Graney & King, LLC
- SEC CIK
- 0002051568
- Latest filing
- Aug 7, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 18, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 370
- +15 vs. Q4 2025
- Portfolio value
- $185.5M
- +$14.5M (+8.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 174,183 | $25.2M | 13.6% | +5,611+3.3% | Added | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 372,385 | $18.6M | 10.0% | +40,357+12.2% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 315,006 | $14.4M | 7.7% | +13,601+4.5% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 211,453 | $14.2M | 7.6% | +103,888+96.6% | Added | – |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 148,332 | $10.8M | 5.8% | +13,554+10.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 95,354 | $9.34M | 5.0% | +6,552+7.4% | Added | – |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 376,158 | $8.36M | 4.5% | +15,830+4.4% | Added | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 280,762 | $8.06M | 4.3% | +15,251+5.7% | Added | – |
| SPDR Series Trust78464A128 | ST STR SP1500VT | 36,308 | $7.81M | 4.2% | +1,205+3.4% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 22,909 | $5.44M | 2.9% | +199+0.9% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 71,449 | $4.88M | 2.6% | +11,974+20.1% | Added | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 28,576 | $4.67M | 2.5% | +27,806+3,611.2% | Added | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 45,993 | $4.44M | 2.4% | −5,373−10.5% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 48,375 | $3.73M | 2.0% | +1,097+2.3% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 33,511 | $2.58M | 1.4% | +193+0.6% | Added | – |
| AAPLApple Inc. | Stock | 8,237 | $2.09M | 1.1% | −13−0.2% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,645 | $1.59M | 0.9% | +329+9.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,679 | $1.51M | 0.8% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 22,467 | $1.27M | 0.7% | −224−1.0% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,651 | $1.22M | 0.7% | +352+8.2% | Added | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 24,573 | $1.22M | 0.7% | +275+1.1% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,546 | $1.14M | 0.6% | −57−1.6% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 11,984 | $1.13M | 0.6% | −370−3.0% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,069 | $1.13M | 0.6% | +1,378+81.5% | Added | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 6,960 | $1.08M | 0.6% | +6+0.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,535 | $998.2K | 0.5% | +4+0.3% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,255 | $958.9K | 0.5% | −12,114−27.9% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 11,122 | $929.4K | 0.5% | 00.0% | Unchanged | – |
| NVDANVIDIA Corp | Stock | 4,874 | $850.1K | 0.5% | +69+1.4% | Added | History |
| GEGeneral Electric Co | Stock | 2,909 | $825.6K | 0.4% | −19−0.6% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,325 | $791.6K | 0.4% | +1+0.1% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,247 | $713.6K | 0.4% | −18−1.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,369 | $680.3K | 0.4% | 00.0% | Unchanged | – |
| MSFTMicrosoft Corp | Stock | 1,833 | $678.7K | 0.4% | −215−10.5% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 715 | $624.3K | 0.3% | −7−1.0% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 12,902 | $584.0K | 0.3% | +25+0.2% | Added | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 12,073 | $576.1K | 0.3% | 00.0% | Unchanged | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,271 | $558.8K | 0.3% | +26+0.5% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,069 | $512.3K | 0.3% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 10,591 | $511.8K | 0.3% | +54+0.5% | Added | – |
| Vanguard Ny Tax Free FDS92204H400 | TAX EXEMPT BD | 4,949 | $507.0K | 0.3% | +3,464+233.3% | Added | – |
| AMZNAmazon Com Inc | Stock | 2,399 | $499.6K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 7,174 | $431.3K | 0.2% | −122−1.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 2,509 | $425.8K | 0.2% | −34−1.3% | Reduced | History |
| Janus Detroit STR Tr47103U209 | HENDERSN SML ETF | 5,327 | $422.7K | 0.2% | −25−0.5% | Reduced | – |
| JNJJohnson & Johnson | Stock | 1,601 | $391.3K | 0.2% | +2+0.1% | Added | History |
| EDConsolidated Edison Inc | Stock | 3,361 | $380.4K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,243 | $375.8K | 0.2% | 00.0% | Unchanged | History |
| IAUiShares Gold Trust | ETF | 3,783 | $333.5K | 0.2% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 895 | $332.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,091 | $329.8K | 0.2% | 00.0% | Unchanged | – |
| TAT&T Inc. | Stock | 11,154 | $323.3K | 0.2% | +30.0% | Added | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,809 | $301.9K | 0.2% | +3,132+462.6% | Added | – |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,447 | $291.6K | 0.2% | +48+1.4% | Added | History |
| PGProcter & Gamble Co | Stock | 1,952 | $281.9K | 0.2% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 885 | $260.4K | 0.1% | −3−0.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 899 | $257.8K | 0.1% | +12+1.4% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,107 | $240.6K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,489 | $238.5K | 0.1% | −58−1.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $234.3K | 0.1% | +1+0.3% | Added | – |
| Putnam ETF Trust746729763 | FRANKLIN NY MUNI | 28,005 | $218.4K | 0.1% | +155+0.6% | Added | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 625 | $215.9K | 0.1% | 00.0% | Unchanged | History |
| CATCaterpillar Inc | Stock | 302 | $214.3K | 0.1% | −6−1.9% | Reduced | History |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 5,493 | $214.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,807 | $212.4K | 0.1% | +2,807 | New | – |
| INTCIntel Corp | Stock | 4,710 | $207.9K | 0.1% | +411+9.6% | Added | History |
| BABoeing Co | Stock | 1,044 | $207.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Mun BD FDS922907696 | SHORT TAX EXEMPT | 2,623 | $200.1K | 0.1% | +2,623 | New | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,819 | $198.3K | 0.1% | −142−4.8% | Reduced | – |
| TRSTTrustco Bank Corp N Y | COM NEW | 4,437 | $194.2K | 0.1% | +32+0.7% | Added | History |
| WMTWalmart Inc. | Stock | 1,547 | $192.3K | 0.1% | +8+0.5% | Added | History |
| PEPPepsiCo Inc | Stock | 1,197 | $185.9K | 0.1% | +3+0.3% | Added | History |
| LLYEli Lilly & Co | Stock | 202 | $185.5K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 809 | $181.7K | 0.1% | +279+52.6% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 776 | $177.8K | 0.1% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 173 | $172.5K | 0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 5,731 | $172.3K | 0.1% | +14+0.2% | Added | – |
| ABBVAbbVie Inc. | Stock | 740 | $161.0K | 0.1% | +5+0.7% | Added | History |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 1,570 | $158.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,412 | $158.6K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 1,773 | $146.7K | 0.1% | +3+0.2% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 1,910 | $146.2K | 0.1% | −86−4.3% | Reduced | – |
| GSKGSK plc | ADR | 2,465 | $136.0K | 0.1% | +21+0.9% | Added | History |
| YUMYum Brands Inc | Stock | 861 | $133.9K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 228 | $131.6K | 0.1% | −100−30.5% | Reduced | – |
| PANWPalo Alto Networks Inc | Stock | 820 | $131.5K | 0.1% | +496+153.1% | Added | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 2,837 | $129.5K | 0.1% | 00.0% | Unchanged | – |
| FXAInvesco CurrencyShares Australian Dollar Trust | AUSTRALIAN DOL | 1,825 | $124.8K | 0.1% | +1,825 | New | History |
| NFLXNetflix Inc | Stock | 1,260 | $121.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 2,374 | $118.2K | 0.1% | −35−1.5% | Reduced | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 980 | $113.7K | 0.1% | 00.0% | Unchanged | – |
| SYKStryker Corp | Stock | 324 | $106.4K | 0.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 1,129 | $106.1K | 0.1% | +201+21.7% | Added | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 3,633 | $106.0K | 0.1% | +3,633 | New | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,843 | $102.3K | 0.1% | −995−35.1% | Reduced | – |
| MARMarriott International Inc | Stock | 296 | $96.9K | 0.1% | 00.0% | Unchanged | History |
| iShares MSCI India ETF46429B598 | ETF | 2,005 | $93.9K | 0.1% | −677−25.2% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 680 | $90.3K | <0.1% | −21−3.0% | Reduced | – |
| CVXChevron Corp | Stock | 434 | $89.7K | <0.1% | −30−6.5% | Reduced | History |
| AXPAmerican Express Co | Stock | 293 | $88.8K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (13)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| KHCKraft Heinz Co | Stock | 2,560 | $62.1K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 128 | $57.1K | <0.1% | – |
| AGNTAGNT, Inc. | COM | 5,000 | $45.3K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 600 | $34.3K | <0.1% | – |
| RGAReinsurance Group of America Inc | COM NEW | 107 | $21.8K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 51 | $9.07K | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 182 | $8.13K | <0.1% | – |
| MCDMcDonalds Corp | Stock | 22 | $6.57K | <0.1% | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 96 | $6.44K | <0.1% | – |
| WDFCWD 40 Co | COM | 31 | $6.01K | <0.1% | History |
| TTTrane Technologies plc | SHS | 14 | $5.50K | <0.1% | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 43 | $4.86K | <0.1% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9 | $702 | <0.1% | – |