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Portfolio (Quarterly) Guide ↗

Granite Bay Wealth Management, LLC

· CIK 0001911472
13F Portfolio $470M AUM 94 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 44 Added 18 Reduced 13 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRTX VERTEX PHARMACEUTICALS INC Healthcare 910.0 $407K 0.09% +8.0 +0.9% $446.85 -2.3%
42 LLY ELI LILLY & CO Healthcare 307.0 $282K 0.06% +6.0 +2.0% $919.69 +7.4%
43 VTI VANGUARD INDEX FDS 877.0 $281K 0.06% +15.0 +1.7% $320.83 +12.2%
44 NFLX NETFLIX INC. Communication Services 2,365.0 $227K 0.05% +130.0 +5.8% $96.14 -6.7%
Page 3 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.0%
Technology 26.2%
Communication Services 12.6%
Consumer Cyclical 12.3%
Healthcare 11.3%
Industrials 6.9%
Energy 0.8%
Consumer Defensive 0.8%
Utilities 0.2%