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Portfolio (Quarterly) Guide ↗

Granite Bay Wealth Management, LLC

· CIK 0001911472
13F Portfolio $416M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New
Page 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHV SCHWAB STRATEGIC TR 7,721.0 $229K 0.06% NEW $29.61 +9.9%
82 DFAT DIMENSIONAL ETF TRUST 3,717.0 $221K 0.05% NEW $59.54 +9.5%
83 SCHD SCHWAB STRATEGIC TR 8,043.0 $221K 0.05% NEW $27.43 +17.0%
84 IJK ISHARES TR 2,247.0 $218K 0.05% NEW $96.90 +12.0%
85 VV VANGUARD INDEX FDS 675.0 $213K 0.05% NEW $314.94 +7.1%
86 TOPC ISHARES TR 6,846.0 $212K 0.05% NEW $30.99 +7.4%
87 NFLX NETFLIX INC Communication Services 2,235.0 $210K 0.05% NEW $93.76 -4.4%
88 GLP GLOBAL PARTNERS LP Energy 5,000.0 $209K 0.05% NEW $41.85 +16.8%
89 IWP ISHARES TR 1,500.0 $205K 0.05% NEW $136.94 -1.4%
90 MOAT VANECK ETF TRUST 1,932.0 $200K 0.05% NEW $103.56 -3.7%
91 QQQ CALL INVESCO QQQ TR Financial Services 500.0 $194K 0.05% NEW $387.03 +81.3%
92 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,200.0 $176K 0.04% NEW $146.57 -7.5%
93 XLK CALL SELECT SECTOR SPDR TR 1,000.0 $102K 0.02% NEW $101.69 +70.4%
94 BABA CALL ALIBABA GROUP HLDG LTD Consumer Cyclical 1,000.0 $54K 0.01% NEW $54.35 +149.6%
95 AMZN CALL AMAZON COM INC Consumer Cyclical 200.0 $25K 0.01% NEW $126.11 +105.6%
96 WRB PUT BERKLEY W R CORP Financial Services 5,000.0 $3K 0.00% NEW $0.58 +11849.9%
Page 5 of 5  ·  96 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 29.4%
Technology 26.5%
Communication Services 12.5%
Consumer Cyclical 12.3%
Healthcare 11.1%
Industrials 6.8%
Consumer Defensive 0.7%
Energy 0.5%
Utilities 0.2%