StockDriftsStockDriftsTop 50 Granite Bay Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 7.65% | 964.0K | $83.0M | +6506.65%(+949.45K) | $78.06(+14.25%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.83% | 426.6K | $63.3M | +148.16%(+254.67K) | $124.41(+20.53%) | 2026-06-30 | |
| EEM | ISHARES TR | 4.79% | 759.5K | $52.0M | +90.99%(+361.85K) | $51.74(+30.87%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 4.64% | 671.9K | $50.4M | -0.75%(-5.09K) | $61.16(+26.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.62% | 210.3K | $50.1M | +319.53%(+160.15K) | $204.17(+28.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.08% | 153.1K | $44.3M | +278.60%(+112.69K) | $244.81(+24.74%) | 2026-06-30 | |
| WTPI | WISDOMTREE TR | 3.8% | 1.26M | $41.3M | +4.64%(+55.85K) | $32.52(+3.11%) | 2026-06-30 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 3.64% | 1.86M | $39.5M | +4.10%(+73.27K) | $21.01(-0.58%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.59% | 183.4K | $39.0M | +0.75%(+1.37K) | $166.13(+33.48%) | 2026-06-30 | |
| TLT | ISHARES TR | 3.57% | 448.0K | $38.7M | +112.96%(+237.64K) | $88.56(-7.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.42% | +42.07% | — | — | +25.18% |
| Top 20 Holdings Unweighted | +14.28% | +49.25% | — | — | +15.92% |
Granite Bay Wealth Management LLC reports $1.09B in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are VUG (7.7%), IJR (5.8%) and EEM (4.8%). The top 20 holdings account for 66.22% of reported assets. Its disclosed equity book has returned +42.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Granite Bay Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911472). View Granite Bay Wealth Management LLC’s 13F filings on SEC