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
Dec 31, 2025View all 88 โ
| Company | Value | % of portfolio |
|---|---|---|
| John Hancock Exchange Traded | $42.81M | 10.4% |
| John Hancock Exchange Traded | $35.46M | 8.6% |
| Invesco Exchange Traded Fd T | $33.64M | 8.2% |
| iShares Tr | $21.70M | 5.3% |
| iShares Tr | $20.11M | 4.9% |
| John Hancock Exchange Traded | $17.56M | 4.3% |
| iShares Inc | $17.34M | 4.2% |
| iShares MSCI UAE ETF | $16.77M | 4.1% |
| Microsoft Corp | $10.59M | 2.6% |
| Amazon.com Inc | $10.45M | 2.5% |
| Apple Inc. | $10.19M | 2.5% |
| BlackRock ETF Trust | $9.90M | 2.4% |
| NVIDIA Corp | $9.46M | 2.3% |
| iShares Silver Tr | $9.26M | 2.2% |
| Alphabet Inc. | $9.25M | 2.2% |
| Warren E. Buffett | $8.88M | 2.2% |
| WisdomTree Tr | $8.77M | 2.1% |
| JPMorgan Chase & Co | $8.42M | 2.0% |
| RTX Corp | $8.31M | 2.0% |
| First Tr Exchange-Traded Fd | $8.16M | 2.0% |
| Thermo Fisher Scientific Inc. | $7.64M | 1.9% |
| Amgen Inc | $7.40M | 1.8% |
| T-Mobile US, Inc.TMUS | $7.30M | 1.8% |
| Home Depot, Inc. | $7.22M | 1.8% |
| CrowdStrike Holdings, Inc. | $6.92M | 1.7% |
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.