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Home > Institutional Investor > Granite Bay Wealth Management, Llc > Profile

Instuitional Investor - Granite Bay Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Granite Bay Wealth Management, Llc
Portfolio Value $1,085,733
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 964,042 $83,042 7.65%
2.
Ishares Trust
 IEF 426,566 $63,264 5.83%
3.
Ishares Trust
 IEF 759,524 $51,958 4.79%
4.
John Hancock Exchange Traded
 671,903 $50,366 4.64%
5.
Amazon Com Inc
 AMZN 210,270 $50,116 4.62%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.