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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 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIA STATE STR SPDR DOW JONES IND Financial Services 876.0 $406K 0.09% $463.19 +6.6%
62 BLACKROCK ETF TRUST 3,954.0 $398K 0.09% NEW $100.53
63 GE GE AEROSPACE Industrials 1,384.0 $392K 0.08% -54.0 -3.8% $283.49 +0.9%
64 VWO VANGUARD INTL EQUITY INDEX F 7,158.0 $387K 0.08% NEW $54.06 +7.0%
65 SCHX SCHWAB STRATEGIC TR 14,570.0 $368K 0.08% -520.0 -3.5% $25.29 +14.0%
66 FORTINET INC 4,276.0 $349K 0.07% NEW $81.72
67 IYW ISHARES TR 1,800.0 $327K 0.07% $181.42 +29.3%
68 BND VANGUARD BD INDEX FDS 4,244.0 $313K 0.07% $73.64 -1.6%
69 JNJ JOHNSON & JOHNSON Healthcare 1,267.0 $310K 0.07% -71.0 -5.3% $244.50 -6.4%
70 VXUS VANGUARD STAR FDS 4,000.0 $308K 0.07% $77.11 +7.4%
71 UNH UNITEDHEALTH GROUP INC Healthcare 1,107.0 $300K 0.06% -90.0 -7.5% $270.56 +44.6%
72 GEV GE VERNOVA INC Utilities 343.0 $299K 0.06% -78.0 -18.5% $871.50 +16.2%
73 IWD ISHARES TR 1,364.0 $291K 0.06% $213.67 +8.4%
74 PG PROCTER & GAMBLE CO Consumer Defensive 1,955.0 $282K 0.06% -185.0 -8.6% $144.50 -1.5%
75 LLY ELI LILLY & CO Healthcare 307.0 $282K 0.06% +6.0 +2.0% $919.69 +7.4%
76 VTI VANGUARD INDEX FDS 877.0 $281K 0.06% +15.0 +1.7% $320.83 +12.2%
77 DFIV DIMENSIONAL ETF TRUST 5,073.0 $268K 0.06% $52.78 +4.3%
78 IWF ISHARES TR 593.0 $253K 0.05% $426.30 -71.1%
79 SDG ISHARES TR 3,000.0 $252K 0.05% $83.95 +6.0%
80 PM PHILIP MORRIS INTL INC Consumer Defensive 1,523.0 $252K 0.05% -205.0 -11.9% $165.34 +15.8%
Page 4 of 5  ·  94 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%