Institutional Fund
Granite Bay Wealth Management, LLC
Portsmouth, NHCIK 19114725 filings on record
Portfolio Value
$469.92M
Q1 2026
Holdings
93
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+13.9%
from $412.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- John Hancock Exchange Traded9.7%
- Wisdomtree Tr8.2%
- John Hancock Exchange Traded8.1%
- Invesco Exchange Traded Fd T7.4%
- Ishares Tr4.8%
- Ishares Tr4.5%
- Other57.3%
Portfolio Holdings
93 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | John Hancock Exchange Traded | 677.0K | $45.41M | 9.7% | +23.2K | Added |
| 2 | Wisdomtree Tr | 1.20M | $38.41M | 8.2% | +938.3K | Added |
| 3 | John Hancock Exchange Traded | 1.79M | $37.83M | 8.1% | +140.9K | Added |
| 4 | Invesco Exchange Traded Fd T | 182.0K | $34.92M | 7.4% | +6.4K | Added |
| 5 | Ishares Tr | 397.7K | $22.58M | 4.8% | +1.1K | Added |
| 6 | Ishares Tr | 171.9K | $21.35M | 4.5% | +4.6K | Added |
| 7 | Ishares Inc | 221.2K | $18.69M | 4.0% | +6.5K | Added |
| 8 | John Hancock Exchange Traded | 815.5K | $18.40M | 3.9% | +46.3K | Added |
| 9 | Ishares Tr | 210.4K | $18.23M | 3.9% | +17.9K | Added |
| 10 | Ishares Tr | 275.4K | $13.75M | 2.9% | +275.4K | New |
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