Granite Bay Wealth Management, LLC

CIK 0001911472 · PORTSMOUTH, NH · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Granite Bay Wealth Management, LLC reported 170 positions worth $1.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VUG (7.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.1M
2026 Q2
Positions
170
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.2%
Est. Net Flow (Q)
2026 Q2
10 / 170 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVANGUARD INDEX FDSSH$83.0K7.65%964,042
2IJRISHARES TRSH$63.3K5.83%426,566
3EEMISHARES TRSH$52.0K4.79%759,524
4JHMMJOHN HANCOCK EXCHANGE TRADEDSH$50.4K4.64%671,903
5AMZNAMAZON COM INCSH$50.1K4.62%210,270
6AAPLAPPLE INCSH$44.3K4.08%153,136
7WTPIWISDOMTREE TRSH$41.3K3.80%1,259,604
8JHCBJOHN HANCOCK EXCHANGE TRADEDSH$39.5K3.64%1,862,508
9RSPINVESCO EXCHANGE TRADED FD TSH$39.0K3.59%183,406
10TLTISHARES TRSH$38.7K3.57%448,018

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Granite Bay Wealth Management, LLC hold as of Q2 2026?

Granite Bay Wealth Management, LLC reported 170 positions worth $1.1M in its Q2 2026 13F filing. Largest positions: VUG (7.6%), IJR (5.8%), EEM (4.8%), JHMM (4.6%) and AMZN (4.6%).

What did Granite Bay Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Granite Bay Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.