13F Filings History of Granite Bay Wealth Management, LLC

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$412,565,805
Signature - Title
Ashleigh Swayze - Counsel
Location
Portsmouth, NH
Summary
This page shows a list of all the recent 13F filings made by Granite Bay Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Granite Bay Wealth Management, LLC reported 88 stock holdings with total value $412,565,805 as of Q4 2025. Top holdings included JHMM, JHCB, RSP, EEM, and IJR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $412,565,805 +$27,191,493 -$7,260,930 +$19,930,563 JHMM, JHCB, RSP, EEM, IJR 13F-HR 04 Feb 2026, 18:25
Q3 2025 80 $384,023,433 +$109,397,285 -$57,446,344 +$51,950,941 JHMM, JHCB, RSP, EEM, IJR 13F-HR 15 Oct 2025, 15:58
Q2 2025 69 $311,184,000 +$30,898,551 -$24,512,958 +$6,385,593 MDY, JHCB, RSP, IJR, EEM 13F-HR 08 Jul 2025, 14:32
Q1 2025 72 $287,852,000 +$46,964,474 -$23,140,466 +$23,824,008 MDY, JHCB, RSP, IJR, EEM 13F-HR 10 Apr 2025, 15:02
Q4 2024 73 $269,901,000 +$96,385,811 -$6,025,811 +$90,360,000 MDY, JHCB, IJR, BOTZ, EEM 13F-HR 13 Jan 2025, 16:28
Q3 2024 44 $178,285,000 +$52,044,889 -$66,118,906 -$14,074,017 MDY, JHCB, BOTZ, JHPI, EWJ 13F-HR 03 Oct 2024, 13:59
Q2 2024 66 $186,695,000 +$64,640,477 -$52,047,954 +$12,592,523 JHCB, MDY, BOTZ, JHPI, IJR Restatement 21 Aug 2024, 13:29
Q1 2024 75 $175,835,000 +$16,909,664 -$12,478,260,171 -$12,461,350,507 MDY, JHCB, JHPI, BOTZ, IJR 13F-HR 30 Apr 2024, 11:27
Q4 2023 306 $11,122,525,000 +$1,834,765,566 -$714,266,491 +$1,120,499,075 MDY, XLV, IWM, SPY, XLP 13F-HR 29 Jan 2024, 13:02
Q3 2023 311 $10,144,593,000 +$10,037,895,305 $0 +$10,037,895,305 MDY, XLV, XLP, AAPL, JHPI 13F-HR 12 Oct 2023, 14:57
Q2 2023 43 $107,428,000 +$17,392,101 -$61,476,222 -$44,084,121 MDY, XLV, QQQ, XLP, XLK 13F-HR 19 Jul 2023, 12:02
Q1 2023 75 $143,113,000 +$17,649,457 -$40,589,027 -$22,939,570 QQQ, MDY, XLV, XLK, AAPL 13F-HR 20 Apr 2023, 15:06
Q4 2022 66 $153,298,000 +$30,831,753 -$8,111,058 +$22,720,695 SPY, QQQ, MDY, XLV, XLK 13F-HR 26 Jan 2023, 11:56
Q3 2022 57 $124,435,000 +$16,972,903 -$15,252,771 +$1,720,132 QQQ, MDY, SPY, XLV, XLK 13F-HR 24 Oct 2022, 08:59
Q2 2022 56 $128,930,000 +$34,514,916 -$3,178,805 +$31,336,111 MDY, XLI, XLV, QQQ, SPY 13F-HR 13 Jul 2022, 15:37
Q1 2022 61 $123,402,000 +$38,827,916 -$7,828,583 +$30,999,333 MDY, XLI, XLV, XLK, AAPL 13F-HR 26 Apr 2022, 10:23
Q4 2021 60 $101,224,000 $0 $0 $0 XLI, MDY, XLV, AAPL, ARKK 13F-HR 16 Feb 2022, 12:16