Granite Bay Wealth Management, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: John Hancock Multifactor Mid C with a value of $40.3M, John Hancock Corporate Bond Et with a value of $32.9M, Invesco S&P 500 Equal Weight E with a value of $31.3M, Ishares Msci Emerging Markets with a value of $20.9M, and Ishares Core S&P Sm Cap ETF with a value of $19.1M.
Examining the 13F form we can see an increase of $63.2M in the current position value, from $311M to 374M.
Below you can find more details about Granite Bay Wealth Management, LLC portfolio as well as his latest detailed transactions.
