Long-term investor
Granite Bay Wealth Management, LLC @granitebaywealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911472).
Record
- Tracked since 2025-12-31 (261 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.7%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 7.6% · long · since 2025-12-31
- IJR · 5.8% · long · since 2025-12-31
- EEM · 4.8% · long · since 2025-12-31
- HTD · 4.6% · long · since 2025-12-31
- AMZN · 4.6% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- WTPI · 3.8% · long · since 2025-12-31
- JHCB · 3.6% · long · since 2025-12-31
- RSP · 3.6% · long · since 2025-12-31
- TLT · 3.6% · long · since 2025-12-31
- 833445109 · 3.0% · long · since 2026-06-30
- VTV · 2.8% · long · since 2026-03-31