SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Sharper & Granite LLC

CIK 0001959415 · 400 CONTINENTAL PLAZA, SUITE 600, EL SEGUNDO, CA, 90245 · 3104262909

Reported Value
$224M
Q3 2024
Positions
103
Filings on Record
14
2019–present window
Filed
Oct 31, 2024
original filing

Summary

Sharper & Granite LLC reported $224M in U.S.-listed holdings across 103 positions for Q3 2024.

Its largest position, Wisdomtree Tr, represents 5.3% of the portfolio.

Compared with Q2 2024, the fund opened 4 new positions and exited 0.

Portfolio Metrics

Turnover
+1.1%
vs prior filed quarter
Top-10 Concentration
+35.6%
share of reported value
Largest Position
+5.3%
Wisdomtree Tr

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $150MQ4 ’22Q1 ’23: $167MQ2 ’23: $174MQ2 ’23Q3 ’23: $172MQ4 ’23: $193MQ4 ’23Q1 ’24: $207MQ2 ’24: $210MQ2 ’24Q3 ’24: $224MQ4 ’24: $227MQ4 ’24Q1 ’25: $242MQ2 ’25: $263MQ2 ’25Q3 ’25: $279MQ4 ’25: $284MQ4 ’25Q1 ’26: $293Mfilingsflow.com

Portfolio Composition

By security type
ETP: 95.2%Common Stock: 4.6%REIT: 0.2%
  • ETP · 95.2% · $213M
  • Common Stock · 4.6% · $10M
  • REIT · 0.2% · $369,692

Quarter-over-Quarter Changes full breakdown →

vs Q2 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ISHARES TRNEW+1.1K1.1K+$262,181$262,181
SPDR SER TRNEW+8.1K8.1K+$211,213$211,213
NFLXNETFLIX INCNEW+295295+$209,235$209,235
BTCGBPGRAYSCALE BITCOIN MINI TR BTNEW+21.9K21.9K+$123,297$123,297
J P MORGAN EXCHANGE TRADED FADDED+19.0K57.3K+$972,622$3M
VUGVANGUARD INDEX FDSTRIMMED500950$177,581$364,734
SPDR S&P 500 ETF TRADDED+1.5K6.0K+$1M$3M
WISDOMTREE TRTRIMMED6.6K14.0K$387,123$1M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2024

19 positions
#IssuerClass% PortfolioValueShares
1XLCSELECT SECTOR SPDR TRSBI CONS STPLS · INDL · SBI HEALTHCARE · COMMUNICATION · FINANCIAL · SBI INT-UTILS · ENERGY · SBI MATERIALS · TECHNOLOGY16.85%$38M388.9K
2VDCVANGUARD WORLD FDHEALTH CAR ETF · INDUSTRIAL ETF · CONSUM STP ETF · COMM SRVC ETF · INF TECH ETF · UTILITIES ETF · ENERGY ETF · FINANCIALS ETF14.43%$32M154.3K
3WISDOMTREE TRFLOATNG RAT TREA · JAPN HEDGE EQT · EUROPE HEDGED EQ · INTL SMCAP DIV · YIELD ENHANCD US12.85%$29M503.8K
4VTVVANGUARD INDEX FDSTOTAL STK MKT · VALUE ETF · MCAP VL IDXVIP · SM CP VAL ETF · REAL ESTATE ETF12.74%$29M151.1K
5ISHARES TRMSCI UK ETF NEW · CORE US AGGBD ET · JPMORGAN USD EMG · 0-5 YR TIPS ETF · PFD AND INCM SEC · EXPANDED TECH · CRE U S REIT ETF8.44%$19M322.2K
6SPDR SER TRBLOOMBERG SHT TE · PORTFOLI S&P15002.91%$7M218.7K
7VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD2.77%$6M78.3K
8VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF · FTSE PACIFIC ETF2.02%$5M61.8K
9VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.60%$4M71.4K
10NDQINVESCO QQQ TRhistory →UNIT SER 11.59%$4M7.3K
11AAPLAPPLE INChistory →COM1.54%$3M14.8K
12SPDR S&P 500 ETF TRTR UNIT1.53%$3M6.0K
13J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF1.30%$3M57.3K
14ISHARES INCMSCI PAC JP ETF1.01%$2M46.1K
15BARCLAYS BANK PLCDJUBS CMDT ETN361.00%$2M69.7K
16VANGUARD MALVERN FDSSTRM INFPROIDX0.95%$2M43.2K
17INVESCO EXCH TRADED FD TR IIEMRNG MKT SVRG0.73%$2M76.4K
18SPDR DOW JONES INDL AVERAGEUT SER 10.69%$2M3.6K
19METAMETA PLATFORMS INCCL A0.59%$1M2.3K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$293M107Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$284M107Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$279M103Oct 16, 202513F-HRchanges · EDGAR ↗
Q2 2025$263M106Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$242M101Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$227M102Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$224M103Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$210M99Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$207M96Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$193M98Jan 19, 202413F-HRchanges · EDGAR ↗
Q3 2023$172M96Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$174M98Jul 28, 202313F-HRchanges · EDGAR ↗
Q1 2023$167M98Apr 14, 202313F-HRchanges · EDGAR ↗
Q4 2022$150M99Jan 12, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.