Institutions / Granite Bay Wealth Management, LLC

Granite Bay Wealth Management, LLC

CIK 1911472 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$412.57M
Positions
88
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
John Hancock Exchange Tradedโ€”$42.81M653,78610.4%
John Hancock Exchange Tradedโ€”$35.46M1,648,3268.6%
Invesco Exchange Traded Fd Tโ€”$33.64M175,6328.2%
iShares Trโ€”$21.70M396,5595.3%
iShares Trโ€”$20.11M167,3414.9%
John Hancock Exchange Tradedโ€”$17.56M769,1294.3%
iShares Incโ€”$17.34M214,7164.2%
iShares MSCI UAE ETFโ€”$16.77M192,4584.1%
Microsoft Corpโ€”$10.59M21,8912.6%
Amazon.com Incโ€”$10.45M45,2722.5%
Apple Inc.โ€”$10.19M37,4872.5%
BlackRock ETF Trustโ€”$9.90M312,4222.4%
NVIDIA Corpโ€”$9.46M50,7432.3%
iShares Silver Trโ€”$9.26M143,7182.2%
Alphabet Inc.โ€”$9.25M29,4722.2%
Warren E. Buffettโ€”$8.88M17,6692.2%
WisdomTree Trโ€”$8.77M265,4942.1%
JPMorgan Chase & Coโ€”$8.42M26,1172.0%
RTX Corpโ€”$8.31M45,2962.0%
First Tr Exchange-Traded Fdโ€”$8.16M57,3872.0%
Thermo Fisher Scientific Inc.โ€”$7.64M13,1771.9%
Amgen Incโ€”$7.40M22,6211.8%
T-Mobile US, Inc.TMUSCommon Stock$7.30M35,9581.8%
Home Depot, Inc.โ€”$7.22M20,9861.8%
CrowdStrike Holdings, Inc.โ€”$6.92M14,7661.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.