Granite Bay Wealth Management, LLC
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$469.9M
Holdings
94
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JHMM
JOHN HANCOCK EXCHANGE TRADED
Q1 2026: Exited (was 653.8k shares)
9.7%
02
$WTPI
WISDOMTREE TR
Q1 2026: Exited (was 265.5k shares)
8.2%
03
$JHCB
JOHN HANCOCK EXCHANGE TRADED
Q1 2026: Exited (was 1.65M shares)
8.1%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 175.6k shares)
7.4%
05
$EEM
ISHARES TR
Q1 2026: Exited (was 396.6k shares)
4.8%
06
$IJR
ISHARES TR
Q1 2026: Sold 98.9% (167.3k → 1.8k shares)
4.5%
07
$EWJ
ISHARES INC
Q1 2026: Exited (was 214.7k shares)
4.0%
08
$JHPI
JOHN HANCOCK EXCHANGE TRADED
Q1 2026: Exited (was 769.1k shares)
3.9%
09
$TLT
ISHARES TR
Q1 2026: Exited (was 192.5k shares)
3.9%
10
$IAGG
ISHARES TR
Held since at least Q1 2024
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:27 UTC.