Granite Bay Wealth Management, LLC Portfolio Holdings
Granite Bay Wealth Management, LLC
- $374 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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