SEC 13F Intelligence

Managers / Q1 2026

Sharper & Granite LLC

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

Reported Value
$293M
Q1 2026
Positions
107
Filings on Record
14
2019–present window
Filed
Apr 8, 2026
original filing

Summary

Sharper & Granite LLC reported $293M in U.S.-listed holdings across 107 positions for Q1 2026.

Its largest position, XLF, represents 19.3% of the portfolio.

Compared with Q4 2025, the fund opened 1 new position and exited 1.

Portfolio Metrics

Turnover
+3.8%
vs prior filed quarter
Top-10 Concentration
+87.1%
share of reported value
Largest Position
+19.3%
Select Sector Spdr Tr
New / Exited
1 / 1
positions this quarter

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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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: 96.0%Common Stock: 4.0%
  • ETP · 96.0% · $281M
  • Common Stock · 4.0% · $12M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SPDR SERIES TRUSTNEW+1.5K1.5K+$216,993$216,993
ISHARES TRADDED+13.5K20.1K+$1M$2M
ISHARES TRSOLD OUT4.0K0$230,989$0
ISHARES TRTRIMMED4.9K3.7K$271,479$217,523
ISHARES TRADDED+12.8K39.7K+$1M$4M
SPDR SERIES TRUSTTRIMMED6.2K7.3K$203,325$225,441
WISDOMTREE TRADDED+20.2K67.6K+$849,051$3M
WISDOMTREE TRTRIMMED8.6K12.9K$255,649$462,188

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

Holdings — Q1 2026

38 positions
#IssuerClass% PortfolioValueShares
1XLFSELECT SECTOR SPDR TRSTATE STREET IND · STATE STREET CON · STATE STREET FIN · STATE STREET COM · STATE STREET TEC · STATE STREET HEA · STATE STREET MAT · STATE STREET UTI · STATE STREET ENE19.30%$56M641.9K
2ESGDISHARES TRMSCI UK ETF NEW · CORE US AGGBD ET · ISHARES SEMICDTR · JPMORGAN USD EMG · EXPANDED TECH · PFD AND INCM SEC · LATN AMER 40 ETF · IBOXX INV CP ETF · 0-5 YR TIPS ETF · CORE MSCI EURO · AGENCY BOND ETF · ISHARES BIOTECH · ESG AW MSCI EAFE · ESG OPTIMIZED · CORE MSCI TOTAL · CORE INTL AGGR · MSCI INDIA ETF · MBS ETF · US HLTHCARE ETF · RUS 1000 VAL ETF · CRE U S REIT ETF · SP SMCP600VL ETF · RUS 1000 GRW ETF14.14%$41M587.4K
3VDCVANGUARD WORLD FDHEALTH CAR ETF · INDUSTRIAL ETF · COMM SRVC ETF · CONSUM STP ETF · INF TECH ETF · FINANCIALS ETF · CONSUM DIS ETF · MATERIALS ETF · UTILITIES ETF · ENERGY ETF12.99%$38M160.2K
4VTVVANGUARD INDEX FDSTOTAL STK MKT · MCAP VL IDXVIP · VALUE ETF · SM CP VAL ETF · GROWTH ETF · REAL ESTATE ETF12.65%$37M160.9K
5WISDOMTREE TRFLOATNG RAT TREA · JAPN HEDGE EQT · EUROPE HEDGED EQ · YIELD ENHANCD US · INDIA ERNGS FD · INTL SMCAP DIV · US TOTAL DIVIDND · US SMALLCAP DIVD12.31%$36M614.8K
6SPDR SERIES TRUSTSTATE STREET SPD6.07%$18M482.6K
7VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD3.02%$9M111.6K
8J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF2.44%$7M141.3K
9STATE STR SPDR S&P 500 ETF TTR UNIT2.28%$7M10.2K
10VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF · FTSE PACIFIC ETF · FTSE EMR MKT ETF1.87%$5M68.6K
11ESGEISHARES INCMSCI PAC JP ETF · MSCI HONG KG ETF · MSCI BRAZIL ETF · ESG AWR MSCI EM · MSCI EM ASIA ETF1.77%$5M135.2K
12NDQINVESCO QQQ TRhistory →UNIT SER 11.71%$5M8.7K
13VANGUARD CHARLOTTE FDSTOTAL INT BD ETF1.53%$4M92.9K
14VANGUARD MALVERN FDSSTRM INFPROIDX1.14%$3M66.8K
15AAPLAPPLE INCCOM0.92%$3M10.6K
16INVESCO EXCH TRADED FD TR IIEMRNG MKT SVRG0.68%$2M95.2K
17BARCLAYS BANK PLCDJUBS CMDT ETN360.58%$2M35.5K
18STATE STR SPDR DOW JONES INDUT SER 10.54%$2M3.4K
19BRK/ABERKSHIRE HATHAWAY INC DELCL A0.49%$1M2
20COSTCOSTCO WHOLESALE CORPORATIONCOM0.48%$1M1.4K
21ANETARISTA NETWORKS INCCOM SHS0.42%$1M10.0K
22IAU*ISHARES GOLD TRISHARES NEW0.39%$1M12.8K
23METAMETA PLATFORMS INCCL A0.39%$1M2.0K
24MSFTMICROSOFT CORPCOM0.31%$893,9612.4K
25GILDGILEAD SCIENCES INCCOM0.24%$692,5305.0K
26GLWCORNING INCCOM0.17%$506,2163.7K
27AMZNAMAZON COM INCCOM0.16%$479,2292.3K
28SPDR INDEX SHS FDSSTATE STREET SPD0.12%$346,4063.7K
29GOOGALPHABET INCCAP STK CL C0.12%$344,2321.2K
30GBTCGRAYSCALE BITCOIN TRUST ETFSHS REP COM UT0.11%$333,9716.3K
31VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT0.11%$319,7595.0K
32IBMINTERNATIONAL BUSINESS MACHSCOM0.09%$264,2051.1K
33AMERICAN CENTY ETF TRUS SML CP VALU0.09%$263,6922.4K
34FIRST TR EXCHNG TRADED FD VIFT VEST LADDERED0.09%$260,5917.4K
35NVDANVIDIA CORPORATIONCOM0.08%$245,0321.4K
36CWBCCOMMUNITY WEST BANCSHARES NECOM0.08%$241,43510.4K
374IUINVESCO INDIA EXCHANGE-TRADEINDIA ETF0.07%$213,10110.4K
38RIVNRIVIAN AUTOMOTIVE INCCOM CL A0.05%$150,50010.0K

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 ↗.