Granite Bay Wealth Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Granite Bay Wealth Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 9.66% | 45.413 M $ | 676992 | 2022/03/31 | 1.072 M $ | 2.50 % |
| 2026/03/31 | WISDOMTREE TR | 8.17% | 38.411 M $ | 1203749 | 2023/12/31 | 294.698 K $ | 3.36 % | |
| 2026/03/31 | JHCB | JOHN HANCOCK EXCHANGE TRADED | 8.05% | 37.835 M $ | 1789236 | 2022/03/31 | -560.430 K $ | -1.58 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 7.43% | 34.925 M $ | 182040 | 2025/03/31 | 63.227 K $ | 0.19 % |
| 2026/03/31 | EEM | ISHARES TR | 4.81% | 22.584 M $ | 397673 | 2021/12/31 | 824.842 K $ | 3.80 % |
| 2026/03/31 | IJR | ISHARES TR | 4.54% | 21.353 M $ | 171893 | 2023/09/30 | 691.118 K $ | 3.44 % |
| 2026/03/31 | EWJ | ISHARES INC | 3.98% | 18.686 M $ | 221248 | 2024/03/31 | 794.449 K $ | 4.58 % |
| 2026/03/31 | JHPI | JOHN HANCOCK EXCHANGE TRADED | 3.92% | 18.398 M $ | 815457 | 2022/12/31 | -199.973 K $ | -1.14 % |
| 2026/03/31 | TLT | ISHARES TR | 3.88% | 18.228 M $ | 210379 | 2024/12/31 | -90.455 K $ | -0.54 % |
| 2026/03/31 | IAGG | ISHARES TR | 2.93% | 13.749 M $ | 275375 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.22% | 10.424 M $ | 50120 | 2021/12/31 | -1.021 M $ | -9.77 % |
| 2026/03/31 | AAPL | APPLE INC | 2.18% | 10.267 M $ | 40448 | 2021/12/31 | -677.390 K $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.03% | 9.543 M $ | 25739 | 2021/12/31 | -2.484 M $ | -23.46 % |
| 2026/03/31 | BALI | BLACKROCK ETF TRUST | 2.02% | 9.472 M $ | 307411 | 2025/09/30 | -271.807 K $ | -2.75 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.01% | 9.445 M $ | 54130 | 2023/06/30 | -613.990 K $ | -6.49 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.94% | 9.104 M $ | 19002 | 2021/12/31 | -414.338 K $ | -4.67 % |
| 2026/03/31 | GOOG | ALPHABET INC | 1.85% | 8.714 M $ | 30369 | 2021/12/31 | -793.975 K $ | -8.58 % |
| 2026/03/31 | RTX | RTX CORPORATION | 1.81% | 8.486 M $ | 44028 | 2025/06/30 | 430.312 K $ | 5.18 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.80% | 8.453 M $ | 28736 | 2023/03/31 | -732.843 K $ | -8.71 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 1.71% | 8.054 M $ | 18731 | 2021/12/31 | 581.805 K $ | 8.57 % |
| 2026/03/31 | QQEW | FIRST TR EXCHANGE-TRADED FD | 1.70% | 7.981 M $ | 62858 | 2025/09/30 | -869.986 K $ | -10.67 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 1.69% | 7.954 M $ | 37904 | 2023/09/30 | 251.346 K $ | 3.44 % |
| 2026/03/31 | SLV | ISHARES SILVER TR | 1.67% | 7.857 M $ | 115409 | 2025/09/30 | 534.630 K $ | 5.77 % |
| 2026/03/31 | AMGN | AMGEN INC | 1.64% | 7.697 M $ | 21900 | 2023/09/30 | 555.119 K $ | 7.50 % |
| 2026/03/31 | TMO | THERMO FISHER SCIENTIFIC INC | 1.62% | 7.598 M $ | 15447 | 2023/09/30 | -1.159 M $ | -15.17 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 1.57% | 7.395 M $ | 18941 | 2025/06/30 | -1.157 M $ | -16.72 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.56% | 7.354 M $ | 22338 | 2023/09/30 | -319.197 K $ | -4.42 % |
| 2026/03/31 | BX | BLACKSTONE INC | 1.12% | 5.257 M $ | 45645 | 2025/09/30 | -1.339 M $ | -25.40 % |
| 2026/03/31 | ARES | ARES MANAGEMENT CORPORATION | 1.04% | 4.903 M $ | 44832 | 2025/09/30 | -1.630 M $ | -32.50 % |
| 2026/03/31 | AGG | ISHARES TR | 0.88% | 4.113 M $ | 41594 | 2021/12/31 | -22.980 K $ | -0.61 % |
| 2026/03/31 | IDEV | ISHARES TR | 0.85% | 3.985 M $ | 47673 | 2024/12/31 | 50.218 K $ | 1.32 % |
| 2026/03/31 | ROBT | FIRST TR EXCHANGE TRADED FD | 0.60% | 2.840 M $ | 61530 | 2025/09/30 | -332.196 K $ | -11.01 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.55% | 2.581 M $ | 4472 | 2021/12/31 | -144.212 K $ | -6.04 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.38% | 1.798 M $ | 2766 | 2021/12/31 | -96.982 K $ | -4.63 % |
| 2026/03/31 | QQQJ | INVESCO EXCH TRADED FD TR II | 0.33% | 1.550 M $ | 42804 | 2024/09/30 | -24.380 K $ | -1.74 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 0.28% | 1.301 M $ | 2108 | 2021/12/31 | 28.523 K $ | 2.23 % |
| 2026/03/31 | DCI | DONALDSON INC | 0.25% | 1.188 M $ | 14000 | 2021/12/31 | -53.927 K $ | -4.27 % |
| 2026/03/31 | WRB | BERKLEY W R CORP | 0.23% | 1.074 M $ | 16210 | 2025/09/30 | -81.446 K $ | -5.48 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.23% | 1.062 M $ | 2432 | 2025/09/30 | -62.254 K $ | -10.47 % |
| 2026/03/31 | IVV | ISHARES TR | 0.22% | 1.037 M $ | 1588 | 2022/12/31 | -50.387 K $ | -4.63 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.21% | 985.616 K $ | 1723 | 2021/12/31 | -150.235 K $ | -13.33 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.20% | 924.785 K $ | 14431 | 2025/12/31 | 9.830 K $ | 2.58 % |
| 2026/03/31 | BUG | GLOBAL X FDS | 0.19% | 903.387 K $ | 35975 | 2024/06/30 | -146.590 K $ | -17.56 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.18% | 838.016 K $ | 1403 | 2023/03/31 | -20.025 K $ | -4.72 % |
| 2026/03/31 | USMV | ISHARES TR | 0.18% | 829.920 K $ | 8949 | 2021/12/31 | -12.030 K $ | -1.51 % |
| 2026/03/31 | V | VISA INC | 0.16% | 745.402 K $ | 2467 | 2022/12/31 | -128.736 K $ | -13.82 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.15% | 691.034 K $ | 4074 | 2021/12/31 | 242.457 K $ | 40.98 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.14% | 644.124 K $ | 4017 | 2023/09/30 | -92.343 K $ | -12.96 % |
| 2026/03/31 | IWM | ISHARES TR | 0.13% | 617.358 K $ | 2489 | 2021/12/31 | 4.285 K $ | 0.75 % |
| 2026/03/31 | SHOP | SHOPIFY INC | 0.13% | 601.166 K $ | 5068 | 2021/12/31 | -214.629 K $ | -26.31 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.13% | 598.074 K $ | 4500 | 2021/12/31 | -49.814 K $ | -7.69 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.11% | 536.870 K $ | 1868 | 2023/09/30 | -45.664 K $ | -8.13 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.11% | 535.420 K $ | 3652 | 2021/12/31 | -29.959 K $ | -5.29 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.11% | 510.333 K $ | 2600 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.11% | 508.694 K $ | 1942 | 2025/12/31 | 4.978 K $ | 1.54 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.10% | 461.774 K $ | 464 | 2023/03/31 | 60.072 K $ | 15.54 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.10% | 447.212 K $ | 1445 | 2023/09/30 | -44.420 K $ | -10.56 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.09% | 437.579 K $ | 15022 | 2021/12/31 | -52.388 K $ | -10.70 % |
| 2026/03/31 | BOTZ | GLOBAL X FDS | 0.09% | 434.650 K $ | 13084 | 2023/06/30 | -40.920 K $ | -8.31 % |
| 2026/03/31 | VRTX | VERTEX PHARMACEUTICALS INC | 0.09% | 406.629 K $ | 910 | 2023/06/30 | -6.151 K $ | -1.50 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.09% | 405.754 K $ | 876 | 2025/09/30 | -15.224 K $ | -3.62 % |
| 2026/03/31 | BLACKROCK ETF TRUST | 0.08% | 397.501 K $ | 3954 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | GE | GE AEROSPACE | 0.08% | 392.357 K $ | 1384 | 2024/12/31 | -34.885 K $ | -7.88 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.08% | 386.993 K $ | 7158 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 0.08% | 368.457 K $ | 14570 | 2021/12/31 | -19.164 K $ | -4.72 % |
| 2026/03/31 | FTNT | FORTINET INC | 0.07% | 349.449 K $ | 4276 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IYW | ISHARES TR | 0.07% | 326.556 K $ | 1800 | 2022/12/31 | -32.868 K $ | -9.14 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.07% | 312.528 K $ | 4244 | 2025/12/31 | -1.824 K $ | -0.58 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.07% | 309.779 K $ | 1267 | 2025/12/31 | 50.161 K $ | 18.11 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 0.07% | 308.440 K $ | 4000 | 2023/09/30 | 6.680 K $ | 2.21 % |
| 2026/03/31 | UNH | UNITEDHEALTH GROUP INC | 0.06% | 299.512 K $ | 1107 | 2025/12/31 | -71.245 K $ | -18.04 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.06% | 298.925 K $ | 343 | 2025/12/31 | 92.337 K $ | 33.57 % |
| 2026/03/31 | IWD | ISHARES TR | 0.06% | 291.443 K $ | 1364 | 2024/12/31 | 4.542 K $ | 1.58 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.06% | 282.496 K $ | 1955 | 2021/12/31 | 2.418 K $ | 0.79 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.06% | 282.344 K $ | 307 | 2023/09/30 | -46.627 K $ | -14.39 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.06% | 281.369 K $ | 877 | 2024/12/31 | -12.464 K $ | -4.31 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.06% | 267.753 K $ | 5073 | 2025/09/30 | 14.610 K $ | 5.77 % |
| 2026/03/31 | IWF | ISHARES TR | 0.05% | 252.797 K $ | 593 | 2024/12/31 | -27.811 K $ | -9.91 % |
| 2026/03/31 | SDG | ISHARES TR | 0.05% | 251.858 K $ | 3000 | 2024/09/30 | -809.000 $ | -0.32 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.05% | 251.807 K $ | 1523 | 2025/03/31 | 8.536 K $ | 3.08 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 0.05% | 240.526 K $ | 5006 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.05% | 236.592 K $ | 7757 | 2025/03/31 | 6.871 K $ | 3.01 % |
| 2026/03/31 | TSLA | TESLA INC | 0.05% | 235.470 K $ | 633 | 2025/09/30 | -52.239 K $ | -17.35 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 0.05% | 232.127 K $ | 3717 | 2025/09/30 | 10.816 K $ | 4.89 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 0.05% | 227.882 K $ | 2907 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.05% | 227.363 K $ | 2365 | 2023/09/30 | 5.341 K $ | 2.55 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 0.05% | 226.918 K $ | 1096 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IJK | ISHARES TR | 0.05% | 226.129 K $ | 2247 | 2024/12/31 | 8.403 K $ | 3.86 % |
| 2026/03/31 | GLP | GLOBAL PARTNERS LP | 0.04% | 210.500 K $ | 5000 | 2023/09/30 | 1.250 K $ | 0.60 % |
| 2026/03/31 | TOPC | ISHARES TR | 0.04% | 205.382 K $ | 6846 | 2025/09/30 | -6.777 K $ | -3.19 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.04% | 204.035 K $ | 2645 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | WMT | WALMART INC | 0.04% | 202.395 K $ | 1636 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.04% | 202.382 K $ | 677 | 2025/12/31 | -10.766 K $ | -5.06 % |
| 2026/03/31 | DJIA | GLOBAL X FDS | 0.00% | 10.225 K $ | 48600 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BABA | ALIBABA GROUP HLDG LTD | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPY | SPDR S&P 500 ETF TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |