SEC Form 13F

Granite Bay Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$1,085,733,000
Positions170

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$83,042,000964,042
ISHARES TRIJRCORE S&P SCP ETF$63,264,000426,566
ISHARES TREEMMSCI EMG MKT ETF$51,958,000759,524
JOHN HANCOCK EXCHANGE TRADEDJHMMMULTIFACTOR MI$50,366,000671,903
AMAZON COM INCAMZNCOM$50,116,000210,270
APPLE INCAAPLCOM$44,311,000153,136
WISDOMTREE TRWTPIEQUITY PREMIUM$41,302,0001,259,604
JOHN HANCOCK EXCHANGE TRADEDJHCBCORPORATE BD$39,504,0001,862,508
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$39,023,000183,406
ISHARES TRTLT20 YR TR BD ETF$38,718,000448,018

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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