Granite Bay Wealth Management, LLC
All 13F Filings
- Location
- Portsmouth, NH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 415,624
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
3.059 K
(0.7% of total reported value)
· QoQ Δ:
+3.059 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 310.7 K | 75.3% | 21.79 K | 0 | 21.79 K |
| ETFs | 101.9 K | 24.7% | 6.76 K | 0 | 6.76 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
415,624
Holdings
96
QoQ value change ($000)
31,601
(8.2%)
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.