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Granite Bay Wealth Management, LLC

Portfolio Manager
Granite Bay Wealth Management, LLC
Performance
-1.45% (2026 Q1)
AUM (13F)
$469.93M
# of Holdings
93
Performance Rank
Allocation (Top 20)
76.94%

Granite Bay Wealth Management, LLC Holdings Map

Top 50 Granite Bay Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JHMM
JOHN HANCOCK EXCHANGE TRADED
9.66%677.0K$45.4M
+3.55%(+23.21K)
2025-Q1: 112.6K shares2025-Q2: 129.3K shares2025-Q3: 623.2K shares2025-Q4: 653.8K shares2026-Q1: 677.0K shares
$61.16(+17.48%)
2026-03-31
WTPI
WISDOMTREE TR
8.17%1.20M$38.4M
+353.40%(+938.25K)
2025-Q1: 173.1K shares2025-Q2: 193.8K shares2025-Q3: 234.3K shares2025-Q4: 265.5K shares2026-Q1: 1.20M shares
$32.55(+2.04%)
2026-03-31
JHCB
JOHN HANCOCK EXCHANGE TRADED
8.05%1.79M$37.8M
+8.55%(+140.91K)
2025-Q1: 1.21M shares2025-Q2: 1.34M shares2025-Q3: 1.51M shares2025-Q4: 1.65M shares2026-Q1: 1.79M shares
$21.00(+0.97%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
7.43%182.0K$34.9M
+3.65%(+6.41K)
2025-Q1: 133.7K shares2025-Q2: 147.1K shares2025-Q3: 164.8K shares2025-Q4: 175.6K shares2026-Q1: 182.0K shares
$165.88(+22.33%)
2026-03-31
EEM
ISHARES TR
4.81%397.7K$22.6M
+0.28%(+1.11K)
2025-Q1: 354.8K shares2025-Q2: 377.0K shares2025-Q3: 391.4K shares2025-Q4: 396.6K shares2026-Q1: 397.7K shares
$42.78(+57.11%)
2026-03-31
IJR
ISHARES TR
4.54%171.9K$21.4M
+2.72%(+4.55K)
2025-Q1: 199.8K shares2025-Q2: 225.0K shares2025-Q3: 161.0K shares2025-Q4: 167.3K shares2026-Q1: 171.9K shares
$109.33(+23.74%)
2026-03-31
EWJ
ISHARES INC
3.98%221.2K$18.7M
+3.04%(+6.53K)
2025-Q1: 188.7K shares2025-Q2: 195.6K shares2025-Q3: 206.4K shares2025-Q4: 214.7K shares2026-Q1: 221.2K shares
$70.06(+32.88%)
2026-03-31
JHPI
JOHN HANCOCK EXCHANGE TRADED
3.92%815.5K$18.4M
+6.02%(+46.33K)
2025-Q1: 589.3K shares2025-Q2: 646.2K shares2025-Q3: 706.6K shares2025-Q4: 769.1K shares2026-Q1: 815.5K shares
$21.76(+5.59%)
2026-03-31
TLT
ISHARES TR
3.88%210.4K$18.2M
+9.31%(+17.92K)
2025-Q1: 133.1K shares2025-Q2: 155.6K shares2025-Q3: 176.7K shares2025-Q4: 192.5K shares2026-Q1: 210.4K shares
$90.77(-6.58%)
2026-03-31
IAGG
ISHARES TR
2.93%275.4K$13.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 275.4K shares
$50.02(-0.19%)
2026-03-31

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