Granite Bay Wealth Management, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,085,733
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 170 | 1,085,733 | 13F-HR | Granite Bay Wealth Management, LLC |
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 409.4 K | 37.7% | 229 K | 0 | 229 K |
| ETFs | 676.1 K | 62.3% | 386.8 K | 0 | 386.8 K |
| Debt | 237 | 0.0% | 9 | 0 | 9 |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,085,733
Holdings
170
QoQ value change ($000)
615,800
(131.0%)
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.