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 $1.09B across 170 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($83.0M, 7.65%), IJR ($63.3M, 5.83%), EEM ($52.0M, 4.79%), JHMM ($50.4M, 4.64%), AMZN ($50.1M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $83.0M | 7.65% | 964,042 | Added |
| 2 | IJR | ISHARES TR | $63.3M | 5.83% | 426,566 | Added |
| 3 | EEM | ISHARES TR | $52.0M | 4.79% | 759,524 | Added |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $50.4M | 4.64% | 671,903 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $50.1M | 4.62% | 210,270 | Added |
| 6 | AAPL | APPLE INC | $44.3M | 4.08% | 153,136 | Added |
| 7 | WTPI | WISDOMTREE TR | $41.3M | 3.80% | 1.3M | Added |
| 8 | JHCB | JOHN HANCOCK EXCHANGE TRADED | $39.5M | 3.64% | 1.9M | Added |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $39.0M | 3.59% | 183,406 | Added |
| 10 | TLT | ISHARES TR | $38.7M | 3.57% | 448,018 | Added |
| 11 | SNOW | SNOWFLAKE INC | $32.1M | 2.95% | 125,958 | New |
| 12 | VTV | VANGUARD INDEX FDS | $30.9M | 2.84% | 141,718 | Added |
| 13 | MSFT | MICROSOFT CORP | $21.8M | 2.00% | 58,321 | Added |
| 14 | SPY | SPDR S&P 500 ETF TR | $21.0M | 1.94% | 28,166 | Added |
| 15 | QQEW | FIRST TR EXCHANGE-TRADED FD | $20.5M | 1.89% | 128,492 | Added |
| 16 | EWJ | ISHARES INC | $20.2M | 1.86% | 217,032 | Trimmed |
| 17 | JHPI | JOHN HANCOCK EXCHANGE TRADED | $19.2M | 1.77% | 845,132 | Added |
| 18 | NVDA | NVIDIA CORPORATION | $17.9M | 1.65% | 89,687 | Added |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC | $17.9M | 1.65% | 35,644 | Added |
| 20 | ACWX | ISHARES TR | $15.8M | 1.46% | 208,191 | New |
| 21 | IAGG | ISHARES TR | $15.1M | 1.39% | 297,704 | Added |
| 22 | TMUS | T-MOBILE US INC | $14.4M | 1.33% | 85,974 | Added |
| 23 | GOOG | ALPHABET INC | $14.0M | 1.29% | 39,741 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $13.2M | 1.21% | 19,192 | Added |
| 25 | IJH | ISHARES TR | $12.3M | 1.13% | 159,029 | New |
Source: SEC Form 13F filings · as of 2026-06-30