13F Filings History of Granite Bay Wealth Management, LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$384,023,433
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 80 stock holdings with total value $384,023,433 as of Q3 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
Q3 2025 80 $384,023,433 +$109,397,285 -$57,446,338 +$51,950,947 JHMM, JHCB, RSP, EEM, IJR 13F-HR 15 Oct 2025, 15:58
Q2 2025 69 $311,184,000 +$30,898,546 -$24,512,956 +$6,385,590 MDY, JHCB, RSP, IJR, EEM 13F-HR 08 Jul 2025, 14:32
Q1 2025 72 $287,852,000 +$46,964,471 -$23,140,474 +$23,823,997 MDY, JHCB, RSP, IJR, EEM 13F-HR 10 Apr 2025, 15:02
Q4 2024 73 $269,901,000 +$96,385,781 -$6,025,812 +$90,359,969 MDY, JHCB, IJR, BOTZ, EEM 13F-HR 13 Jan 2025, 16:28
Q3 2024 44 $178,285,000 +$52,044,884 -$66,118,910 -$14,074,026 MDY, JHCB, BOTZ, JHPI, EWJ 13F-HR 03 Oct 2024, 13:59
Q2 2024 66 $186,695,000 +$64,640,481 -$52,047,958 +$12,592,523 JHCB, MDY, BOTZ, JHPI, IJR Restatement 21 Aug 2024, 13:29
Q1 2024 75 $175,835,000 +$16,909,673 -$12,478,260,297 -$12,461,350,624 MDY, JHCB, JHPI, BOTZ, IJR 13F-HR 30 Apr 2024, 11:27
Q4 2023 297 $11,122,525,000 +$1,837,573,028 -$730,199,560 +$1,107,373,468 MDY, XLV, IWM, SPY, XLP 13F-HR 29 Jan 2024, 13:02
Q3 2023 290 $10,144,593,000 +$10,037,897,476 +$10,037,897,476 MDY, XLV, XLP, AAPL, JHPI 13F-HR 12 Oct 2023, 14:57
Q2 2023 43 $107,428,000 +$17,392,112 -$26,392,218 -$9,000,106 MDY, XLV, QQQ, XLP, XLK 13F-HR 19 Jul 2023, 12:02
Q1 2023 75 $143,113,000 +$17,649,456 -$34,305,030 -$16,655,574 QQQ, MDY, XLV, XLK, AAPL 13F-HR 20 Apr 2023, 15:06
Q4 2022 66 $153,298,000 +$30,831,755 -$6,609,060 +$24,222,695 SPY, QQQ, MDY, XLV, XLK 13F-HR 26 Jan 2023, 10:56
Q3 2022 57 $124,435,000 +$16,972,906 -$14,812,767 +$2,160,139 QQQ, MDY, SPY, XLV, XLK 13F-HR 24 Oct 2022, 08:59
Q2 2022 56 $128,930,000 +$34,514,919 -$1,271,805 +$33,243,114 MDY, XLI, XLV, QQQ, SPY 13F-HR 13 Jul 2022, 15:37
Q1 2022 61 $123,402,000 +$38,827,913 -$3,784,583 +$35,043,330 MDY, XLI, XLV, XLK, AAPL 13F-HR 26 Apr 2022, 10:23
Q4 2021 60 $101,224,000 $0 XLI, MDY, XLV, AAPL, ARKK 13F-HR 16 Feb 2022, 11:16