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Granite Fo LLC
Granite FO, LLC, doing business as Hampshire Family Office, is an SEC-registered investment adviser headquartered in Bedford, New Hampshire. The firm was founded in 2022 and, according to filings, employs 5 professionals. Granite FO, LLC specializes in providing investment management, financial planning, and consulting services to high net worth individuals and select charitable organizations.
Investment Strategy
Granite FO, LLC (Hampshire Family Office) offers discretionary investment management, financial planning, and consulting services primarily to high net worth individuals and charitable organizations. The firm develops individualized investment strategies based on each client's objectives and risk tolerance, and provides continuous monitoring and rebalancing of portfolios as part of its advisory relationship. Their stated approach emphasizes personalized service and ongoing portfolio oversight.
Latest 13F Filing Activity
Granite Fo LLC filed their most recent 13F report on Sep 30, 2025 disclosing 191 equity positions with a total 13F market value of $184M. The fund increased holdings in SPDR S&P 500 Etf TR, Vanguard Specialized Funds, Berkshire Hathaway Inc. Del among other positions. Granite Fo LLC reduced exposure to Golub Cap BDC Inc., Blue Owl Capital Inc., Amazon Com Inc. among others.
Top Holdings
Equity Positions (191)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 18.79% | $34.6M | 51,940 | $393.34 | $666.18 | +$2.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 14.49% | $26.7M | 123,662 | $153.96 | $215.79 | +$1.3M |
| BERKSHIRE HATHAWAY INC DEL | 14.34% | $26.4M | 35 | $468711.00 | $754200.00 | +$889.0K | |
V VYM | VANGUARD WHITEHALL FDS | 5.77% | $10.6M | 75,419 | $108.36 | $140.95 | +$577.3K |
| BERKSHIRE HATHAWAY INC DEL | 5.54% | $10.2M | 20,280 | $309.00 | $502.74 | +$344.1K |
Industry Allocation
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