§ 13F · FUND PROFILE
Granite Bay Wealth Management, LLC.
AUM · $1M (13F)Positions · 207Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$149K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 672K | $50K | 4.6% | −1% |
| 2 | AAPL | APPLE INC | 153K | $44K | 4.1% | +279% |
| 3 | VUG | VANGUARD INDEX FDS | 482K | $42K | 3.8% | +39540% |
| 4 | VUG | VANGUARD INDEX FDS | 482K | $42K | 3.8% | — |
| 5 | WTPI | WISDOMTREE TR | 1.26M | $41K | 3.8% | +5% |
| 6 | JHCB | JOHN HANCOCK EXCHANGE TRADED | 1.86M | $40K | 3.6% | +4% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 183K | $39K | 3.6% | +1% |
| 8 | IJR | ISHARES TR | 213K | $32K | 2.9% | +148% |
| 9 | IJR | ISHARES TR | 213K | $32K | 2.9% | — |
| 10 | EEM | ISHARES TR | 380K | $26K | 2.4% | +91% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANITE SIGNAL
AC read
Granite Bay Wealth Management, LLC is a Other fund managing $1 million in assets. The fund runs a broad portfolio of 207 positions.
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