Granite Harbor Advisors, Inc.

CIK 0001967456 • 6 13F filings • May 13, 2025 – Jul 31, 2026

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Filer information

Filed by: Granite Harbor Advisors, Inc., Chief Compliance Officer
Address: 10603 W Sam Houston Pkwy N, Suite 450, Houston, TX, 77064
Phone: 832-461-0789
AUM: $236.7M

AUM over time

$252.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $236.7M123 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$261K	0.1%Prev: 0.1%	2,085 SH	Decreased-135 SH
ABBVIE INC	COM	$639K	0.3%Prev: 0.3%	2,795 SH	Decreased-38 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$258K	0.1%Prev: 0.1%	963 SH	Increased+35 SH
ADOBE INC	COM	$327K	0.1%Prev: 0.1%	934 SH	Increased+107 SH
ALPHABET INC	CAP STK CL A	$9.2M	3.9%Prev: 3.2%	29,527 SH	Increased-1,347 SH
ALPHABET INC	CAP STK CL C	$696K	0.3%Prev: 0.2%	2,219 SH	Increased-115 SH
AMAZON COM INC	COM	$6.2M	2.6%Prev: 2.5%	26,970 SH	Increased-254 SH
AMERICAN EXPRESS CO	COM	$312K	0.1%Prev: 0.1%	844 SH	Increased-29 SH
AMETEK INC	COM	$320K	0.1%Prev: 0.1%	1,561 SH	Increased-3 SH
AMGEN INC	COM	$230K	0.1%	703 SH	New
AMPHENOL CORP NEW	CL A	$2.2M	0.9%Prev: 0.9%	15,927 SH	Increased-603 SH
APPLE INC	COM	$10.1M	4.3%Prev: 4.0%	37,275 SH	Increased+351 SH
BANK AMERICA CORP	COM	$3.2M	1.3%Prev: 1.3%	57,832 SH	Increased+23 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.4M	1.0%Prev: 1.0%	4,855 SH	Increased+145 SH
BLACKROCK INC	COM	$296K	0.1%Prev: 0.1%	277 SH	Increased+30 SH
BROADCOM INC	COM	$1.7M	0.7%Prev: 0.7%	4,917 SH	Increased-60 SH
CATERPILLAR INC	COM	$357K	0.2%Prev: 0.1%	623 SH	Increased+3 SH
CHEVRON CORP NEW	COM	$552K	0.2%Prev: 0.2%	3,622 SH	Decreased
CISCO SYS INC	COM	$877K	0.4%Prev: 0.3%	11,385 SH	Increased-32 SH
CITIGROUP INC	COM NEW	$216K	0.1%	1,852 SH	New
COCA COLA CO	COM	$540K	0.2%Prev: 0.2%	7,724 SH	Increased+132 SH
COMCAST CORP NEW	CL A	$205K	0.1%Prev: 0.1%	6,870 SH	Increased+442 SH
CONSTELLATION BRANDS INC	CL A	$214K	0.1%	1,550 SH	New
COSTCO WHSL CORP NEW	COM	$540K	0.2%Prev: 0.2%	626 SH	Decreased+12 SH
D R HORTON INC	COM	$1.4M	0.6%Prev: 0.7%	9,737 SH	Decreased
DANAHER CORPORATION	COM	$223K	0.1%	973 SH	New
DEERE & CO	COM	$310K	0.1%Prev: 0.1%	665 SH	Decreased-20 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$9.8M	4.1%Prev: 3.9%	139,979 SH	Increased+3,903 SH
EDWARDS LIFESCIENCES CORP	COM	$411K	0.2%Prev: 0.2%	4,821 SH	Increased+97 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.7M	0.7%Prev: 0.6%	4,844 SH	Increased+401 SH
ELI LILLY & CO	COM	$2.3M	1.0%Prev: 0.7%	2,123 SH	Increased-26 SH
EMERSON ELEC CO	COM	$886K	0.4%Prev: 0.4%	6,672 SH	Increased-5 SH
EOG RES INC	COM	$332K	0.1%Prev: 0.2%	3,164 SH	Decreased-185 SH
EXXON MOBIL CORP	COM	$1.1M	0.5%Prev: 0.3%	9,309 SH	Increased+2,839 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR SE	$664K	0.3%	15,053 SH	New
FLEXSHARES TR	HIG YLD VL ETF	$2.5M	1.0%Prev: 1.1%	60,848 SH	Decreased
FLEXSHARES TR	IBOXX 3R TARGT	$712K	0.3%Prev: 0.3%	29,584 SH	Decreased
FLEXSHARES TR	MORNSTAR UPSTR	$1.3M	0.5%Prev: 0.5%	28,229 SH	Increased
GE AEROSPACE	COM NEW	$382K	0.2%Prev: 0.2%	1,240 SH	Decreased-82 SH
GOLDMAN SACHS GROUP INC	COM	$361K	0.2%Prev: 0.1%	411 SH	Increased-7 SH
HERSHEY CO	COM	$264K	0.1%Prev: 0.1%	1,450 SH	Decreased-65 SH
HOME DEPOT INC	COM	$1.5M	0.6%Prev: 0.7%	4,310 SH	Decreased+96 SH
HONEYWELL INTL INC	COM	$1.5M	0.6%Prev: 0.6%	7,474 SH	Decreased+415 SH
INTEL CORP	COM	$265K	0.1%Prev: 0.1%	7,186 SH	Increased-295 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$252K	0.1%Prev: 0.1%	995 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$229K	0.1%Prev: 0.1%	3,855 SH	Increased+6 SH
INVESCO QQQ TR	UNIT SER 1	$21.1M	8.9%Prev: 8.5%	34,312 SH	Increased+451 SH
ISHARES INC	MSCI GBL MIN VOL	$827K	0.3%Prev: 0.4%	6,962 SH	Decreased-24 SH
ISHARES SILVER TR	ISHARES	$1.1M	0.5%	17,087 SH	New
ISHARES TR	CORE S&P500 ETF	$11.0M	4.7%Prev: 4.7%	16,120 SH	Decreased-720 SH
ISHARES TR	CORE US AGGBD ET	$15.8M	6.7%Prev: 6.2%	158,515 SH	Increased+10,659 SH
ISHARES TR	EAFE SML CP ETF	$228K	0.1%Prev: 0.1%	2,939 SH	Increased-4 SH
ISHARES TR	GLOBAL 100 ETF	$212K	0.1%Prev: 0.1%	1,677 SH	Increased
ISHARES TR	IBDS DEC28 ETF	$640K	0.3%Prev: 0.5%	25,135 SH	Decreased-24,492 SH
ISHARES TR	IBOND DEC 2030	$372K	0.2%Prev: 0.2%	18,721 SH	Decreased
ISHARES TR	IBONDS 26 TRM TS	$861K	0.4%Prev: 0.3%	37,646 SH	Increased+1,807 SH
ISHARES TR	IBONDS 27 ETF	$1.5M	0.6%Prev: 0.9%	60,646 SH	Decreased-24,741 SH
ISHARES TR	IBONDS 27 TRM TS	$904K	0.4%Prev: 0.4%	40,244 SH	Increased+1,841 SH
ISHARES TR	IBONDS 28 TRM TS	$909K	0.4%Prev: 0.4%	40,656 SH	Increased+1,849 SH
ISHARES TR	IBONDS 29 TRM TS	$578K	0.2%Prev: 0.2%	26,342 SH	Increased+1,886 SH
ISHARES TR	IBONDS DEC 2029	$1.6M	0.7%Prev: 0.4%	61,038 SH	Increased+19,233 SH
ISHARES TR	IBONDS DEC 2030	$793K	0.3%Prev: 0.4%	32,137 SH	Decreased-8,595 SH
ISHARES TR	IBONDS DEC 2031	$244K	0.1%Prev: 0.4%	11,544 SH	Decreased-31,081 SH
ISHARES TR	IBONDS DEC 26	$1.7M	0.7%Prev: 0.6%	67,346 SH	Increased+9,036 SH
ISHARES TR	IBONDS DEC 27	$1.7M	0.7%Prev: 0.6%	67,891 SH	Increased+9,112 SH
ISHARES TR	IBONDS DEC 28	$1.6M	0.7%Prev: 0.6%	63,646 SH	Increased+9,047 SH
ISHARES TR	IBONDS DEC 29	$421K	0.2%Prev: 0.4%	17,970 SH	Decreased-26,721 SH
ISHARES TR	IBONDS DEC2026	$564K	0.2%Prev: 0.5%	23,263 SH	Decreased-25,546 SH
ISHARES TR	MSCI EAFE ETF	$1.6M	0.7%Prev: 0.6%	16,216 SH	Increased+170 SH
ISHARES TR	NATIONAL MUN ETF	$5.9M	2.5%Prev: 4.2%	54,690 SH	Decreased-38,818 SH
ISHARES TR	RUS 1000 GRW ETF	$3.3M	1.4%Prev: 1.4%	7,008 SH	Increased+59 SH
ISHARES TR	RUS 1000 VAL ETF	$2.6M	1.1%Prev: 1.1%	12,407 SH	Increased+136 SH
ISHARES TR	RUS 2000 GRW ETF	$491K	0.2%Prev: 0.2%	1,521 SH	Increased+14 SH
ISHARES TR	RUS MD CP GR ETF	$574K	0.2%Prev: 0.2%	4,192 SH	Decreased+45 SH
ISHARES TR	RUS MDCP VAL ETF	$426K	0.2%Prev: 0.2%	3,019 SH	Decreased-1,018 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$239K	0.1%Prev: 0.1%	4,111 SH	Decreased-481 SH
JOHNSON & JOHNSON	COM	$2.5M	1.0%Prev: 0.9%	11,888 SH	Increased+288 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.9%Prev: 0.8%	6,341 SH	Increased+182 SH
LINDE PLC	SHS	$393K	0.2%Prev: 0.2%	922 SH	Decreased+81 SH
LOWES COS INC	COM	$304K	0.1%Prev: 0.1%	1,261 SH	Increased+56 SH
MASTERCARD INCORPORATED	CL A	$1.1M	0.5%Prev: 0.5%	1,912 SH	Decreased-54 SH
MCDONALDS CORP	COM	$830K	0.4%Prev: 0.3%	2,717 SH	Increased-12 SH
MERCK & CO INC	COM	$583K	0.2%Prev: 0.2%	5,537 SH	Increased+469 SH
META PLATFORMS INC	CL A	$4.6M	1.9%Prev: 2.2%	6,942 SH	Decreased-31 SH
MICROSOFT CORP	COM	$6.5M	2.7%Prev: 2.5%	13,416 SH	Increased+1,898 SH
MORGAN STANLEY	COM NEW	$347K	0.1%Prev: 0.1%	1,954 SH	Increased-47 SH
NETFLIX INC	COM	$215K	0.1%Prev: 0.1%	2,288 SH	Decreased+2,061 SH
NEXTERA ENERGY INC	COM	$1.2M	0.5%Prev: 0.5%	15,038 SH	Increased+444 SH
NIKE INC	CL B	$276K	0.1%Prev: 0.1%	4,329 SH	Increased+475 SH
NVIDIA CORPORATION	COM	$10.3M	4.4%Prev: 4.5%	55,295 SH	Decreased-1,691 SH
ORACLE CORP	COM	$442K	0.2%Prev: 0.3%	2,267 SH	Decreased-69 SH
PEPSICO INC	COM	$407K	0.2%Prev: 0.1%	2,833 SH	Increased+355 SH
PFIZER INC	COM	$430K	0.2%Prev: 0.2%	17,288 SH	Increased+1,816 SH
PROCTER AND GAMBLE CO	COM	$652K	0.3%Prev: 0.3%	4,553 SH	Increased+442 SH
RTX CORPORATION	COM	$391K	0.2%Prev: 0.2%	2,134 SH	Increased-61 SH
SALESFORCE INC	COM	$290K	0.1%Prev: 0.1%	1,094 SH	Increased-50 SH
SCHWAB CHARLES CORP	COM	$213K	0.1%Prev: 0.1%	2,133 SH	Increased-6 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$9.7M	4.1%	95,215 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.0M	0.8%	43,914 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$7.0M	3.0%	128,011 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$6.4M	2.7%	41,093 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$4.9M	2.1%	31,398 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$1.2M	0.5%	25,969 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.2M	0.5%	29,081 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$824K	0.3%Prev: 0.3%	1,208 SH	Increased-5 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$296K	0.1%Prev: 0.1%	491 SH	Decreased-19 SH
STERIS PLC	SHS USD	$560K	0.2%Prev: 0.2%	2,209 SH	Increased-2 SH
TESLA INC	COM	$395K	0.2%Prev: 0.2%	878 SH	Increased+7 SH
THE TRADE DESK INC	COM CL A	$202K	0.1%Prev: 0.1%	5,331 SH	Decreased-48 SH
THERMO FISHER SCIENTIFIC INC	COM	$435K	0.2%Prev: 0.1%	751 SH	Increased+55 SH
UNION PAC CORP	COM	$263K	0.1%Prev: 0.1%	1,138 SH	Increased+140 SH
UNITEDHEALTH GROUP INC	COM	$720K	0.3%Prev: 0.3%	2,180 SH	Increased+326 SH
VANECK ETF TRUST	INTRMDT MUNI ETF	$2.9M	1.2%Prev: 1.5%	61,563 SH	Decreased-15,883 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$5.4M	2.3%Prev: 2.1%	69,255 SH	Increased+5,922 SH
VANGUARD INDEX FDS	MID CAP ETF	$446K	0.2%Prev: 0.2%	1,538 SH	Decreased
VANGUARD INDEX FDS	SMALL CP ETF	$518K	0.2%Prev: 0.2%	2,010 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.6M	1.5%Prev: 1.5%	67,674 SH	Decreased+387 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$200K	0.1%Prev: 0.2%	2,394 SH	Decreased-4,260 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$554K	0.2%Prev: 0.2%	2,521 SH	Increased+28 SH
VERIZON COMMUNICATIONS INC	COM	$314K	0.1%Prev: 0.1%	7,712 SH	Decreased+446 SH
VISA INC	COM CL A	$1.1M	0.5%Prev: 0.5%	3,245 SH	Increased-19 SH
WALMART INC	COM	$1.4M	0.6%Prev: 0.5%	12,176 SH	Increased+508 SH
WELLS FARGO CO NEW	COM	$357K	0.2%Prev: 0.1%	3,834 SH	Increased-51 SH

Sold (vs prior filing)

BP PLC — $442K
FLEXSHARES TR — $203K
ISHARES TR — $840K
ISHARES TR — $681K
ISHARES TR — $663K
ISHARES TR — $1.4M
ISHARES TR — $524K
ISHARES TR — $480K
MONDELEZ INTL INC — $209K
SELECT SECTOR SPDR TR — $1.9M
SELECT SECTOR SPDR TR — $6.8M
SELECT SECTOR SPDR TR — $4.8M
SELECT SECTOR SPDR TR — $6.5M
SELECT SECTOR SPDR TR — $3.0M
SELECT SECTOR SPDR TR — $5.5M
SELECT SECTOR SPDR TR — $1.2M
SELECT SECTOR SPDR TR — $1.1M
VALERO ENERGY CORP — $256K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001172661-26-000259	$236.7M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004373	$237.9M	View
Jul 31, 2026	Q2 2026