Granite Bay Wealth Management, LLC
CIK 1911472
13F filing for Q2 2026・No. 2,453
- Holdings
- US$1.09B
- Quarter change
- +US$615.8M
- Entries
- 207
- Net bought (estimate)
- +US$575.75M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 81
- Sold out 4
- Cut 9
- Added 72
- Corporate actions 0
- Unchanged 8
Largest holdings
170 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | Added | 964,042 | US$83.04M | 7.65% |
| ISHARES TRCORE S&P SCP ETF | Added | 426,566 | US$63.26M | 5.83% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 759,524 | US$51.96M | 4.79% |
| JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI | Cut | 671,903 | US$50.37M | 4.64% |
| AMZNAmazonCOM | Added | 210,270 | US$50.12M | 4.62% |
| AAPLAppleCOM | Added | 153,136 | US$44.31M | 4.08% |
| WISDOMTREE TREQUITY PREMIUM | Added | 1,259,604 | US$41.3M | 3.80% |
| JOHN HANCOCK EXCHANGE TRADEDCORPORATE BD | Added | 1,862,508 | US$39.5M | 3.64% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 183,406 | US$39.02M | 3.59% |
| TLTISHARES TR20 YR TR BD ETF | Added | 448,018 | US$38.72M | 3.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.