Granite Bay Wealth Management, LLC

Est. AUM

$469.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$45.4M	676992	9.66%	SOLE
2	WISDOMTREE TR	EQUITY PREMIUM	$38.4M	1203749	8.17%	SOLE
3	JOHN HANCOCK EXCHANGE TRADED	CORPORATE BD	$37.8M	1789236	8.05%	SOLE
4	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$34.9M	182040	7.43%	SOLE
5	ISHARES TR	MSCI EMG MKT ETF	$22.6M	397673	4.81%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$21.4M	171893	4.54%	SOLE
7	ISHARES INC	MSCI JAPAN ETF	$18.7M	221248	3.98%	SOLE
8	JOHN HANCOCK EXCHANGE TRADED	PREFERRED INCOME	$18.4M	815457	3.92%	SOLE
9	ISHARES TR	20 YR TR BD ETF	$18.2M	210379	3.88%	SOLE
10	ISHARES TR	CORE INTL AGGR	$13.7M	275375	2.93%	SOLE
11	AMAZON COM INC	COM	$10.4M	50120	2.22%	SOLE
12	APPLE INC	COM	$10.3M	40448	2.18%	SOLE
13	MICROSOFT CORP	COM	$9.5M	25739	2.03%	SOLE
14	BLACKROCK ETF TRUST	ISHARES US LARG	$9.5M	307411	2.02%	SOLE
15	NVIDIA CORPORATION	COM	$9.4M	54130	2.01%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$9.1M	19002	1.94%	SOLE
17	ALPHABET INC	CAP STK CL C	$8.7M	30369	1.85%	SOLE
18	RTX CORPORATION	COM	$8.5M	44028	1.81%	SOLE
19	JPMORGAN CHASE & CO	COM	$8.5M	28736	1.80%	SOLE
20	SPDR GOLD TR	GOLD SHS	$8.1M	18731	1.71%	SOLE
21	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$8.0M	62858	1.70%	SOLE
22	T-MOBILE US INC	COM	$8.0M	37904	1.69%	SOLE
23	ISHARES SILVER TR	ISHARES	$7.9M	115409	1.67%	SOLE
24	AMGEN INC	COM	$7.7M	21900	1.64%	SOLE
25	THERMO FISHER SCIENTIFIC INC	COM	$7.6M	15447	1.62%	SOLE
26	CROWDSTRIKE HLDGS INC	CL A	$7.4M	18941	1.57%	SOLE
27	HOME DEPOT INC	COM	$7.4M	22338	1.56%	SOLE
28	BLACKSTONE INC	COM	$5.3M	45645	1.12%	SOLE
29	ARES MANAGEMENT CORPORATION	CL A COM STK	$4.9M	44832	1.04%	SOLE
30	ISHARES TR	CORE US AGGBD ET	$4.1M	41594	0.88%	SOLE
31	ISHARES TR	CORE MSCI INTL	$4.0M	47673	0.85%	SOLE
32	FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$2.8M	61530	0.60%	SOLE
33	INVESCO QQQ TR	UNIT SER 1	$2.6M	4472	0.55%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2766	0.38%	SOLE
35	INVESCO EXCH TRADED FD TR II	NASDAQNXTGEN100	$1.6M	42804	0.33%	SOLE
36	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.3M	2108	0.28%	SOLE
37	DONALDSON INC	COM	$1.2M	14000	0.25%	SOLE
38	BERKLEY W R CORP	COM	$1.1M	16210	0.23%	SOLE
39	VANGUARD INDEX FDS	GROWTH ETF	$1.1M	2432	0.23%	SOLE
40	ISHARES TR	CORE S&P500 ETF	$1.0M	1588	0.22%	SOLE
41	META PLATFORMS INC	CL A	$986K	1723	0.21%	SOLE
42	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$925K	14431	0.20%	SOLE
43	GLOBAL X FDS	CYBRSCURTY ETF	$903K	35975	0.19%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$838K	1403	0.18%	SOLE
45	ISHARES TR	MSCI USA MIN VOL	$830K	8949	0.18%	SOLE
46	VISA INC	COM CL A	$745K	2467	0.16%	SOLE
47	EXXON MOBIL CORP	COM	$691K	4074	0.15%	SOLE
48	PALO ALTO NETWORKS INC	COM	$644K	4017	0.14%	SOLE
49	ISHARES TR	RUSSELL 2000 ETF	$617K	2489	0.13%	SOLE
50	SHOPIFY INC	CL A SUB VTG SHS	$601K	5068	0.13%	SOLE

1–50 of 94

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.