§ 13F · FUND PROFILE
Granite Bay Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $311K (13F)Positions · 69Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 677K | $45M | 9.7% | +4% |
| 2 | WTPI | WISDOMTREE TR | 1.20M | $38M | 8.2% | +353% |
| 3 | JHCB | JOHN HANCOCK EXCHANGE TRADED | 1.79M | $38M | 8.1% | +9% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 182K | $35M | 7.4% | +4% |
| 5 | EEM | ISHARES TR | 398K | $23M | 4.8% | ±0% |
| 6 | IJR | ISHARES TR | 172K | $21M | 4.5% | +3% |
| 7 | EWJ | ISHARES INC | 221K | $19M | 4.0% | +3% |
| 8 | JHPI | JOHN HANCOCK EXCHANGE TRADED | 815K | $18M | 3.9% | +6% |
| 9 | TLT | ISHARES TR | 210K | $18M | 3.9% | +9% |
| 10 | IAGG | ISHARES TR | 275K | $14M | 2.9% | NEW |
§ 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 $311 thousand in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed