Granite Bay Wealth Management, LLC
•CIK: 1911472•Filing: Q4 2025
**Granite Bay Wealth Management, LLC** manages $397M across a diversified portfolio of 88 positions. The firm exhibits significant concentration in specific names, notably holding JHMM at $42.8M and JHCB at $35.5M. Further substantial allocations include RSP ($33.6M) and EEM ($21.7M), indicating a tactical focus across sectors and geographies. The top ten holdings alone account for over $236M of the total AUM.
Total AUM
$394.0M
+ $2.6M in options
QoQ Performance
+2.6%
Positions
57
+ 5 options
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JHMM
JHCB
RSP
EEM
IJR
JHMM10.8%
JHCB8.9%
RSP8.5%
EEM5.5%
IJR5.1%
JHPI4.4%
EWJ4.4%
TLT4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.4%
Technology8.2%
Consumer4.6%
Financial4.6%
Healthcare4.0%
Industrial2.2%
Communication1.9%
ETF0.9%
Changes from Q3 2025
NEW8 new positions
↑45 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023