SEC Form 13F · Q1 2026

Granite Bay Wealth Management, LLC

Institutional Holdings Report

13F-HRNH
$469.9M
Portfolio Value
94
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Granite Bay Wealth Management, LLC
CIK
1911472
Accession No.
0001911472-26-000002
Location
PORTSMOUTH, NH
Form Type
13F-HR
Portfolio Value
$469.9M
Holdings Reported
94
Reporting Period
Q1 2026
Filed
May 1, 2026

About this Filing

Granite Bay Wealth Management, LLC is an institutional investment manager based in PORTSMOUTH, NH reporting approximately $469.9M in 13(f) securities across 94 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.