsoft
MSFT
$3.97T
$4.61M 4.25%
+9,571
New +$4.8M
2025 Q4
0 quarters
AMZN icon
6
Amazon
AMZN
$2.83T
$4.6M 4.24%
+20,036
New +$4.58M
2025 Q4
0 quarters
NFLX icon
7
Netflix
NFLX
$293B
$3.31M 3.05%
+35,490
New +$3.83M
2025 Q4
0 quarters
AVGO icon
8
Broadcom
AVGO
$1.73T
$2.92M 2.69%
+8,486
New +$3.03M
2025 Q4
0 quarters
IBM icon
9
IBM
IBM
$214B
$2.3M 2.12%
+7,802
New +$2.34M
2025 Q4
0 quarters
ISRG icon
10
Intuitive Surgical
ISRG
$150B
$2.24M 2.07%
+3,985
New +$2.12M
2025 Q4
0 quarters
WMT icon
11
Walmart Inc
WMT
$883B
$2.19M 2.02%
+19,855
New +$2.13M
2025 Q4
0 quarters
JPM icon
12
JPMorgan Chase
JPM
$885B
$2M 1.85%
+6,260
New +$1.94M
2025 Q4
0 quarters
META icon
13
Meta Platforms (Facebook)
META
$1.83T
$1.99M 1.83%
+3,022
New +$2.02M
2025 Q4
0 quarters
NOW icon
14
ServiceNow
NOW
$146B
$1.98M 1.83%
+13,040
New +$2.24M
2025 Q4
0 quarters
PANW icon
15
Palo Alto Networks
PANW
$343B
$1.96M 1.8%
+10,683
New +$2.16M
2025 Q4
0 quarters
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.78M 1.64%
+3,564
New +$1.77M
2025 Q4
0 quarters
AMD icon
17
Advanced Micro Devices
AMD
$993B
$1.73M 1.59%
+8,113
New +$1.82M
2025 Q4
0 quarters
ABBV icon
18
AbbVie
ABBV
$489B
$1.72M 1.58%
+7,569
New +$1.72M
2025 Q4
0 quarters
CRM icon
19
Salesforce
CRM
$189B
$1.58M 1.45%
+6,005
New +$1.49M
2025 Q4
0 quarters
ORCL icon
20
Oracle
ORCL
$429B
$1.57M 1.45%
+8,126
New +$1.93M
2025 Q4
0 quarters
JNJ icon
21
Johnson & Johnson
JNJ
$630B
$1.53M 1.41%
+7,433
New +$1.47M
2025 Q4
0 quarters
IJH icon
22
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.37M 1.27%
+20,838
New +$1.36M
2025 Q4
0 quarters
DE icon
23
Deere & Co
DE
$167B
$1.36M 1.26%
+2,927
New +$1.37M
2025 Q4
0 quarters
SCHF icon
24
Schwab International Equity ETF
SCHF
$67.6B
$1.29M 1.19%
+53,635
New +$1.28M
2025 Q4
0 quarters
HD icon
25
Home Depot
HD
$290B
$1.24M 1.14%
+3,620
New +$1.33M
2025 Q4
0 quarters
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 Miscellaneous and Communication Services.

  • 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.