Granite Bay Wealth Management, LLC - Portfolio overview

Granite Bay Wealth Management, LLC has 97 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JHMM - JOHN HANCOCK EXCHANGE TRADED, 9.64%
2. WTPI - WISDOMTREE TR, 8.16%
3. JHCB - JOHN HANCOCK EXCHANGE TRADED, 8.04%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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