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Holders — by stockHoldings — by fund

Granite Bay Wealth Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1911472

$1.1M

disclosed book value

170

positions

7.6%

largest position share

Positions, as of 2026-06-30

top 100 of 170 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VUGVANGUARD INDEX FDS964,042$83,0427.6%
2IJRISHARES TR426,566$63,2645.8%
3EEMISHARES TR759,524$51,9584.8%
4JHMMJOHN HANCOCK EXCHANGE TRADED671,903$50,3664.6%
5AMZNAMAZON COM INC210,270$50,1164.6%
6AAPLAPPLE INC153,136$44,3114.1%
7WTPIWISDOMTREE TR1.3M$41,3023.8%
8JHCBJOHN HANCOCK EXCHANGE TRADED1.9M$39,5043.6%
9RSPINVESCO EXCHANGE TRADED FD T183,406$39,0233.6%
10TLTISHARES TR448,018$38,7183.6%
11SNOWSNOWFLAKE INC125,958$32,0563%
12VTVVANGUARD INDEX FDS141,718$30,8842.8%
13MSFTMICROSOFT CORP58,321$21,7552%
14SPYSPDR S&P 500 ETF TR28,166$21,0341.9%
15QQEWFIRST TR EXCHANGE-TRADED FD128,492$20,5081.9%
16EWJISHARES INC217,032$20,2431.9%
17JHPIJOHN HANCOCK EXCHANGE TRADED845,132$19,1841.8%
18NVDANVIDIA CORPORATION89,687$17,9451.7%
19TMOTHERMO FISHER SCIENTIFIC INC35,644$17,8701.6%
20ACWXISHARES TR208,191$15,8451.5%
21IAGGISHARES TR297,704$15,0641.4%
22TMUST-MOBILE US INC85,974$14,4201.3%
23GOOGALPHABET INC39,741$14,0421.3%
24VOOVANGUARD INDEX FDS19,192$13,1821.2%
25AGGISHARES TR124,466$12,3201.1%
26IJHISHARES TR159,029$12,2631.1%
27CRWDCROWDSTRIKE HLDGS INC15,419$11,7671.1%
28JPMJPMORGAN CHASE & CO.34,101$11,1621%
29GLDSPDR GOLD TR29,899$11,0141%
30BRK/BBERKSHIRE HATHAWAY INC DEL21,718$10,8681%
31BALIBLACKROCK ETF TRUST310,798$10,5141%
32HDHOME DEPOT INC26,136$9,2180.8%
33JPSTJ P MORGAN EXCHANGE TRADED F178,785$9,0410.8%
34JEPIJ P MORGAN EXCHANGE TRADED F158,475$8,9510.8%
35VIGVANGUARD SPECIALIZED FUNDS37,684$8,9170.8%
36AMGNAMGEN INC24,371$8,8250.8%
37EMXCISHARES INC77,245$7,9020.7%
38OEFISHARES TR20,973$7,6730.7%
39JEPQJ P MORGAN EXCHANGE TRADED F123,253$7,5750.7%
40SLVISHARES SILVER TR121,487$6,4960.6%
41BXBLACKSTONE INC53,868$6,3390.6%
42GOOGLALPHABET INC15,926$5,6910.5%
43LLYELI LILLY & CO4,690$5,6260.5%
44ARESARES MANAGEMENT CORPORATION44,549$4,9590.5%
45IBMINTERNATIONAL BUSINESS MACHS16,778$4,7180.4%
46XLFSELECT SECTOR SPDR TR85,103$4,5620.4%
47IDEVISHARES TR49,110$4,3710.4%
48VEAVANGUARD TAX-MANAGED FDS60,192$4,2880.4%
49EXMOCEXXON MOBIL CORP30,865$4,2200.4%
50AVGOBROADCOM INC11,148$4,2110.4%
51IEFISHARES TR44,015$4,1620.4%
52METAMETA PLATFORMS INC6,720$3,7860.3%
53ROBTFIRST TR EXCHANGE TRADED FD63,541$3,5750.3%
54COWZPACER FDS TR54,833$3,4110.3%
55FEZSPDR INDEX SHS FDS48,364$3,3220.3%
56CIBRFIRST TR EXCHANGE TRADED FD35,836$3,2200.3%
57JMSTJ P MORGAN EXCHANGE TRADED F58,090$2,9630.3%
58VVISA INC7,334$2,5160.2%
59IVVISHARES TR3,270$2,4490.2%
60VTVANGUARD INTL EQUITY INDEX F15,005$2,3550.2%
61PANWPALO ALTO NETWORKS INC6,730$2,2940.2%
62IWMISHARES TR7,488$2,2500.2%
63GEVGE VERNOVA INC1,779$2,0900.2%
64CVXCHEVRON CORP NEW12,570$2,0840.2%
65TPLTEXAS PACIFIC LAND CORPORATI4,554$1,9930.2%
66QQQJINVESCO EXCH TRADED FD TR II43,682$1,9850.2%
67IVWISHARES TR13,500$1,8570.2%
68GEGE AEROSPACE4,652$1,7380.2%
69XLKSELECT SECTOR SPDR TR9,073$1,7290.2%
70VWOVANGUARD INTL EQUITY INDEX F26,834$1,6020.1%
71TSLATESLA INC3,763$1,5830.1%
72MDYSPDR S&P MIDCAP 400 ETF TR2,049$1,4410.1%
73BUGGLOBAL X FDS37,091$1,4170.1%
74ITAISHARES TR5,632$1,3660.1%
75VBVANGUARD INDEX FDS4,450$1,3480.1%
76DCIDONALDSON INC14,000$1,2570.1%
77JNJJOHNSON & JOHNSON4,696$1,1920.1%
78COSTCOSTCO WHSL CORP NEW1,264$1,1820.1%
79WMTWALMART INC9,906$1,1220.1%
80USMVISHARES TR11,421$1,1020.1%
81TSMTAIWAN SEMICONDUCTOR MFG LTD2,290$1,0940.1%
82GRNYTIDAL TRUST I39,095$1,0810.1%
83BNDXVANGUARD CHARLOTTE FDS20,342$9850.1%
84MAMASTERCARD INCORPORATED1,900$9760.1%
85WRBBERKLEY W R CORP13,210$9320.1%
86SMHVANECK ETF TRUST1,336$8760.1%
87BABOEING CO4,025$8710.1%
88IWFISHARES TR6,650$8260.1%
89SCHGSCHWAB STRATEGIC TR24,015$8130.1%
90VXUSVANGUARD STAR FDS9,370$8020.1%
91BNDVANGUARD BD INDEX FDS10,608$7780.1%
92MCDMCDONALDS CORP2,794$7560.1%
93ABBVABBVIE INC2,929$7370.1%
94MINTPIMCO ETF TR7,274$7330.1%
95EPDENTERPRISE PRODS PARTNERS L19,626$7220.1%
96PGPROCTER AND GAMBLE CO4,906$7200.1%
97TRFKPACER FDS TR6,495$6930.1%
98CSCOCISCO SYS INC5,883$6910.1%
99VVVANGUARD INDEX FDS1,920$6600.1%
100MUMICRON TECHNOLOGY INC564$6500.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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