Granite Bay Wealth Management, LLC: 13F holdings

CIK 19114722026Q2

Positions170
Reported value$1.1bn
Filed2026-08-14

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS964,042$83.0m7.6%
IJR ISHARES TR426,566$63.3m5.8%
EEM ISHARES TR759,524$52.0m4.8%
JHMM JOHN HANCOCK EXCHANGE TRADED671,903$50.4m4.6%
AMZN AMAZON COM INC210,270$50.1m4.6%
AAPL APPLE INC153,136$44.3m4.1%
WISDOMTREE TR1,259,604$41.3m3.8%
JOHN HANCOCK EXCHANGE TRADED1,862,508$39.5m3.6%
RSP INVESCO EXCHANGE TRADED FD T183,406$39.0m3.6%
TLT ISHARES TR448,018$38.7m3.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1911472")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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