13F Insight
DOSSIER · 13F-HR · Q1 2026

Granite Bay Wealth Management, LLC

$470M in tracked AUM across 94 positions as of Q1 2026.

GB
CIK 0001911472 · last filed Mar 31, 2026
Total AUM
$470M
as of Q1 2026
Holdings
94
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Granite Bay Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JHMM
JOHN HANCOCK EXCHANGE TRADED
$45M677K9.7%02
WTPI
WISDOMTREE TR
$38M1.2M8.2%03
JHCB
JOHN HANCOCK EXCHANGE TRADED
$38M1.8M8.1%04
RSP
INVESCO EXCHANGE TRADED FD T
$35M182K7.4%05
EEM
ISHARES TR
$23M398K4.8%06
IJR
ISHARES TR
$21M172K4.5%07
EWJ
ISHARES INC
$19M221K4.0%08
JHPI
JOHN HANCOCK EXCHANGE TRADED
$18M815K3.9%09
TLT
ISHARES TR
$18M210K3.9%10
IAGG
ISHARES TR
$14M275K2.9%

Filing history

2026Q1Mar 31
$470M▲ 13.1%
94 positionsView →2025Q4Dec 31
$416M▲ 8.2%
96 positionsView →2025Q3Sep 30
$384M▲ 23.4%
80 positionsView →2025Q2Jun 30
$311M▲ 8.1%
69 positionsLocked2025Q1Mar 31
$288M▲ 6.7%
72 positionsLocked2024Q4Dec 31
$270M▲ 51.4%
73 positionsLocked2024Q3Sep 30
$178M▼ 4.5%
44 positionsLocked2024Q2Jun 30
$187M▲ 6.2%
66 positionsLocked2024Q1Mar 31
$176M▼ 98.4%
75 positionsLocked2023Q4Dec 31
$11.2B▲ 9.7%
306 positionsLocked2023Q3Sep 30
$10.2B▲ 9386.6%
311 positionsLocked2023Q2Jun 30
$107M▼ 24.9%
43 positionsLocked
Showing 12 of 18