Granite Bay Wealth Management, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 469,933
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 94 | 469,933 | 13F-HR | Granite Bay Wealth Management, LLC |
| Q4 2025 | 2/5/2026 | 96 | 415,624 | 13F-HR | Granite Bay Wealth Management, LLC |
| Q3 2025 | 10/15/2025 | 80 | 384,023 | 13F-HR | Granite Bay Wealth Management, LLC |
| Q2 2025 | 7/8/2025 | 69 | 311,184 | 13F-HR | Granite Bay Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
10
(0.0% of total reported value)
· QoQ Δ:
-3.049 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 180.3 K | 38.4% | 0 | 130.4 K | -130.4 K |
| ETFs | 289.4 K | 61.6% | 187.5 K | 0 | 187.5 K |
| Debt | 228 | 0.0% | 228 | 0 | 228 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
469,933
Holdings
94
QoQ value change ($000)
54,309
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.