Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Granite Bay Wealth Management, LLC (CIK 1911472) reported $469.9M across 93 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JHMM ($45.4M, 9.66%), WTPI ($38.4M, 8.17%), JHCB ($37.8M, 8.05%), RSP ($34.9M, 7.43%), EEM ($22.6M, 4.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $45.4M | 9.66% | 676,992 | Added |
| 2 | WTPI | WISDOMTREE TR | $38.4M | 8.17% | 1.2M | Added |
| 3 | JHCB | JOHN HANCOCK EXCHANGE TRADED | $37.8M | 8.05% | 1.8M | Added |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $34.9M | 7.43% | 182,040 | Added |
| 5 | EEM | ISHARES TR | $22.6M | 4.81% | 397,673 | Added |
| 6 | IJR | ISHARES TR | $21.4M | 4.54% | 171,893 | Added |
| 7 | EWJ | ISHARES INC | $18.7M | 3.98% | 221,248 | Added |
| 8 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $18.4M | 3.92% | 815,457 | Added |
| 9 | TLT | ISHARES TR | $18.2M | 3.88% | 210,379 | Added |
| 10 | IAGG | ISHARES TR | $13.7M | 2.93% | 275,375 | New |
| 11 | AMZN | AMAZON COM INC | $10.4M | 2.22% | 50,120 | Added |
| 12 | AAPL | APPLE INC | $10.3M | 2.18% | 40,448 | Added |
| 13 | MSFT | MICROSOFT CORP | $9.5M | 2.03% | 25,739 | Added |
| 14 | BALI | BLACKROCK ETF TRUST | $9.5M | 2.02% | 307,411 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $9.4M | 2.01% | 54,130 | Added |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.1M | 1.94% | 19,002 | Added |
| 17 | GOOG | ALPHABET INC | $8.7M | 1.85% | 30,369 | Added |
| 18 | RTX | RTX CORPORATION | $8.5M | 1.81% | 44,028 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $8.5M | 1.80% | 28,736 | Added |
| 20 | GLD | SPDR GOLD TR | $8.1M | 1.71% | 18,731 | Trimmed |
| 21 | QQEW | FIRST TR EXCHANGE-TRADED FD | $8.0M | 1.70% | 62,858 | Added |
| 22 | TMUS | T-MOBILE US INC | $8.0M | 1.69% | 37,904 | Added |
| 23 | SLV | ISHARES SILVER TR | $7.9M | 1.67% | 115,409 | Trimmed |
| 24 | AMGN | AMGEN INC | $7.7M | 1.64% | 21,900 | Trimmed |
| 25 | TMO | THERMO FISHER SCIENTIFIC INC | $7.6M | 1.62% | 15,447 | Added |
Source: SEC Form 13F filings · as of 2026-03-31