Granite Bay Wealth Management, LLC ETF holdings
Portsmouth, NH
Reported $743.9M in 98 ETFs in its Form 13F for June 30, 2026.
ETF value
$743.9M
ETFs held
98
Change from prior quarter
+121.4%
With price moves
ETFs as a share of its 13F
68.5%
of $1.1B
Top 10 of 98 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $83.0M | 964,042 | +961,610 shares |
| IJR | iShares Core S&P Small-Cap ETF | $63.3M | 426,566 | +254,673 shares |
| EEM | iShares MSCI Emerging Markets ETF | $52.0M | 759,524 | +361,851 shares |
| JHMM | John Hancock Multifactor Mid Cap ETF | $50.4M | 671,903 | −5,089 shares |
| WTPI | WisdomTree Equity Premium Income Fund | $41.3M | 1,259,604 | +55,855 shares |
| JHCB | John Hancock Corporate Bond ETF | $39.5M | 1,862,508 | +73,272 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $39.0M | 183,406 | +1,366 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $38.7M | 448,018 | +237,639 shares |
| VTV | Vanguard Morningstar Value ETF | $30.9M | 141,718 | +139,118 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $21.0M | 28,166 | +25,400 shares |
88 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001911472. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Granite Bay Wealth Management, LLC own?
Granite Bay Wealth Management, LLC reported 98 ETF positions worth $743.9M in its Form 13F for June 30, 2026. The largest was VUG, at $83.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.