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Portfolio (Quarterly) Guide ↗

GRANITE ISLANDS PRIVATE WEALTH, LLC

· CIK 0002111372
13F Portfolio $135M AUM 78 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 78 New
Page 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HEGD LISTED FDS TR 17,958.0 $479K 0.35% NEW $26.66 +1.8%
62 IWX ISHARES TR 4,320.0 $453K 0.34% NEW $104.97 +7.8%
63 CVS CVS HEALTH CORP Healthcare 4,130.0 $426K 0.32% NEW $103.05 -9.1%
64 BLK BLACKROCK INC Financial Services 417.0 $401K 0.30% NEW $961.56 +20.5%
65 WFC WELLS FARGO & CO Financial Services 4,375.0 $362K 0.27% NEW $82.64 +4.0%
66 MTB M & T BK CORP Financial Services 1,239.0 $295K 0.22% NEW $238.01 +2.7%
67 MU MICRON TECHNOLOGY INC Technology 247.0 $285K 0.21% NEW $1154.29 -18.8%
68 GLD SPDR GOLD TR Financial Services 765.0 $282K 0.21% NEW $368.38 +12.3%
69 MS MORGAN STANLEY Financial Services 1,130.0 $233K 0.17% NEW $206.19 +3.9%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 1,928.0 $225K 0.17% NEW $116.69 +50.1%
71 GEV GE VERNOVA INC Utilities 190.0 $220K 0.16% NEW $1158.59 -14.8%
72 QQQ INVESCO QQQ TR Financial Services 295.0 $211K 0.16% NEW $714.51 +0.2%
73 GE GE AEROSPACE Industrials 556.0 $208K 0.15% NEW $373.73 -4.7%
74 VGK VANGUARD INTL EQUITY INDEX F 2,286.0 $202K 0.15% NEW $88.54 +4.2%
75 AUTHID INC 24,450.0 $26K 0.02% NEW $1.07
76 CANOPY GROWTH CORPORATION 10,905.0 $10K 0.01% NEW $0.95
77 GCTK GLUCOTRACK INC Healthcare 15,700.0 $5K 0.00% NEW $0.32 +9.3%
78 STATE STR SPDR S&P 500 ETF T 6.0 $4K 0.00% NEW $699.50
Page 4 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.6%
Communication Services 13.5%
Healthcare 10.8%
Consumer Cyclical 7.7%
Financial Services 7.7%
Industrials 6.3%
Consumer Defensive 5.2%
Utilities 3.0%
Energy 2.2%