Managers / Q1 2026
GRANITE ISLANDS PRIVATE WEALTH, LLC
CIK 0002111372 · 157 GOOSE LANE #3, GUILFORD, CT, 06437 · 203-889-3890
Summary
Granite Islands Private Wealth, LLC reported $109M in U.S.-listed holdings across 70 positions for Q1 2026.
Its largest position, NVDA, represents 8.0% of the portfolio.
Compared with Q4 2025, the fund opened 1 new position and exited 12.
Portfolio Metrics
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
Portfolio Composition
- Common Stock · 85.8% · $93M
- ETP · 14.2% · $15M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ISHARES TR | NEW | +5.0K | 5.0K | +$1M | $1M |
| BMYBRISTOL-MYERS SQUIBB CO | ADDED | +8.3K | 13.3K | +$539,068 | $808,768 |
| WISDOMTREE TR | ADDED | +24.4K | 40.4K | +$1M | $2M |
| LLYELI LILLY & CO | ADDED | +957 | 1.7K | +$760,095 | $2M |
| NEENEXTERA ENERGY INC | ADDED | +4.1K | 7.4K | +$419,317 | $687,051 |
| ADBEADOBE INC | SOLD OUT | −1.6K | 0 | −$561,745 | $0 |
| RTXRTX CORPORATION | SOLD OUT | −2.3K | 0 | −$425,250 | $0 |
| VVISA INC | SOLD OUT | −1.0K | 0 | −$359,478 | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
Filing History
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 ↗.